Deploying a guide: end-to-end procedure

This page summarizes the steps to launch an Adopt in-app guide. Each step refers to the corresponding documentation for its detailed execution.

In Nexthink—create and set up a guide

From Nexthink Applications > Manage applications:

1. Configure a new or existing web application—including key pages setup. Alternatively, you can import built-in web application configurations which include predefined key pages and CSS selectors. This feature is different from applications installed from Nexthink Library.

   • Enable web usage time collection to ensure Adopt-related dashboards work properly.

   • Enable the Digital adoption toggle button from the Applications settings tab > General subtab on the web application configuration page. See the image below.

   • Save the web application after enabling Digital adoption.

2. From the Adoption settings tab > Settings subtab, configure Guide Defaults behaviors for guide components, and determine how Adopt Editor captures page elements directly from the target web application based on a pre-defined set of instructions for Element selectors.

3. From the Adoption settings tab > Localization subtab, select a set of languages to activate AI-generated translations for specific guides which Adopt displays based on the employee's browser settings.

4. From the Adoption settings tab > Context help subtab, configure how the Context help pop-up appears and behaves on the web application site by default.

5. Save the web application after configuring the Adoptions settings.

6. From the Guides tab on the web application configuration page, create a new guide.

   • Paste the guide's target URL in the Open editor URL field. When launching Adopt Editor from the Nexthink browser extension for the created guide, the browser automatically loads the defined Open editor on the URL path.

   • Define the guide Type: Walkthrough, Tooltip or Media. The guide type is not editable after creation.

   • Enable at least one of these two options:

     • Activate autostart defines the conditions under which the guide starts automatically.

     • Include in context help defines the conditions under which the Context Help pop-up displays the guide in question.

7. Save the guide.

In your browser—develop content for the created guide

From your Browser > Extensions:

1. Sign in as an administrator in the installed Nexthink browser extension.

   • As part of the browser installation, you should deploy the Nexthink browser extension across all employee devices. This allows employees to access published guides associated with the web application in use.

   • Employees cannot edit guides nor access the Adopt Editor.

2. Open the Nexthink browser extension, verify the Tenant, and select the target web Application.

   • If applicable, develop guide content tailored for specific Nexthink environments by setting up multiple tenants.

3. Click the guide of interest to open Adopt Editor directly on the web application URL.

4. Develop the guide content directly on the web application page using Adopt Editor.

In Nexthink—publish the guide

Finally, return to Nexthink Applications > Manage applications:

1. Select the web application of interest—with guides.

2. Open the Guides tab listing application-specific guides.

3. Hover over a guide to reveal the action menu on the right side of the table-item row.

4. Publish the guide.

   • You cannot edit published guides. If changes are required, unpublish the guide in Nexthink Applications, and then open Adopt Editor using Nexthink browser extension.

Additionally, refer to the Guide insights and analytics to learn about employee-guidance interaction data for the target web application.