docs(kno-14741): trigger guide step - #1615
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Risk MEDIUM: Adds new trigger guide step documentation with sidebar navigation and cross-links from related docs.
Reasons
- Adds a new MDX page at
content/designing-workflows/trigger-guide-step.mdx(93 lines) - Updates sidebar navigation in
data/sidebars/platformSidebar.tsto surface the new page - Touches multiple documentation sections:
designing-workflows/,concepts/, andin-app-ui/ - No code, build, dependency, or shared component changes — content and navigation only
- Diff size (101 additions, 3 deletions across 4 files) is moderate but not a substantial rewrite of existing pages
Notes
- Verify internal links resolve correctly (
/designing-workflows/trigger-guide-step, audience and guide docs) - Confirm the new sidebar entry appears in the correct position under "Designing workflows"
- Review the beta callout and FAQ content for accuracy against the product behavior
- Check that cross-links from
broadcasts.mdxandguides/overview.mdxread naturally in context
Sent by Cursor Automation: Docs PR classifier
cellomatt
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Approving to unblock but I left a bunch of nits
| separate audience to create or maintain, and no remove action since guide | ||
| eligibility from a step is additive only. | ||
| </Accordion> | ||
| <Accordion title="Can I remove a recipient's eligibility once they're enrolled?"> |
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I wonder if this should be a section in the main page? Or are we thinking most will just archive the guide to remove?
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We don't currently support removing members directly from the managed audience. Once that capability is available, we can add a section explaining how to remove users from the audience and revoke their eligibility in a more straightforward way.
| the recipient into the guide's targeting the moment the step runs. You can | ||
| also use our [update audience | ||
| function](/designing-workflows/update-audience-function) to add a user to a | ||
| static audience during a workflow run. You can also use the [update user | ||
| static audience you manage yourself, or the [update user | ||
| function](/designing-workflows/update-user-function) to modify a user's | ||
| properties in order to make them eligible for membership in a [dynamic | ||
| audience](/concepts/audiences#dynamic-audiences) or for the targeting |
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| the recipient into the guide's targeting the moment the step runs. You can | |
| also use our [update audience | |
| function](/designing-workflows/update-audience-function) to add a user to a | |
| static audience during a workflow run. You can also use the [update user | |
| static audience you manage yourself, or the [update user | |
| function](/designing-workflows/update-user-function) to modify a user's | |
| properties in order to make them eligible for membership in a [dynamic | |
| audience](/concepts/audiences#dynamic-audiences) or for the targeting | |
| the recipient into the guide's targeting the moment the step runs. | |
| Alternatively, use the [update audience | |
| function](/designing-workflows/update-audience-function) to add a user to a | |
| static audience you manage yourself, or use the [update user | |
| function](/designing-workflows/update-user-function) to modify a user's | |
| properties in order to make them eligible for membership in a [dynamic | |
| audience](/concepts/audiences#dynamic-audiences) or for the targeting |
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I wonder if we should be keeping the update user / update audience options? Should we just be directing to the new trigger guide step?
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Changed the name of the step from "Trigger guide" to "In-app guide" pr https://github.com/knocklabs/control/pull/11105 |
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Added screenshots: Screen.Recording.2026-08-21.at.11.08.29.mov |


Description
Added docs for the trigger guide step, with workflow and broadcast usage, targeting behavior, debugging, and FAQs. Updated the workflow sidebar, guides overview, and broadcasts documentation with links to the new page.
Tasks
KNO-14741