Creating a guide

Each guide is a structured, step-by-step experience that walks your contacts through whatever you need them to learn or do.

Creating a new guide

1. Click Guides in the sidebar
2. Click Create Guide in the top-right corner
3. Enter a name for your guide
4. Click Create

Your new guide opens in the editor, ready for content.

The guide editor

The editor has three main areas:

• Left panel — your guide's structure. This shows all sections and steps, and lets you add, drag to reorder, or delete them.
• Center panel — the content editor for the selected step.
• Right panel — properties. This shows settings for the selected step, like its title, type, and call-to-action configuration.

All edits are saved as a draft. Your contacts won't see changes until you publish them — so you can safely edit a live guide without disrupting anyone.

Guide status

Every guide has one of two statuses:

• Draft — the guide is being worked on and hasn't been published yet (or has unpublished changes)
• Published — the guide is live and contacts can access it

You'll see the status badge next to the guide name in both the editor and the guides list.

Next steps

• Working with sections — organize your guide into logical groups
• Adding and editing steps — add content to each step