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GA Phase Onboarding

When we launch CRT in GA we want to guide existing users through a tour so they understand what’s changed.

Conditions for launching the tour

On websocket reconnect, check these conditions to determine if the tour should be shown:

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The user is in the messaging interface (do not show it if the user is in playbooks, boards, or the system console, integrations page, etc)

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the user meets ALL the following conditions, show the pulsing dot next to the “Threads” item in the sidebar (shown below). When the dot or “Threads” item is clicked, switch to the threads view and then start the tour (beginning with the modal).

Conditions:

  • The user has not seen this tour before

  • The client has CRT is enabled as default_on or always_on on the server

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Tour

The tour itself will compose of an intro modal and four three tips.

If the user clicks “Skip” or on any “x” at any point in the tour then we should not show any more tips and we should mark the tutorial as completed so they never see it again.

Do not allow the user to click outside any of the tips to dismiss them. They must click “Next” “x” or “skip”.

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This tip appears as soon as the user clicks “Take the tour” in the modal above. In order to show this tip we need to force open this view (ie switch the user to “Threads” from whatever channel they were viewing before)

For each of the following tour points, an animated pulsing dot displays under the the tour point arrow to draw attention to the are of focus.

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This tip appears as soon as the user clicks “Next” on the step above. In order to show this tip we need to force open this view (ie switch the user to “Threads” from whatever channel they were viewing before)

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Tour Step 4: Global Threads List - Unreads Filter

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RHS Threads Tour

Separate from the tips tour above, when the collapsed threads feature is enabled, the first time a thread is opened up in the RHS, this tour point displays. A user should only see this once, so we should store (separately from the tour) when they’ve seen it this tip so it never appears again.

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