What Is the Guided Tour?
After completing your initial profile setup, Recruitier offers an interactive guided tour
that walks you through the platform’s key features. The tour uses step-by-step tooltips
that highlight different parts of the interface, explaining what each section does and how
to use it.
The tour is designed to get you comfortable with Recruitier in just a few minutes, so you
can start being productive right away.
Completing the guided tour earns you 10 bonus credits on top of your starter
allocation. This is a one-time reward — restarting the tour later does not grant
additional credits. The bonus is awarded when you finish the tour for the first time.
Tour Structure
The guided tour is a single continuous walkthrough of 12 steps that covers the platform’s
key features. It is the same tour for all users, regardless of which account goal you
selected. The tour takes approximately 3-5 minutes to complete.
The 12 steps cover:
- Dashboard welcome — An overview of your home screen
- Sidebar navigation — Where to find the main sections of the platform
- Candidates section — How candidate management works
- Upload CV — How to add your first candidate (interactive step)
- Job Search section — How to create and manage job searches
- Client Search section — How to discover potential clients
- Search filters — How to use industry, location, and other filters
- Add to pipeline — How to save a company to your client pipeline (interactive step)
- Company details — What information is available on company cards
- Outreach flows — How to create outreach sequences (interactive step)
- Settings — Where to manage your account, email connections, and preferences
- Tour completion — Summary and next steps
Some steps are interactive, meaning the tour pauses to let you try the feature yourself
before continuing. The tour automatically navigates you between pages as needed.
The Onboarding Checklist
Alongside the guided tour, Recruitier provides a floating onboarding checklist widget
that tracks your progress through the key first-time actions. The widget appears in the
bottom-right corner of your screen and can be expanded or collapsed. It consists of 7
steps: 4 universal and 3 goal-specific.
Universal Steps (All Users)
These steps apply regardless of which goal you have selected:
| Step | What to Do | How It Is Detected |
|---|
| Welcome seen | Acknowledge the welcome screen | Automatic when you view the welcome screen |
| Profile completed | Enter your first name, last name, and choose your goal | Checked when both name fields are filled |
| Email connected | Connect your Gmail or Outlook account | Detected when OAuth flow completes |
| Tour completed | Finish the interactive guided tour | Marked when you reach the final tour step |
Goal-Specific Steps
These steps vary based on your selected goal:
Candidate Placement
Business Development
Speculative Placement
Job Marketing
| Step | What to Do |
|---|
| Upload your first candidate | Add a CV or LinkedIn URL to create a candidate profile |
| Find job matches | Let the AI find and score jobs for your candidate |
| Start outreach | Send your first outreach message to a company |
| Step | What to Do |
|---|
| Search for clients | Run your first client discovery search |
| Add to pipeline | Save a company to your prospect list |
| Start outreach sequence | Begin a multi-step outreach flow to a contact |
| Step | What to Do |
|---|
| Upload your first candidate | Add a CV or LinkedIn URL to create a candidate profile |
| Search for clients | Run your first client discovery search |
| Contact a company | Send your first speculative outreach message |
| Step | What to Do |
|---|
| Create a job search | Set up your first job search with keywords and filters |
| Save a job | Add a job listing to your pipeline |
| Start candidate outreach | Reach out to a potential candidate about a saved job |
You do not need to complete the checklist items in order. The checklist is a guide, not a
strict sequence. Feel free to explore the platform and complete steps as they become
relevant to your work. Recruitier also uses retroactive detection — if you already
completed a step before the tracking was added, it is automatically marked as done.
Tracking Your Progress
Your onboarding progress is displayed as a percentage in the floating checklist widget
in the bottom-right corner. A progress bar and step counter (e.g., “3/7”) show how far
along you are. Each completed step contributes to this percentage equally. With 7 total
steps (4 universal + 3 goal-specific), each step represents approximately 14% of the
total progress.
Confetti animations celebrate milestones at 50% and 100% completion. When all steps are
done, you can dismiss the widget. You can also dismiss it early if you prefer to explore
on your own — a confirmation dialog asks you to confirm before dismissing.
Skipping the Tour
If you prefer to explore on your own, you can skip the guided tour at any point:
- Click Skip during any tour step to end the tour immediately
- The “Tour completed” onboarding step remains unmarked, but this does not prevent you
from using any features
You are not penalized for skipping the tour, but you do miss out on the 10 bonus credits.
All platform features are available regardless of whether you complete the tour.
Restarting the Tour
If you skipped the tour initially and want to go through it later, or if you want to see
the tour again as a refresher, you can restart it from the onboarding checklist widget:
- Expand the floating checklist widget in the bottom-right corner
- Click the Restart Tour button at the bottom of the widget
The tour restarts from the dashboard and walks through all 12 steps again. Your other
onboarding progress (profile, email connection, checklist items) is preserved.
The bonus credits are only awarded once. If you already completed the tour and earned
the bonus, restarting and completing the tour again does not grant additional credits.
However, restarting the tour can still be useful as a refresher of the platform’s
features.
Restarting the Entire Onboarding
If you want to go through the full onboarding experience from scratch:
- Go to Settings in the left sidebar
- Navigate to the Account section
- Click Restart Onboarding
This resets all onboarding steps and progress to zero. Note that:
- Your account goal is preserved (not reset)
- Previously awarded bonus credits are not re-awarded
- Your existing data (candidates, searches, companies) is not affected
- Only the onboarding tracking state is reset
Restarting onboarding is primarily useful if you want to change your workflow focus and
experience the guided setup again. It does not undo any actions you have already taken
on the platform, and it does not grant additional bonus credits.
Advanced
Onboarding Credit Mechanics
The tour bonus credit system works as follows:
| Event | Credits Granted | Frequency |
|---|
| Account registration + email verification | 30 starter credits | One-time |
| Completing the guided tour | 10 bonus credits | One-time (first completion only) |
| Restarting and re-completing the tour | 0 credits | Bonus is never re-awarded |
Retroactive Step Detection
Recruitier’s onboarding system uses retroactive completion detection. This works by
checking whether the action associated with an onboarding step has already been performed,
regardless of when it happened. For example:
- If you uploaded a candidate through the Candidates page before reaching the “Upload your
first candidate” onboarding step, the system detects the existing candidate and marks the
step as complete
- If you connected your email through Settings before the onboarding flow prompted you,
the “Email connected” step is automatically marked as done
This prevents the frustrating experience of being asked to redo something you already did.
