Create guides using AI

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This article is relevant for the Visual Design Studio and Adopt Studio only.

You can use AI to generate and build guide components in the Visual Design Studio and Adopt Studio. We use Google’s Vertex Large Language Model (LLM) and Generative AI to build a guide that you can edit for tone, accuracy, and completeness.

With the Visual Design Studio, you can also use your public knowledge base to create more informative and focused guides for your users using content that's up-to-date and aligns to your company's standards. See Use your knowledge base for guide creation.

The AI functionality uses your guide name and associated app as prompts, along with other information you provide, including:

  • The maximum number of steps in your guide.
  • The goal or purpose of the guide.
  • The tone of the guide.

Create a guide using AI in the Visual Design Studio

This section details how to create a guide in the Visual Design Studio using AI.

Requirements

To use this feature, a Pendo Admin user must first turn it on in Settings > Subscription Settings. This setting allows AI to generate and build guide components using your public Zendesk knowledge base content and public content in the Visual Design Studio using Generative AI and Google’s Vertex Large Language Model (LLM)

  1. From the left-side menu, select Settings > Subscription Settings.
  2. Go to the AI Features section and select the checkbox next to Enable AI guide creation.

You can opt out of using this AI feature at any time by turning the setting off.

Create a guide with Pendo AI

To use this feature, select Create with AI when creating a guide. For full guidance on how to create a guide, see our Create a guide instructions.

  1. In the left-side navigation, go to Guides > Guides.
  2. In the Overview page, select Create guide > Create with AI.
  3. In the Create guide with AI page, under Prompt settings, select an app and enter an app alias.
  4. Enter a URL for the page where the guide starts.
  5. In Guide details, enter a meaningful name, select a theme and a category for the guide.
  6. In the Generate guide area, enter a prompt for the guide. This should be representative of what you want your guide to communicate to your users.
  7. In the second field, enter the maximum number of steps for your guide.
  8. Use the dropdown menu to choose a tone: professional, direct, expert, friendly, conversational, or casual.
  9. Select Generate Guide.

This results in a suggested guide, including a preview, for you to review and edit.

Review and edit AI-generated content

In the resulting suggested guide content, you can:

  • Reorder steps by dragging and dropping steps further up or down the list.
  • Use the dropdown menu next to each step under the Layout column to switch between tooltip or lightbox.
  • Edit the content of a step. Select the text of a step under the Content column to start editing it.
  • Add another step. Select the empty text box below your AI-generated guide steps and enter content for another step.
  • Regenerate content for a step. Hover over the step row and select the Regenerate (wand) icon.
  • Delete a step. Hover over the step row and select the Delete (trash) icon.

During the review process, you can regenerate the AI content of a step based on the selected tone. Hover over the step row and select the Regenerate (wand) icon. You can't revert back to the previous wording.

If you want to change the tone of a step, choose a different tone from the dropdown menu you used for creating the AI-generated guide, and then select the Regenerate (wand) icon for that step.

Save the guide

After reviewing and editing the AI-generated content, you can select:

  • Save draft. Returns you to the guide details page in Pendo.
  • Save and edit in designer. Prompts for a URL to launch the Visual Design Studio so you can edit the guide behavior. For more information, see Create a guide.

Manage your guide

If you selected Save and edit in designer, then when you’re finished editing your guide's behavior, select Save and then Exit. This takes you to the guide's details page in Pendo where you can manage your guide, including the following:

  • Preview your guide
  • Choose your activation method
  • Apply a segment for your guide
  • Schedule the guide
  • Move the guide status from draft to staging or published

You can go back and edit your guide by selecting Manage in my app from this details page.

Use your knowledge base for guide creation

Note: This offering is currently in closed beta, available to select Pendo customers for testing. The information that follows isn't a commitment, promise, or legal obligation. The development, release, and timing of any features or functionality described here are subject to change at the discretion of Pendo, which can occur without notice. If you're interested in getting early access and providing feedback, contact your Pendo account representative.

You can use the content in your public Zendesk knowledge base to create more informative and focused guides for your users, rather than using public content retrieved by Google’s Vertex Large Language Model. When you link your knowledge base to Pendo, the LLM model retrieves all articles from the knowledge base that it thinks are relevant to the prompt you entered and uses them to generate a guide. When you use your knowledge base, it ensures that the guide content is up to date and that it aligns to your company's standards.

