# Builders

## Introduction to Builders

All experiences in Jimo share a similar builder structure but with specific variations based on their type:

* **Flow Builder**: For managing sequential steps in experiences like Tours and Surveys.
* **Content Builder**: For editing the content, design, and behavior of individual steps.
* **Legacy Builder**: Serves as a simplified content editor for non-sequential experiences.
* **In-App Builder**: An overlay that lets you design directly in the context of your website.
* **AI Builder**: Acts as a smart starting point before continuing customization with other builders.

Each builder adapts to the needs of the experience type, ensuring flexibility and consistency in creating tailored user journeys.

***

## **When to Use Each Builder**

### [**Flow Builder**](https://help.usejimo.com/docs/build/builders/flow-builder)

* **Purpose**: To manage sequential logic and the progression between steps.
* **Applicable For**: Tours and Surveys.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FinN2Xav96z6Mhiea8aXs%2Fimage.png?alt=media&#x26;token=8b222d1a-8bd0-4739-9c27-dcc129f231af" alt=""><figcaption></figcaption></figure>

* **Key Features**:
  * Add, reorder, and connect steps to create a logical flow.
  * Preview the entire user journey within a centralized view.

### [**Content Builder**](https://help.usejimo.com/docs/build/builders/content-builder)

* **Purpose**: To customize the design, style, and behavior of each step.
* **Applicable For**: All experiences, with varying access modes:
  * **Sequential Experiences (Tours & Surveys)**: Open via the **Content** tab in the Flow Builder.
  * **Non-Sequential Experiences (Banners, Hints, Checklists)**: Directly accessible as a standalone **Legacy Builder**.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2F8HZT6S2hdt0rROI3XEJf%2Fimage.png?alt=media&#x26;token=35702688-d198-48fd-835c-90d6f9760ed6" alt=""><figcaption></figcaption></figure>

* **Key Features**:
  * Edit individual step content and parameters.
  * Add elements like text, media, and buttons.
  * Configure behaviors, styles, and positioning.

### **Legacy Builder**

* **Purpose**: A streamlined content builder for non-sequential or single-step experiences.
* **Applicable For**: Banners, Hints, Checklists, and Changelog posts.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FgtG4m42NMpsRP6HK1btd%2Fimage.png?alt=media&#x26;token=0de70d96-046d-46f4-bb47-158de562eb5a" alt=""><figcaption></figcaption></figure>

* **Key Features**:
  * Manage and design one step at a time.
  * Accessible top bar for step selection and management.

### [**In-App Builder**](https://help.usejimo.com/docs/build/builders/in-app-builder)

* **Purpose**: To design experiences directly on your website for real-world context and precision.
* **Applicable For**: Tours, Surveys, Banners & Hints.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FdYC2rkRrzo6Q9Lp4c8Ds%2Fimage.png?alt=media&#x26;token=b656bb92-4e15-431a-a7da-3f101a318fbe" alt=""><figcaption></figcaption></figure>

* **Key Features**:
  * Attach steps to UI elements on your site.
  * Visualize how content will appear in context.

### [**AI Builder**](https://help.usejimo.com/docs/build/builders/ai-builder)

* **Purpose**: To instantly generate an initial product tour draft using AI, either by capturing a flow of user actions or by highlighting selected interface elements.
* **Applicable For**: Tours only.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FXUIIv2hjIgS2sf99Yrps%2Fimage.png?alt=media&#x26;token=834c8646-5634-4e71-90e0-ccf23097c460" alt=""><figcaption></figcaption></figure>

* **Key Features**:
  * Record real user interactions to generate a step-by-step guide.
  * Highlight specific UI elements to create contextual tooltips or messages.
  * Seamlessly transition to Flow or In-App Builder for fine-tuning and customization.

***

## **Accessing Builders**

<details>

<summary><strong>Sequential Experiences (Tours &#x26; Surveys)</strong></summary>

Access the Flow Builder first, then transition to the Content tab to refine each step.

<img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2F521i6zB1EyYy5uKYHTJT%2Fimage.png?alt=media&#x26;token=893f3c0f-a11a-4b23-97e5-e802e324572f" alt="" data-size="original">

</details>

<details>

<summary><strong>Non-Sequential Experiences (Banners, Hints, Checklists)</strong></summary>

Directly access the Legacy Builder to manage and edit individual steps.

<img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FCrcQH6C5bcxTMad4XQU7%2Fimage.png?alt=media&#x26;token=8d553f14-8c24-4419-b08b-e9f2fca8894a" alt="" data-size="original">

</details>

<details>

<summary><strong>In-App Builder (Tours, Surveys, Banners, Hints)</strong></summary>

Check the option on creation or click the **Edit in App** button from the builder interface to switch to the overlay view.

