Inline Manual

Identify high-traffic support topics via help desk data.

Create 'Automated Tours' that trigger on a user's first login.

Deploy tooltips on 'confusing' UI elements identified in support logs.

Monitor analytics to see if support queries for those specific features decrease.

Segment users who have not yet accessed the '/reports' URL.

Create a 'New Feature' announcement banner with a CTA.

Link the CTA to a short 3-step tour explaining the benefit of the update.

Use branching logic to offer a 'Learn More' vs 'Dismiss' option.

Embed Inline Manual in the internal ERP system.

Create mandatory 'Compliance Checklists' for new workflows.

Use the 'People' module to track which employees have completed training.

Export reports for HR compliance records.

Define the 'Aha!' moment (e.g., first project created).

Set up a 'Launcher' that triggers if a user hasn't created a project within 24 hours.

Provide a guided path showing exactly how to create the project.

Measure conversion rates for users who completed the tour vs those who didn't.

Create an in-app 'NPS Topic' with a score scale (0-10).

Target users who have been active for at least 30 days.

Configure the survey to appear at a non-intrusive moment.

Push responses to Slack or Intercom via Webhooks for immediate follow-up.

Pass 'User_Role' attribute through the JS snippet.

Create two Segments: 'Buyer' and 'Seller'.

Build two separate Welcome Tours tailored to each role's goals.

Assign each tour to its respective segment to ensure zero content overlap.

Activate the 'Support Widget' (Knowledge Base) within Inline Manual.

Sync existing documentation or create 'Articles' inside the widget.

Link specific steps in a tour to 'Articles' for deeper reading.

Allow users to search the knowledge base directly from the in-app overlay.