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In progress

Since this will be a significant change to the core of the messaging experience as it relates to threaded replies, onboarding is an important consideration.

Figma Design File

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:

  • 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)

  • Account creation was before November 16th, 2021 (date we release in GA)

  • The user has not seen this tour before

  • 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.

Tour

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

Tour Step 1: New Feature Intro

This modal uses similar UI to the in-product notices but shows dots to indicate the progress through the tour.

Tour Step 2: Global Threads View Intro

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.

Tour Step 3: Global Threads List

This tip appears as soon as the user clicks “Next” on the step above.

Tour Step 4: Global Threads List - Unreads Filter

This tip appears as soon as the user clicks “Next” on the step above.

Once the user clicks “Finish tour” then we should dismiss the tips and mark the tour as complete so the user never sees it again.

RHS Threads Tour

Separate from the 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 this tip so it never appears again.

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