Walkthrough offers

Most of the time, Skavelo helps when a user asks. A walkthrough offer lets you choose moments when it offers help first, such as a new user's first visit to Invoices:

New here? I can show you how to send your first invoice.

The offer is a short card above the widget. Clicking it shows the walkthrough's name, what it does and how many steps it has, with Start and Not now. Nothing starts on its own, and the last click in the task is always the user's.

Set up an offerCopy Anchor Link

1. Open the agent's Product map tab.
2. Next to a walkthrough, click Offer this walkthrough.
3. Write the message: one line to the user about the task. It can't contain links; the card always opens the walkthrough you chose.
4. Choose when it shows:
   • On a page: once the page has settled, on any page the rules allow.
   • After something they do: when your app reports an event, such as project_created. See Events from your app.
5. Set where it shows and who sees it: pages, sites, signed in or out, traits your app passes (like plan is trial), countries and devices. These are the same rules as suggestions.
6. Leave it switched on and click Create offer.

All your offers are on the Walkthrough offers tab of the Product map.

How often people see offersCopy Anchor Link

• Each person sees an offer once. Not now means they aren't asked again, and neither are they after they've accepted it.
• Signed-in users are recognised by the id your app passes to identify, so they aren't asked again on another device. Signed-out visitors are remembered in their browser.
• An offer nobody answers goes away by itself, and stops after three visits.
• At most one offer shows per visit. Offers never show while the user is typing, while an answer or a walkthrough is under way, or over Skavelo's offer of help for someone who seems stuck.
• If several offers fit, the one you created first shows.

Events from your appCopy Anchor Link

For an offer after something the user does, call event with the same name you set in the dashboard:

skavelo.event('project_created');

In React, use event from useSkavelo(). The offer still follows its rules, so it only shows to the people and on the pages you chose. Nothing about the event is sent or stored.

ResultsCopy Anchor Link

Each offer shows, for the last 30 days, how many people saw it, accepted it, finished the walkthrough and chose Not now. The Monday summary includes the week's numbers.

Offers, and the walkthroughs they open, don't count as conversations. If the user goes on to ask a question, that counts as usual.

PlansCopy Anchor Link

The limit counts switched on offers across all your agents, so you can save more and choose which to use.

When learning changes a walkthroughCopy Anchor Link

Offered walkthroughs keep working when Skavelo re-learns your app: a fresh draft of the same task updates the walkthrough in place. If learning no longer finds the task, the walkthrough is marked as needing a re-learn and its offer pauses until it's back. Deleting a walkthrough deletes its offers too.