Setup, the Guide and tours
EvoHub takes you from "what do I want this to do" to it working:
- A short setup when your account is new, where you also say what you want EvoHub to do first.
- The Guide in the top bar of every screen. It shows the next step on your path and a button that does it, and it counts what you have done.
- A tour of each area of the console, which starts the first time you open it, and a tip the first time you open one of its working screens.
None of them is required.
The setup flow
When you open the console and your setup is not finished, Home sends you to Setup once per browser session.
| Step | What you do |
|---|---|
| About you | Your title (type anything; suggestions appear as you type), and for your organization: Sector, Engineering team size, What do you use today? and How did you hear about us? All optional. If someone in your organization already answered the organization questions, they are not asked again. While your organization has no time zone and you may change its settings, Your organization's time zone is asked too, prefilled with your browser's; it is saved however you leave the step. See Time zone. |
| What do you want EvoHub to do first? | Pick one or more products: On-Call, Status Pages, Uptime, Docs, Changelog, Retro, Board, Support. Pick what you need now; you can add the rest any time. Picking starts no charge. What you pick becomes your path in the Guide. |
| Phone number | Pick the Country, enter your Mobile number and choose Call me now. EvoHub calls you at once: answer, listen, and press 1 to confirm the number. If no 1 is heard in time, choose Call again. |
| Notifications | Turn on the ways you want to be paged: Push on the EvoHub app (sign in to the mobile app on your phone first; links to the App Store and Google Play are on the step), Phone call (needs the verified number) and Email. |
| Two-factor sign-in | Scan the code with an authenticator app, type the 6-digit code it shows and choose Turn on. From your next sign-in, EvoHub asks for a code after your password. |
| Ready | A summary of what is set up and what is not. Start with … opens the first product you picked and runs its tour; with nothing picked, Go to Home. Invite your team opens the invite dialog, if you may invite people. |
Every step has Continue, Skip this step and Skip setup for now. Skipping costs nothing: the Guide brings any step back. A step that is already true of your account, such as a phone number you verified earlier, shows as done.
If every step is already done when you first sign in, for example because you joined from an invitation and set everything up before, the setup is marked finished and never shown.
Finish setup on Home
Steps you skipped wait on Home in the Finish setup card, with how many of them are done. Each open step has its own button (for example Add number or Set up) that takes you back to it. Hide removes the card from Home; the Guide can show it again.
The Guide
Guide sits in the top bar of every screen, with how many steps of your path are done (for example Guide 2/5). It opens a panel with:
- Next step: the first thing on your path that is not done yet, how long it takes, and Do it now, which opens the screen where it is done. If you have not said what you want to do, Choose what to set up opens that question.
- Take the … tour: this screen's tour, when it has one.
- Your path: for each product you picked, the steps that take it to its first real result, each with Go. Change what you use opens the question again.
- Your account: the setup steps (about you, phone, notifications, two-factor), with Set up or Change, and Show the setup card on Home when you hid it.
- Every tour, with Start or Replay.
- Help on screen: whether tours start on their own, Show "Get to know EvoHub" on Home when you hid it, and Show screen tips again.
A step on your path is done when your account shows it. Ticking a box does not count. For example, On-Call is done when an alert has actually arrived, and an integration with no policy is not enough.
| Product | Steps |
|---|---|
| On-Call | Connect a tool that sends alerts · Choose who gets paged (an escalation policy) · Send the tool's alerts to that policy · Turn on how we reach you · Receive your first alert |
| Uptime | Add a monitor · See its first check · Get told when it goes down (a notification channel) |
| Status Pages | Create your status page · List what you run (components) · Put it on your domain |
| Docs | Start your docs site · Write your first page |
| Changelog | Start your changelog · Publish your first entry |
| Retro | Run your first retrospective |
| Board | Create your first board |
| Everyone | Turn on two-factor sign-in, after the products' steps |
The Guide reads your account again each time you open it, so a step you just finished shows as done.
Product tours
The first time you open a product or area, its tour starts on the screen you opened. A tour points at a few things on that screen, one step at a time, with Back, Next and Done.
- Skip tour, or closing it, ends it. It counts as seen and does not start again.
- Don't show tours again inside a tour stops every tour starting on its own. Turn it back on in the Guide or in My Account → Preferences.
- The last step of most product tours offers a first action, such as Connect your first integration, Add your first monitor or Create your first status page. It opens the same short form the product uses.
- A tour does not start on a form or detail screen that has a tip of its own; it waits for the product's main screen.
The tour strip on Home
Home shows Get to know EvoHub: a button for Home's own tour and one for each product tour you can take, with how many are done. Choosing one opens that product (or stays on Home) and runs its tour. While the strip shows, Home's own tour does not start on its own.
Hide (the × on the strip) removes it, on every browser and computer you sign in on. The Guide can show it again. It is not shown while tours are turned off, nor once you have finished every tour.
Every area has a tour
- Home: the search (⌘K), the Guide, the Finish setup card, the number tiles, quick actions, your services and Customize home.
- Each product you can open: On-Call, Uptime, Status Pages, Docs, Changelog, Retro, Board and EvoTrail.
- Support, Usage & Billing, Organization and My Account.
A tour covers the whole area, so its detail screens (an alert, a monitor, a statement) run the area's tour too. A product's tour starts only if your role can see something in that product. Setup has no tour: it is a guided walk-through already. Which tours you have taken is saved with your account, so a tour you have seen does not start again on another browser or computer.
First-use tips
A tip explains one working screen — a form, a detail page or an editor — the first time you open it, for example New monitor, An alert, An escalation policy, New integration, The page editor or Inviting someone. It points at the parts of that screen in a few short steps; Got it ends it. A step whose part is not on the screen is skipped.
Tips follow the same switch as tours: with tours turned off, a tip you have not seen does not open on its own either. No more tips or tours inside a tip turns both off.
Replay a tour or a tip, or turn them off
- In the Guide: Take the … tour for this screen, Start or Replay for any tour, and the switch for tours that start on their own.
- In My Account → Preferences: the same switch, every tour with Start or Replay, and each screen's tips. Replay on a tip makes it show once more the next time you open that screen.

