Managing Guides
Manage all your Guides from a single page. Edit content, update assignments, and remove guides that are no longer needed.
Viewing Guides
Section titled “Viewing Guides”The Guides page lists all guides in your workspace. Each entry shows the guide type, title, and which widgets it’s assigned to.
Editing Guides
Section titled “Editing Guides”Click any guide to open it for editing. You can update:
- Title and description — Change how the guide appears to users.
- Content — Update the help text or walkthrough steps.
- URL patterns (URL Guides only) — Modify which pages trigger the guide.
Widget assignments
Section titled “Widget assignments”Assign guides to one or more widgets to control where they appear:
- A guide can be assigned to multiple widgets simultaneously.
- Adding a widget assignment makes the guide immediately available to that widget’s users.
- Removing a widget assignment immediately stops the guide from appearing for that widget’s users.
URL pattern matching
Section titled “URL pattern matching”URL Guides use pattern matching to determine when they trigger. A pattern like /settings/* matches any settings subpage:
| Pattern | Matches |
|---|---|
/settings | Only the exact /settings page |
/settings/* | Any page under /settings/ (e.g., /settings/profile, /settings/billing) |
/docs/*/getting-started | Any getting-started page under a docs subsection |
Deleting Guides
Section titled “Deleting Guides”Delete guides you no longer need from the guide detail page. Deleting a guide removes it from all assigned widgets immediately.