Note: This feature is only available for Pendo subscriptions with Guides Pro included in their package. If you're unsure whether your plan includes this or if you're interested in getting access, contact your Pendo account representative.

Link your knowledge base to Pendo

You must link your knowledge base to Pendo to use the content for creating guides.

Note: AI guide creation must be enabled to use this feature. For more information, see Requirements.

  1. Copy the URL of the knowledge base of the content you want to use.
  2. Go to Settings > Subscription settings
  3. Select an app.
  4. Select the Tagging & Guide Settings tab.
  5. In the Zendesk knowledge base section, enter the URL of your knowledge base and select +Link knowledge base. Pendo scrapes your knowledge base website to upload all the content into the LLM model.

    delete_knowledge_base.png
  6. If required, select the trash icon to delete the knowledge base.
  7. In the Delete knowledge base modal, select Delete knowledge base to confirm this action.
  8. In Prompt settings, turn on the Use my knowledge base button.
    Note: Using content from your knowledge base is optional. The button can be turned on and off to switch between the LLM model retrieving your knowledge base content or retrieving public content to help generate guides.

    use_knowledge_base.png
  9. Enter a prompt into the Prompt field to start creating your guides using content for your knowledge base. For more information, see Create a guide with Pendo AI.

Build a guide using AI in Adopt Studio

This section details how to create a guide in the Adopt Studio using AI.

To use this feature, select Build with Pendo AI while creating a guide. For full guidance on how to create a guide, see our Create a guide instructions.

  1. Start creating a guide. Enter a meaningful name, select an app, and enter the relevant URL.
  2. Select Build with Pendo AI.
  3. In the first field, enter the maximum number of steps for your guide.
  4. In the second field, enter the goal or purpose of your guide.
  5. Use the dropdown menu to choose a tone: professional, direct, expert, friendly, conversational, or casual.
  6. Select Auto Generate Guide

This results in a suggested guide, including a preview, for you to review and edit.

Review and edit AI-generated content

In the resulting suggested guide content, you can:

  • Reorder steps by dragging and dropping steps further up or down the list.
  • Use the dropdown menu next to each step under the Layout column to switch between tooltip or lightbox.
  • Edit the content of a step. Select the text of a step under the Content column to start editing it.
  • Add another step. Select the empty text box below your AI-generated guide steps and enter content for another step.
  • Regenerate content for a step. Hover over the step row and select the Regenerate (wand) icon.
  • Delete a step. Hover over the step row and select the Delete (trash) icon.

During the review process, you can regenerate the AI content of a step based on the selected tone. Hover over the step row and select the Regenerate (wand) icon. You can't revert back to the previous wording.

If you want to change the tone of a step, choose a different tone from the dropdown menu you used for creating the AI-generated guide, and then select the Regenerate (wand) icon for that step.

Edit guide behavior

 After reviewing and editing the AI-generated content, select Launch Adopt Studio. Here, you can then edit the guide behavior, including guide Anchoring and Buttons. For a full overview of step settings you can edit, see the Guide Designer: Adopt Studio article. 

Select Save and then Exit when you're done. This takes you to the guide's details page in Pendo where you can Manage your guide.

Anchoring

To attach a tooltip step to an element in your UI, hover over the relevant step in Adopt Studio and open selection mode. Choose between Tagged Feature and Anchor as described in the Guide Designer: Adopt Studio article.

Buttons

In a multi-step guide, all buttons except the last button default to Next and are configured to move the user on to the next step. The button in the last step defaults to Done, even if you add additional steps to the guide. This means that the guide buttons update to ensure that only the last button is labeled as Done by default. For more information about guide buttons and available button functionality, see Guide button actions.

To add or edit step buttons, hover over the relevant step in Adopt Studio select the Edit step icon. Follow the instruction in Guide Designer: Adopt Studio to add or edit buttons.

Manage your guide

When you're done editing your guide's behavior, select Save and then Exit when you're done. This takes you to the guide's details page in Pendo where you can manage your guide, including the following:

  • Preview your guide.
  • Choose your activation method.
  • Apply a segment for your guide.
  • Schedule the guide.
  • Move the guide from draft status to staging or published.

You can go back and edit your guide by selecting Manage in my app from this details page.

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