TATER Tips

A growing library of short, action-oriented tips that teach one TATER capability at a time. Every tip links straight to the page it describes, so you can read and try in one click.

Where to find it

The TATER Tips library now lives in TATER Manage → TATER Tips (single canonical location across the platform, consolidated from earlier per-app placement). It is also accessible to any user who can authenticate to Manage - no permission gating.

Additionally, the Tip of the Day login popup fires across all five sister apps (TATER Security, Ops, Manage, My TATER, Insights) via the shared _tip_popup.js module, so you see tips no matter which app you sign in to.

800 ms after sign-in (on any of the five apps), a single tip pops up in a LinkedIn-post-style modal: TATER logo on a blue gradient banner, the tip title in white, body underneath, and action buttons:

Open Page → jumps to the section the tip describes (when the tip carries a navTarget)
📘 Help doc ↗ opens the corresponding help article in a new tab (when the tip carries a helpDoc)
All tips → takes you to the full Tips library page

Disabling the login popup

Don't want a tip on every login? Tick "Don't show this on login" in the popup footer before dismissing. A per-user opt-out flag is written to your browser's localStorage (key tater_tip_optout_<email>) and the popup stops appearing until you re-enable it.

To re-enable: open TATER Manage → TATER Tips and click ↻ Re-enable login popup. The next time you sign in (or click 💡 Show a random tip on the page), it returns.

The popup also fires only once per browser session - dismissing it once means no re-pops while you keep the tab open.

Browsing the library

The Tips page shows every tip grouped by category, with three filter controls:

Search - full-text match against title, body, and tags (debounced 220 ms)
Category dropdown - auto-populated with current category counts
Difficulty filter - Beginner, Intermediate, Advanced, or any

Each card shows a 💡 icon, title, body, and the same action buttons as the popup. Difficulty is color-coded (green / amber / red) and up to three tags are shown for browsing context.

App association

Each tip is tagged with the sister app it's most relevant to. The Tips page in each app automatically filters to that app's tips plus shared cross-app tips ("All apps"). Categories:

TATER Security - compliance scans, GRC modules, federal pipeline, AI analyst
TATER Ops - service desk, ITIL profiles, Service Catalog, CMDB, Major Incident, CAB, Release Management, meetings, workflows
TATER Manage - SuperAdmin platform admin, endpoint fleet remote ops (Phase 2/3/4)
My TATER - personal dashboard, favorites, mentions, community feed, leaderboard, achievements
All apps - shared concepts (MCP patterns, comments, wiki, keyboard shortcuts)

The API endpoint GET /api/tips?app=ops (or security/manage/my) scopes responses to that app's tips + all-app tips. The Tip of the Day login popup uses the same filter so each sister app shows users tips relevant to where they just signed in.

Tips in the MCP

Tips are also exposed through the MCP server so AI agents (Claude, Microsoft 365 Copilot) can answer "What can I do in TATER?" or "How do I run my first scan?" from a structured catalog rather than reasoning from training data:

list_tips - list with optional category, difficulty, and q filters
get_tip - fetch a single tip by id

Each tip in the MCP also carries example prompts the user could give to an agent to actually use the feature - turning the catalog into a hands-on, agent-driven walkthrough.

Contributing tips

Tips live in api/src/lib/defaultTips.ts and are deployed with the API. Each tip carries:

id, category, title, body (1–3 sentences)
navTarget - the in-app page id to deep-link to (recommended for every tip)
helpDoc - the matching Docs/Help/*.html filename (when one exists)
examplePrompts - 2–4 prompts the user could give to an MCP agent
difficulty and tags

To suggest a new tip, open an ADO work item or use the in-app Report Issue button.