Use instance tours

When Knowledge Base is enabled in Constructor, Instance tours lets you create step-by-step UI scenarios, store them on the instance, and launch them from articles or via a direct link.

When you need this

Walk a colleague through a new workflow in the UI without a long text-only guide.
Update tour steps after menu or settings change on your instance.
Add a Launch tour button next to instructions in a knowledge base article.

Before you start

Knowledge base must appear in the menu; from the document list use Tours.
Create and edit tours require Manage instance UI tours under Settings → Roles, or root; you can grant edit roles on a specific tour.
New tours are not public by default — assign read roles if others should launch the tour.
If you do not see Knowledge Base, ask an administrator to enable Instance Docs under Settings → Configure instance (feature flags). See Configure instance settings.

Open the tour list

Open Knowledge Base.
Click Tours in the top bar — Instance tours opens.
Use search, status (draft / ready), or archive filters (active / archived / all).

Create or edit a tour

Click New tour (if your role allows).
Set Tour ID (Latin identifier) and title.
In the YAML field define steps, routes, and step targets in the interface — same shape as platform product tours.
Click Validate YAML — errors or step count appear.
Click Save. Ready status allows launch; Draft blocks launch from the card.

Import: Import YAML — choose a .yaml / .tour.yaml file.
Export: row action Export YAML for backup or migration (per your organization policy).

Archive a tour

Use Archive in the tour actions — it leaves the active list but stays under Archived. Restore from archive brings it back.

Embed a tour in a knowledge base article

Open Edit on a document in Knowledge Base.
Click Insert tour in the editor toolbar.
Pick a tour — the editor adds [[tour:your-tour-id|Button label]].
Save. Preview shows a card with Launch tour.

If the tour is missing, a draft, or no access — the card shows the matching status instead of an active button.

Launch a tour

From an article — click Launch tour on the embed card.
From the tour list — open the row or Open tour for ready tours with link launch enabled.

Step-by-step guidance runs in Constructor (same runtime as AI Assistant link tours).