4.8/5
In-App Guided Walkthroughs Without a DAP
Create in-app guided walkthroughs for Salesforce, SAP, Workday and internal apps without a digital adoption platform. Record each task once and publish a narrated walkthrough and guide where people work.
Book a Demo
Give employees in-app guided walkthroughs for Salesforce, SAP, Workday, ServiceNow and your internal apps without deploying a digital adoption platform: record each task once, and publish a narrated walkthrough and step-by-step guide right where people work.
Digital adoption platforms (DAPs) put overlays on top of your applications: tooltips, pop-ups and step-by-step flows triggered as people click. They can work well, but they come with a cost: a script or extension to deploy, flows to build for every screen, licences for every user and maintenance every time the application changes. For many teams, the real need is simpler: a clear, current walkthrough of each task, available inside the application at the moment someone gets stuck. That's what in-app guided walkthroughs without a DAP provide.
What are in-app guided walkthroughs without a DAP?
In-app guided walkthroughs without a DAP are step-by-step guides and narrated videos for each task in an application, made available from inside that application without an overlay layer. Instead of building click-by-click flows in a DAP, an expert records the task once. Trupeer turns the recording into a narrated walkthrough and a written guide with screenshots, which you link or embed where users work: the help menu, a record page, a knowledge panel, the service portal or the team's chat channel.
Nothing is deployed into the application itself, so there's no engineering ticket and nothing to break when the interface changes.
How to build an in-app guided walkthrough
Record the task in the real application, narrating each step and decision.
Generate the walkthrough: Trupeer produces a narrated video and a step-by-step guide with screenshots from one recording.
Publish where users work: add the link to the app's help menu, a custom link or tab, a knowledge article, the intranet or a pinned chat message, or embed it on a page.
Keep it current: when the screen changes, edit the script or replace a single step instead of rebuilding the flow.
In-app guided walkthroughs vs a digital adoption platform
Digital adoption platform | In-app walkthroughs without a DAP | |
|---|---|---|
How guidance appears | Overlays on the live interface | Narrated walkthrough and guide, linked or embedded in the app |
Deployment | Script, extension or snippet in each application | Nothing deployed into the application |
Building content | Flows built element by element in an editor | Record the task once |
When the UI changes | Flows can break and need rework | Update the script or one step |
Cross-application tasks | Separate flows per application | One recording can cover the whole task |
Content reuse | Mostly inside the DAP | Same content works as SOP, training and knowledge base |
Best for | Real-time nudges, in-flow prompts and click-level analytics | Teaching complete tasks, training and process documentation |
The two aren't mutually exclusive. Some teams use a DAP for nudges and announcements, and walkthroughs for teaching complete tasks. If you're comparing DAPs, see the digital adoption platform guide.
Where in-app walkthroughs help most
Enterprise applications such as Salesforce, SAP, Workday and ServiceNow, where tasks span several screens; see Salesforce in-app guidance.
Internal and legacy apps that a DAP doesn't support well, or that aren't worth a DAP licence.
New system rollouts, where every role needs task guidance on go-live day.
Employee onboarding, where new starters need to learn the tools for their role; see in-app onboarding.
Processes that change often, where maintaining overlay flows costs too much.
Where to place in-app walkthroughs
Application | Where to link or embed walkthroughs |
|---|---|
Salesforce | Utility bar, custom links on record pages, Lightning page components, knowledge articles |
SAP | Fiori launchpad tiles or links, help menus, the intranet |
Workday | Worklets and help links, announcements, the intranet |
ServiceNow | Knowledge articles, the service portal, catalogue items |
Internal apps | A help icon, the app's home page, a team channel |
The exact options depend on how each application is configured; your admins can add links without a DAP.
Who uses in-app guided walkthroughs?
Application owners and admins who want to help users without deploying a DAP.
Training and enablement teams supporting new systems and processes.
Change managers preparing users for go-live.
Support teams reducing repeat how-to tickets.
Operations teams documenting tasks that span several applications.
Customer-facing product tours
This page is about guiding employees inside the applications they use for work. For guided walkthroughs that teach your own customers how to use your product, see interactive walkthrough software.
For product tours used in onboarding, support and sales, see product walkthrough software.
Proof: enterprise rollouts without overlay builds
Genpact used Trupeer for a company-wide Workday rollout, turning recorded process sessions into more than 500 training collaterals across 20 workstreams in five languages, for 140,000 employees in 40 countries, in 3 months instead of 12. Read the Genpact customer story.
See in-app walkthroughs for your applications
Want to see how walkthroughs would work inside your Salesforce, SAP, Workday or internal apps, without a DAP? Book a demo.
Why Build In-App Guided Walkthroughs Without a DAP
Nothing to Deploy
No script, extension or overlay in your applications, so there's no engineering ticket and nothing to break on the next release
Teaches the Whole Task
Narrated walkthroughs cover complete tasks, even across several screens or applications, instead of one element at a time
One Recording, Many Uses
The same walkthrough works as in-app help, an SOP, training content and a knowledge base article
How to Build an In-App Guided Walkthrough
Стъпка 1
Record the task once in the real application
Стъпка 2
Get a narrated walkthrough and step-by-step guide
Стъпка 3
Publish it where users work and update it when screens change
Често задавани въпроси
What is an in-app guided walkthrough without a DAP?
It's a narrated walkthrough and step-by-step guide for a task in an application, made available from inside the app through links or embeds, without deploying a digital adoption platform overlay.
How is this different from a digital adoption platform?
A DAP places overlays on the live interface and needs a script or extension in each app. Trupeer walkthroughs are built from a recording and linked or embedded where users work, so nothing is deployed and updates are quicker.
Can I use this with Salesforce, SAP, Workday and ServiceNow?
Yes. Record the task in the application, then add the walkthrough to help menus, record pages, knowledge articles, portals or the intranet, depending on how each app is configured.
What happens when the application's interface changes?
Update the walkthrough by editing the script or replacing a single step, instead of rebuilding overlay flows screen by screen.
Do in-app walkthroughs replace a DAP completely?
Not always. DAPs are useful for real-time nudges and click-level analytics. Many teams use walkthroughs to teach complete tasks, with or without a DAP alongside.
Още инструменти
