0.2. AI Coach Onboarding Tutorial
The AI Coach is an interactive guide system that guides you directly on screen so that first-time TFlow users can quickly learn the main features. Since the 2026-04 update, it has switched to a TutorialEngine base, so beyond simple speech-bubble guidance, you can follow the entire trade flow on top of a real sample project.
1. What is the AI Coach?
Instead of reading a text manual, it highlights the actual buttons and menus on screen and provides step-by-step explanations. The AI recognizes your current page and guides you through the tasks you can perform on that page. In Coach mode, Lyra can use DOM interaction tools (get_page_elements/inspect_element/act_element) to point to real elements or perform actions on your behalf. (More on Lyra Coach DOM tools)
2. How to Start the Tutorial
Auto-start + Sample Project Creation ✨ NEW
When you log in after signing up for the first time:
- The AI Coach tutorial starts automatically.
- A sample project for learning is automatically created and added to your project list. (A virtual transaction, not real data — can be deleted.)
- While progressing through the course, you use this sample project as a stage to open real documents and click buttons, experiencing the entire process of Quotation → PO → Shipment → Analysis.
Trade Workflow Course ✨ NEW
Moving away from the previous "menu introduction" centered tutorial, the following hands-on courses have been added.
| Course | Content |
|---|---|
| Quotation ~ PO Issuance | Experience the sequence: create Quotation → confirm PI → issue PO |
| Document Analysis | Upload CI/PL/BL → cross-verify with LC → check report |
| LC Analysis (LEO) | Upload LC → run multi-stage analysis → interpret EVA verification results |
| Escrow Payment | Set milestones → lock → verify documents → release |
| Storefront Debut | Issue Storefront slug → register products → RFQ reception flow |
Manual Start / Resume
If you previously skipped the tutorial, you can start it again.
- Open the chatbot (Lyra) at the bottom right of the screen and type "Show me the tutorial again" or "Start the guide."
- Resume button ✨ NEW: If you left partway through, it continues from the last step you viewed.
- Even if you change the language during the course, the speech bubbles are immediately re-rendered in the new language.
3. Progressing Through the Tutorial
The AI Coach guides you in the following ways.
- Highlight: The UI element currently being explained (button, menu, input field) is emphasized.
- Speech-bubble explanation: A concise explanation of the feature is shown next to the highlighted element.
- Step progression: After reading the explanation, click the
Nextbutton to move to the next step. - Coach performs on your behalf: In some steps, Lyra asks "Shall I press this button for you?" and, when confirmed, actually clicks it. (act_element)
- New document highlight: New documents created during the tutorial are shown with a sparkle animation in the list.
- Skip: You can end the tutorial at any time by clicking the
Skipbutton.
4. Key Topics Covered
The core features covered in the AI Coach tutorial are as follows.
- Sidebar menu layout: Locations of main menus such as Projects, Email, Payment, and Storefront
- How to create a project: Guidance on the
New Projectbutton and the creation modal - How to use the chatbot (Lyra): How to ask the AI chatbot questions and use the Coach tools
- Checking notifications: How to use the top notification badge and the Notification Inbox
- Per-page help: On each page, the AI Coach additionally guides you through that page's core features
- Tutorial document viewer integration: At certain steps, a guide document (
docs/guides/) opens automatically so that Lyra converses reflecting that context.
💡 Troubleshooting (FAQ)
- Q: "I want to see the tutorial again."
- Error code / symptom:
COACH_TUTORIAL_RESTART - A: Tell the chatbot (Lyra) "Show me the tutorial again" and it restarts from the beginning. If you want to continue from the middle, use the Resume button.
- Error code / symptom:
- Q: "The AI Coach speech bubble is covering other screen elements."
- Error code / symptom:
COACH_UI_OVERLAP - A: Press the
Skipbutton on the speech bubble and it disappears immediately. You can restart it when needed.
- Error code / symptom:
- Q: "The sample project is mixed into my real list, which is confusing."
- A: The sample project card has a Sample badge, and its description clearly notes that it is for learning. You can delete it at any time after the tutorial ends. Even if you delete it, your tutorial progress history remains.
- Q: "The token gauge, onboarding, or push banner is not showing."
- A: In the 2026-04 update, the logic for showing initial banners to new users was fixed. If it still doesn't show, refreshing the top menu or logging in again resolves it.