Guided Tour

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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.

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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:

1. Dashboard welcome — An overview of your home screen
2. Sidebar navigation — Where to find the main sections of the platform
3. Candidates section — How candidate management works
4. Upload CV — How to add your first candidate (interactive step)
5. Job Search section — How to create and manage job searches
6. Client Search section — How to discover potential clients
7. Search filters — How to use industry, location, and other filters
8. Add to pipeline — How to save a company to your client pipeline (interactive step)
9. Company details — What information is available on company cards
10. Outreach flows — How to create outreach sequences (interactive step)
11. Settings — Where to manage your account, email connections, and preferences
12. 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.

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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.

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Universal Steps (All Users)

These steps apply regardless of which goal you have selected:

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Goal-Specific Steps

These steps vary based on your selected goal:

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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.

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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.

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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:

1. Expand the floating checklist widget in the bottom-right corner
2. 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.

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Restarting the Entire Onboarding

If you want to go through the full onboarding experience from scratch:

1. Go to Settings in the left sidebar
2. Navigate to the Account section
3. 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

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Advanced

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Onboarding Credit Mechanics

The tour bonus credit system works as follows: This means a new user on the free trial can have a maximum of 110 credits (100 starter + 10 tour bonus) during their trial period. These credits do not refresh during the trial — only paid plans have periodic credit refreshes.

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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.

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Related

• Choosing Your Goal
• Your Dashboard
• Credits
• Account Settings