Userlane Assistant checklist

Use the checklist to make sure you and your users can see Userlane. Userlane's targeting settings can prevent users from seeing Userlane. Here is what you can do:

1. Make sure Userlane is loaded in the correct application

Userlane can be loaded in your application via the implementation of the Userlane snippet or via the browser extension. If you only use the browser extension for now, ensure that you are signed in to the Userlane Dashboard and that the application URL in your Userlane Dashboard in My Account -> Applications is correct. Refresh your application page after any changes.

⇨ Start this Guide to learn where to view and modify an application URL.

2. Make sure that you have a public language

Go to Customize > Languages and make sure that at least one language is public. Only public languages are shown to your users.

3. Add Guides to a public chapter

Add at least one public Guide to a public chapter in the Userlane Dashboard. Guides that are in the "Unsorted guides" folder are not part of a chapter.

4. Make sure that your segmentation is set up 

Open the segmentation options by clicking on the three dots next to a chapter or a Guide. Select Edit Segmentation. Make sure that the user profile you use in your application matches these segmentation settings. Note that the chapter segmentation affects all Guides within this chapter. 

5. Enable Userlane for your Application

Go to Customize > Guides and confirm that the toggle to turn on Userlane is enabled:

Please note that Userlane will be shown on all pages and URLs where the Userlane snippet is implemented. If the snippet is not implemented yet you can use the Userlane browser extension to test and build your Guides.

6. Activate Guide List

To ensure that your Guides are available from the Assistant, Go to Customize > Guides and confirm that the Activate Guide List toggle is enabled: