Wakeline

Your dashboard and projects

The dashboard at wakeline.io/dashboard shows your guides at a glance — flows, live count, starts, and completion. Create extra projects (e.g. Staging) from the project switcher at the top of the sidebar.

2 min read · 8 views

Logging in, staying signed in, and logging out

Log in at wakeline.io/login with your verified email and password. Your session lives in an encrypted browser cookie — log out from the sidebar menu to end it on that device.

1 min read · 8 views

Building flows in the editor

The editor loads your site with a build panel on top. Add Modal, Tooltip, Slideout, Hotspot, or Banner steps, edit them across the Content, Target, Design, and Behavior tabs, set targeting and triggers, then publish.

3 min read · 7 views

Understanding flow analytics

Every flow's Reports tab shows starts, completions, completion rate, and dismissals, plus interactions over time, button clicks, a step-by-step funnel, and who saw the guide. Use the funnel to find where people drop off.

2 min read · 7 views

Roles and permissions

Wakeline has three roles — Admin (full control incl. team, keys, billing), Editor (build and publish guides), and Viewer (read-only). Set a role when inviting; admins can change it anytime.

1 min read · 7 views

Inviting your team

Admins invite teammates by email from Settings → Team, choosing a role (Admin, Editor, or Viewer). Invites expire after 7 days and can be re-sent anytime.

1 min read · 7 views

Creating flows — guided, blank, or with AI

From wakeline.io/flows you can create a guide three ways — the New guide wizard (pick where to build), Blank flow (pick a type), or Generate with AI (describe it, we draft the steps). Everything starts as a draft.

2 min read · 6 views

Resetting your password

Click "Forgot?" on the login page and we'll email you a reset link. The link works once and expires after 1 hour — request a new one if it's expired.

1 min read · 6 views