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Guidely•December 17, 2025

How to Get Step-by-Step Guidance with Guidely

A practical guide to using Guidely inside SaaS tools: how to describe your goal, follow steps one at a time, and recover when you’re on the wrong screen.

How to Get Step-by-Step Guidance with Guidely

Guidely is built for the moment you’re stuck in a SaaS tool and want the next step to be clear—without leaving the product. This guide walks through a simple, repeatable way to use it.

1) Start with the destination

Write your goal as an outcome, not a menu label:

  • “Create an invoice”
  • “Add a teammate”
  • “Change my availability”

If you don’t know the exact name of the setting, that’s fine. The outcome is what matters.

2) Add one detail if it changes the workflow

If a constraint changes the steps, include it:

  • “for one workspace”
  • “for a single teammate”
  • “without changing existing roles”

Keep it short. One detail is usually enough.

3) Follow one step at a time

Guidely is designed to keep you moving by focusing on the next action. Treat it like a checklist:

  • Do the current step
  • Confirm you’re on the right screen
  • Move to the next step

4) If you’re on the wrong screen, correct gently

When the UI doesn’t match what you expect:

  • Don’t click randomly.
  • Go “up one level” (back to Settings, Admin, Workspace, etc.).
  • Re-state your goal in a single sentence and continue.

Guidely is designed to adapt and explain what to look for when automatic targeting isn’t perfect.

5) Validate before irreversible actions

For actions like billing changes, permission edits, or destructive operations:

  • Pause before saving.
  • Confirm you’re changing the correct thing.
  • If unsure, stop and verify.

FAQ

What should I type if I’m not sure what something is called?

Describe the outcome: “I want to stop email notifications” or “I want to add a teammate.” Names of menus are optional.

Do I have to leave the app to use Guidely?

No. Guidely is designed to keep you on the page and guide you inside the product.

What if the interface has changed since the docs were written?

Guidely aims to keep guidance grounded and also explains what to look for when the UI doesn’t match perfectly.

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The next time you’re stuck, don’t hunt through menus. Describe what you’re trying to accomplish and let Guidely guide you step by step inside the product.