Planning Tours with AI

This article gives an overview of Tourial's AI Tour Planner which will generate effective, revenue-driving marketing plans to fuel your GTM Calendar

Meet Tori: Your AI-Powered Tour Planning Assistant

Tori is your personal AI guide, here to help you create compelling, story-driven product tours with ease. Whether you're launching a new product, refreshing content, or supporting a marketing campaign, Tori walks you through every step—ensuring your tours are strategic, engaging, and effective.

With Tori’s guidance, you can: ✅ Build a tour backlog to support upcoming campaigns. ✅ Craft tours that tell persuasive stories instead of just listing features. ✅ Personalize tours for the right audience and context.

How Tori Helps You Plan Your Tours

1. Start with Tori

Launch the Tour Planner and let Tori guide you through the process step by step.

2. Define Your Tour’s Purpose

Tori will ask you to choose the main reason for creating new tours:

• 🚀 Fuel a campaign or event

• 🔄 Refresh outdated content or collateral

• 🎯 Support a major product release (monthly/quarterly)

• 🌟 Launch a brand-new product

3. Name Your Project

Give your planning session a relevant name, like:

• “Q3 Product Release”

• “Website Refresh Tours”

4. Set the Scope

Tori will help you decide whether your tours should focus on:

• The entire platform

• A specific product

• Selected features (just list them, and Tori will take it from there!)

5. Upload Supporting Materials

To ensure the best recommendations, Tori will prompt you to upload:

• 📄 Release notes, help docs, or product positioning documents

• 📣 Marketing collateral (sales decks, 1-pagers, website copy)

At this step, you can also provide a text description and/or URLs to live web pages to help inform Tori's understanding of your solution.

Documentation uploaded to Tori will be saved in your Document Hub for future use and re-use

6. Review Tori’s Summaries

Tori will synthesize your inputs into concise summaries of your platform, products, and features.

• You can edit or expand details to refine the story.

• If needed, you can also add competitive differentiators.

7. Choose Your Tour Strategy

Tori will ask how you want your tours positioned:

• General-use tours for broad audiences.

• Solution-oriented tours that highlight key problems and solutions.

• Segmented tours tailored for specific industries or customer types (e.g., startup, mid-market, enterprise).

8. Get AI-Generated Micro Tours

Once your positioning is set, Tori will generate a list of recommended micro tours, complete with:

• Key product moments to highlight.

• Value-driven messaging for explainer screens.

• Suggested interactive elements for demo screens.

• Persona-specific insights tailored to your audience.

9. Review, Edit & Finalize

• You can accept, tweak, or share Tori’s recommendations before finalizing.

Once saved, your tour plans will be stored in Tourial, so tour builders can bring them to life.

Why Tori Makes a Difference

🎯 Align Teams & Save Time

• Tori streamlines tour planning, helping marketing and revenue teams align—without extra meetings.

🚀 Tours That Sell, Not Just Show

• Ensures that tours emphasize value and differentiation, avoiding the “feature trap.”

🔥 Exclusive to Tourial

• Other demo tools focus only on building tours. Tourial—with Tori—separates planning from execution, ensuring every tour is strategic and impactful.

With Tori, tour planning is no longer overwhelming—it’s a structured, guided process that sets your product tours up for success.