A tour that never gets stuck

If a button isn't there — brand-new account, wrong role, feature not switched on — the step teaches the same lesson on a plain card and moves on.

What it is

A fixed ladder the engine walks when a step's target never appears: show the step's authored fallback explainer card → or, if the step is marked optional, skip it silently → otherwise skip it, log it as a skipped step and show a quiet 'skipped a step' note. Reaching the end of a tour (or a dangling reference) ends it cleanly; the engine can never wedge.

Also called: tour fallback · skipped a step · empty account tour

See it
A tour that never gets stuck
Area
Operations
Group
Tour Engine
System
Academy
Solves
2 named problems
01Every data-dependent spotlight in the content (a pipeline card, an estimate row, a Gantt bar, a Send button) is authored `optional: true` with a `fallback`, so tours run top-to-bottom on a completely empty tenant
02Skipped step ids are written to the user's progress row as telemetry — which anchors keep going missing is visible
03Role-blocked steps are caught BEFORE navigating and render a centered explainer instead
An empty pipeline board with a centered explainer card ('when a lead lands it appears here…') and the quiet 'we skipped a step' note under it. Sample data — no customer information appears here.
How it works
  1. 1Every data-dependent spotlight in the content (a pipeline card, an estimate row, a Gantt bar, a Send button) is authored `optional: true` with a `fallback`, so tours run top-to-bottom on a completely empty tenant
  2. 2Skipped step ids are written to the user's progress row as telemetry — which anchors keep going missing is visible
  3. 3Role-blocked steps are caught BEFORE navigating and render a centered explainer instead
Why we built it

The first walkthrough a builder takes is on day one — no leads, no estimates, no projects, nothing on the board to point at. That is exactly when a tour is most likely to highlight a button that does not exist yet, and one that dead-ends on step two is one nobody comes back to. When a control is missing — brand-new account, a role that cannot open that screen, a feature not switched on — the step teaches the same lesson on a plain card, says outright that the screen is empty because the account is new, and carries on to the end.

The problem
  • Tours that only work on a populated account
  • Tours that hang forever waiting for an element that will never exist
Sound familiar?
What you get
Day-one accounts can take every tour
A missing button costs you a sentence, not the whole walkthrough

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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