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.
Meet Tori: Your AI-Powered Tour Planning Assistant
Tori is your personal AI guide, here to help you create compelling, story-driven product tours with ease. Whether you're launching a new product, refreshing content, or supporting a marketing campaign, Tori walks you through every step—ensuring your tours are strategic, engaging, and effective.
With Tori’s guidance, you can:
- Build a tour backlog to support upcoming campaigns.
- Craft tours that tell persuasive stories instead of just listing features.
- Personalize tours for the right audience and context.
How Tori Helps You Plan Your Tours
1. Start with Tori
Launch the Tour Planner and let Tori guide you through the process step by step.
2. Define Your Tour’s Purpose
Tori will ask you to choose the main reason for creating new tours:
- Fuel a campaign or event
- Refresh outdated content or collateral
- Support a major product release (monthly/quarterly)
- Launch a brand-new product
3. Name Your Project
Give your planning session a relevant name, like:
- “Q3 Product Release”
- “Website Refresh Tours”
4. Set the Scope
Tori will help you decide whether your tours should focus on:
- The entire platform
- A specific product
- Selected features (just list them, and Tori will take it from there!)
5. Upload Supporting Materials
To ensure the best recommendations, Tori will prompt you to upload:
- Release notes, help docs, or product positioning documents
- Marketing collateral (sales decks, 1-pagers, website copy)
At this step, you can also provide a text description and/or URLs to live web pages to help inform Tori's understanding of your solution.
Documentation uploaded to Tori will be saved in your Document Hub for future use and re-use.
6. Review Tori’s Summaries
Tori will synthesize your inputs into concise summaries of your platform, products, and features.
- You can edit or expand details to refine the story.
- If needed, you can also add competitive differentiators.
7. Choose Your Tour Strategy
Tori will ask how you want your tours positioned:
- General-use tours for broad audiences.
- Solution-oriented tours that highlight key problems and solutions.
- Segmented tours tailored for specific industries or customer types (e.g., startup, mid-market, enterprise).
8. Get AI-Generated Micro Tours
Once your positioning is set, Tori will generate a list of recommended micro tours, complete with:
- Key product moments to highlight.
- Value-driven messaging for explainer screens.
- Suggested interactive elements for demo screens.
- Persona-specific insights tailored to your audience.
9. Review, Edit & Finalize
- You can accept, tweak, or share Tori’s recommendations before finalizing.
Once saved, your tour plans will be stored in Tourial, so tour builders can bring them to life.
Why Tori Makes a Difference
Align Teams & Save Time
- Tori streamlines tour planning, helping marketing and revenue teams align—without extra meetings.
Tours That Sell, Not Just Show
- Ensures that tours emphasize value and differentiation, avoiding the “feature trap.”
Exclusive to Tourial
- Other demo tools focus only on building tours. Tourial—with Tori—separates planning from execution, ensuring every tour is strategic and impactful.
With Tori, tour planning is no longer overwhelming—it’s a structured, guided process that sets your product tours up for success.
Related
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.
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.
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.
Supported Content in Tour Centers | Navless Product Documentation
The Navless Product Documentation details how to enhance Tour Centers by integrating diverse supported content types—including interactive microtours, videos (via direct upload or URL from platforms like YouTube and Vimeo), images (uploaded or linked), PDFs, website URLs (with iframe embedding limitations), and Google Slides presentations—to create engaging, multi-format experiences tailored to different buyer journey stages.
Lead Forms with HubSpot | Navless Product Documentation
The documentation explains how to integrate Tourial forms with HubSpot by creating or selecting a HubSpot form, importing and mapping fields (including hidden UTM parameters) into Tourial, styling the form, configuring confirmation modals, and testing lead submission to ensure data flows correctly, while also addressing FAQs about blocking free email providers and UTM parameter passing.
G2 Integration Instructions
The G2 Integration Instructions guide paid G2 subscribers through adding an interactive product demo by logging into my.g2.com, navigating to the Product Profile's Interactive Demo section, adding a demo with a Tourial URL (noting domain adjustments for white-labeled plans), uploading a preview image, and saving it so the tour appears under the Media section on the product profile page.