Introduction
The Team Chat Tour is an interactive guided walkthrough that introduces you to CAREFUL's Team Chat features. The tour automatically appears when you first visit a team with chat enabled, or you can access it anytime from the team menu.
Before You Start
- Chat must be enabled for both your team and your organisation
- You must be a member of a team with chat enabled
- No special permissions required -- all team members can access the tour
Steps
Accessing the Tour Automatically
- From the sidebar, click Teams to expand the accordion
- Click on any team name that has chat enabled
- The tour will automatically appear as a modal overlay when you first visit the team
- If you've previously snoozed the tour, it will reappear after 24 hours
Accessing the Tour Manually
- Navigate to any team with chat enabled
- Click the Chat tab to view the team chat
- Click the kebab menu (⋮) in the top right corner
- Select Show Chat Tour from the dropdown menu
- The tour will launch immediately, regardless of whether you've seen it before
Navigating the Tour
The tour consists of 7 interactive steps:
- Welcome to Team Chat -- An introduction explaining the tour's purpose. Click Next to continue, or Remind me later to snooze for 24 hours
- Mentioning a Team Member -- Learn how to use
@followed by a team member's name to mention them and trigger notifications. Includes links to download the CAREFUL mobile app. Click Back to return or Next to continue - Referencing a Patient -- Discover how to use
!followed by a patient's name to create clickable links to their profile. Click Back or Next - Creating Actions from Chat -- See how combining
@memberand!patientin a single message creates an Action button for quick task assignment. Click Back or Next - Notifying the Entire Team -- Learn to use
@Roomto notify all on-duty team members. Click Back or Next - You're Ready to Chat! -- A summary of all features with a quick reference guide. Click Back or Next
- How to get extra support -- Links to the CAREFUL Support Centre and email support. Click Back to review or Close to complete the tour
At any step, you can:
- Click the X button in the top right to close the tour
- Click Back to return to the previous step
- Click Next to advance to the next step
- Click Remind me later (Step 1 only) to snooze for 24 hours
- Click Close (Step 7) to mark the tour as complete
What Happens After Completing the Tour
- When you click Close on the final step, the tour is marked as complete and won't auto-show again
- You can always access the tour manually via the kebab menu → Show Chat Tour
- If you click the X button to cancel at any step, the tour is marked as complete
- If you click Remind me later, the tour will reappear automatically in 24 hours when you next visit the team
Tips
- The tour highlights specific UI elements on your screen as you progress through the steps, making it easy to understand where each feature is located
- On mobile devices, the tour is optimised for touch interactions with scrollable content
- If you need to review the tour after completing it, you can always access it via the kebab menu -- it doesn't disappear permanently
- The tour includes links to download the CAREFUL mobile app for iOS and Android, which enables push notifications when you're mentioned in chat
- Each step includes helpful illustrations to visualise the features being explained
- The tour remembers your progress across browser sessions using local storage