User Manual

This is the user manual for the TrackCrumb dashboard — written for the people clicking around the dashboard, not for developers integrating the SDK. For SDK installation see the Quickstart or Install with AI.

What’s in here

Getting around

• Signing in — Keycloak SSO and session handling.
• Layout & navigation — sidebar, top bar, workspace switcher, command palette (⌘K).
• Onboarding — the four-step guided tour for new workspaces.
• Overview page — your landing dashboard.

Core analytics insights

• Trends · Funnels · Retention — the three core analytics reports.
• Lifecycle · Stickiness — return-rate and frequency breakdowns.
• Paths — Sankey diagram of event-to-event flow.
• Users — look up an individual user’s timeline.

Audiences

• Cohorts — saved user audiences (dynamic + static).
• Groups — company- and account-level analytics.

Saving & sharing

• Saved queries — bookmark reports for re-use.
• Public dashboards — chrome-less share links with optional password.
• Exporting events — CSV / JSON downloads, with cohort filtering.
• Scheduled digests — recurring email of a saved query.

Qualitative & performance

• Session Replay · Heatmap — qualitative data.
• Web Vitals — Core Web Vitals dashboard.
• Error tracking — uncaught exception grouping (feature-flagged).

Engagement

• Messages — in-app tooltips, modals, banners.
• Surveys — NPS, rating, single/multi-choice, text.
• Feature Flags · Experiments — controlled rollouts and A/B tests.

Operations

• Annotations — markers on time-series charts (deploys, incidents).
• Alerts — channels and subscriptions for anomaly/threshold notifications.
• Churn KPI — predictive churn scores.

Extending

• AI Chart Builder — describe a chart, get one back.
• Settings — products, billing, plan, developer tools, workspace timezone.