In-app guides · onboarding

User onboarding tours and checklists. Know if they worked.

Tours, checklists and announcements, built in-product and rendered by the analytics SDK you already ship. No second vendor, no second tag. Because every step lands on the spine, a guide is joined to the activation and revenue it drove rather than stranded in an onboarding tool that can't see your money.

~3.8 KB lazy chunk · Shadow DOM · DNT/GPC honored

One engine, three modes

Tours, checklists, announcements

The same lightweight renderer does all three. Pick the mode that fits the moment. Click through them.

Tour

Anchored, multi-step walkthrough

  • Spotlight an element, step by step
  • Anchor each step to a selector with placement
  • An action button can move them along or deep-link

Checklist

A task list that completes itself

  • Each step auto-checks off a real product event
  • No self-reported progress; the product is the source of truth
  • Built for an activation 'get started' list

Example data

Announcement

A modal or banner, shown once

  • Ship a changelog note, a heads-up, a nudge
  • Modal or banner placement, dismissible
  • Frequency: once or always

Why ours, not a point tool

A guide that knows what it was worth.

Standalone onboarding tools tell you a checklist was completed. They can't tell you whether the accounts that completed it activated faster and pay more, because their data never meets your revenue. Here it is one record.

  • Engagement lands on the spine

    Every view, step and completion is a guide.* event on the same analytics_event stream as the rest of your product, joined to the customer account on write.

  • Activation, not just clicks

    Because checklist steps complete off real product events, 'finished the checklist' means the user did the activating thing, so the funnel from guide to activation is real rather than vanity.

  • The MRR behind the flow

    Per-guide performance carries the revenue of the accounts that engaged, so 'is this onboarding flow worth keeping?' is answered next to the dollars, not in a separate tool.

Delivery

It rides your analytics SDK. Nothing else to install.

If you already run the product-analytics SDK, guides are one flag away. The renderer is a separate chunk that only loads when there's a guide to show, so visitors who never see one never pay the bytes.

  • A ~3.8 KB gzipped chunk, lazy-loaded only on init({ guides: true }), so the analytics core stays lean.
  • Rendered in a Shadow DOM overlay: hostile-CSS isolation, so your page resets can't break a guide and its styles can't leak onto your page.
  • No framework, no dependencies, just vanilla DOM. Honors Do Not Track and Global Privacy Control like every ProductOS SDK, and respects the same one-call opt-out.

Turn guides on · one flag

ProductOSPA.init({
  productKey: "pk_live_…",
  guides: true
});

Same SDK as your product analytics. Live guides are fetched on boot, matched against the page, and rendered. ~3.8 KB, measured.

Authoring

Build it in-product. Flip it live.

No code to ship a guide. Compose it in the builder, target it, and publish. The SDK picks it up on the next load.

  • Compose steps

    Title, body, media and an action button per step, ordered and edited inline.

  • Target it

    URL rules (exact, prefix, contains or any) and frequency (once or always). Set an accent and modal-or-banner placement.

  • Draft → live

    Save as a draft, preview, then flip the status to live. The SDK only ever reads live guides; drafts stay in the builder.

  • Watch it perform

    Expand any guide for its performance: views, completion and the revenue of the accounts that engaged.

The real builder: three live guides on the Brightline demo workspace · Example data

Where the edges are, plainly

  • ·Web-only. Guides render through the web product-analytics SDK. Native mobile guides are roadmap, not shipped.
  • ·Three types of guide, not a whole suite. Tours, checklists and announcements ship today. NPS and CSAT surveys ship separately, in Insights; a built-in resource center is still on the roadmap.
  • ·Targeting is URL plus frequency. Page-match and once/always today; completion is event-driven. Full behavioural segmentation on who-sees-what is next.

Get started

Onboard users without onboarding another vendor.

Turn on one flag and ship a tour, a checklist or an announcement today, then watch it drive activation next to the revenue it earned.

FAQ

Questions, answered

What are in-app guides in AIOProductOS?

Three things, one engine: user onboarding tours (anchored, multi-step walkthroughs with a spotlight), checklists (task lists that auto-check off real product activity), and announcements (a modal or banner shown once). You build them in-product and the Product Analytics SDK renders them on your own site. No separate onboarding vendor.

Is this a Pendo, Appcues or Chameleon alternative?

For tours, checklists and announcements, yes, and it's the same SDK as your analytics, so there's no second tag and no separate vendor bill. The difference is the spine: guide engagement joins to activation and revenue on the same customer record, so 'did this onboarding flow actually drive activation and retained MRR?' is a lookup, not a separate study. NPS and CSAT surveys ship too, in Insights, weighted by the revenue behind each response. A built-in resource center is the one piece still on the roadmap.

How heavy is it, and will it slow my site?

The guides renderer is a separate ~3.8 KB gzipped chunk, lazy-loaded only when you set init({ guides: true }). It never touches visitors who don't see a guide. It runs in a Shadow DOM overlay, so your CSS can't break it and its styles can't leak into your page.

How do checklists know when a step is done?

A checklist step completes off a real product event: a feature key or event name you already track. The user does the thing in your product and the item checks itself off. You never ask them to self-report progress.

Who builds the guides, and where?

Any team member, in the in-product builder: pick a type, add steps (title, body, media, an action button), set URL and frequency targeting, save as a draft, then flip it live. The SDK reads only live guides; drafts never leave the builder.