Document360's Step by step guide feature turns any workflow into a visual, step-by-step walkthrough.
A step by step guide is a structured set of instructions designed to lead users through a specific process or task in a sequential manner, breaking it down into easy-to-follow steps.
When to use step by step guides
Step by step guides work best when the process is visual, sequential, and hard to follow from text alone. Common use cases include:
- Product onboarding - Walk new users through account setup, first-time configuration, or a core workflow so they reach value faster without contacting support.
- Software tutorials - Document a UI-heavy task like configuring an integration or setting up a report, where readers benefit from seeing each screen in sequence.
- Internal SOPs - Capture internal processes (e.g., how to submit a procurement request or run a deployment checklist) so institutional knowledge is preserved and repeatable.
- Feature announcements - Accompany a product release note with a guided walkthrough of the new feature, reducing the volume of "how do I use this?" tickets.
- Troubleshooting flows - Guide users through a diagnostic sequence (e.g., checking a setting, clearing a cache, re-authenticating) where the exact screen state matters.
Step by step guides and AI discoverability
Step by step guides are built for readers in a browser, but they are also structured for AI agents and LLMs to read. When you publish a guide in a public workspace, Document360 makes it available in the same machine-readable form as the rest of your knowledge base:
- The guide is published as a Markdown (
.md) page, so AI crawlers receive the step sequence without navigation elements or page chrome. - You can set an AI & search description (GEO/SEO) for the guide, or generate one with Ask Eddy AI.
- The guide is listed in your knowledge base's llms.txt file alongside your articles and page categories.
Procedural questions are among the most common things readers ask an AI assistant. A guide with a clear title and a well-written description is one that an assistant can retrieve and cite by name.
To set the title and description for a guide, read the article on Editing a Step by step guide.
Get started with Step by step guides
To build and manage Step by step guide, refer to the following articles:
- Creating and recording Step by step guides - Learn how to capture workflows and create guides from scratch.
- Editing a Step by step guide - Customize and enhance your guides with images, text, and interactive elements.
- Managing Step by step guides - Organize, update, and maintain your guides efficiently across your Knowledge base.