A guided tour is a structured, step-by-step walk through a system that shows a new user where things are, led by a person or built into the software. For newcomers to a team that works with AI agents, a good tour shows where held actions arrive, how to read a verdict, and how to stop an agent.
Why does a guided tour matter for agent workspaces?
First impressions set habits. A new team member who is shown the inbox, the approve button and the search bar will treat the agent's queue as a to-do list. One who is shown why each item is held, and which bound held it, will treat it as a set of decisions.
A tour also lowers the cost of asking. People are reluctant to admit they do not know where the stop control is. Showing it on day one, without making anyone ask, is part of building psychological safety in a team that supervises agents.
What should a guided tour of an agent workspace cover?
Six stops cover most of what a new reviewer needs on day one:
- The queue. Where held actions wait, and who they are assigned to.
- A held item opened. The draft, its sources, and each source's provenance.
- The verdict line. Which of the five bounds decided, and why that matters.
- The record. Where every verdict is filed, and how to find a past decision.
- The agent's profile. Its depth and when its certificate lapses.
- The stop. How to pause the agent, and who to tell.
Each stop should end with the newcomer doing it once, not just watching.
What does a guided tour look like in practice?
Take a private clinic onboarding a new patient services coordinator. The agent drafts appointment changes and reminder messages at depth 2. On the first morning, a senior coordinator gives a 40-minute tour, using a sample queue. At the stop on provenance, she opens a held reschedule based on a patient's email and explains why it is treated as declared, not confirmed.
The rest of the first week is set out in onboarding a new patient services coordinator to an agent workspace.
How is a guided tour different from a walkthrough?
The terms overlap. A guided tour orients: it shows the whole workspace once, in order, to someone new. A walkthrough explains one task or one past event in depth, such as walking through how a near miss happened and what caught it. A tour is breadth for newcomers; a walkthrough is depth for anyone.
A tour also differs from training. It does not test anything or prove competence. It makes training easier by giving people a map first.
Which related terms should you know?
- Induction: the wider programme a tour sits inside.
- Job aid: a one-page reference the newcomer keeps after the tour.
- Prompt injection: an attack worth showing on the tour, covered for contact centres in how to train managers to spot prompt injection and pressure.
The argument that the cheapest control in an agent deployment is a trained person starts with the first hour. For the full programme, see training teams for AI agents.
Where the Academy fits
Pryme Intelligence Academy's Foundations track includes a module on the workspace, and every lab runs in a free Build workspace. A newcomer can take the tour again on their own, in a workspace where nothing they do affects real customers.
Questions people ask
Should guided tours be recorded?
A recording is useful as a refresher, but not as a replacement. The value of a live tour is that the newcomer does each step and can ask questions.
Who should give the tour?
An experienced reviewer from the same team, not a trainer from outside it. They know which items cause trouble in that queue.