1. First-launch onboarding
The onboarding carousel appears before login, introducing the five core capabilities of CARagent. Instead of overwhelming users with detailed instructions, the carousel helps users understand what the app enables before they begin using it.
Because Sales Agents often need immediate access, the experience remains lightweight and easy to progress through.
2. Contextual guidance
Once users enter the application, contextual tooltips are anchored directly to relevant interface elements, allowing users to associate each explanation with the task they're about to perform. Learning happens within the product instead of before it. This creates a much stronger connection between explanation and action.
3. Persistent Tips entry point
Instead of forcing onboarding to repeat automatically, users can replay the guided walkthrough whenever they want a refresher. Placing Tips on the homepage makes guidance highly visible without interrupting primary workflows. The same framework can easily be extended without redesigning onboarding from scratch as new capabilities are introduced.
Design Explorations
Early concepts explored abstract illustrations before transitioning to actual product screens. Using realistic UI helped users immediately recognise where each capability lives inside CARagent, creating a smoother transition into the product.
I also explored presenting onboarding after login. After discussions with Product, we moved it before login to establish the product's value before users entered their workspace.
