Jacky Wong

Jacky Wong

Last updated on May 23, 2026

CIM has built-in guided tours for most major features. They're not video tutorials — they're an overlay on the real app that walks you through each button as you use it.

Starting a tour. Look for the koala icon in the bottom-right corner. Click it to see tours available for the page you're on. Tours are context-aware — the ones offered on the Risk Register are different from the ones offered on the Change Register.

Restarting a tour. Tours don't replay automatically. If you dismissed one and want it back, click the koala and pick the tour again.

Tours triggered by chat. The AI assistant can launch a relevant tour when you ask a "how do I" question. If you ask "how do I assign a finding to a consultant?", expect chat to offer to walk you through it.

Suggested first tours:

  1. Upload to findings — The full loop from a fresh project to a triaged register.

  2. Reviewing in the Risk Register — How to triage, assign, and archive.

  3. Comparing drawing revisions — The Change Register flow.

  4. Asking chat about a document — Selecting context before you ask.