The onboarding shelf

Overview

When you first open a product area, a setup shelf sits at the top of it. It's a collapsible checklist of the steps that get that area running, and it checks each step off on its own as you complete it.

After signup the app opens in Blu on your project home. The onboarding shelf is the guided-setup surface you meet from there, inside each area you start using.

📘 Good to know

The shelf tracks real objects, not clicks. A step marks itself done when the thing it asks for exists, for example once you've created your first journey, so you don't tick anything off by hand.

How it works

📘 Media pending

A screenshot of an expanded onboarding shelf with its progress bar, step rows, and header actions will be added here.

The shelf header

1. Title and progress. The shelf names the area and shows progress as a count, such as 2 of 5 done, switching to "Setup complete" when every step is finished. A small bar fills as you go.
2. Watch the intro. When the area has an intro video, this plays it inline in the shelf.
3. Read docs. Opens the Intempt docs for more detail.
4. Collapse toggle. Click the title row to expand or collapse the shelf. It remembers whether you left it open or closed.

The steps

Expanding the shelf shows the checklist. Each step row has:

1. A status marker. A numbered badge while the step is open, a check once it's done. Completed steps dim.
2. A title and hint. What the step is, and a short line on why.
3. A button. Takes you straight to where you do that step. The button disappears once the step is complete.

It differs by area

Each product area has its own shelf with its own steps. For example, the marketing and journeys area walks you through connecting a catalog, creating a journey, launching an experience, and defining a segment. Other areas, like analytics, experiences, meetings, studio, and users, each have a shelf tuned to their own first steps.

Getting started

1. Open a product area for the first time and find the setup shelf at the top.
2. Expand it to see the checklist.
3. Use Watch the intro for a quick tour, or Read docs for detail.
4. Click a step's button to go do it. The step checks itself off when the object exists.
5. Collapse the shelf once an area reads Setup complete.

Where to go next

• Home overview: the project home the app opens into.
• Getting started checklist: the broader first-run checklist across Intempt.
• Understanding Blu Chat: the agent your project home opens in.