Use Your Welcome, Preferences, and Guided Tours

Getting StartedAll signed-in users3 min read
What you’ll learnHow the first welcome works, how to choose a guided path, change language or appearance, replay the main tour, and understand the contextual guidance that appears in Documents, Knowledge, Tasks, and Flow Builder.

Start from the welcome moment

The first time RAPTIX opens for an eligible account, a welcome panel offers three practical ways to begin:

Path What it demonstrates
Email it Send real work to your RAPTIX address and follow the message into Email.
Ask it Ask the assistant about work, documents, and mail that you are allowed to see.
Teach it Describe an email-driven process in plain language, review the proposed Workflow, and decide when to activate it.

Choose Show me under the path that matches what you want to try. You can also choose to explore on your own. Closing or skipping the welcome does not remove your access to RAPTIX and does not commit a Workflow or billing action.

The available path and its steps can be shorter when a page, message, assistant, or administration feature is not available to your role. This is intentional: the tour never teaches you to use a control you cannot access.

Move through a tour

Use Next and Back on the tour card. The progress indicator shows the number of applicable steps, after permission filtering. Select Skip to leave the tour without changing the work on the page.

A tour may open another RAPTIX page to point at the next part of the journey. If the expected item is not ready—for example, a welcome email is still arriving—the tour gives you a safe alternative instead of leaving you on a broken step.

Tours explain where work lives and what a control is for. They do not press Approve, activate a Workflow, submit a form, or make another consequential decision for you.

Replay the platform tour

After the first welcome has been recorded, open the help or account control in the header and select Show me around again. RAPTIX starts the main platform tour from Home.

Only one tour can run at a time. If replay is temporarily unavailable, finish or close the tour already on screen first.

The same menu also opens the User guide in a separate tab, so you can keep your current work open while reading the full instructions.

Use contextual page tours

RAPTIX can show a short, one-time guide when you first reach a supported work area:

Area What the guide explains
Documents Where files live, how sharing starts, and how permitted documents can support AI answers.
Knowledge Which sources ground answers, how content is added, and why citations matter.
My Tasks Where approvals, reviews, and forms arrive and how to open the complete work context.
Flow Builder canvas How to read the process, identify its trigger, and control activation.

A contextual guide appears only when its real page and required context are ready. It does not repeatedly interrupt you after it has been seen, and it waits if another tour is active.

Change language and appearance

Open the account control in the header:

  1. Under Preferences, choose English or العربية.
  2. Use Appearance to switch between light and dark mode.
  3. Close the menu and continue working.

RAPTIX keeps your language, reading direction, and appearance preference. Arabic changes the interface to right-to-left; English uses left-to-right. Technical values such as email addresses and URLs remain readable in their natural direction.

The account menu also shows the signed-in identity and relevant roles. Administrative destinations appear only when your access permits them.

Troubleshooting

Problem What to do
The welcome did not appear It may already have been seen, onboarding may be disabled for this workspace, or no eligible path may be ready. Use Show me around again in the header.
A step was skipped The required page element or permission was not available. Continue with the remaining steps; the tour does not grant access.
Replay is disabled Close the tour already running, then reopen the help or account menu.
Language changed but a value still reads left-to-right Email addresses, URLs, codes, and product names intentionally keep their readable direction.
A module is missing from the tour or navigation Your role, plan, or workspace configuration may not include it. Ask a workspace administrator to check access.
Still stuck? See Get Help with Support or reach your workspace administrator.