How Guidely Works (Step by Step)

When you’re stuck in a SaaS tool, the hard part isn’t reading instructions — it’s translating them into the exact clicks on your screen. Guidely is built to keep that translation lightweight by guiding you inside the UI.

Step 1: You share your intent

You tell Guidely what you’re trying to do in plain language, for example:

“Create an invoice”
“Add a teammate”
“Find where email templates are”

Clear intent matters because it anchors the steps that follow.

Step 2: Guidely generates validated instructions

Before guiding you, Guidely is designed to base instructions on the product’s official Help Center/docs and produce a clean, structured plan. The goal is to avoid guidance that’s purely improvised or disconnected from how the product actually documents the workflow.

Step 3: Guidely guides you inside the product

Once the steps are generated, Guidely guides you turn by turn:

Shows one step at a time
Highlights the relevant UI element when possible
Explains what to look for if automatic targeting fails
Adapts if you’re on the wrong screen

The experience should feel like a subtle UI hint from a senior teammate: supportive, precise, and calm.

Why this is different from reading docs

Docs are helpful, but they often require you to:

Switch context (leave the product)
Search for the right article
Mentally map instructions onto your interface

Guidely is built around staying in the product and reducing that mapping work.

FAQ

What happens if the UI doesn’t match the instructions?

Guidely is designed to explain what to look for and adapt if you’re on the wrong screen, rather than pretending every step can be perfectly automated.

Does Guidely replace documentation?

No. Guidely doesn’t replace docs — it uses official documentation as a grounding source and focuses on in-context guidance.

Is Guidely onboarding software?

No. Onboarding/tour tools are built by SaaS companies to guide new users through predefined flows. Guidely works for the user, across many products, as a browser extension.

CTA

If you want less tab-switching and more forward motion, try using Guidely the next time you’re stuck. Start with a single sentence describing the outcome you want.