Checklists & tours

An in-app onboarding checklist in the widget you already have

Show new customers the three things that matter first — without adding a second script to your product.

The short answer

An in-app onboarding checklist is a short guided task list that shows a new customer what to do first and tracks how far they have got. In inrelay you write one in settings and it appears inside your support widget — the same widget already answering questions on your site.

Looping animation: a get-started checklist inside the widget — connect your inbox, invite a teammate, send a first reply — ticking off step by step to a celebration.

What it prevents is the silent first week. A new customer signs up, opens the product, sees everything at once, and closes the tab — and the only signal you ever get is that they never came back. A checklist replaces the whole surface with three or four steps in a sensible order, and gives them a visible finish line. It is self-service pointed at getting started rather than at getting unstuck — which is why creators selling courses and memberships tend to reach for it first.

01 · Author it once

How it works in inrelay

Checklists and tours are built on the Checklists page in desktop settings, and delivered by the widget your customers already use to reach you.

The checklist builder
  • Steps in the order you mean them. Each step has a title, a one-line subheadline and optional body copy or a screenshot. Finishing one opens the next.
  • Three kinds of action button. Send the customer to a URL, open one of your help articles inside the widget, or leave a step read-only with no button at all.
  • A chip that appears only when there is work. The Tasks chip shows on the widget home while a checklist is assigned and incomplete, carrying your checklist’s title and a count of what is left. When the list is done, the chip goes.
  • Steps your app can tick off itself. A step can carry a key your product reports against, so anything the customer already did before they opened the widget arrives resolved instead of asking them to do it twice.
  • A real ending. Completion plays a celebration with your message and one next-best-action button — the checklist finishes rather than fading out.
  • Edit safely. Changes reach everyone immediately, and pausing hides the checklist from new visitors while people already part-way through keep theirs.
  • One checklist and one tour per workspace in this version — no audience targeting rules, no reminder nudges, and no event-triggered automation beyond the keys your own app reports.
The checklist inside the widget
02 · Show me around

And then a product tour

A checklist tells someone what to do. A tour shows them where things are. When the checklist is finished, the chip converts to “Show me around” — no longer a task, just an offer — and opens a centred modal that walks through your product a screen at a time, each step led by a screenshot or a short recording.

Tours are deliberately browsable rather than tracked. There is no completion state, no progress bar and no nagging: a customer can open one on their first day or their fortieth, skip to the step they need, and close it. The detail that does not fit in five screens belongs in your help centre, which the same widget can search.

03 · The week that decides

Why it matters

Support and onboarding are the same conversation held at two different moments. The questions a new customer would have written to you in week one are almost exactly the steps an in-app onboarding checklist can hand them in minute one — which is why running both from the same widget makes more sense than running them from two products that never speak.

It also changes what your inbox looks like. Every step a customer completes on their own is a thread that never starts — deflection that happens before the question forms — and the ones that do start arrive with a customer who has already found their way around. The pattern is the same one a knowledge base creates, moved earlier: answer it before it is asked.

04 · No second script

How inrelay does it differently

Onboarding checklists usually arrive as their own product: a separate platform, a separate script in your page, a separate bill that grows with your monthly active users. You end up paying twice to talk to the same person — once when they need guiding, once when they need helping.

In inrelay the checklist rides the widget you installed for support. One script, one place your customers already know to click, and one price that does not move when your product gets popular. The checklist, the tour, your help articles and the human conversation are four views of the same panel — a customer stuck on step two can ask about step two without leaving it.

We also use it ourselves, which is the honest test: new inrelay accounts get their own “Getting set up” checklist in our widget, with the steps the signup wizard already handled arriving pre-ticked.

05 · Set-up

Setting it up

Open Checklists in desktop settings

Create your onboarding checklist, give it the title your customers will see on the chip, and leave it in draft while you write.

Write three or four steps

Fewer than you think. Each one gets a title, a single line of explanation and an action — a link, an article, or nothing at all.

Write the ending

Set the celebration message and the one button that should follow it, so finishing leads somewhere.

Activate, then watch

Flip it active and the chip appears in your widget. The builder counts views, starts, in-progress and completions so you can see which step people stall on. The help docs cover every field.

Authoring checklists and tours is included on the Team and Studio plans. On Solo the page is visible and honest about it rather than hidden behind a dead button.

06 · Close neighbours

Works with the rest of the inbox.

Checklists are one piece of the inrelay feature family — these are its closest neighbours.

Start today

Their first week, with a map.

Free to start with your own inbox — every feature, no card, never per seat.

Questions, answered.

Do I need to install anything extra?
No. If the inrelay widget is already on your site or in your app, the in-app onboarding checklist is there too — it is a view of the same panel, not a second script. There is no separate onboarding SDK to add and nothing priced per monthly active user.
Can steps tick themselves off when a customer actually does the thing?
Partly, and honestly. A step can carry a key that your own app reports state for, so setup work already finished arrives resolved. What this version does not have is a general event engine that watches your product on its own — anything outside those keys is completed by the customer tapping “mark done”.
What happens if I edit a checklist people are halfway through?
Edits reach everyone straight away, and completed steps stay completed — a resolved step cannot be un-resolved. Pausing is the gentler option: it hides the checklist from new visitors while anyone already part-way through keeps theirs.
Which plans include checklists and tours?
Authoring them for your customers is on Team and Studio. Solo keeps the widget, the knowledge base and the agent — it just does not author guided task lists. No per-resolution fees on any of them, ever.

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