# Creating guides

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

Guides help you deliver **Walkthroughs**, **Tooltips**, or **Media** content to users. This page outlines the process of creating and managing Guides on the Nexthink platform.

## Creating guides

From Nexthink **Applications** > **Manage Applications:**

1. Select the application for which you want to create a guide.
2. On the **Application settings** tab, **Enable digital adoption**. This enables the **Adoption settings** and **Guides** tabs for the selected application.
   * **Save settings** after enabling digital adoption.

<figure><img src="/files/LUqhUQ8KtnDz6vPxWP8Z" alt=""><figcaption></figcaption></figure>

3. Go to the now enabled **Guides** tab—for the target application—and from the top right corner, create a **New guide**.
4. Define basic settings for your guide:
   * **Name:** Input a name for your guide.
   * **Open editor on URL:** Input the URL for your guide target page.
     * 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.
   * **Description:** Input a short description for your guide.
   * **Type:** Select a type for your guide. The guide type cannot be changed after creation.
     * **Walkthrough:** step-by-step guidance of a task flow. The walkthrough provides in-line support throughout the process.
     * **Tooltip**: contextual information that organically unfolds to end-users while hovering or using specific elements on the application site. Unlike walkthroughs, tooltips are independent, user-discoverable, and quickly built.
     * **Media**: existing media or articles embedded 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.
5. **Save** the guide.

<figure><img src="/files/GsHG2wt63s7kwZW5Rthh" alt="" width="375"><figcaption></figcaption></figure>

After creating a guide, you land on the guide **Edit** page. You should enable at least one of these two options:

6. **Activate autostart**, allowing you to [define autostart conditions](#defining-conditions-for-guide-autostart) that determine when the guide is shown to employees.
   * If you do not set any conditions, the guide starts automatically on every employee visit.
   * If your guide is a **Tooltip**, this is enabled by default and cannot be disabled.
7. **Include in context help**, allowing you to [define Context Help conditions](#defining-conditions-to-include-guides-in-context-help) that determine when the Context help pop-up displays the guide in question.
   * If your guide is **Media**, this option is enabled by default and cannot be disabled.

{% hint style="info" icon="sparkles" %}
To allow Spark to recommend this guide, enable the Autostart and ensure that visibility conditions based on user or device attributes are correctly configured.

When Spark recommends this guide, it uses the URL defined during guide creation in the Nexthink web interface to launch it automatically.

Refer to [Understanding employee experience with Spark](/platform/user-guide/spark/understanding-employee-experience-with-spark.md#provide-self-help-guidance-or-detailed-information) from [Understanding employee experience with Spark](/platform/user-guide/spark/understanding-employee-experience-with-spark.md) documentation.
{% endhint %}

<figure><img src="/files/zD3htc3HCQaxYHSL81wZ" alt=""><figcaption></figcaption></figure>

8. **Publish** your Guide or **Save it as a draft**. Guides can be edited as drafts in the in-app Adopt Editor and become visible to employees when published.

Alternatively, you can [import existing guides](/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/managing-guides.md#importing-guides) previously exported—in JSON format—from the same or a different Nexthink instance, saved on your local device.

{% hint style="warning" %}
Before publishing a guide, configure the [Adoption settings](/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/configuring-adoption-settings.md) applicable to all guides for the specific application.
{% endhint %}

### Defining conditions for guide autostart

Define a **New condition** to autostart guides based on completeness and interaction criteria.

For instance, the condition **Has viewed the related guide** automatically triggers the target guide after an employee views a predefined, related guid&#x65;**.**

Alternatively, you can set autostart conditions based on:

* **Frequency** (time)
* Employee's **Browser language**.
* Predefined [key pages](https://docs.nexthink.com/platform/user-guide/applications/configuring-applications/configuring-web-applications/key-pages) for the selected application.
* Predefined [custom fields](https://docs.nexthink.com/platform/user-guide/administration/content-management/custom-fields-management#customfieldsmanagement-creatinganewcustomfieldaddfield), such as **User attributes** or **Device attributes,** to create rule-based conditions.
  * For example, autostart the target guide when the **Adopt user** (employee) does not have a **Manager** role.

