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.
Score breakdown
Estimated from the available content and source signals.
Model compatibility
Inferred fit is not the same as a recorded hands-on test.
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
| Piece | Path | Job |
|---|---|---|
useGuidedTour | src/hooks/useGuidedTour.ts | localStorage seen-flag, first-visit auto-open, replay. Returns { isOpen, startTour, closeTour }. |
GuidedTour | src/components/common/GuidedTour | Spotlight rendering. Dims the page, highlights a data-tour target, anchors a Next/Back/Skip card. target: null → centered card. |
useOnboardingMock | src/hooks/useOnboardingMock.ts | A 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
-
Wire the tour state in the feature page:
const { isOpen, startTour, closeTour } = useGuidedTour({ storageKey: 'ld.<feature>.tour.v1', }); -
Define steps in
onboarding/steps.tsxas a module constant (they're static — nouseMemoneeded). Eachtargetis a CSS selector resolved when the step is reached, ornullfor 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./onboardingand passes it to<GuidedTour>. -
Add
data-touranchors 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' } : {}, -
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} /> -
(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
isExamplehelper inonboarding/exampleData.ts, and inject them viaselectwhile the tour is open:const select = useOnboardingMock(EXAMPLE_ROWS, isOpen); const { data } = useThings(args, { select }); // hook must forward `select` to useQueryRender 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 9999pxdim — already handled byGuidedTour. - 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— nostyleprop (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 —
GuidedTourpolls 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. selectpassthrough: the data hook must accept and forward aselectoption touseQuery(seeuseAiAgentAdminReviewItems). 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.