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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

We should also show this tour immediately if the user turns on CRT from account settings once the account settings modal closes (as long as they haven’t seen it before). This covers the case where CRT is enabled as default_off on the server and the user enables it.

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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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