Magical Guide — User Guide

Audience: Every user who wants in-app, context-aware help—navigation, how-tos, demos, and troubleshooting—without leaving the screen.

What the Magical Guide is

The Magical Guide is Dagen’s AI navigator: a chat-style assistant that combines product documentation, your current page, and tooling (navigation, highlights, tours) to answer “how do I…?” and “why did this fail?”.

It is complementary to this documentation site—the Guide can surface the same topics inline while you work.

Capabilities at a glance

Capability What you get
Natural language Ask full questions; responses can stream for responsiveness.
Context Knows which route/page you are on and can tailor answers.
Navigation Jump to the right screen (e.g. “take me to database connections”).
Highlighting Draw attention to specific UI elements when supported.
Demos Simulated clicks, form examples, short tours for complex flows.
Documentation search Retrieves relevant help articles from the indexed knowledge.
Troubleshooting Suggests checks for ingestion, pipelines, auth, runtimes.
Quick actions One-tap starters like Ingest data, Create pipeline, Get insights when context fits.

How to open it

Use the Magical Guide entry point in the app (commonly a nav bar control with subtle motion). On mobile it remains usable via the floating chat layout.

Example conversations

Getting started

You: “How do I connect PostgreSQL?”

Guide (pattern): Step through Database Connections → Add → choose PostgreSQL → fields checklist → optional Navigate button.

Multi-step workflows

You: “Move MySQL to BigQuery and then chart revenue.”

Guide (pattern): Ordered checklist: connections → ingestion → dataset validation → Data Insights; offer guided tour acceptance.

Errors

You: “Ingestion timed out.”

Guide (pattern): Explain typical causes (batch size, network, source load), suggest smaller pilot, runtime test, log excerpt review.

Behaviour details

Streaming and tools

Responses may stream token-by-token. Behind the scenes the navigator may call tools such as:

  • Navigate to a named route
  • Highlight or scroll to an element
  • Start a guided tour segment
  • Fetch contextual help for the active page
  • Search the documentation index

You see action buttons when a tool proposes a navigation or demo.

Memory

The Guide may use short-term session memory to avoid repeating questions and to suggest next steps. Sensitive secrets should never be pasted into chat—use Secret Manager flows for credentials.

Knowledge base

Platform docs are indexed for retrieval. When product UI changes, trust in-app labels first; the Guide should describe both if there is drift.

Personas

Persona How to use it
New user Follow quick actions and short tours; ask “where is X?”
Returning user Ask for shortcuts and advanced tips.
Power user Request API or automation pointers → cross-check External API.
Admin Ask about runtimes, team invites, model settings → verify in Administration.

Security and privacy

  • Conversations should avoid raw passwords or PATs.
  • Access still respects RBAC—the Guide cannot bypass permissions.
  • Audit policies vary by deployment; treat chat as operational not secret storage.

Limits and roadmap

Features that commonly appear on roadmaps include voice, proactive nudges when the UI detects struggle, multi-language answers, and deeper learning from feedback. Availability depends on your Dagen version.

Related

Last updated: February 21, 2026