# Deploying a guide: end-to-end procedure

{% hint style="info" %}
To drive greater impact, go beyond guide deployment by [Executing a digital adoption strategy](/platform/solutions/executing-a-digital-adoption-strategy.md)—combining Adopt tools and powerful Nexthink Infinity DEX analytics.

For an introduction to Adopt basics and features, refer to the [Getting started with Adopt](/platform/user-guide/adopt/getting-started-with-adopt.md) documentation.
{% endhint %}

This page summarizes the steps to launch an Adopt in-app guide. This procedure involves switching between the Nexthink web interface and Adopt Editor.

***

{% stepper %}
{% step %}
**Configure an application in the Nexthink Applications module**

From **Applications** > **Manage applications**:

1. In the **Settings** tab, enable [web usage time](/platform/user-guide/applications/managing-applications.md#managingapplications-collectusagetimeforwebapplications) collection for all applications, to ensure Adopt-related dashboards work properly.

<figure><img src="/files/TRoe5uM07M0DjJR5uT8q" alt=""><figcaption></figcaption></figure>

2. In the **Applications** tab, [configure a new or existing web application](/platform/user-guide/applications/configuring-applications/configuring-web-applications.md)—including [key pages](/platform/user-guide/applications/configuring-applications/configuring-web-applications/key-pages.md) setup.
   * Alternatively, [import built-in web application configurations](/platform/user-guide/applications/configuring-applications/configuring-web-applications.md#configuringwebapplications-understandingurlpatterns-1) which include predefined key pages and CSS selectors. This feature is different from applications installed from Nexthink Library.
3. From the application configuration page:
   * Enable the **Digital adoption** toggle button from the **Application** **settings** tab > **General** subtab on the web application configuration page. See the image below.
   * **Save settings** after enabling **Digital adoption**.

<figure><img src="/files/CL2ji7RVmH6gnBLllRPe" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Create and set up a guide in Nexthink**

In **Applications** > **Manage applications** > application **Edit** page:

1. In the **Adoption settings** tab, define default behaviors for all guides created for this application.

   * In the [Settings subtab](/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/configuring-adoption-settings.md#configuring-adoption-settings-for-the-selected-application), configure the guide default behaviors and determine how Adopt Editor captures page elements directly from the target web application based on a predefined set of instructions for **Element selectors**.
   * In the [Localization subtab](/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/configuring-adoption-settings.md#configuring-the-localization-settings-for-the-selected-application), select a set of languages to activate AI-generated translations for specific guides which Adopt displays based on the employee's browser settings.
   * In the [Theme subtab](/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/configuring-adoption-settings.md#customizing-the-adopt-theme-for-the-selected-application), define the default color scheme for guide components.
   * In the [Context help subtab](/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/configuring-adoption-settings.md#configuring-context-help-settings-for-the-selected-application), configure how the **Context help** pop-up appears and behaves on the web application site by default.

   **Save** the web application after configuring the [Adoption settings](/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/configuring-adoption-settings.md).
2. In the **Adoption content** tab > **Guides** subtab, [create a new guide](/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/creating-guides.md):
   * Paste the guide's target URL in the **Open editor on URL** field. When launching Adopt Editor from the Nexthink browser extension for the created guide, the browser automatically loads the defined URL path.
   * Define the guide **Type**: **Walkthrough, Tooltip** or **Media**. The guide type is not editable after creation.
3. After saving the guide's name, URL and type, on the guide's **Edit** page:
   * Define how the guide is accessed by enabling at least one of the following options:
     * **Activate autostart**: The guide starts automatically when the application page loads.
     * **Include in context help**: The guide is accessible via the **Context help** pop-up.
   * Define conditions, separately for **Autostart** and **Context help**, to restrict guide visibility based on previous user interactions, user or device attributes or browser language settings.
     * Optionally, set up [inbound connectors](/platform/configuring_nexthink/bringing-data-into-your-nexthink-instance/integrating-nexthink-with-third-party-tools/inbound-connectors.md) to extract custom user attributes from the target web application for precise targeting conditions.
4. **Save** the guide as a draft.

<figure><img src="/files/KyBnwfJk73KPyrqBGIzo" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Alternatively, [import existing guides](/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/managing-guides.md#importing-guides) previously exported in JSON format instead of creating a new guide.
{% endhint %}
{% endstep %}

{% step %}
**Develop content for your guide in Adopt Editor**

From your Nexthink browser extension:

1. To access guides created in the Nexthink web interface, you must first authenticate.
   * Right-click on the Nexthink extension icon, or open the extension options, and select **Sign in as an administrator.**
   * Alternatively, go to the **Tenants Configuration** page and select **Authenticate** from the action menu, to authenticate for a specific Nexthink environmen&#x74;**.**
2. Once authenticated, click on the Nexthink icon from the browser toolbar or select **Inspect pop-up window** from the extension options.
   * Select the Nexthink **Tenant** where you have created the guide.
   * Select the target web **Application**.
3. Click the guide of interest to open Adopt Editor on the corresponding web application page and begin [developing and customizing the guide content](/platform/user-guide/adopt/guide-content-development-from-in-app-adopt-editor.md).

<figure><img src="/files/NMtZuJSQP18ZdkMs4Oym" alt="Opening Adopt Editor from the browser extension."><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Publish your guide in Nexthink**

Return to Nexthink **Applications** > **Manage applications:**

1. Select the web application for which you have both created a guide and developed the guide content, and open the **Adoption content** tab > [Guides subtab](/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/managing-guides.md).
2. Hover over a guide to reveal the action menu on the right side of the table-item row and select **Publish**.
   * Once published, employees will be able to access the guide according to the conditions for guide autostart and visibility in the Context help pop-up.
   * You cannot edit published guides in the Nexthink web interface or in Adopt Editor. If changes are required, [unpublish the guide](/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/managing-guides.md).

{% hint style="info" %}
Refer to [Guide insights and analytics](/platform/user-guide/adopt/guide-insights-and-analytics.md) for more information about employee-guidance interaction monitoring.
{% endhint %}

<figure><img src="/files/6FVHJI5yNR40CD9vJlG7" alt="Publishing a configured Adopt guide."><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}


---

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