Building Tours with AI | Navless Product Documentation
The Navless product documentation introduces Tori, an AI-powered assistant that transforms approved tour plans into structured, interactive microtour storyboards by auto-generating screen recommendations and content, allowing users to easily customize and replace screens with branded media, capture product workflows, and efficiently prepare engaging, story-driven tours for marketing and sales purposes.
Meet Tori: Your AI-Powered Tour Builder
Tori is your AI-powered assistant for building product tours. With the AI Tour Builder, Tori transforms approved tour plans into structured, story-driven microtour storyboards, complete with AI-recommended screens and interactive elements.
With Tori’s guidance, you can:
- Turn tour plans into engaging Micro Tours with ease.
- Ensure every tour tells a clear, compelling story that highlights value and differentiation.
- Incorporate the right balance of interactivity—engaging visitors without overwhelming them.
- Quickly swap AI-recommended screens with your own branded content, saving time.
- Seamlessly prepare and publish tours for marketing campaigns, sales enablement, and beyond.
Steps to Build Tours with AI
1. Start with a Tour Plan
- Select from your pre-generated tour plans in Tourial.
- Click “Create Tour” to begin building.
2. Get an AI-Generated Storyboard
- Tori pulls from your approved Tour Plan and auto-generates a storyboard with:
- Placeholder images
- AI-recommended screen replacements
- Suggested interactivity and content
3. Navigate the Storyboard with Tori’s Help
- A floating guide card lets you:
- Toggle between screen replacement recommendations and a high-level overview of your tour’s objectives.
- Click on any frame in the storyboard to see Tori’s specific recommendations for that screen.
4. Replace & Customize Screens
Tori makes it easy to swap out AI-recommended screens with:
- Uploaded media from your local hard drive.
- Tourial’s media library for quick access to reusable content.
- Branded collateral, like PowerPoint or Google Slides, for explainer screens.
- MP4 videos, for dynamic, pre-recorded segments.
- Captured product screens, using high-resolution screenshots or screen recordings.
5. Capture Product Moments & Workflows
- Use Tourial's Capture Extension to:
- Capture product screens and UI interactions.
- Record workflow click sequences as short video clips.
- Add interactive tooltips, zoom effects, and dynamic interactions to simulate a live product experience.
6. Enhance Engagement with Interactivity
- Bring product tours to life with:
- Clickable Interactive Tooltips
- Zoom and Spotlight effects
- Smooth transitions that feel interactive and immersive
7. Publish & Share
- Once your tour is finalized, publish it with a click.
- Instantly generate embed codes to share with your marketing team for:
- Web pages
- Marketing campaigns
- Sales enablement
- Demand generation efforts
How Tori Makes Tour Building Effortless
Paint-by-Numbers Tour Creation
- Tori provides a structured, guided process—no more starting from scratch.
Strategic, Not Random
- Every tour aligns with an approved strategy, ensuring it serves marketing, sales, and GTM goals—no disconnected content.
Easier Updates, Less Effort
- Need to refresh content? Clone tours, swap out only what’s outdated, and avoid costly rework—unlike editing lengthy explainer videos.
Related
Planning Tours with AI
Tori is an AI-powered tour planning assistant that guides users step-by-step to create strategic, story-driven product tours by helping define tour purposes, naming projects, setting scopes, uploading supporting materials, and refining summaries to ensure personalized, engaging, and effective campaigns.
Tour Building Best Practices | Navless Product Documentation
The Navless Product Documentation outlines best practices for creating effective product tours by recommending concise, linear tours of 10-15 clicks with clear, action-oriented copy, consistent branding, minimal filler steps, and strategic embedding of "take a tour" CTAs to maximize user engagement, pipeline generation, deal acceleration, and onboarding efficiency.
Timed Tools | Navless Product Documentation
Timed Tools in the Navless Tourial builder are automated features—including Timed Tooltip, Timed Mouse, and Timed Typewriter—that enable creators to automate parts of interactive tours by adding timed tooltips, animated mouse movements, and simulated text entry to enhance engagement and streamline complex workflows, with the restriction that screens can only contain either interactive or automated steps, and timing for these tools is configured via a dedicated Timing tab after adding them from the orange-highlighted automated tools menu.
TrustRadius Integration Instructions
The instructions detail how to add an interactive Tourial demo to a TrustRadius product listing by logging into the TrustRadius Vendor Portal, editing the product listing to add a product demo, copying and adjusting the Tourial URL (removing "/pages" and updating the domain if white-labeled), entering a title and selecting "Interactive Demo" as the type, then saving or submitting the changes so the demo appears under the listing's Product Demos section.
Instant Scheduling with HubSpot Scheduler
The guide explains how to integrate HubSpot Scheduler with Tourial by connecting your HubSpot account, adding HubSpot Meeting Links, and then embedding these meeting schedulers as clickable CTA buttons either on individual Tour Pages or the Tour Center, enabling users to book meetings via a calendar popup, with a note that when embedded on external websites, the scheduler may open in a new tab which can affect analytics tracking.
Lead Forms with Marketo
This guide explains how to create and customize a Tourial form integrated with an existing Marketo form by importing fields (including hidden UTM parameters), styling the form and confirmation modal, ensuring field matching to avoid data issues, and testing lead submission to confirm successful data transfer into Marketo, with additional tips on using Tourial engagement data for advanced Marketo features.