# Setup Wizard

### What is the Setup Wizard?

The **Setup Wizard** tab allows agencies to display a structured set of tutorial videos for their customers, grouped into collections. This makes it easier for end users to follow a guided onboarding experience directly within the dashboard.

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### Benefits of Setup Wizard

* **Streamlined Onboarding for Customers:** Organize product walkthroughs and feature tutorials in a single, accessible location to reduce the need for manual guidance.
* **Faster Adoption of Key Features:** Visual, step-by-step tutorials help customers quickly understand and apply essential product capabilities.
* **Reduced Support Load:** With key processes explained via videos, customers can self-serve, reducing dependency on the support team.
* **Customizable Learning Path:** Agencies can tailor collections for different use cases, ensuring relevant onboarding experiences for each customer segment.

***

### How to setup the Setup Wizard

#### Step 1: Add a Video Collection

* Click on the **“Add Collection”** button to create a new video collection.
* Fill out the following fields:
  * **Collection Title** – Name of the video group (max 80 characters).
  * **Collection Description** – Optional subtitle/summary (max 200 characters).
  * **Collection Icon** – Upload a 40x40px icon representing the topic.
  * **Open in New Tab Toggle** – Enable if videos should open in a new browser tab. If off, videos will open inside the dashboard (recommended: OFF for seamless experience).

> Click **“Add Collection”** once all required fields are filled.

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#### Step 2: Add YouTube Videos to the Collection

* Click on the **collection name** to open and manage its videos.
* Use the **“Add YouTube Video”** button to add tutorial content.
* Enter the following:
  * **YouTube Video Title** – Label for the video (max 50 characters).
  * **YouTube Link** – Must be a valid and public YouTube URL.

> Click **“Add YouTube Video”** to save the video.

You can add up to **10 videos per collection**.

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#### Step 3: Manage and Edit Collections

* **View or Edit**: Click the **collection name** to open it and view the videos inside.
* **Edit Collection**: Click the **pen icon** beside the collection name.
* **Delete Collection**: Click the **trash icon** to remove it permanently.
* **Reorder Collections**: Drag and drop using the **left handle** to set the sequence shown on the customer dashboard.

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#### Step 4: Publish Your Changes

* Changes are stored as drafts until you click the **Publish (✓)** button on the top-right.
* Once published, the updated Setup Wizard content becomes live for customers to view.

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### FAQ's:

<details>

<summary>What is the purpose of the Setup Wizard tab?</summary>

The Setup Wizard is designed to help agencies guide their customers through product setup by grouping YouTube video tutorials into organized collections.

</details>

<details>

<summary>How many videos can I add to a collection?</summary>

You can add up to 10 videos per collection.

</details>

<details>

<summary>What type of links are supported in video entries?</summary>

Only **public YouTube links** are supported. Ensure videos are not private or restricted.

</details>

<details>

<summary>What does the “Open in New Tab” toggle do?</summary>

When enabled, videos open in a new browser tab. When disabled, they play directly within the customer dashboard.

</details>

<details>

<summary>Can I reorder the video collections?</summary>

Yes, you can **drag and drop collections** using the left-side handle to change their order of appearance on the customer interface.

</details>

<details>

<summary>Do customers have edit access to the Setup Wizard?</summary>

No, customers can **only view** the videos. All configuration is controlled by the agency via the Partner Panel.

</details>

Please feel free to reach out to us at <mark style="color:$primary;"><support@botpenguin.com></mark>, in case of any questions or concerns.


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