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 nav item sits in the always-visible top-level block of the sidebar, next to Help & Docs and Feedback. Click it any time to browse the library. It is also available on every device — no permission gating.
Tip of the Day login popup
800 ms after sign-in, 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 Tips in the sidebar 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.
Categories
- Getting Started, Compliance, Identity & Access, Email Security, Endpoint, Governance
- Reporting, MCP & AI, MSP, Collaboration, Integrations, Power User
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 optionalcategory,difficulty, andqfiltersget_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/*.htmlfilename (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.
TATER