In-App Guidance: Learn as you go within the Platform

What is In-App Guidance?

In-App Guidance is a built-in learning tool that helps you build your skills and develop best practice habits while using the Digibee Integration Platform.

It helps you learn while you work with confidence and speed, offering real-time, in-context support.

Whether you’re building your first pipeline, deploying to production, or exploring the Monitor area, In-App Guidance gives you the help you need.

Where to find the In-App Guidance?

In-App Guidance appears contextually in two situations:

• Automatically triggered by the system: The system detects certain behaviors (for example, if you haven’t built a pipeline yet or if you open the Monitor panel) and offers relevant guidance when needed.

• Manually triggered by you: You can open the checklists and choose a guided flow manually using the Help icon (Canvas) available in the toolbar or the Skills to learn button at the bottom right corner of the screen.

This ensures that help appears only when it’s relevant, reducing distractions and keeping the interface clean and focused.

What does the In-App Guidance experience look like?

Here’s what you’ll find:

• Checklists: Located on pages like Build, Canvas, Run, Monitor, and Settings, checklists are a collection of important tasks and Platform habits, such as “Build your first pipeline” or “Deploy your first pipeline”.

• Video tours (Digibee in a nutshell series): Quick overviews that show you how different areas of the Platform work.

• Step-by-step guides: Interactive flows that walk you through specific processes, like configuring triggers, deploying a pipeline, or monitoring execution results.

• Action-focused hints and micro-guides: Short tips that appear as you interact with key features, helping you quickly understand what each option does and how to use it effectively. Hints also highlight recently released features, making sure you stay informed about the most important Platform updates as you work.

• Hands-on projects: Small, task-based activities that encourage you to put learning into practice as you explore the Platform.

Why it matters: Accelerating your learning curve

Our goal with In-App Guidance is simple: help you get value from Digibee faster.

By providing just-in-time learning, we reduce the need for external searches, long training sessions, or trial-and-error.

Whether you’re a new user or exploring advanced features, In-App Guidance helps you:

• Learn by doing

• Reduce errors

• Build faster

• Develop the right Platform habits

• Become productive in less time

Try out all the helpful resources in In-App Guidance to boost your skills!

Access the Platform now