Choose the space guidance can occupy
Begin with one customer task and the controls needed to complete it. Decide whether guidance opens beside those controls, floats in a defined corner or uses another supported placement. Review an open menu, a long form and a narrower window before settling on the behavior. Name the host pages supported by the initial release and how the overlay identifies them. If the expected page or target is absent, define a fallback rather than presenting guidance against an unrelated task.
