Guides

Guides turn visit objectives into step-by-step flows your teams execute on device-whether that is surveys, audit captures, orders, payments, or richer flows combining several steps.

Authors define steps, questions, branching, and embedded tasks in Guide designer; reps execute offline-capable guides during visit tasks, and outcomes surface under guide results.

Because execution order is explicit, leaders standardise great visits-every store sees the same checks while still supporting conditional paths where responses steer what comes next.