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Help

The Help section gives you access to guided tours and in-app documentation to help you get up and running in Avikto quickly.

Product Tour​

The Product Tour is an interactive, in-app guided walkthrough that helps new users learn Avikto by doing — not just reading. It highlights key areas of the interface and walks you through real actions step by step.

There are two tours:

TourAudienceSteps
Admin TourWorkspace administrators setting up a new organization14 steps
User TourEnd-users learning daily case management5 steps

Starting the Tour​

The tour is available from the Help menu in the left sidebar.

  1. Click Help in the sidebar
  2. Select Start Tour
  3. Choose Admin Tour or User Tour

The tour opens with a spotlight on the first step. Follow the prompts — click Next to advance, or Previous to go back. A step counter (e.g., 3 / 14) shows your progress.

You can Skip the tour at any time. Your progress is saved, so you can resume where you left off in a future session.

Admin Tour​

The Admin Tour walks workspace administrators through the full setup and configuration of an Avikto organization. It covers 14 steps:

  1. Organization overview — Introduction to the organization home screen
  2. Create a project — Open the Create Project modal and set up your first project
  3. Project settings — Configure project name, type, and team members
  4. Create a case — Create your first case within the project
  5. Case details — Explore the case detail view: fields, status, priority
  6. Case templates — Set up case templates to standardize case types
  7. Field mapping — Configure custom fields on templates
  8. Invite users — Invite team members to the organization or project
  9. Roles and permissions — Assign roles to control what users can do
  10. Automations — Create an automation rule on the canvas builder
  11. Queue configuration — Set up queues for case routing
  12. Reports — Generate your first report or dashboard
  13. Organization settings — Review global settings and integrations
  14. Global chat — Explore team-wide chat and collaboration features

Admin Tour on the Home Screen​

New admins see a Welcome card on the home page showing the tour progress. Click Resume Tour on the card to continue from where you left off.

User Tour​

The User Tour shows end-users how to manage cases day-to-day. It covers 5 steps:

  1. My Cases — Access the cases assigned to you or created by you
  2. Create a case — Walk through creating a new request in your project
  3. Case detail view — Explore case fields, comments, history, and attachments
  4. Kanban board — View cases visually by status using the board view
  5. Team collaboration — Use comments, mentions, and case chats to work with teammates

Resuming the Tour​

If you close the tour partway through:

  1. Click Help in the sidebar
  2. Select Resume Tour

The tour picks up from the last completed step. Progress is stored per user and persists across sessions.

Documentation​

Click Documentation in the Help sidebar to open the full product documentation directly within the app. The documentation covers every feature, setting, and workflow in Avikto and is searchable by keyword.

See Also​