Onboarding Tour
What the guided product tour covers and how to replay it.
The Welcome Tour
The first time you reach your dashboard, a quick guided tour highlights the basics so you can find your way around. It's a short walkthrough — you can advance, go back, or close it at any time.
What the Welcome Tour Covers
The welcome tour stops on these spots:
- Welcome — A brief intro to the platform.
- Your navigation hub — The sidebar on the left, where you jump between sections.
- Search anything, fast — The search box in the top bar. Press ⌘K (or Ctrl+K on Windows) from anywhere to jump to a page, find a call, or open settings.
- Your account — The profile menu in the top-right, where Settings and Integrations live.
- Your setup checklist — A short list of steps on the dashboard home to get your account ready.
- Connect your call platform — A prompt to link a recording or meeting tool so future calls analyze automatically.
After the tour, if you haven't connected an integration yet, a panel appears so you can link a provider (such as Fireflies, Fathom, or Dialpad) or skip for now.
Navigating the Tour
- Click Next to advance.
- Click the back arrow to revisit the previous stop.
- Click the close (×) or press Esc to dismiss it at any time.
Per-Page Tours
Several pages have their own short tours that point out what's on that screen. When a page offers one, look for a Replay tour button (a small help/play icon near the page title) to walk through it again whenever you like.
The welcome tour runs once. To revisit a specific page's walkthrough, open that page and use its Replay tour button.
Was this article helpful?