New users open your product and do not know where to start. A product tour fixes that: a short sequence of tooltips that points at real things on your screen and explains them in order. You build it by opening your own website inside a builder and pointing at the elements — no code.
1. Create the tour
Go to Marketing → Engagement → Tours and click Add Tour in the top right. Choose New Item to start from scratch, or pick a template.
2. Fill in the settings
Scroll to the Settings card below the flow:
- Name — for your own list. Visitors never see it.
- Widget — which chat widget the tour belongs to. With one brand there is nothing to choose.
- Published — leave it off until the tour is finished.
- Allow close — lets the visitor abandon the tour part way through.
- Back button — lets the visitor step backwards through the tour.
3. Say which pages the tour runs on
Click Start building tour (or Edit flow if there are already steps). The first thing the dialog asks for is Start URLs — the pages the tour is allowed to trigger on. Add as many as you need with Add URL.
A * in the address stands for any text, so https://example.com/projects/*/edit covers every project's edit page. At least one address is required; the tour will not save without one.
4. Build the steps
Click Start tour builder. Yaplet opens your website in a new window with the builder loaded on top of it, and you assemble the tour against the real interface. Each step ends up as one of four types:
| Type | What the visitor sees |
|---|---|
| Post | A card in the middle of the screen, not attached to anything. Good for a welcome or a closing message. |
| Pointer | A tooltip anchored to a specific element on the page. The commonest step by far. |
| Video pointer | The same, with a short video above the text. |
| Link | Sends the visitor to another address. See the warning below. |
When you save in the builder, the steps come back to the dashboard and the window closes. They are only in your browser at that point — click Save on the tour to keep them.
5. Check the flow
The dashboard now lists the steps in order, from the start URLs at the top to "Tour ends" at the bottom. Click a step to expand it and see what it holds: its type, its Mode (Auto-advance, or Click required if the visitor has to click the element to continue), its selector and any extra ones, its content, and any fallbacks.
Two rules about link steps
A link step redirects the visitor and ends the tour there and then. Because of that, a tour may contain only one link step, and it must be the last one. The editor warns you if that is not the case, and asks whether you really want to save.
Tours that span several pages
You do not use link steps for this. Set the page address on the step itself, and the tour navigates there automatically when the visitor clicks next. The dashboard marks the change with a "Navigate to page" row in the flow.
6. Set the trigger
Click Trigger at the top. Two differences from other campaigns:
- Tours have no session-start event. Choose Page view or Custom event.
- Tours have no page rules block — the start URLs you entered already do that job.
A typical onboarding tour uses Page view, a visitor rule of Session count equals 1, and a frequency of Send once. Everything else is in Trigger rules and Frequency caps.
7. Publish
Turn Published on and click Save. The tour runs for the next qualifying visitor.
What's next?
Pointer steps live or die by their selectors — read Anchor tour steps to UI elements next, then set the trigger properly with Trigger a tour by URL or event.