Guided Tours & Help Button

Guided tours explain StoryVault directly in the application. Start a tour when you need it and continue from the same point later.

Start a tour

1. Open help

   Select Onboarding & Help in the lower-right corner. The menu only shows tours that match your role and the modules enabled for your organisation.

2. Choose a tour

   Select the task you want to complete, such as Quick Start: First Transcript or Use the Meeting Bot.

3. Complete the steps

   StoryVault highlights the relevant element with a coloured outline. The tooltip explains what to do next. Use Next, Back, or Got it to move through the tour.

4. Pause or resume

   Close the tour with X if you want to continue later. Your progress is saved. Open Onboarding & Help again and select the same tour to resume it.

Tip

You can control the tour with your keyboard. Use Tab to move between buttons, Enter to confirm, and Esc to close the tour.

Available tours

Tour	What you learn
Quick Start: First Transcript	Upload a file, open a session, and learn the main areas of a session.
App Tour: Sidebar & Header	Understand navigation, search, the create button, user menu, and dashboard.
Use the Meeting Bot	Schedule the bot for an online meeting and track its status.
Share a Session	Create a share link with suitable access options and revoke it again.
Organise Content	Create projects and find content more quickly.
Set Up a Knowledge Base	Add sources and use them in knowledge chat.
Start Your First Course	Open an assigned course, complete a lesson, and take a quiz.
Create Your First Course	Create a course draft, add a lesson, and publish it.
Prepare Your Organisation	Invite users, check roles, and learn about available modules.
Start an API Integration	Create an API key and open the developer documentation.

The entries you see depend on your organisation, enabled modules, and permissions. If a tour is missing, contact your organisation administrator.

Reset your progress

Use Reset onboarding completely if you want to start every tour again. The reset only affects your account in the current organisation.

Caution

Resetting removes your progress from all tours in this organisation. Projects, sessions, and other content remain unchanged.

If a tour does not continue

• Check whether a dialog is still open, then close or confirm it.
• Navigate to the page named in the tooltip. The tour continues there.
• Close the tour and restart it from Onboarding & Help.
• If an expected menu item is missing, ask your administrator to check the relevant module and permission.