Developing Walkthrough guides
Walkthroughs provide contextual guidance directly within an application's flow. They can be single- or multi-step Guides that assist users through processes in a streamlined fashion, using rules and trigger logic to create a tour-like experience.
Using Adopt Editor for developing Walkthrough Steps, Actions, and Decisions
After creating a Walkthrough-type guide in Nexthink Applications and accessing the guide in Adopt Editor:
Define walkthrough Steps as the foundation of the walkthrough guide. Steps provide written instructions with customizable appearance, display options and behavior. In addition to Steps, you can define Actions and Decisions to enhance and personalize the walkthrough flow:
Define walkthrough Actions to automatically perform tasks on behalf of the user, such as clicking a button or copying and pasting values.
Define walkthrough Decisions to set conditional logic that alters the walkthrough sequence, based on the presence or visibility of UI elements. When these conditions are met, the walkthrough can redirect to specific Steps.
Alternatively, you can record a Walkthrough-type guide. Instead of manually adding each step, you can start a recording session and perform actions directly within an application. Adopt automatically captures each interaction and converts it into a step.
Using AI-generated suggestions to streamline walkthroughs
Walkthrough creation often results in multiple steps for actions that belong to the same UI component. Adopt reviews these steps and identifies when they represent a single meaningful interaction. This allows users to refine their recordings by grouping related actions and eliminating redundant steps, while maintaining a clear and accurate walkthrough. AI-generated suggestions can:
Remove redundant or ineffective steps.
Merge steps that would result in the same outcome.
To generate suggestions, click the magic wand button at the top of the Adopt editor.
How Step Generalization interprets component interactions
Applications often include inputs like dropdown menus or date pickers, where a user selects a specific value during recording. By default, guides replicate that exact choice. Step Generalization allows Adopt to generalize these interactions, so viewers can select any value during guides. This makes guides more flexible and reusable across different scenarios where the selected input may vary.
How Adopt collects data for AI suggestions
Adopt uses structured telemetry to understand how administrators work with recorded steps and to improve the quality of suggestions over time. This data helps ensure that suggestions are accurate across different applications, environments, and UI component types.
Refer to the Adopt Guide Recorder AI model card documentation for more information.
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