Guide Me
Introducing “Guide Me” for Archer
The “Guide Me” solution is designed to transform how users engage with the Archer platform by delivering real-time, in-context guidance. Whether you’re a new user navigating the system for the first time or an experienced user working through complex workflows, “Guide Me” simplifies the experience through intuitive, step-by-step assistance.
- When users click the “Guide Me” button, a guided tutorial view is launched, offering clear, sequential instructions tailored to the task at hand.
- The interface highlights key components—such as fields, sections, and buttons—while displaying contextual tips to help users proceed confidently.
- Dynamic, real-time guidance adapts based on user input. For example, selecting “Risk” in the “Department” field can automatically highlight the corresponding “Risk Reviewer” field, similar to Data Driven Events (DDEs).
- No coding required: Archer administrators can easily configure and customize the guide flows without writing a single line of code.
- Fully customizable: Admins can tailor the guidance to match specific workflows or business needs, ensuring users receive just-in-time help exactly where it’s needed.
“Guide Me” empowers users to learn by doing—directly within Archer—reducing training time, minimizing errors, and boosting productivity.
Contact us to provide your end-users with the best experience when working in Archer records.
Video Demo: