How to Create a Step-by-Step Guide

The Step-by-Step Guide feature lets you create visual, interactive guides that walk readers through any process. Build one by capturing actions directly in your browser, or from a blank canvas, right inside ProProfs Knowledge Base.

Watch this video walkthrough to see it in action.

Or continue reading for step-by-step instructions.

What Is Step-by-Step Guide?

Step-by-Step Guide is a guide-building tool inside ProProfs Knowledge Base. It lives under the New button in the article editor, and it lets you document a process either by capturing your actions in the browser automatically or by building each step manually from a blank canvas.

Why Use It?

Step-by-Step Guide turns a process you already do into a guide readers can follow without asking you questions.

• Onboarding a new hire on a tool they've never opened? Capture your own clicks once, and the guide walks them through it exactly as you did it.
• Getting the same setup question over and over? Turn the answer into a guide once and link to it instead of repeating yourself.
• Documenting a process that changes often? Build it from a blank canvas so you control every word, image, and interactive element.

Example Use Cases

• A support agent captures a browser walkthrough of a refund process so teammates can follow the same steps.
• A team manager builds an onboarding guide from a blank canvas to introduce new hires to an internal tool.
• A product trainer documents a multi-agent workflow by capturing the exact clicks used to complete it.

Step-by-Step Instructions

Option A: Capture in Browser — record your steps automatically as you click through a process.

Step 1: Click the New button in the top-left corner, then select Step-by-step guide from the dropdown.

Step 2: In the modal, click the Capture in Browser card.

Step 3: Click Install Extension to open the Chrome Web Store, then add the ProProfs Knowledge Base AI Capture extension.

Step 4: Return to your Knowledge Base page and refresh it so the extension icon appears.

Step 5: Click Continue, then select the browser tab you want to record and click Share.

Step 6: On the selected tab, click Start Capturing in the ProProfs Knowledge Base AI Capture panel.

Step 7: Perform the actions you want to document. Each click is captured automatically as a new step.

Step 8: Click Stop Capturing to finish. Your guide is generated with every captured step.

Step 9: Edit any step's title, description, or image from the right-hand panel.

Option B: Start with Blank Guide — build every step yourself, with no browser capture.

Step 10: In the modal, click the Start with Blank Guide card instead.

Step 11: Select the step heading, then edit the Title and Description in the right panel and upload a step image if you have one.

Step 12: Choose Start from Blank Screen to use a background color instead of an image.

Step 13: Select gradient, then adjust the top color, bottom color, and gradient direction.

Step 14: Add interactive elements to the step as needed.