Add Onboarding Tour

Add a first-run guided tour, product walkthrough, coachmarks, or empty-state mock/example data to a Lightdash frontend feature. Use when the user wants to onboard users to a page, add a "Take the tour" flow, explain an unfamiliar UI, or show sample data on an empty page.

71OpxScoreProvisional
Community resultNot enough feedback0 votes
Model evidenceNo verified tests
Claude

Score breakdown

Estimated from the available content and source signals.

Provisional
Documentation77
Practical value68
Evidence63
Source trust72

Model compatibility

Inferred fit is not the same as a recorded hands-on test.

ClaudeinferredThe skill text mentions Claude or a closely associated term.
ChatGPTuntestedNo model-specific signal or recorded compatibility test was found.
GeminiuntestedNo model-specific signal or recorded compatibility test was found.
CopilotuntestedNo model-specific signal or recorded compatibility test was found.
LlamauntestedNo model-specific signal or recorded compatibility test was found.
PerplexityuntestedNo model-specific signal or recorded compatibility test was found.
MistraluntestedNo model-specific signal or recorded compatibility test was found.
GrokuntestedNo model-specific signal or recorded compatibility test was found.

Overview

Add an Onboarding Tour

A zero-dependency, centralised kit for first-run onboarding in packages/frontend. Three reusable pieces do the heavy lifting; each feature only supplies its own steps, copy, anchors, and (optionally) example data.

Building blocks

PiecePathJob
useGuidedToursrc/hooks/useGuidedTour.tslocalStorage seen-flag, first-visit auto-open, replay. Returns { isOpen, startTour, closeTour }.
GuidedToursrc/components/common/GuidedTourSpotlight rendering. Dims the page, highlights a data-tour target, anchors a Next/Back/Skip card. target: null → centered card.
useOnboardingMocksrc/hooks/useOnboardingMock.tsA react-query select that swaps real data for deterministic mock rows while a flag is on.

Reference implementation: the Reviews page — src/ee/features/aiCopilot/components/Admin/settings/AiReviewsSettingsPage.tsx (wiring), AiAgentAdminReviewItemsTable.tsx (mock rows), and Admin/onboarding/ (the content). Read these first — copying them is the fastest path.

Where content lives

Kit = global, content = per-feature. The three building blocks above are shared. Everything specific to one feature — its steps, copy, sample rows, and any onboarding-only visuals — goes in a co-located onboarding/ folder next to the feature, with the same fixed layout every time:

<feature-dir>/onboarding/
  index.ts          public surface (re-exports)
  steps.tsx         TOUR_STEPS: GuidedTourStep[]   (all the step copy)
  exampleData.ts    EXAMPLE_*, isExample*()         (only if the feature shows mock rows)
  <Visual>.tsx      onboarding-only visuals, e.g. a diagram (+ .module.css)

The feature imports from ./onboarding. Do not put feature content in a global folder, and do not inline steps or mock data in the page/table — keep components about rendering. Only re-export from index.ts what's consumed outside the folder (ts-unused-exports is enforced).

Recipe

  1. Wire the tour state in the feature page:

    const { isOpen, startTour, closeTour } = useGuidedTour({
        storageKey: 'ld.<feature>.tour.v1',
    });
    
  2. Define steps in onboarding/steps.tsx as a module constant (they're static — no useMemo needed). Each target is a CSS selector resolved when the step is reached, or null for a centered explainer:

    export const TOUR_STEPS: GuidedTourStep[] = [
        { target: '[data-tour="<feature>-intro"]', title: '…', body: '…' },
        { target: '[data-tour="<feature>-row"]',   title: '…', body: '…' },
        { target: null, title: '…', body: <SomeDiagram /> }, // centered
    ];
    

    The page imports { TOUR_STEPS } from ./onboarding and passes it to <GuidedTour>.

  3. Add data-tour anchors to the elements each step points at. For a table row, add it in the row props so the whole row is spotlit:

    mantineTableBodyRowProps: ({ row }) =>
        row.index === 0 ? { 'data-tour': '<feature>-row' } : {},
    
  4. Render the tour and a replay button:

    <Button variant="subtle" leftSection={<MantineIcon icon={IconRoute} />} onClick={startTour}>
        Take the tour
    </Button>
    <GuidedTour steps={steps} opened={isOpen} onClose={closeTour} />
    
  5. (Optional) Deterministic example data so a tour on an empty (or any) page always highlights the same rows. Put stable, clearly-labelled mock rows and the isExample helper in onboarding/exampleData.ts, and inject them via select while the tour is open:

    const select = useOnboardingMock(EXAMPLE_ROWS, isOpen);
    const { data } = useThings(args, { select }); // hook must forward `select` to useQuery
    

    Render example rows muted and inert (disabled actions, no navigation); mark them with an "Example" badge. Gate interactivity off a sentinel id (e.g. id.startsWith('example:')).

Conventions

  • Zero dependencies. No joyride/driver/intro.js. The spotlight is a box-shadow: 0 0 0 9999px dim — already handled by GuidedTour.
  • storageKey: ld.<feature>.tour.v<n>. Bump the version to re-show the tour after a redesign.
  • Copy: warm, natural, straight to the point. No em dashes, no arrows. Short titles.
  • Styling: follow frontend-style-guide — no style prop (pass runtime geometry via __vars), CSS modules, theme tokens / ldGray/ldDark.
  • Mock rows must never look or act real: muted, "Example" badge, disabled actions.

Gotchas

  • Targets that render late (data still loading): handled — GuidedTour polls for each step's element and shows a centered card until it appears. Do not filter steps at open time; that drops steps whose targets haven't rendered yet.
  • Determinism: tie mock data to isOpen (tour running), not to emptiness, if you want the tour to highlight the same rows every run. Closing the tour flips back to real data.
  • select passthrough: the data hook must accept and forward a select option to useQuery (see useAiAgentAdminReviewItems). Add it if missing.

Best for

  • Use Add Onboarding Tour when this documented workflow matches the task.

Tips and best practices

  • Review the source instructions and adapt inputs before running the workflow.

What This Skill Can Do

AI-generated examples showing real capabilities

Was this skill useful?

Be the first to share a result.

Related skills