# Getting started with Adopt

{% hint style="info" %}
Organizations still using the standalone version of Adopt should refer to the [Adopt (classic)](https://docs-adopt.nexthink.com/) documentation until transitioning to the Infinity-integrated version.
{% endhint %}

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:

{% stepper %}
{% step %}
[Install and deploy the Nexthink browser extension](https://docs.nexthink.com/platform/configuring_nexthink/bringing-data-into-your-nexthink-instance/deploying-nexthink-in-non-vdi-environment/installing-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.

{% hint style="warning" %}
Nexthink Adopt does not support Mozilla Firefox.
{% endhint %}
{% endstep %}

{% step %}
Grant Nexthink [Application permissions](#gettingstartedwithremoteactions-whatarethepermissionsrequiredtouseremoteactions) to Nexthink user roles to allow specific users to create and configure Adopt guides.
{% endstep %}

{% step %}
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](https://docs.nexthink.com/platform/user-guide/adopt/broken-reference).
{% endstep %}

{% step %}
For applications like Workday, Salesforce, or SAP SuccessFactors, set up [inbound connectors](https://docs.nexthink.com/platform/configuring_nexthink/bringing-data-into-your-nexthink-instance/integrating-nexthink-with-third-party-tools/inbound-connectors) to extract in-app user attributes. These custom fields help define precise guide visibility conditions based on user roles or activities.
{% endstep %}
{% endstepper %}

## 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.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-bb5420d885c717777dac39bb35595a70cca04e7b%2FGetting%20started%20-%20Adopt%20components.png?alt=media" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Refer to the [Deploying a guide: end-to-end procedure](https://docs.nexthink.com/platform/user-guide/adopt/getting-started-with-adopt/deploying-a-guide-end-to-end-procedure) for a summarized sequence of steps for publishing an Adopt guide.
{% endhint %}

## 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.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2FyyVis15qaib2gRNy4xKo%2Fimage.png?alt=media&#x26;token=21b48a81-4f96-4124-8586-3f5cb8828190" alt=""><figcaption></figcaption></figure>

Links in the **Context help** pop-up may open external content in a new browser tab. The following image shows an open Context help pop-up from an application. Employees can also drag the Context help icon along the right side of the window as needed.

Alternatively, the guide can be configured to launch automatically when the page loads.

When [configuring a guide](https://docs.nexthink.com/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications) in Nexthink Applications, you define conditions that determine who can see the guide, when it becomes visible and how it can be accessed.

{% hint style="info" %}
Optionally, set up [inbound connectors](https://docs.nexthink.com/platform/configuring_nexthink/bringing-data-into-your-nexthink-instance/integrating-nexthink-with-third-party-tools/inbound-connectors) to extract custom user attributes from the target web application for precise guide-autostart or Context-help targeting conditions.
{% endhint %}

## **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's 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.

<figure><img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2FdMKzpHcs3Nwcs6el0fGW%2Fimage.png?alt=media&#x26;token=d57cb2b9-0027-47d0-bfdd-be4c07a61310" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Guides vary in display depending on their type and the overlay design for specific components, such as Steps or Actions.
{% endhint %}

## 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.

{% hint style="info" %}
Refer to the [Guide insights and analytics](https://docs.nexthink.com/platform/user-guide/adopt/guide-insights-and-analytics) documentation for more information on Adopt.
{% endhint %}

## 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](https://docs.nexthink.com/platform/solutions/executing-a-digital-adoption-strategy "mention") 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 <a href="#gettingstartedwithremoteactions-whatarethepermissionsrequiredtouseremoteactions" id="gettingstartedwithremoteactions-whatarethepermissionsrequiredtouseremoteactions"></a>

{% hint style="info" %}
Refer to the [Roles](https://docs.nexthink.com/platform/user-guide/administration/account-management/roles) documentation for a detailed description of **Permissions**, **View domain** options and [Data privacy](https://docs.nexthink.com/platform/administration/account-management/roles#roles-dataprivacy) granularity settings.
{% endhint %}

To enable proper permissions for Adopt as an administrator:

1. Select **Administration** > [Roles](https://docs.nexthink.com/platform/user-guide/administration/account-management/roles) from the main navigation panel.
2. Create a **New Role** or edit an existing role by hovering over it.
3. 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.

{% hint style="danger" %}
Users with the **Manage all applications** permission can create guides that perform actions on behalf of the guide viewer. This carries a high level of risk in sensitive applications, such as finance and security.

As a security precaution, ensure that you grant this permission only to trusted users.
{% endhint %}

### View domain impact on Applications permissions <a href="#amplify-dataprivacysettingsforamplify" id="amplify-dataprivacysettingsforamplify"></a>

The table below outlines the capabilities of users with full and limited [View domain](https://docs.nexthink.com/platform/administration/account-management/roles#roles-viewdomain) access, assuming the necessary permissions are enabled.

| Permission                      | Full access                                                                                                                                                                                                                                   | Limited access                                                                                                                                                                                                                                                                                   |
| ------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Manage all applications         | <img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-83bdc030baff81adb4e63584454cb0106c4d3a58%2Fimage%20(72).png?alt=media" alt="" data-size="original"> |                                                                                                                                                                                                                                                                                                  |
| View all application dashboards | <img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-83bdc030baff81adb4e63584454cb0106c4d3a58%2Fimage%20(72).png?alt=media" alt="" data-size="original"> | <img src="https://268444917-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJSUDk9NTtCHYPG5EWs3%2Fuploads%2Fgit-blob-fc47fecca866413c3aadb93204bfa30e8ebded0f%2Fspaces_xJSUDk9NTtCHYPG5EWs3_uploads_xe9qrauGrjOJZofKmIuR_image.webp?alt=media" alt="" data-size="original"> |

***

RELATED TOPICS

* [deploying-a-guide-end-to-end-procedure](https://docs.nexthink.com/platform/user-guide/adopt/getting-started-with-adopt/deploying-a-guide-end-to-end-procedure "mention")
* [guide-creation-and-management-from-nexthink-applications](https://docs.nexthink.com/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications "mention")
* [guide-content-development-from-in-app-adopt-editor](https://docs.nexthink.com/platform/user-guide/adopt/guide-content-development-from-in-app-adopt-editor "mention")