Help Tour – the way that explains itself
New software, new paths – and this is exactly where most teams lose time. The linqi help tour accompanies you exactly through these first steps, and not as a dry manual, but as a guided round directly in the interface. It leads you step by step through the areas that are relevant to you: from the personal overview through the process list and the process designer to the form designer, document templates, dashboard and dashboard designer. Administration – tenant settings, tenant administration, master data, connections and the trash – also has its own tour. Each tour is context-based and only shows the elements that are visible on the current screen, so the guidance stays focused on what you can actually do right now.
The tours are context-based: they start exactly where you are, and only show the elements that are actually visible and relevant on the current screen. This turns the question “where do I find that?” into a guided path that explains itself – without anyone having to stand beside you. New users get their bearings faster, and existing users discover functions they did not know before.
Guided steps instead of searching
With the help tour, linqi accompanies you through the areas where you work – directly in the interface, as a guided round. Each tour focuses on one area: the personal overview, the user processes, the process list, the dashboard, the process designer, the form designer, the document template designer, the dashboard designer as well as the administration areas for tenant settings, tenant administration, master data, connections and the trash. Each tour is context-based: it starts exactly where you are and only shows the elements that are visible and relevant on the current screen. This turns the question “where do I find that?” into a guided path – without a manual, without detours and without anyone having to stand beside you. New users get their bearings faster, and existing users discover functions they have not used before.
Frequently asked questions about the help tour
Which areas are there?
Personal overview, user processes, process list, dashboard, process designer, form designer, document templates, dashboard designer as well as tenant settings, tenant administration, master data, connections and the trash.
How do I start a tour?
Directly in the interface, in the respective area – the tour starts exactly where you are.
Does the tour show everything?
No, it is context-based: it only shows the elements that are visible and relevant on the current screen – so the round tour stays focused.
Who is this for?
New users who want to get their bearings quickly, and experienced users who want to discover functions they did not know before.