<img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2F6RdJXVUhPK5jUIIcoNYS%2Fimage.png?alt=media&#x26;token=22aff4b8-6278-413f-a6b8-1f77fb22003c" alt="" data-size="original">   <img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2F8HZfIHsOaeKK6cBLpUip%2Fimage.png?alt=media&#x26;token=b4d4e295-3792-4641-83e2-21cf4de7d84f" alt="" data-size="original">

</details>

<details>

<summary><strong>AI Builder (Tours)</strong></summary>

To access the AI Builder, click **New Tour** from your dashboard and select the **Start with AI** option. You'll be prompted to enter a starting URL before launching into one of two smart creation modes: flow recording or element highlighting.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2Fp70PX6AAWafwtothFa6E%2F2025-05-19_15-02.png?alt=media&#x26;token=c90071fd-723c-420a-8875-81f946586820" alt=""><figcaption></figcaption></figure>

</details>

***

## **Builder Structure**

All builder types share a consistent structure for ease of use, designed to simplify creating, editing, and managing Jimo experiences. \
\
Each part of the builder has distinct roles to streamline the process, whether you’re working on sequential flows, single-step experiences, or unordered steps.

### **Top Bar**

The **Top Bar** provides key navigation and action tools, tailored to the current builder type.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FIKWyGiFgBkuQOwjIdEj8%2Fimage.png?alt=media&#x26;token=e95e7d84-f4c2-41a2-90c8-a9875fdece09" alt=""><figcaption><p>Content</p></figcaption></figure>

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2F9ZVljYbL9eTJBzpJUIUX%2Fimage.png?alt=media&#x26;token=49be9616-d7dc-4972-814f-d1eef9916dc8" alt=""><figcaption><p>Flow</p></figcaption></figure>

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FgoDjQPpkjWzZrx39apwi%2Fimage.png?alt=media&#x26;token=6cba8bdf-bfe8-41b3-9423-4e1190cc79d3" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FHov0l1wryUfb0EW2AD0m%2Fimage.png?alt=media&#x26;token=56f29685-28bb-42ce-a7bc-59cc44d4d5aa" alt=""><figcaption><p>Legacy</p></figcaption></figure>

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2Fs4uilwDT8VG2r9Jx5DqB%2Fimage.png?alt=media&#x26;token=763f4270-0555-4308-a338-07576606fb7c" alt=""><figcaption><p>In-app</p></figcaption></figure>

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FOgzObryfpjgSPKYXW0oY%2Fimage.png?alt=media&#x26;token=b39d1665-e24d-4618-8e5c-f4c823e79064" alt=""><figcaption><p>A/B test</p></figcaption></figure>

**⇒ From left to right:**

{% tabs %}
{% tab title="Arrow Button" %}

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FV9Gik3Vd17uc2RDqsAg5%2Fimage.png?alt=media&#x26;token=0d4fbc7c-0899-4be7-ab6f-28d03b3e9f77" alt="" width="375"><figcaption></figcaption></figure>

Go back to the Dashboard.
{% endtab %}

{% tab title="Name & Type" %}

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FjdwZwnJSvFsrl72omUcJ%2Fimage.png?alt=media&#x26;token=e851d56c-5ecd-4561-beb3-f7c6e0816323" alt="" width="375"><figcaption></figcaption></figure>

* Displays the type of the current experience (e.g., Tour, Survey, Hint, etc.).

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FNk7JPnOPMFjHPlZOc92G%2Fimage.png?alt=media&#x26;token=bba8f51c-fa29-4a39-91ea-6e0a0abb0bee" alt="" width="347"><figcaption></figcaption></figure>

* Edit the name of your experience.&#x20;
  {% endtab %}

{% tab title="Variant Switch" %}
The **Variant Switch** is available when an **A/B Test** is running on a **Tour**.\
It allows you to toggle between the **Original** and alternative variants (A, B) directly in the builder top bar.

* **Select a variant** from the switch to load its flow in the builder.
* Any edits you make will apply **only to the active variant**.
* The **Original variant** cannot be deleted, but you can freely edit or delete Variant A/B.

This feature ensures you can design, test, and refine each version independently while keeping them all under the same tour.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FPtwV8JvQfrllI8nIA7Pm%2Fimage.png?alt=media&#x26;token=44a6564b-0678-4305-a979-22d78bb3bfd3" alt=""><figcaption></figcaption></figure>

📖 For more details on creating and managing A/B Tests, see the [detailed documentation](https://help.usejimo.com/docs/analyze/a-b-test).
{% endtab %}

{% tab title="Builder-Specific Controls" %}

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FyBmECV83OdVFfMmbbY4Q%2Fimage.png?alt=media&#x26;token=941d1578-bc0f-4205-a6ff-792318ae13bb" alt="" width="260"><figcaption></figcaption></figure>

* **Flow/Content Tab Switcher** for sequential experiences (Tours, Surveys).

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FoJsnxSHpwf4C2S53WcEG%2Fimage.png?alt=media&#x26;token=0af4ca01-89bf-484e-bc9b-4ba0797f8604" alt="" width="242"><figcaption></figcaption></figure>

* **Fixed/Editable Steps List** for non-sequential types (Hints, Checklists, Banners).
  {% endtab %}

{% tab title="Status Info" %}

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FjTmlMOz57z52oZ5SmO4E%2Fimage.png?alt=media&#x26;token=cc97e8a0-5ba4-4f25-8f4a-76502fb78349" alt=""><figcaption></figcaption></figure>

* **Save Alert**: Green Checkmark confirms that changes have been saved successfully.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FKW2d9FEkBWK3o1BvaPWv%2Fimage.png?alt=media&#x26;token=2309711c-5054-4f66-9441-cb440fb702ae" alt=""><figcaption></figcaption></figure>

* **Missing Alert**: Indicates if the [Chrome extension](https://help.usejimo.com/docs/getting-started/extension) is missing and what that implies, with a link to the Extension Page.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FgRntUwKeMmj7r8Xcejlt%2Fimage.png?alt=media&#x26;token=e8c85309-56e1-4f2f-bfb8-71c2bda1cd80" alt=""><figcaption></figcaption></figure>

* **Live Edit Alert:** Notify that you're editing an already published experience and tell what does it [implies in the builder and analytics](#user-content-fn-1)[^1].
  {% endtab %}

{% tab title="Action Buttons" %}

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FWc1GUXTA1Z9suN5z6Dku%2Fimage.png?alt=media&#x26;token=2fc53abf-e4d8-4e4b-9cab-69bd25bf7e09" alt="" width="563"><figcaption></figcaption></figure>

* **Save**: Save progress.
* **Edit In-App**: Launch the In-App Builder for direct editing on the target site.

  * Replaced by **Interact with App** when already in the in-app mode.

  Learn more on the [In-app Builder page](https://help.usejimo.com/docs/build/builders/in-app-builder).
* **Preview**: Simulate the experience to see how it looks and behaves.

  Learn more on the [Preview page](https://help.usejimo.com/docs/build/preview).
* **Target & Publish**: Manage targeting and publish the experience.&#x20;

  ⇒ Replaced by **Publish Changes** for edits.

  * Disabled when the experience flow is invalid, with hoverable tooltips listing missing or invalid configurations.

  Learn more on the [Target & Publish page](https://help.usejimo.com/docs/publish/target-and-publish).
  {% endtab %}
  {% endtabs %}

***

### **Menu Sidebar**

The **Menu Sidebar** serves as the central navigation within the builder, displayed differently based on the mode:

{% tabs %}
{% tab title="Vertical Sidebar (Content Builder)" %}
Visible in Flow, Content, and Legacy Builders.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FtEIQLJ0hHxeTW5fhiPHo%2Fimage.png?alt=media&#x26;token=c963f192-8716-4499-a4b0-4bfe2e9bf6ee" alt=""><figcaption><p>Content</p></figcaption></figure>
{% endtab %}

{% tab title="Horizontal Menu (In-app builder)" %}
Shown in the movable menu within the In-App Builder.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FL5yNTDG0PztqJ9xiOSyc%2Fimage.png?alt=media&#x26;token=d25e2765-2dcb-4014-b189-cbec17c67c80" alt=""><figcaption><p>In-app</p></figcaption></figure>
{% endtab %}
{% endtabs %}

**⇒ Key tools in the menu:**

{% tabs %}
{% tab title="(Optional) Add Icon" %}
Opens the [Flow Builder](https://help.usejimo.com/docs/build/builders/flow-builder) to add more steps (only for sequential flows).
{% endtab %}

{% tab title="Navigator" %}
Manage all elements in the current step, add new ones, and configure their parameters. Learn more on the [Navigator page](https://help.usejimo.com/docs/build/navigator).
{% endtab %}

{% tab title="(Optional) Triggers & Conditions" %}
Define logic to progress steps, including triggers for Tours and conditions for Surveys. Visit the [Triggers & Conditions page](https://help.usejimo.com/docs/build/triggers-and-conditions).
{% endtab %}

{% tab title="Theme" %}
Save and apply visual designs for a consistent style across the experience. Learn more on the [Theme page](https://help.usejimo.com/docs/build/theme).
{% endtab %}

{% tab title="Translations" %}
Manage text alternatives for multiple languages. See the [Multiple Languages page](https://help.usejimo.com/docs/build/multiple-languages) for details.
{% endtab %}
{% endtabs %}

***

### **Center View**

&#x20;The **Center View** is the main preview area for designing and reviewing step content.

{% tabs %}
{% tab title="Flow Builder" %}
Displays a preview of all steps and their connections within a structured flow. \
Easily manage step order, rename them, and access quick controls for triggers, conditions, and positioning.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FGwjUzEyQEAGJe5QjARnx%2Fimage.png?alt=media&#x26;token=3dcccfad-fe6e-4c28-a781-afbe7587fe14" alt=""><figcaption><p>Flow</p></figcaption></figure>

* **Sequential Flows (Tours & Surveys)**:
  * Reorder, rename, and manage steps directly in the central view.
  * Quick access to triggers, conditions, and positioning options for targeted steps.
  * Preview targeted elements directly on the steps.
    {% endtab %}

{% tab title="Content Builder" %}
Focuses on a single step, highlighting the currently selected element in the [Content Builder](https://help.usejimo.com/docs/build/builders/content-builder).\
The right sidebar updates dynamically based on the selected element.&#x20;

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FhF8CtcrZ3uC6DSdeSAuu%2Fimage.png?alt=media&#x26;token=755beee8-3926-418a-81ee-55042febbc28" alt=""><figcaption><p>Content</p></figcaption></figure>

* **Element Interaction**: Click on any element in the preview to open its parameter settings, similar to accessing them through the navigator.
  {% endtab %}

{% tab title="In-app Builder" %}
Overlays the selected website in the background, allowing you to build experiences directly in context. See real-time positioning and interactions within the live environment.

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FQiZ9iA2xwsnKh4FUw0le%2Fimage.png?alt=media&#x26;token=dd75e501-fd29-4435-bd89-d68c520cacfd" alt=""><figcaption><p>In-app</p></figcaption></figure>
{% endtab %}
{% endtabs %}

***

### **Parameters Sidebar**

The **Parameters Sidebar** allows detailed configuration of steps, tailoring behaviors, styles, and positioning.

{% tabs %}
{% tab title="Right Sidebar (Content Builder)" %}

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FtndZ0Jf9pXWOG3ItyiSp%2Fimage.png?alt=media&#x26;token=05bd4a24-4bf1-4659-a1e6-771c7c1d47f4" alt=""><figcaption><p>Content</p></figcaption></figure>
{% endtab %}

{% tab title="Movable Sidebar (In-App Builder)" %}

<figure><img src="https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FriDIbuD1pJ5ZYC4ogGzP%2Fimage.png?alt=media&#x26;token=7ced0c91-8843-4384-a2fd-de1a6818378c" alt=""><figcaption><p>In-app</p></figcaption></figure>
{% endtab %}
{% endtabs %}

|                       Dynamic Content                       | Core Sections                                                                             | Options                                                                                |
| :---------------------------------------------------------: | ----------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------- |
| **Updates based on the selected element in the Navigator.** | **Parameters are grouped into categories like Behavior, Content, Style, etc.**            | **Each parameter is detailed within the Components section for each experience type.** |
|                            Tours                            | [Main features](https://help.usejimo.com/docs/experiences/tours-and-modals#main-features) | [Components](https://help.usejimo.com/docs/experiences/tours-and-modals/components)    |
|                           Surveys                           | [Main features](https://help.usejimo.com/docs/experiences/surveys#main-features)          | [Components](https://help.usejimo.com/docs/experiences/surveys/components)             |
|                           Banners                           | [Main features](https://help.usejimo.com/docs/experiences/banners#main-features)          | [Components](https://help.usejimo.com/docs/experiences/banners/components)             |
|                            Hints                            | [Main features](https://help.usejimo.com/docs/experiences/hints#main-features)            | [Components](https://help.usejimo.com/docs/experiences/hints/components)               |
|                          Checklists                         | [Main features](https://help.usejimo.com/docs/experiences/checklists#main-features)       | [Components](https://help.usejimo.com/docs/experiences/checklists/components)          |

[^1]: ![](https://2794860263-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKzAcDWQbK1gKbpra7bkb%2Fuploads%2FqERRplPKnEDizyeV2JLi%2Fimage.png?alt=media\&token=2d0b027f-a729-486e-8f0e-5925ded57ec8)
