Edit and re-record

Guides are edited in the same place they were recorded, in Reveal for Chrome. The dashboard shows you what a guide contains and how it's performing, then hands you off to the extension when you want to change something.

The split is deliberate. Steps target real elements on real pages, so editing one means being on that page with the product loaded in front of you. The dashboard can tell you step four is where half your users leave. Only the extension can put you back on the screen step four points at.

Where each job happens

In the extension. Recording, re-recording individual steps, reordering and trimming what you captured, and anything that touches the video itself.

In the dashboard. Publishing and archiving, domains and delivery, behavior rules, the interactive player and its embed code, analytics, feedback, and issues.

The Guides page says as much in its own header line: "Everything you've recorded across your workspace. Click a guide to see analytics, edits happen in the Chrome extension."

Seeing what you recorded

Open a guide from Guides and you land on the Overview tab. The Steps section is the inventory of what the recording produced, in order.

Its header repeats the rule: "Edits happen in the Chrome extension, click Open in Editor to jump to a step." Each row links out with Open in Editor, which drops you into the extension at that specific step rather than at the top of the guide.

If the section reads "No steps yet. Record this guide to populate steps", the guide was created but never recorded. That's also the reason it can't be published yet.

Read the Step funnel just above it before you go editing. It shows the percentage of users reaching each step, so it tells you which step is worth re-recording rather than leaving you to guess.

Re-recording a single step

Because every step holds its own clip, a step is replaceable on its own. You don't re-record a guide because one screen changed, and you don't lose the four steps that were fine.

The usual loop:

1. Find the step worth fixing

Use the Step funnel on Overview to spot where users drop, or the Steps list if you already know which one is stale.

2. Open it in the extension

Click Open in Editor on that row. The extension opens on the guide at that step.

3. Re-record just that step

Capture the step again the way you recorded it the first time: say what the user should do, then click the element. The new clip replaces the old one and the steps around it are untouched.

4. Check the dashboard picked it up

Back on the guide, the top bar should show a recent save and the footer should show a recent edit time.

Note. The extension's editing controls aren't documented button by button here yet. The behaviour above is what the dashboard promises and hands off to. When in doubt, the extension is the source of truth for anything to do with the recording itself.

The guide syncs on its own

You never save a guide manually after editing it. The extension pushes changes up and the dashboard reflects them.

Two places show you this is happening. The top bar of the guide reads "Saved Nm ago · auto-syncs with extension". The page footer reads Last edited {time} in Chrome, next to the guide ID and an Extension connected line.

If those timestamps stop moving after you've edited something, the extension has probably lost its connection. Check Settings, then Extension, for a Connected chip and a recent "Last seen".

Tip. Because edits sync as they happen, a published guide picks up your changes on your live site as soon as they land. If a guide is getting real traffic and you're about to rework several steps, do it at a quiet hour rather than mid-morning, so nobody lands on a half-rebuilt walkthrough.

Start Capture Now

Start Capture Now sits with Publish at the top of the guide detail page, and there's a second one in the Steps section. It jumps you straight back into capture for that guide, so you don't have to find the right tab, open the extension, and confirm the right guide is selected.

Use it when you're already looking at a guide's analytics and you've decided to add or replace steps. It's the shortest path from "step three is the problem" to recording step three again.

Next steps

• Record a guide: The full recording flow, start to finish.

• Publish, draft, and archive: What each status means for your users.

• Analytics: Find the step that needs re-recording.

• Feedback: What users said after they finished.