Clew

How to add an onboarding checklist in an app built with Cursor without a developer

An onboarding checklist in an app built with Cursor: four tasks, a progress bar, each item one click away from the right screen — set up in the Clew editor, no front-end work.

Time
● 15 minutes
Price
14-day free trial, no card
Who does it
You and Cursor Agent

Example: an onboarding checklist in an app built with Cursor

A CRM maintained in Cursor. Accounts without teammates (no team_invited property yet) see on /deals: import contacts, create a pipeline, invite your team.

This format is part of the Pro plan. Every new account starts with a 14-day free trial with all formats and audience rules, no card required. When the trial ends nothing is deleted and published items keep showing; the Free plan keeps tours and tooltips free.

How to add the onboarding checklist in an app built with Cursor, step by step

  1. Step 01

    Copy your Clew snippet

    Create a free account (or sign in), add your site and open Admin → Overview. Click the line in the “No signal from the widget yet.” card to copy it — it carries your real site key instead of the placeholder.

    <!-- Clew: replace PASTE_YOUR_SITE_KEY with the site key from Admin > Overview -->
    <script src="https://tryclew.io/widget/PASTE_YOUR_SITE_KEY.js" async></script>
    Clew admin Overview with the embed line and a masked site key (onboarding checklist in an app built with Cursor)
    Step 1 · schematic illustration
  2. Step 02

    Open the repository in Cursor, Agent mode

    Open the project folder in Cursor and the chat in Agent mode, so it can edit files itself.

    Code editor with the AI agent chat panel open (onboarding checklist in an app built with Cursor)
    Step 2 · schematic illustration
  3. Step 03

    Send the prompt with your key

    Replace PASTE_YOUR_SITE_KEY with your key and send it. Cursor reads the repository and picks the right root file from the list in the prompt.

    Add the Clew onboarding widget to this app.
    
    Insert this exact tag once so it loads on every page, including after client-side route changes:
    <script src="https://tryclew.io/widget/PASTE_YOUR_SITE_KEY.js" async></script>
    
    Find the root HTML file or root layout of this project (index.html for Vite, app/layout.tsx with next/script for Next.js App Router, nuxt.config.ts app.head.script for Nuxt, src/app.html for SvelteKit) and add the tag there.
    
    After the signed-in user is loaded, and whenever these values change, call Clew.identify() with a few non-personal properties as strings — for example { plan: "trial", role: "owner", onboarded: "false" }. If the widget may not have loaded yet, first define the queue stub: window.TutorKit = window.TutorKit || { q: [], identify: function (p) { this.q.push(["identify", p]); } }; and call window.TutorKit.identify(...). Never pass names, emails or other personal data.
    
    Rules:
    - Use the script URL exactly as given. Do not download it, bundle it or install an npm package.
    - If the project sets a Content-Security-Policy, allow https://tryclew.io in script-src and connect-src.
    - Change nothing else and show me the diff.
    AI chat with the Clew prompt in the message box (onboarding checklist in an app built with Cursor)
    Step 3 · schematic illustration
  4. Step 04

    Accept the diff, commit and deploy

    Review the diff — the tag in one root file plus the prompt’s small additions — then accept, commit and push. Your hosting deploys as usual.

    Code diff with one script line added to the root file (onboarding checklist in an app built with Cursor)
    Step 4 · schematic illustration
  5. Step 05

    Write the checklist items in Clew

    In Clew open Flows → + New flow and choose Onboarding checklist. Fill Checklist title, then add 3–5 Checklist items: a title that is an action, one line of explanation and in Link URL the page where it is done. No selectors are needed.

    An onboarding checklist panel with a progress bar and four tasks, two of them ticked (onboarding checklist in an app built with Cursor)
    Step 5 · schematic illustration
  6. Step 06

    Choose where, when and for whom it shows

    In the same editor, set Where to show (page URL), When to show, Audience targeting and Frequency. These are the settings of the example above:

    SettingValue
    FormatOnboarding checklist
    Where to show (page URL)Section by prefix /deals
    When to showRight on page load
    Audience targetingProperty team_invited does not exist
    FrequencyOnce per visitor
    Clew tour editor with the format, page URL rule, trigger and audience rule fields (onboarding checklist in an app built with Cursor)
    Step 6 · schematic illustration
  7. Step 07

    Publish and check it on the live site

    Set Status to Published and save. Open the page in a private window — Clew remembers who has already seen a “once” item, so your usual browser may skip it. Views, completions and drop-offs appear in the tour stats.

    Clew admin Overview with the green “Widget is live” card (onboarding checklist in an app built with Cursor)
    Step 7 · schematic illustration

Pitfalls: onboarding checklist in an app built with Cursor

Review before accepting

Agents sometimes “improve” nearby code. Reject changes outside the files the prompt mentions; the onboarding checklist needs nothing else.

Local dev isn’t production

The widget works on localhost too, which is great for testing, but visitors’ stats and the “Widget is live” signal come from the deployed app.

Values are compared as text

Rules compare strings. If the app sends onboarded: false as a boolean, write the rule value as false; better, ask the assistant to send strings. The operator exists is true even for false.

One list at a time

While a checklist is open, the widget doesn’t start another tour on navigation. Keep the checklist for the setup phase and let users close it; tours on other pages start afterwards.

Questions and answers

Why does not exist?

The app sends team_invited only after the first invite, so “does not exist” selects accounts that haven’t invited anyone.

Which Cursor model should I use?

Any model in Agent mode handles this; the task is small and the prompt names the files.

Is the onboarding checklist free?

It is part of Pro. Every new account gets a 14-day trial with checklists and audience rules, no card. When the trial ends, published checklists keep showing.

Are items ticked automatically?

An item is ticked when the user clicks it (its link opens in a new tab). Automatic ticking by app events isn’t available yet.

One line on your site — then tours, tooltips and checklists without releases.

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