Define the customer task the walkthrough supports
Start with a task a new customer needs to complete: finding a setting, understanding a workspace or beginning a first project. Decide who creates the explanation, who approves it and where the viewer encounters it. A walkthrough should have a clear relationship to an account and a supported product context. If your host interface changes, the team needs to know which content is affected. Agree the initial journey before adding a large library, reporting dashboard or many targeting rules.
