Onboarding

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Onboarding

Profile

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Link 9

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Onboarding

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Link 9

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Interactive tutorials

Interactive tutorials are guided, hands-on experiences that walk users through specific tasks or features within the application. Unlike passive product tours, these tutorials engage users by having them actively perform actions, providing a "learning by doing" approach.

Benefits and Use Cases
  • Provides hands-on experience with key features.

Example

Guide Cluster users through creating their first content cluster, adding content, and using AI analysis tools.

  • Enhances retention through active learning.

Example

Have users complete a mini-project in Cluster, such as organizing a set of sample content into themed clusters.

  • Allows users to practice in a safe, guided environment.

Example

Create a sandbox environment in Cluster where users can experiment with advanced features like custom AI models without affecting real data.

  • Builds user confidence in using the application.

Example

Conclude Cluster's tutorial with a "graduation" task that combines multiple features, celebrating the user's new skills.

Psychological Principles Supported
  • Learning by Doing. Interactive tutorials leverage the principle that active engagement leads to better understanding and retention.

Example

In Cluster's tutorial, have users actively create tags, add content, and generate AI summaries, rather than just showing them how it's done.

  • Immediate Feedback. Providing instant feedback during tutorials reinforces correct actions and quickly corrects mistakes.

Example

When a user successfully invites a team member in Cluster's tutorial, show an encouraging message and explain the collaboration benefits.

  • Scaffolding. Tutorials can progressively introduce more complex concepts, building on previously learned skills.

Example

Start Cluster's tutorial with basic content organization, then introduce more advanced features like AI-powered content suggestions and team collaboration tools.

Implementation Guidelines

DON'T

Make tutorials too long or complex

Force users to complete tutorials before they can use the application

Use tutorials as a substitute for intuitive design

Neglect to update tutorials when features or interfaces change

Assume all users need the same level of guidance

DO

Break tutorials into small, manageable steps

Provide clear instructions and feedback at each stage

Allow users to pause, resume, or restart tutorials at any time

Use real-world scenarios or tasks in tutorials to demonstrate practical application

Offer a way for users to access tutorials again later for refreshers