Spaces

What Are Spaces?

Spaces are customizable dashboards that bring together various experience types in one place. Whether you're organizing onboarding flows, feature announcements, or product feedback campaigns, Spaces help you create clarity and structure by regrouping related content.

• Multi-type experience grouping: Combine tours, surveys, banners, hints, checklists, and more in a single view.

• Topic-based organization: Use spaces to create categories like "New user onboarding," "Feature X roll-out," or "User feedback flows."

• Custom identity: Assign a name, icon, and description to make your spaces easily identifiable and intuitive.

Accessing the Spaces Dashboard

You can access the Spaces section at any time from the sidebar menu. It sits alongside other top-level categories like Tours & Modals, Surveys, Checklists, and so on.

• Click the "Spaces" tab to open the dashboard and view all created spaces.

• Pinned spaces appear in the sidebar under the dedicated "Spaces" section.

Creating a New Space

There are two ways to create a new space:

1. From the Spaces Dashboard:

   • Click the "New Space" button in the top right.

   
2. From the Quick Access Menu:

   • Click the "+" button in the sidebar.

   

3. Choose a name, icon, and description.

   
4. Select experiences to include in the space (optional).

You can also create a space without adding any experiences immediately and populate it later.

Managing Spaces

Inside a space, the layout mimics the classic experience dashboards. The key difference is that experiences are grouped and filtered by type.

A. Space name and icon — B. More options (pin, edit, delete) — C. Create new experience — D. Add existing experience — E. Experience type filter — F. Experience card with type badge

• Add existing experiences to a space from any experience dashboard using the "..." menu.

• Remove experiences from a space using the "..." menu on each experience card within the space.

• When creating a new experience from within a space, you'll be prompted to first select the experience type (Tour, Survey, Hint, etc.).

Display and Filtering

• Experiences in a space are sorted by creation date.

• Use the type filter at the top to view specific experience types.

• Each experience card includes its type badge for quick identification.

A. Space name and icon — B. More options (pin, edit, delete) — C. Create new experience — D. Add existing experience — E. Experience type filter — F. Experience card with type badge

Pinned Spaces (Quick Access)

You can pin important or frequently used spaces to the sidebar for quick navigation.

• Pin a space from its dashboard using the pin icon near its name.

• Pinned spaces will appear in the expandable/collapsible "Spaces" section of the main menu.

⇒ Each pinned space displays the icon you've selected, helping you visually distinguish them at a glance.