Deploying a guide: end-to-end procedure

Configure an application in the Nexthink Applications module

From Applications > Manage applications:

1. In the Settings tab, enable web usage time collection for all applications, to ensure Adopt-related dashboards work properly.

1. In the Applications tab, configure a new or existing web application—including key pages setup.

   • Alternatively, import built-in web application configurations which include predefined key pages and CSS selectors. This feature is different from applications installed from Nexthink Library.

2. 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.

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, 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, 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, define the default color scheme for guide components.

   • In the Context help subtab, 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.

2. In the Adoption content tab > Guides subtab, create a new guide:

   • 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 to extract custom user attributes from the target web application for precise targeting conditions.

4. Save the guide as a draft.

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 environment.

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.

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.

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.