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 Portal and that the application URL under Settings > Application URLs is correct. Refresh your application page after any changes.

  • If you are based in Europe ⇨ Start this Guide to learn where to view and modify an application URL.
  • If you are based in the US  ⇨ 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 Manage section of Userlane Portal. 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

Select Settings from the application dropdown then confirm that the Userlane toggle is enabled on the General Settings page:

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 > Assistant and confirm that the Activate Guide List toggle is enabled: