# Guide insights
Source: https://docs.guideless.ai/analytics/overview
See how viewers engage with a published guide.
Guide insights show how people interact with one guide. Use them to find weak openings, confusing steps, and guides that are working well.
Insights are available on the Pro plan.
## Open guide insights
Open the shared guide page as the guide owner.
Use the **Insights** action in the owner controls.
Select the time range you want to review.
You can also open a guide from [Workspace insights](/workspace-analytics).
## What you will see
| Metric | What it tells you |
| - | - |
| Views | How many people opened the guide. |
| Play rate | How often viewers started watching after opening the guide. |
| Completions | How often viewers reached the end. |
| Play time | How much time viewers spent with the guide. |
## Step-by-step views
Insights include viewers of both [view modes](/sharing/share-link#view-modes). For step-by-step
guides, a play starts when the viewer begins scrolling, and a step counts as reached once the
viewer scrolls to it.
## Step dropoff
The dropoff chart shows where viewers stop watching. Use it to decide what to improve first.
If many viewers leave near the beginning, shorten the intro and get to the first action faster.
If viewers leave in the middle, check the surrounding steps for unclear wording, missing context, or too much detail.
## Improve the guide
* If play rate is low, make the title, placement, or opening promise clearer.
* If viewers leave early, remove setup detail and move the first useful action earlier.
* If viewers leave mid-guide, split the workflow or simplify the surrounding steps.
* If completion is strong, reuse the guide as a model for similar workflows.
# Pronunciation dictionary
Source: https://docs.guideless.ai/dictionary
Help voice-over say product names, acronyms, and phrases the way you want.
Use **Dictionary** when a voice needs help with a product name, acronym, or phrase. Save how it should sound once, then use it across guides in your workspace.
Dictionary entries change the spoken audio. Your transcripts and captions keep the original wording.
![Dictionary with alias and IPA pronunciation entries and preview controls]()
## Add a pronunciation
Open a guide and select **Steps**. Choose the voice you want to use, then click the
**Dictionary** book button in the panel footer.
Type the text as it appears in your transcript into **Input**. A new blank row appears as you
fill in an entry.
Select **Alias** for an alternative spelling or **IPA phoneme** for phonetic notation, then fill
in **Output**.
Click the play button beside **Output** to hear the entry with your selected voice. Adjust it if
needed, then click **Save changes**.
Each workspace has one shared dictionary, with room for up to 500 entries.
## Choose Alias or IPA
| Type | What you enter | When to use it |
| - | - | - |
| Alias | Words or a spelling the voice can read, such as `single sign on` for `SSO`. | Expand acronyms or try a simpler spelling for a name. |
| IPA phoneme | Sounds written in the International Phonetic Alphabet, such as `rɛd` for `read`. | Specify a pronunciation more precisely. |
Start with **Alias** when a spelling change is enough. Use **IPA phoneme** when you need more control over the sounds or stress.
For IPA, enter the symbols directly, without surrounding slashes or brackets. Separate words with spaces.
### Describe how it sounds
You do not need to write IPA yourself. Select **IPA phoneme**, then click **Describe how it sounds** beside **Output**.
Describe the pronunciation in plain language. For example, for `read`, enter “Sounds like red, rhymes with bed.” You can also describe syllables, stress, or an accent.
Guideless fills in the IPA pronunciation. Play the preview and adjust the description if the result needs another pass. Click **Save changes** when it sounds right.
Preview with the voice you will use for the guide. The same pronunciation can sound different with
another voice or language.
## Control which text matches
Entries match whole words or phrases, so a rule for `app` does not change `application`.
Matching ignores capitalization by default. Turn on **Case sensitive** beside **Input** when capitalization matters. For example, a rule for `US` can apply to the acronym without changing `us` in a sentence.
If entries overlap, the longest matching phrase takes priority. A rule for `Guideless AI` takes priority over a rule for `Guideless` at the same place in the transcript.
Each rule applies wherever its text matches. If the same word needs different pronunciations in different sentences, use a longer phrase as the input to make the rule more specific.
## Update or remove an entry
Open **Dictionary** again to edit an entry. To remove one, open its **Rule actions** menu and choose **Delete rule**, then click **Save changes**.
If you close the dictionary with unsaved edits, choose **Keep editing** to return to the draft or **Discard changes** to close without saving.
If saving reports that the dictionary changed, another editing session has saved a newer version. Copy any draft changes you want to keep, then close and reopen the dictionary before editing again.
## Apply changes to a guide
After saving, click **Generate voiceover** in **Steps** to use the updated dictionary.
Saving a dictionary does not change existing audio or generation already in progress. Regenerate voice-over in each guide that needs the new pronunciation before sharing or exporting it.
## Up next
Edit transcripts, choose a voice, and generate voice-over.
Publish the guide with a link or embed.
# FAQ
Source: https://docs.guideless.ai/faq
Quick answers to common Guideless questions.
Use the FAQ when you need a quick answer. For the full first-guide flow, start with [Quickstart](/quickstart).
## Getting started
You need a Guideless account, a workspace, and the Chrome extension to capture browser workflows. See [Capture a workflow](/guides/capture).
Install it from the [Chrome Web
Store](https://chromewebstore.google.com/detail/guideless-ai-documentatio/ocgogifakflnbbkeejgepiancegepgem).
See [Capture a workflow](/guides/capture) for setup details.
Yes. Guideless works with any website you can open in Chrome.
## Capture and editing
No. Guideless captures your browser workflow as editable steps, then turns those steps into a guide.
Yes. Use **Blur** while capturing or editing to hide names, emails, IDs, and other private
details.
Yes. In the editor, you can delete, reorder, rename, duplicate, or add steps.
Yes. Open **Steps** to edit the script, choose a voice, and generate voice-over.
## Languages and voices
Guideless supports generated guide text and voice selection in 43 languages. See [Narration](/voices#available-languages).
Yes. You can edit transcripts directly or ask AI to make them shorter, clearer, or friendlier.
Yes. Both use the step transcripts. [Dictionary](/dictionary) entries can change
how a word or phrase sounds in voice-over while keeping the original caption text.
Yes. Open **Dictionary** in the **Steps** panel footer, add an alias or IPA
pronunciation, preview it, and save your changes. The dictionary is shared across
your workspace. Regenerate voice-over to apply it to a guide. See
[Pronunciation dictionary](/dictionary).
## Sharing and export
No. Anyone with a public share link can watch the guide.
Yes. In the Share dialog, choose **Step by step** to share or embed the guide as a scrollable
page of steps. See [View modes](/sharing/share-link#view-modes).
Yes. In the Share dialog, choose **Only you can view**.
Yes. Public guides can be embedded with the iframe code from the Share dialog. Embeds stay up to
date when you edit the guide.
Yes, on the Pro plan. Use links or embeds when you can, since edits stay live and [Insights](/analytics/overview) keep tracking. Export MP4 when the destination requires a video file.
## Plans and Insights
Free includes up to 3 guides, sharing, limited AI narration, and limited AI voices.
Pro unlocks unlimited guides, [Insights](/analytics/overview), unlimited AI narration, unlimited
AI voice-over, MP4 exports, and watermark removal.
[Insights](/analytics/overview) show views, play rate, completions, play time, and where viewers stop watching.
## Help
Email [team@guideless.ai](mailto:team@guideless.ai).
# Annotate
Source: https://docs.guideless.ai/guides/annotate-images
Hide private details and highlight what matters in each screenshot.
Use the image editor to hide private details in a screenshot or point viewers to what matters.
![Image editor tool rail beside a screenshot with a blurred metric, a hand-drawn crown, and a curved arrow pointing to the cursor]()
## Open the image editor
1. Select a step with a screenshot.
2. Click **Annotate** below the preview.
## Tools
Choose a tool from the rail on the left, or press its shortcut key.
| Tool | Shortcut | What it does |
| - | - | - |
| Select | `V` | Select, move, or resize items you have added. |
| Draw | `D` | Draw freehand. |
| Blur | `B` | Drag over an area to blur it. |
| Text | `T` | Click to add a label. |
| Arrow | `A` | Drag to point at something. |
| Rectangle | `R` | Drag to outline an area. |
| More | — | Line (`L`), circle (`O`), diamond, star, heart, numbers (`N`), and marker (`M`). |
| Erase | `E` | Brush over items to remove them. |
Numbers count up automatically. If you remove one, the rest are renumbered.
Pick a color from the palette at the bottom and a stroke size from the slider on the right. Your last color is remembered for the next image.
## Keyboard shortcuts
| Action | Mac | Windows |
| - | - | - |
| Undo | `⌘Z` | `Ctrl+Z` |
| Redo | `⇧⌘Z` | `Ctrl+Y` |
| Duplicate selected item | `⌘D` | `Ctrl+D` |
| Delete selected item | `Delete` or `Backspace` | `Delete` or `Backspace` |
| Back to Select | `Esc` | `Esc` |
## Blur the same content on other steps
The same email address or account number often appears on several steps. With **Auto scan** on, Guideless looks for newly blurred content on the guide's other steps when you save, and blurs it there too.
Auto scan is on by default. To change it, select **Blur**, then open the options tab beside it. Only blur is copied; arrows, text, and other annotations stay on their own step.
After the scan, a message lists the steps that received blur. Guideless applies blur only where it is confident it found the same content, so check the other steps for anything it missed.
## Save or discard
Click **Save changes** to apply your edits. The step shows as processing for a moment. Click **Cancel** to leave. Guideless asks before discarding unsaved changes.
Your edits stay editable. Click **Annotate** again at any time to move or remove blur and annotations.
When you download a step from its menu, the downloaded image includes its blur and annotations.
## Up next
Adjust backgrounds, cursor behavior, and zoom.
Send the finished guide to viewers.
# Customize guide style
Source: https://docs.guideless.ai/guides/branding
Create themes and adjust backgrounds, zoom, and cursor behavior.
Use style controls when a guide should look more polished, match your brand, or make an action easier to notice.
## Open style settings
Select a guide from the dashboard.
Click **Themes** in the editor sidebar. If your workspace has no themes yet, the theme editor
opens directly. Otherwise, click a saved theme to apply it, or click **New theme** to create one.
Watch the preview as you make changes.
## Themes
A theme saves your logo, background, cursor, and speech settings so you can reuse them across guides. The theme editor has four tabs:
| Tab | What you set |
| - | - |
| Branding | Your logo, as a PNG or JPEG up to 2 MB. |
| Background | A solid color or an uploaded image. |
| Cursor | Style, color, and size. |
| Speech | Voice, with speed and volume for supported voices. |
Theme edits show in the preview. Click **Publish theme** to save them, or **Cancel** to discard them. Publishing changes to an existing theme updates guides that use its settings.
Speed and volume controls are not shown for ElevenLabs voices.
The **Branding** tab previews your logo on light and dark backgrounds. A theme's logo replaces the Guideless logo in the editor header and on shared guide pages.
Open a theme's menu to **Edit**, **Rename**, **Set as default**, **Duplicate**, or **Delete** it. The first theme becomes the workspace default, and new recordings start from the default theme. The default theme cannot be deleted.
## Background
Open a theme's **Background** tab to choose what appears behind the screenshot. You can use a solid color or an uploaded image.
For customer-facing guides, keep the background simple enough that the product remains easy to see.
## Zoom
Use **Zoom** when the action happens in a small part of the screen. Select the step, click **Zoom** below the preview, adjust **Scale**, and use **Focus** when available to move the focus point to the area viewers should notice.
Click **Apply to all** to copy the zoom level to every screenshot step. Each step keeps its own focus point.
## Cursor
Set the cursor's style, color, and size in the theme's **Cursor** tab.
For an individual screenshot step, open the cursor menu below the preview. Its label shows the current setting:
* **Click** shows the cursor with a click animation.
* **Hover** shows the cursor without a click animation.
* **Hidden** hides the cursor on that step.
To mark an area of the screenshot, click **Annotate** and add arrows, shapes, text, or marker strokes. See [Annotate](/guides/annotate-images).
Style settings are available on Free and Pro. Pro removes the Guideless watermark.
# Capture a workflow
Source: https://docs.guideless.ai/guides/capture
Install the extension and record a browser workflow as guide steps.
Capture is the first draft of your guide. Walk through the workflow once, and Guideless turns the important actions into editable steps.
Install it from the Chrome Web Store.
The Chrome extension connects Guideless to the tab you select and sends captured steps back to the editor.
Before recording, open the page where the workflow begins. Close extra popovers, notifications, or private details you do not want in the guide.
## Start recording
Start from the workspace or folder where the guide should live.
Open the dashboard and click **Create**.
Pick the browser tab that contains the workflow.
Click **Start recording**. Guideless opens the tab and the capture side panel.
If you start from inside a folder, the new guide is saved there. Otherwise, it is saved to **Unsorted**.
## Record the flow
Move through the workflow the way a first-time viewer should see it. Include the clicks and decisions that matter, then finish on the screen that confirms the work is done.
Shorter captures are usually better. If a process has several branches, make separate guides for each path.
## Capture controls
The capture panel stays beside the page while you record. Outside Blur mode, normal page clicks continue directly to the page while Guideless observes the workflow.
| Control | What it does |
| - | - |
| Complete Capture | Finishes the capture and opens the editor. |
| Pause | Pauses or resumes step capture. |
| Blur | Turns blur selection mode on or off. |
| Restart | Starts the capture over. |
| Discard | Stops the capture without keeping the draft. |
## Hide sensitive information
Use **Blur** when the page contains names, emails, account IDs, customer data, or anything else that should not appear in the finished guide.
The panel switches into blur selection mode.
Click the page elements that should be blurred.
Click **Blur** again to continue capturing the workflow.
## Finish the capture
Click **Complete Capture** when the workflow is complete. Guideless opens the editor so you can remove mistakes, adjust wording, add narration, and polish the guide before sharing.
If a capture gets messy, you can still keep going. The editor is where you delete, reorder, rename, and refine the steps.
## If capture is not available
* Use Chrome or another Chromium-based browser.
* Make sure the extension is installed in the same browser profile you use for Guideless.
* Reload the tab you want to capture if it was already open before installing the extension.
* Sign in to Guideless, then start the capture from the dashboard.
* If the Guideless extension isn’t working properly, open extensions in Chrome and update it manually. For visual guidance, watch [this guide](https://guideless.ai/share/how-to-manually-update-guideless-extension-490dSrVXlzwg).
## Up next
Clean up the timeline and narration.
Adjust backgrounds, cursor behavior, and zoom.
## Browser access
These are the browser permissions Guideless uses for capture:
| Chrome access | Why Guideless needs it |
| - | - |
| Read and change data | Detects workflow actions, applies blur selections, and captures action metadata. |
| Tabs | Shows the browser tabs you can capture and switches to the tab you select. |
| Active tab | Captures the visible tab after you click **Start recording**. |
| Side panel | Shows the capture steps and controls beside the selected tab. |
| Storage | Keeps capture state in the browser, such as pause mode, blur mode, and step count. |
The extension stays idle until you click **Start recording**. Guideless only collects capture data while a recording is in progress, and only the minimum needed to build the guide from the tab you selected.
# Edit a guide
Source: https://docs.guideless.ai/guides/edit-and-narration
Clean up steps, narration, and timing after capture.
After capture, Guideless opens the editor. This is where you turn a raw recording into a guide someone can actually follow: remove noise, tighten the wording, and make each step obvious.
## Editor layout
| Area | What you use it for |
| - | - |
| Preview | Watch the guide and choose the current step. |
| Sidebar | Open Steps and Themes. |
| Timeline | Select, reorder, duplicate, add, download, or delete steps. |
| Header | Rename the guide, return to the dashboard, or finish editing. |
## Rename a guide
Click the guide title in the editor header, enter the new title, and continue editing. The same title appears on the share page.
## Reorder or remove steps
Drag timeline thumbnails to reorder them. Open a step menu when you need to duplicate, download, or delete a step.
Use deletion freely. A shorter guide is usually easier to watch than a complete record of every click.
## Add a screenshot step
Use the plus button in the timeline, or choose **Add step** from a step menu. This is useful when you need a transition, confirmation screen, or extra context that was not captured.
## Edit the narration
Open **Steps** to edit each step transcript. Transcripts are used for captions and voice-over, so write them the way you want the guide to sound.
Keep narration to one action per sentence. Short lines are easier to follow when spoken aloud and easier to scan as captions.
## Adjust focus
For each step, use the visual controls that help the viewer notice the next action:
* Use zoom when the important area is small. Click **Zoom** below the preview to set the zoom level and focus point.
* Open the cursor menu below the preview and choose **Click**, **Hover**, or **Hidden** for that step.
* Use blur when the page contains private or distracting information. Click **Annotate** below the preview to blur areas or add arrows, shapes, and text. See [Annotate](/guides/annotate-images).
## Up next
Choose a voice and generate narration.
Match the guide to your brand or help center.
# Welcome to Guideless 👋
Source: https://docs.guideless.ai/introduction
Start here if you are new to Guideless.
Guideless helps you turn browser workflows into clear, narrated guides. Capture a process once, tidy it up, then share it as a link or embed so edits stay live and [Insights](/analytics/overview) keep tracking.
We hope you do not need to read much to get started. These docs are here when you want the next click, a quick answer, or a cleaner way to explain a workflow.
If you cannot find what you need, email [team@guideless.ai](mailto:team@guideless.ai).
## Demo guide
This Notion AI demo was captured in Chrome, cleaned up in Guideless, and shared here as a live embed.
## Start here
Set up Guideless, capture a workflow, and share the result.
Record the steps you want someone else to follow.
Clean up the timeline, adjust the wording, and add voice-over.
Send a link or embed the guide where viewers already work.
## How Guideless works
1. Capture a browser workflow with the [Chrome extension](/guides/capture).
2. Polish the guide with edits, narration, and styling.
3. Share it as a link or embed. Export an MP4 only when you need a static video file.
For the full walkthrough, start with [Quickstart](/quickstart).
# Manage guides and folders
Source: https://docs.guideless.ai/manage-workspace
Organize guides, folders, and deleted items from the dashboard.
The dashboard is the home for your workspace. Use it to create guides, organize folders, invite teammates, open [Insights](/workspace-analytics), and manage settings.
Good organization does not need to be complicated. A few clear folders are usually enough.
## Create a folder
Go to the workspace where the folder should live.
Hover over **Folders** in the sidebar.
Click the add button, enter a folder name, and choose an icon if you want one.
To create a folder inside another folder, open the parent folder's menu and choose **New folder**.
Use the arrow beside a folder in the sidebar to expand or collapse its nested folders.
## Move or delete a folder
Open a folder's menu and choose **Move to** to place it under another folder or move it back to
the folder root.
Deleting a folder also deletes every folder inside it. The guides in those folders are kept and
moved to **Unsorted**.
## Move a guide
Open the menu on a guide card and choose **Move to**. Then select the folder where the guide belongs.
Guides created inside a folder are saved to that folder. Guides created outside a folder are saved to **Unsorted**.
## Rename or duplicate a guide
Open the menu on a guide card to rename or duplicate it.
Use duplication when you want a variant of a guide, such as a customer-facing version and an internal version.
Duplicating a guide counts toward your plan limits.
## Delete or restore a guide
Deleting a guide moves it to **Recently deleted**.
From **Recently deleted**, you can restore the guide or permanently delete it.
Permanent deletion cannot be undone.
## Folder tips
* Name folders after durable things, such as teams, product areas, customer journeys, or processes.
* Keep guide names short and specific.
* Move useful guides out of **Unsorted** so teammates can find them later.
* Avoid deep folder structures unless your team already works that way.
Start simple. It is easier to add structure later than to maintain a folder system nobody remembers.
# Plans
Source: https://docs.guideless.ai/plans
Compare Free and Pro plans for Guideless.
Guideless has a Free plan for trying the workflow and a Pro plan for teams that need more guides, [Insights](/analytics/overview), exports, and polish.
Public pricing can change. For the current pricing page, see
[guideless.ai/pricing](https://guideless.ai/pricing/).
## Plan comparison
| Feature | Free | Pro |
| - | - | - |
| Guides | Up to 3 guides | Unlimited guides |
| Share links | Included | Included |
| AI narration | Limited | Unlimited |
| AI voice-over | Limited | Unlimited |
| Insights | Not included | Included |
| MP4 exports | Not included | Included |
| Watermark | Included | Removed |
## Pricing
| Billing period | Pro price |
| - | - |
| Monthly | \$39 per creator per month |
| Annual | \$29 per creator per month, billed annually |
## When to use Free
Free is best when you are trying Guideless, creating your first few guides, or proving the workflow with a small project.
When your workspace reaches the Free guide limit, upgrade to keep creating guides.
## When to use Pro
Use Pro when guides become part of customer onboarding, support, training, launch enablement, or internal documentation.
Pro is also the right plan when your team needs unlimited guide creation, [Insights](/analytics/overview), MP4 exports, or guides without the Guideless watermark.
## Billing help
Admins and owners can manage billing from **Settings** -> **Billing**.
Need help? Email [team@guideless.ai](mailto:team@guideless.ai).
# Create your first guide
Source: https://docs.guideless.ai/quickstart
Capture, polish, and share your first Guideless guide.
This article walks you through the basic Guideless flow: set up the extension, capture a browser workflow, make a few edits, and share the guide.
The Free plan includes up to 3 guides, so you can try the full workflow before upgrading.
## Create a guide
Sign up at [guideless.ai/auth](https://guideless.ai/auth).
Create a workspace for your guides, folders, and teammates. If you already have one, Guideless opens the dashboard.
Add Guideless from the [Chrome Web Store](https://chromewebstore.google.com/detail/guideless-ai-documentatio/ocgogifakflnbbkeejgepiancegepgem), then return to the dashboard. See [Capture a workflow](/guides/capture) for recording and access details.
Click **Create**, choose the browser tab you want to capture, then click **Start recording**.
Complete the process the way a viewer should follow it. Keep it focused on one clear outcome.
Click **Complete Capture** in the capture side panel to open the editor.
Remove mistakes, reorder steps, adjust wording, and add voice-over if you want narration.
Click **Done editing**, open **Share**, and copy a link. Use a link or embed when possible so edits stay live and [Insights](/analytics/overview) keep tracking.
## Good first workflows
Choose something short, repeatable, and easy to confirm.
| Good fit | Why it works |
| - | - |
| Invite a teammate | Clear start, clear finish, and useful for every workspace. |
| Configure a setting | Great for onboarding and support. |
| Create a report | Shows navigation, choices, and a final result. |
| Submit a request | Works well for internal training and SOPs. |
One guide should explain one workflow. Short guides are easier to watch, easier to share, and easier to update later.
## Next steps
Learn how to record a focused workflow.
Publish with a link or embed.
# Embed a guide
Source: https://docs.guideless.ai/sharing/embed
Add a public guide to a help article, website, LMS, or internal page.
Use an embed when viewers should watch the guide inside another page instead of opening a separate link. Embeds are usually better than exported video because edits stay live and [Insights](/analytics/overview) keep tracking.
Embeds work best when the guide sits next to the article, checklist, or training material it
explains.
## Before you embed
Make sure the guide is public. In the Share dialog, choose **Anyone with the link can view**.
Private guides show a not-public message when embedded.
## Copy embed code
Open the guide and click **Share**.
Select the **Embed** tab.
Choose **Video** or **Step by step**. The preview shows how the embed will look.
Click **Copy embed code**.
Add the iframe to your help center, website, documentation page, LMS, or internal tool.
## View modes
| View mode | How the embed behaves |
| - | - |
| Video | The guide player, sized to the video's shape. |
| Step by step | Every step on one page that scrolls inside the frame, with a button to open the guide in a new tab. |
Learn more about each mode in [View modes](/sharing/share-link#view-modes).
## Tips for a clean embed
* Paste the code into an HTML or embed block if your editor has one.
* Give the guide enough width and height so the player controls or steps are comfortable to use.
* Keep the surrounding page focused on the same workflow as the guide.
Embedded guides show the latest version. Update the guide once, and the embed updates with it.
# Export an MP4
Source: https://docs.guideless.ai/sharing/export
Download a guide as an MP4 file with optional burned captions.
Use MP4 export only when a guide needs to live outside Guideless links and embeds, such as in an LMS, presentation, archive, or offline workflow.
MP4 export is available on the Pro plan.
## Export a guide
Open the guide and click **Share**.
Select the download or export option.
Use Draft for quick review, HD for most publishing, or 4K when you need the highest resolution.
Decide whether captions should be burned into the video.
Click **Export**. When the file is ready, click **Download**.
## Export options
| Option | Choices |
| - | - |
| Quality | Draft, HD, or 4K |
| Captions | No captions or burned captions |
Burned captions become part of the video and cannot be turned off by the viewer.
## Prefer links or embeds
Use a [share link](/sharing/share-link) or [embed](/sharing/embed) when you can. With links and embeds, edits stay live and [Insights](/analytics/overview) keep tracking.
Use MP4 when the destination requires a static video file, and a [PDF](/sharing/export-pdf) when the guide has to be read or printed rather than watched.
Re-export the MP4 after changing the guide. Downloaded files do not update automatically.
# Export Markdown
Source: https://docs.guideless.ai/sharing/export-markdown
Download a guide as a Markdown document with its screenshots.
Use Markdown export when a guide has to live somewhere written in Markdown: a docs repository, a wiki, an Obsidian vault, or a handbook your team edits in plain text.
Markdown export is available on the Pro plan.
## Export a guide
Open the guide and click **Share**.
Open the **Export** tab.
Click **Export** in the **Export to Markdown** row. Keep the tab open while the document is
built. When it finishes, the Markdown is copied to your clipboard.
The row changes to **Download**. Click it to save the Markdown file to your downloads. If
clipboard access was denied, the file is still available here.
## What you get
A `guide.md` file. Markdown cannot carry pictures inside the document, so each step's screenshot is stored for you and linked by URL — paste the Markdown into Notion, a GitHub issue or your docs and the pictures come with it.
Each step becomes a heading with its narration underneath and its screenshot below that, drawn the same way the player draws it — background, framing, cursor, arrows, labels, numbers, highlights and blurs included.
The pictures are served from an unguessable address, the same way a guide's screenshots already
are. Anyone you give the Markdown to can see them, so treat the document as you would the guide
itself.
Exporting the same guide again reuses the pictures already stored, and deleting a guide deletes them with it.
## Markdown or PDF
| | Markdown | [PDF](/sharing/export-pdf) |
| - | - | - |
| Shape | A document you can edit | A document you can print |
| Pictures | Linked, stored for you | Inside the file |
| Best for | Docs repos, wikis, vaults | Reading, printing, attaching |
## Prefer links or embeds
Use a [share link](/sharing/share-link) or [embed](/sharing/embed) when you can. With links and embeds, edits stay live and [Insights](/analytics/overview) keep tracking.
Re-export after changing the guide. Downloaded files do not update automatically.
# Export a PDF
Source: https://docs.guideless.ai/sharing/export-pdf
Download a guide as a PDF of numbered steps and screenshots.
Use PDF export when a guide has to be read rather than watched: a printed handout, an onboarding pack, an attachment for someone outside your workspace, or a copy to archive.
PDF export is available on the Pro plan.
## Export a guide
Open the guide and click **Share**.
Open the **Export** tab.
Click **Export** in the **Export to PDF** row. Keep the tab open while the PDF is built.
When the row changes to **Download**, click it to save the PDF to your downloads.
## What the PDF contains
The PDF is the [step-by-step share link](/sharing/share-link) on paper: the guide title, the opening narration as a description, then every step numbered in order with its narration and its screenshot. Each step is drawn the same way the player draws it, so the background, framing, cursor, arrows, labels, numbers, highlights and blurs all look the way they do on screen.
Section slides other than the opening one are left out, the same as in the step-by-step view.
The step text is real text, so it can be selected, copied and searched in any PDF reader.
## PDF or MP4
| | PDF | [MP4](/sharing/export) |
| - | - | - |
| Shape | Numbered steps and screenshots | Narrated video |
| Built | In your browser, within seconds | On our renderers, as a queued job |
| Best for | Reading, printing, attaching | Watching, presenting, LMS upload |
If the guide has to live somewhere editable instead, export it as [Markdown](/sharing/export-markdown).
## Prefer links or embeds
Use a [share link](/sharing/share-link) or [embed](/sharing/embed) when you can. With links and embeds, edits stay live and [Insights](/analytics/overview) keep tracking.
Re-export the PDF after changing the guide. Downloaded files do not update automatically.
# Share by link
Source: https://docs.guideless.ai/sharing/share-link
Make a guide public or private and copy a share link.
Use a share link when viewers should open a guide in the browser. Links are the best default for sharing because edits stay live and [Insights](/analytics/overview) keep tracking.
Links are the fastest way to send a guide to a customer, teammate, support thread, or launch note.
## Copy a share link
Select a guide from the dashboard.
Click **Share** from the guide page, or click **Done editing** from the editor and then open **Share**.
Choose **Video** or **Step by step**. See [View modes](#view-modes).
Choose **Only you can view** or **Anyone with the link can view**.
Click **Copy link** and send the URL where viewers need it. Use the arrow next to it to open
the link in a new tab and check what viewers will see.
## View modes
| View mode | What viewers see | Use it when |
| - | - | - |
| Video | The guide player with narration and motion. | Viewers should watch the workflow from start to finish. |
| Step by step | Every step on one scrollable page, with its screenshot and narration. | Viewers want to skim, follow along at their own pace, or jump to one step. |
## Access options
| Access | Use it when |
| - | - |
| Only you can view | The guide is a draft or should stay private. |
| Anyone with the link can view | The guide is ready to share with viewers. |
## After you share
Existing links always open the latest version of the guide. If you edit the guide later, you do not need to send a new link.
Viewers see the guide in the view mode of the link they opened. Guide owners also see actions for editing, sharing, and opening [Insights](/analytics/overview).
## Where links work well
* Support replies for repeat questions
* Customer onboarding or follow-up emails
* Help docs, internal wikis, and knowledge bases
* Team chats and community spaces
* Launch notes and product updates
* Private review before publishing
# Speed and volume
Source: https://docs.guideless.ai/speed-and-volume
Adjust the pace and loudness of your guide’s voice-over.
Use **Speed** and **Volume** in the **Steps** panel to shape how your guide sounds. Slow down narration for detailed instructions, pick up the pace for a quick walkthrough, or adjust the loudness.
![Voice-over volume and speed sliders]()
## Adjust speed and volume
Open a guide and select **Steps**. Choose the voice you want to use in the panel footer.
Click the **Speed** control beside the voice picker, then move the slider to choose the pace.
The default is **1.0×**.
Click the **Volume** control, then move the slider to choose the loudness. The default is
**100%**, shown as **1.0** on the button.
Click **Generate voiceover** to apply the settings. Play the guide to hear the result, then
adjust and regenerate if needed.
Speed and volume are not available for every voice.
## Choose your settings
| Setting | Range | Default | When to adjust it |
| - | - | - | - |
| Speed | 0.6× to 1.5×, in steps of 0.1× | 1.0× | Use a lower value to give viewers more time to follow, or a higher value for a faster walkthrough. |
| Volume | 50% to 200%, in steps of 10% | 100% | Use a lower value for quieter narration or a higher value for louder narration. |
## Apply changes to a guide
Changing a slider does not update existing audio. Click **Generate voiceover** after adjusting speed or volume to create audio with the new settings.
If the guide already has voice-over and you want to discard pending changes, click **Reset changes** in the panel footer. This restores the saved voice, speed, and volume settings.
Regenerate voice-over before sharing or exporting a guide that needs the new settings.
## Up next
Edit transcripts, choose a voice, and generate voice-over.
Help voice-over say product names, acronyms, and phrases the way you want.
# Single sign-on (SSO) with SAML
Source: https://docs.guideless.ai/sso-saml
Set up SAML single sign-on for your Guideless organization.
SAML SSO is available on the Enterprise plan.
Single sign-on lets your team access Guideless using credentials managed by your company.
Guideless supports SAML 2.0 using service provider-initiated SSO.
## Set up SSO
There are two parts to the setup: creating a SAML application in your identity provider and sharing its details with Guideless.
### 1. Create a SAML application
Contact [team@guideless.ai](mailto:team@guideless.ai) to begin. We will provide the information your IT team needs to configure SSO.
Configure the application to send the user's work email.
### 2. Share your SAML metadata
Send us one of the following:
* Your SAML metadata XML file, preferred.
* A metadata URL.
* Or your issuer, SSO login URL, and public signing certificate.
After we receive the metadata, we will configure and test the connection and confirm when it is ready.
## Sign in with SSO
Once SSO is active, users can open [guideless.ai/auth/sso](https://guideless.ai/auth/sso) or select **Sign in with SSO** on the Guideless login page.
Guideless does not support login started directly from an identity provider dashboard tile. If your identity provider displays a tile, configure it as a bookmark to:
```text theme={null}
https://guideless.ai/auth/sso
```
## Google Workspace
In Google Admin, create a custom SAML application under **Apps → Web and mobile apps**.
1. Download the Google metadata XML.
2. Enter the ACS URL and Entity ID supplied by Guideless.
3. Use the user's primary email as the Name ID.
4. Assign the application to the appropriate users or groups.
5. Send the metadata XML to Guideless.
See [Google Workspace's custom SAML application documentation](https://support.google.com/a/answer/6087519) for detailed Google Admin instructions.
# Members and invites
Source: https://docs.guideless.ai/team-members
Invite teammates, manage roles, and remove workspace members.
Each person added by email or invite link uses a paid seat.
## Roles
| Role | Typical access |
| - | - |
| Creator | Create, edit, and share workspace content. |
| Admin | Full creator access, plus workspace, billing, and member settings. |
| Owner | Full admin access, plus workspace ownership and workspace deletion. |
Only owners can assign or manage the owner role.
## Add members
Click **Invite** in the dashboard header, or go to **Settings** -> **Members** and click **Invite
members**.
| Method | Action |
| - | - |
| Invite link | Click **Copy link** and share it. People who join receive the creator role. |
| Email | Enter comma-separated email addresses, select **Creator** or **Admin**, and click **Invite**. |
Creators can only invite creators. Owners must be assigned after joining.
## Configure invite settings
Admins and owners can change these settings under **Settings** -> **Members**.
| Setting | Effect |
| - | - |
| **Invite link** | Creates a reusable link. **Rotate link** invalidates the previous link; turning it off disables it. |
| **Restrict invite access** | Limits email invitations to admins and owners. It does not disable an enabled invite link. |
## Manage members and invitations
Under **Settings** -> **Members**, admins and owners can cancel pending email invitations, change
roles, or remove people.
Removing a member removes their access immediately. Guides they created stay in the workspace.
# Narration
Source: https://docs.guideless.ai/voices
Edit transcripts, refine wording with AI, choose voices, and generate voice-over.
The **Steps** panel is where you shape how a guide sounds. Edit the script, ask AI for a cleaner version, choose a voice, and generate voice-over when the wording is ready.
## Edit transcripts
Each step has a transcript. That text appears as captions and is also used for generated voice-over.
Click a transcript to edit it. Keep each line short and direct, especially for customer-facing guides.
Steps with empty transcripts are skipped when voice-over is generated.
## Refine with AI
Use **Refine speech** when the draft narration needs help.
You can ask Guideless to:
* Shorten the narration
* Make the tone friendlier
* Make the wording clearer for a new customer
* Rewrite one step or the whole guide
AI suggestions appear before they are applied, so you can review the changes first.
## Choose a voice
Select the guide and open the **Steps** panel.
Click the current voice in the panel footer.
Search or filter by language and voice style, then play samples.
Choose the voice you want to use for the guide.
## Available languages
Guideless supports generated guide text and voice selection in 43 languages.
Guideless looks at the captured page and chooses a guide language when there is enough clear evidence. If the language is unclear or unsupported, Guideless uses English.
You can always edit transcripts after capture.
These languages are available in the voice picker. You can write or edit transcripts in any of them, then choose a matching voice before generating voice-over.
Arabic
Bangla
Brazilian Portuguese
Bulgarian
Chinese
Croatian
Czech
Danish
Dutch
English
Filipino
Finnish
French
Georgian
German
Greek
Gujarati
Hebrew
Hindi
Hungarian
Indonesian
Italian
Japanese
Kannada
Korean
Lithuanian
Malay
Malayalam
Marathi
Norwegian
Polish
Portuguese
Punjabi
Romanian
Russian
Slovak
Spanish
Swedish
Tamil
Telugu
Thai
Turkish
Ukrainian
Vietnamese
If a guide needs to be in a specific language, make the product UI and transcript text match that language before generating voice-over.
Preview a few voices before generating audio. The best choice often depends on whether the guide is for customers, teammates, or formal training.
## Set pronunciation
Use **Dictionary** in the **Steps** panel footer when a voice needs help with a product name, acronym, or phrase. Add an alternative spelling or a phonetic pronunciation, preview it with the selected voice, and save it for your workspace.
Dictionary entries change how the audio sounds while keeping your transcript and caption text unchanged. See [Pronunciation dictionary](/dictionary) for examples and setup steps.
## Generate voice-over
Click **Generate voiceover** when the transcripts and voice are ready.
If you edit the transcript, change the voice, or update the dictionary later, regenerate voice-over before you share the link, update an embed, or export an MP4.
## Captions
Captions use the same transcript text. Viewers can turn captions on or off in the player. For MP4 exports, you can choose whether captions are burned into the video.
## Writing tips
* Lead with the action.
* Keep one idea per step.
* Remove filler words unless they add useful context.
* Match the transcript language to the selected voice.
## Up next
Adjust backgrounds, cursor behavior, and zoom.
Publish with a link or embed.
# Workspace insights
Source: https://docs.guideless.ai/workspace-analytics
Review guide performance across a workspace.
Workspace insights show how guides perform across the active workspace. Use them to find popular guides, stale content, and folders that need attention.
Insights are available on the Pro plan.
## Open workspace insights
Go to the workspace dashboard.
Select **Insights** in the sidebar.
Choose a folder or time range if you want to narrow the report.
## What you will see
| Metric | What it helps you understand |
| - | - |
| Views | Which guides are being opened. |
| Play rate | Which guides viewers choose to watch. |
| Completions | Which guides viewers finish. |
## Guide table
The guide table helps you compare guides in one place. Click a guide to open guide-level insights, including step dropoff and play time.
Use the folder filter when teams organize guides by product area, customer journey, department, or process.
## What to do next
* Rewrite or recapture guides with low completion.
* Treat high-completion guides as examples for new content.
# Workspace settings
Source: https://docs.guideless.ai/workspace-settings
Manage workspace profile, billing, account settings, and workspace deletion.
Open **Settings** from the dashboard sidebar to manage workspace details, billing, members, invites, and your personal account settings.
## Settings areas
| Area | What it is for |
| - | - |
| Settings | Workspace name, leaving, and deletion. |
| Members | Invite links, email invitations, pending invites, roles, and members. |
| Billing | Plan, billing portal, upgrades, and payment details. |
| Account settings | Personal account settings for the current user. |
## Update workspace profile
Admins and owners can update the workspace name from **Settings**.
To show your logo on guides, add it to a [theme](/guides/branding#themes).
## Leave a workspace
Use **Leave workspace** to remove your own access.
The workspace stays available for other members. A sole owner cannot leave until another owner is assigned.
## Delete a workspace
Owners can delete a workspace from **Settings**.
Deleting a workspace removes it for everyone, including its guides, folders, members, and settings.
Deleting a workspace cannot be undone.
Before deleting, export or copy anything that still needs to live somewhere else.
## Billing
Admins and owners can manage billing from **Settings** -> **Billing**.
For plan limits and pricing, see [Plans](/plans).