<details>

<summary>Using inbound connectors to define conditions from app-specific user attributes</summary>

For applications like Workday, Salesforce, or SAP SuccessFactors, you may set up inbound connectors in Nexthink to extract in-app user attributes. These custom fields help define precise guide-autostart conditions based on user roles or activities.

* [Connector for Workday](https://docs.nexthink.com/platform/integrations/inbound-connectors/connector-for-workday)
* [Connector for Salesforce](https://docs.nexthink.com/platform/integrations/inbound-connectors/connector-for-salesforce)
* [Connector for SAP SuccessFactors](https://docs.nexthink.com/platform/integrations/inbound-connectors/connector-for-sap-successfactors)

</details>

{% hint style="info" %}
If you do not set any conditions, the guide starts automatically on every user visit.
{% endhint %}

<figure><img src="/files/mkPTcPkQbAfvXcCjf83z" alt=""><figcaption></figcaption></figure>

### Defining conditions to include guides in Context help

Define a **New condition** to include guides in the Context help pop-up based on completeness and interaction **Criteria.**

For example, after a user views a guide a certain amount of time&#x73;**,** the target guide becomes accessible from the Context help pop-up.

Alternatively, you can set autostart conditions based on:

* **Frequency** (time)
* Employee's **Browser language**.
* Predefined [key pages](https://docs.nexthink.com/platform/user-guide/applications/configuring-applications/configuring-web-applications/key-pages) for the selected application.
* Predefined [custom fields](https://docs.nexthink.com/platform/user-guide/administration/content-management/custom-fields-management#customfieldsmanagement-creatinganewcustomfieldaddfield), such as **User attributes** or **Device attributes,** to create rule-based conditions.
  * For example, the target guide becomes accessible from the Context help pop-up for employees with devices not based in **Andorra**.

<details>

<summary>Using inbound connectors to define conditions from app-specific user/device attributes</summary>

For applications like Workday, Salesforce, or SAP SuccessFactors, you may set up inbound connectors in Nexthink to extract in-app user attributes. These custom fields help define precise Context-help visibility conditions based on user roles or activities.

* [Connector for Workday](https://docs.nexthink.com/platform/integrations/inbound-connectors/connector-for-workday)
* [Connector for Salesforce](https://docs.nexthink.com/platform/integrations/inbound-connectors/connector-for-salesforce)
* [Connector for SAP SuccessFactors](https://docs.nexthink.com/platform/integrations/inbound-connectors/connector-for-sap-successfactors)

</details>

{% hint style="info" %}
If you do not set any conditions, the guide is always accessible from the Context help pop-up by default.
{% endhint %}

<figure><img src="/files/qAJpU8tZtR72ibCBQgVx" alt=""><figcaption></figcaption></figure>

## Localizing content

Once you have [configured localization settings in a selected application](/platform/user-guide/adopt/guide-creation-and-management-from-nexthink-applications/configuring-adoption-settings.md#configuring-the-localization-settings-for-the-selected-application) for a specific set of languages, you can translate guide content for those languages. To achieve this, use **AI localization** or provide manual translations.

### Creating automatic translations with AI

{% hint style="info" %}
The system displays the ✦ sparkles icon to indicate AI-generated content or insights. AI is evolving rapidly and delivering great insights, but it can still make mistakes. Nexthink recommends validating your results to ensure accuracy and support informed decision-making. Refer to the [Global AI Hub](https://docs.nexthink.com/legal/global-ai-hub) documentation for more information.
{% endhint %}

If you have selected any languages other than the system default (English), select **Update** to create an automatic translation.

When developing content for the target guide in[ Adopt Editor,](/platform/user-guide/adopt/guide-content-development-from-in-app-adopt-editor.md) you can review and override any of the translated content for a specific guide step or overlay.

<figure><img src="/files/cA8QW9UpofZkB666OFbf" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Note that users can select any previously configured language while viewing a guide in the Adopt Editor. However, until you generate translated content for languages other than the system default, the guide will appear blank in those languages.
{% endhint %}

### Creating manual translations from Adopt guide editor

Besides AI localization, you can create manual translations by selecting a different language from **Step properties** > **Content language** in the Adopt editor. This allows you to manually update step content in each previously selected language.

***

RELATED TOPICS

* [Deploying a Guide: end-to-end procedure](/platform/user-guide/adopt/getting-started-with-adopt/deploying-a-guide-end-to-end-procedure.md)


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