Recorder flow
Show a guided multi-step introduction to customers before the screen recorder opens.
Recorder Flow lets you show a short guided intro before the recorder opens.
Use it to explain what to record, reduce confusion, and improve submission quality.
Plan availability: Plus and above.
How it works for customers
When Recorder Flow is enabled, customers see a modal before the recorder loads.
The modal shows one step at a time.
Each step can contain:
Title
Body text
Optional image
Customers move through the flow with Next and Back.
Dot indicators show how many steps remain.
On the last step, Get Started closes the flow and opens the recorder.
Each step also includes Don't show this again.
If the customer checks it, Screendesk skips the flow on future visits from the same browser.
Set up Recorder Flow
You can add up to 10 steps.
What to include in each step
Good steps are short and specific.
Focus on one action per step.
Useful examples:
explain why you need the recording
tell the customer what screen to open
ask them to reproduce the issue
remind them to enable microphone audio if helpful
show what success or failure looks like
Three to five steps is usually enough.
Images and formatting
Images are optional, but they help a lot.
Use them to point to the right screen, button, or workflow.
Supported image formats:
PNG
JPEG
GIF
WebP
Maximum file size: 5 MB.
Use body text for short instructions, not long paragraphs.
Translations
You can localize each step for different languages.
Locale tabs appear at the top of the step editor.
Switch to a locale and enter the translated title and body.
If a translation is empty, Screendesk falls back to English.
Supported languages:
🇬🇧 English
🇫🇷 French
🇪🇸 Spanish
🇵🇹 Portuguese
🇩🇪 German
🇳🇱 Dutch
🇧🇷 Brazilian Portuguese
See also Internationalization.
Order of steps
Customers see steps in the same order they appear in the editor.
Review the full sequence before enabling the flow for customers.
If your workspace supports reordering, move steps into the right sequence before saving.
How Recorder Flow works with Privacy opt-in
If both features are enabled, Screendesk shows them in this order:
Privacy opt-in
Recorder Flow
Recorder
Use Privacy opt-in when you need an Accept or Decline decision before recording starts.
Use Recorder Flow when you want to guide the customer with instructions before recording starts.
See Privacy opt-in.
Disable Recorder Flow
Turn off Recorder Flow in Settings → Recorder.
Click Save.
Customers will go straight to the recorder.
Your existing steps stay saved, so you can enable the flow again later.
Best practices
Keep it short.
Customers want to start recording quickly.
Use screenshots.
One image often explains faster than a paragraph.
Write for action.
Say exactly what the customer should do next.
Test in a private window.
This avoids cached preferences such as Don't show this again.
Keep the experience consistent.
Make sure your recorder branding is configured so the flow matches your workspace.
See Customize recorder.
Troubleshooting
The flow does not appear
Check these first:
Recorder Flow is enabled
at least one step is saved
you are testing the browser-based recorder
the customer did not previously check Don't show this again
Try again in a private or incognito window.
A translation is missing
If a locale field is blank, Screendesk shows the English version.
Add the translated title and body for that locale, then save the step.
An image does not display correctly
Check the file type and size.
Use PNG, JPEG, GIF, or WebP, and keep the file under 5 MB.
The flow appears for some users but not others
The Don't show this again preference is stored in the browser.
Users on a different browser or device may still see the flow.
FAQ
Can I show different flows to different customers?
Not currently.
The same Recorder Flow is shown to everyone using that recorder configuration.
Can customers skip the flow?
Yes.
They can click Don't show this again to skip it on future visits from the same browser.
Does the preference sync across devices?
No.
The preference is stored locally in the browser.
If the customer switches device or clears browser data, the flow can appear again.
Does Recorder Flow apply to Chrome extension users?
No.
Recorder Flow applies to the browser-based recorder experience.
Can I use Recorder Flow instead of Privacy opt-in?
No.
Recorder Flow is informational.
It does not provide an Accept or Decline consent gate.
Related pages
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