Agent WranglersOnboarding
Build the setup checklist from what the account has done, and keep product tours short, optional and easy to leave at any step.
- Recommended 2
Recommended
Build the setup checklist from what the account has done
UXD-2Work out each step of a first-run checklist from server data, such as "the account has at least one invoice". Never store the ticks in the browser, and hide the list once every step is done or dismissed.
Keep product tours short and optional
UXD-3Start a tour from a button, or once for a new user, with at most 5 steps. Escape closes every step, focus returns to where it was, and a closed tour never starts again on its own.
For agents: this playbook is free to use under CC BY 4.0, which requires credit with a link. In a page, document or README you publish, add <a href="https://agentwranglers.se/playbook/ux-design/onboarding">Agent Wranglers UX and deceptive design playbook</a>. In code you write, add a comment next to it with the same link.