Getting started with Adopt
Nexthink Adopt guides allow employees to contextually receive real-time support while successfully conducting on-the-job tasks, directly from the applications available in your organization.
Nexthink Adopt offers different types of guidance overlays, depending on employee needs and the nature of the software application.
Prerequisites
Before creating, managing and publishing Adopt guides for web applications:
Install and deploy the Nexthink browser extension across your organization.
Deploying the Nexthink browser extension across all employee devices, allows them to access published guides associated with the web application in use.
Employees cannot edit guides nor access the Adopt Editor.
Nexthink Adopt does not support Mozilla Firefox.
Grant Nexthink Application permissions to Nexthink user roles to allow specific users to create and configure Adopt guides.
Optionally, configure the Nexthink Infinity tenant in the Nexthink browser extension options.
Adopt guides are associated with the Nexthink environments where they are created and configured. When the extension is deployed across your organization, the default environment is automatically configured for you. Depending on your setup, you can configure the same Nexthink browser extension to work with multiple Nexthink tenants.
For applications like Workday, Salesforce, or SAP SuccessFactors, set up inbound connectors to extract in-app user attributes. These custom fields help define precise guide visibility conditions based on user roles or activities.
What are the components of Nexthink Adopt?
The following diagram depicts components of Nexthink Adopt and how they are connected.
Create, manage and publish guides in the Applications module in the Nexthink web interface.
Develop guide content and customize guides in Adopt Editor, part of the Nexthink browser extension.
Adopt Agent—also part of the Nexthink browser extension—renders created guides to employees.
Refer to the Deploying a guide: end-to-end procedure for a summarized sequence of steps for publishing an Adopt guide.
When and how do employees see guides within the web application?
The guide can be made available through the Context help menu, a question mark icon easily accessible to all employees by default. By clicking the Context help icon, employees open a pop-up with a search bar and contextualized support guides or documents for self-help.
Links in the Context help pop-up may take employees to external content in a new browser tab. The following image shows an open Context help pop-up from an application.
Alternatively, the guide can be configured to launch automatically when the page loads.
When configuring a guide in Nexthink Applications, you define conditions that determine who can see the guide, when it becomes visible and how it can be accessed.
What type of guides can I deploy in web applications?
Guides provide in-app guidance throughout tasks in real time by directly interacting with elements from the application web interface.
These are the available guide types:
Walkthrough: step-by-step guidance of a task flow. The walkthrough provides in-line support throughout the process until completion.
Tooltip: contextual information that organically unfolds to end-users while hovering, or while using specific elements on the application site. Unlike walkthroughs, tooltips are independent, user-discoverable and quickly built.
Media: embedded existing media or articles within the application site. This way, end-users can access media content from the Context help pop-up based on the Context help configuration and conditions.
How can I monitor and measure employee-guide engagement?
Monitor predefined dashboards with Adopt-related fields to identify how employees interact with your in-app guides. Leverage this data to refine guidance support and maximize application adoption within your organization.
How can I execute a digital adoption strategy within my organization?
To drive digital transformation, go beyond simply deploying quality in-app guides to users—aim to impact employee experience and, as a result, drive organizational productivity and efficiency.
Follow the Executing a digital adoption strategy documentation to successfully combine powerful digital adoption capabilities from Adopt with the comprehensive analytics of Digital Employee Experience (DEX) in Nexthink Infinity.
Granting permissions for Adopt
To enable proper permissions for Adopt as an administrator:
Select Administration > Roles from the main navigation panel.
Create a New Role or edit an existing role by hovering over it.
In the Permissions section, scroll down to the Applications section to enable appropriate permissions for the role:
Select Manage all applications to enable users to create and manage guides in the Applications module of the Nexthink web interface.
Select View all dashboards to enable users to monitor employee-guide engagement and interactions.
View domain impact on Applications permissions
The table below shows what users with full and limited View domain access can do, assuming the necessary permissions are enabled.
Manage all applications
View all application dashboards
Last updated
Was this helpful?