Getting started · Guide 15 of 37
Take the guided tour
Find the tour control, follow the arrow cards, and replay the introduction when you need it.
Before you start
- Sign in to a workspace you own or have been invited to. Search only includes that workspace’s approved SOPs.
- Close other dialogs so the tour can target visible workspace controls.
Step-by-step walkthrough
Step 1
Start or replay the tour
The tour opens automatically on a first visit in that browser. To replay it, select the question-mark icon next to search in the workspace top bar; its name is Quick tour.
Step 2
Match each card to its target
Read the heading and follow the arrow to the outlined feature. The tour includes visible controls only, so a member may see fewer steps than an admin.
Step 3
Move through the steps
Select Next to continue and Back to revisit a step. You can also use the right and left arrow keys while the tour is open.
Step 4
Finish and explore a feature
Select Done on the final step. Skip tour, the close icon or Escape ends the tour early; you can replay it later. Open the matching Help Center guide for a full workflow.
Practical example
A new teammate’s orientation
Use the tour to locate departments, search and upload. Then follow Find and follow an SOP to complete a real task instead of treating the tour as full training.
Common issues and fixes
- The tour has fewer steps on my screen
- It filters out controls that are not visible or available to your role. Close menus and dialogs, then replay it if needed.
- It did not open automatically again
- Completion is remembered in this browser. Use the question-mark control to replay it manually.
What success looks like
You know where the main controls are and which detailed guide to use next.
Still need help? Contact Cloopp support
Next guide: Write a new SOP with AI