1. Go to Dashboard → Outbound

2. Click 'New message' and choose 'Product tour', or select a tour template

3. Give the tour a clear name

4. In Create your tour, click 'Add steps'

5. Enter your Website URL in the new window and click 'Open website'

6. Go to the page where the tour should start, then click 'Set start page' in the builder

Use a customer-facing name, such as Create your first project. Customers can see the name when a Workflow shares the tour as a card.

Keep the dashboard tab open while you build. The website you enter here is where you design the tour. You will choose automatic targeting and the shared start page later.

Use the + control in the step list and choose a step type:

• 'Message' - Write a centered message without selecting a page element. Use it to introduce the task or explain what to do after the tour

• 'Tooltip' - Select an element on your website, then write the guidance that appears beside it

Use the text toolbar to format content, add a link or image, or insert personal data such as the customer's first name. Add a default value for an attribute when some customers may not have that data.

For a tooltip, choose how it continues under How does the tour go to the next step?:

• Button - The customer clicks Next to continue

• Click - The customer clicks the selected element, such as a menu or button

• Input - The customer fills in the selected field, then clicks Next. The Next button stays disabled while the field is empty

Adjust Position and Size to make the tooltip easy to read. Auto chooses a side with enough space. A fixed position can move when the tooltip does not fit. The tour scrolls an off-screen target into view as the customer reaches its step.

Click 'Done' to finish the step. Add the next step, or drag a step in the step list to change its order.

Make each page change part of the customer's tour path. Moving to a page while building does not make customers move there automatically.

There are two ways to continue:

• Click an element - Point a tooltip at the link or button that opens the next page or menu, and choose Click. Open that destination while building, then add the next step there

• Open a page with Next - Choose Button, turn on Open a page on Next, and enter a full URL or a path starting with /. Add the next step on that page

For example, point to Projects in your app's navigation and use Click. On the Projects page, add a tooltip pointing to Create project. This lets the customer follow the same route you used to build the tour.

If a step is inside a closed menu, add a step that opens the menu first. Each destination must have the Messenger installed and be accessible to the intended audience.

In the builder's Settings tab, choose the controls customers can use:

• Snooze button - Add a button to the first step of a multi-step tour so customers can hide it for 24 hours

• Restart button - Add a button after the first step so customers can return to the beginning

• Confetti at the end - Show confetti when the customer reaches the final step

You can customize the snooze and restart button text. For steps that use Button, turn on Custom button text to replace Next or Done.

Click 'Save' in the builder and return to the dashboard. If the dashboard shows a review of the builder changes, click 'Apply changes', then save the tour there.

Under Sender and style in the Create your tour section, configure:

• Show sender as header - Choose a teammate, team, or Fibi AI Agent. Turn it off to use optional Header text instead

• Use custom colour - Set a color for buttons and highlights, or leave it off to use your brand color

• Description - Add a short explanation of what the tour helps customers do

Choose the language you want to edit in the dashboard, then open the builder. The builder edits the language selected in the dashboard.

Translate each step and any custom button or header text. Build the English content first, then add the other languages.

Follow the shared Outbound language settings for language selection and fallback behavior. Preview each language so missing translations do not produce mixed-language steps.

Click 'Preview tour' in the builder to play the tour on your website. Use 'Back to editing' when you need to make a change. You can also use 'Preview on site' from a step's menu in the dashboard.

Check the tour with the accounts and page states your customers will use:

• A new account with no existing content

• Each relevant role or permission level

• Pages with and without customer-created content

• Different desktop window sizes and each translated language

• Every page change, menu, input field, and final step

Preview does not add views or completions to tour analytics. It still uses your real website, so use a test account for actions that create or change data.

To test automatic delivery, add your own email address as an audience rule before setting the tour live. Test outside the builder window. For sharing, test the copied tour link internally, including any sign-in redirect. A shared link does not test automatic targeting.

Back in the dashboard, enable one or both delivery methods:

• Show your tour automatically - Choose page triggers and audience rules, then set Frequency and scheduling. The targeting guide explains each part

• Start your tour from anywhere - Enter the page where a shared tour should begin. The sharing guide covers links, app buttons, and support use

For a tour that customers request themselves, leave automatic display off and turn sharing on.

1. Save the builder changes and check the step order in the dashboard

2. Review the audience, start page, repeat settings, and schedule

3. Click 'Set live', or 'Schedule' if the start date is in the future

4. Resolve any blocking items in the launch checklist and review its warnings

5. Confirm the launch

After launch, open Analytics to review performance. Check for issues during the first few days and after changes to your website.