IVION Smartguide

Before you begin

The Smartguide is currently available only to users with an “IVION Admin” role.

Note: When you access your IVION instance for the first time, you are prompted to accept cookies. These are required for the Smartguide to recognize your session and track your progress.

Open the Smartguide

1. Sign in to your IVION instance with an account that has an IVION Admin role.

2. Select the floating Smartguide icon at the edge of the screen.

3. In the panel that opens, select a folder to explore the available guides.

4. Select a guide to start it.

The guide displays instructions within IVION. Follow the prompts and interact with the highlighted controls as instructed.

Start with the basic tours

• Open the Start here folder for an introduction to the IVION interface.

• Each guide introduces an area of the interface or walks you through a short task. Follow the steps in order. A step may require you to open a menu, select a control, or navigate to another page before continuing.

• More guidance will be added over time. New content may appear in Smartguide folders or as pop-up messages in IVION.

Move the Smartguide icon

If the floating icon covers a control or content you need, move it to another position:

1. Hover over the Smartguide icon.

2. Click and drag the icon to one of the suggested positions on the screen.

3. Release the icon to place it there.

Troubleshooting

1.“step not found” message

A guide looks for specific controls on the screen. If a required control is unavailable, the guide may display a “step not found” message.

This can happen when you are on a different page or when a required menu, panel, or dialog is closed.

To continue:

1. Check that you are on the page named in the guide.

2. Open any menu, panel, or dialog required for the step.

3. Follow the guide’s prompt again.

4. If the message remains, refresh IVION and restart the guide.

If the guide still cannot find the step, contact NavVis Support. Include:

• The name of the guide.

• The step where it stopped.

• A screenshot showing the message and the surrounding IVION interface.

2. In-App Guide Is Missing

If you don’t see the in-app guide, the most common reason is that cookies were rejected. Reopen your instance (you can also use an incognito browser window), and when the cookie consent pop-up appears, accept cookies.

3. A Step or Highlight Is Missing or Incorrect

• Restart the guide by clicking the ✖ (close) icon in the top right corner of the step, then relaunch it from the NavVis icon.

• If an area remains incorrectly highlighted, use the ❓ Help button to contact our support team.