Guidance Features

The Guidance module is the central workspace for creating, organizing and managing interactive in-app experiences. Use it to build contextual guidance that supports user onboarding, everyday support and feature adoption in your applications. For an introduction to the content types themselves, see Guidance.

Guidance Tab

The Guidance page has five tabs at the top:

1. Overview: a summary of usage with high-level analytics, including:
   o Application Analytics: analytics on application usage.
   o Content Analytics: how your content performs and how users engage with it.
2. Applications: the applications that have Guidance content, with details for each.
3. Contents: access to all created content, starting with a summary of each content type.
4. Recycle Bin: temporary storage for deleted items, where you can restore them.
5. Import: import content from third-party platforms into Guidance.

Overview

The Overview tab gives you a clear summary of how users engage with your applications. Use it to see:
• How users interact with your applications
• Which content (posts, routes, pins or announcements) performs well
• Where users spend their time

The Overview is especially useful for tracking user adoption and understanding the impact of the guidance content you create in AppNavi. For a detailed explanation of each chart and metric, see Guidance Analytics.

Applications

The Applications tab lists every application that has a Guidance contract assigned, together with its URL. For each application, it shows the content types assigned to it and how many items of each type there are, for example Routes: 5 or Pins: 1. Use this tab to check at a glance which applications have guidance and how much.

The Applications tab, with the content count per application.

Contents

The Contents tab shows a card for each content type (Routes, Posts, Announcements, Collections and Pins) with a short description and the number of items. Click a card to open the list for that content type. From the list you can add, edit, delete, copy, move and publish content and assign it to any application.

The Contents tab, with one card per content type.

Learn more: Contents, AppNavi Editor and Content Publication.

Recycle Bin

The Recycle Bin protects you from accidental deletion and data loss. When you delete a content item, it moves to the Recycle Bin and all of its assignments are removed. You can restore the item within 30 days. After 30 days, a daily job deletes it permanently, and it can no longer be restored.

Where items can be deleted

You can delete a content item from two places:
• The edit page of the item: Edit Route, Edit Post, Edit Collection, Edit Pin or Edit Announcement.
• The list page of the content type: Routes, Posts, Collections, Pins or Announcements.

Restore a deleted item

1. Go to Guidance in the side menu.
2. Open the Recycle Bin tab.
3. Hover over the item you want to restore and open its context menu.
4. Click Restore.

The Recycle Bin tab, with the Restore option for a deleted item.

Result: the item appears again in the list for its content type, and in the Unassigned list on the Edit Application page.

Things to know

• Restoring an item does not restore its assignments. Assign it to the application again and publish it.
• Items are deleted permanently after 30 days in the Recycle Bin and cannot be recovered after that.

Import

The Import tab lets you bring existing content, such as Routes from WalkMe or Userlane, into Guidance from Excel files. It appears only after Content Import is enabled in the tenant settings. For setup and step-by-step instructions, see Content Import.

Related articles

• Guidance
• Guidance Analytics
• Contents
• Content Publication
• Content Import