Built for teams who take onboarding seriously
Every feature is designed to help you create onboarding experiences that reduce time-to-value and increase customer retention.
Guide Builder
Create guides in minutes, not weeks
Our visual editor makes it easy to build structured onboarding flows. Organize steps into sections, add rich content, and publish when ready. No code required.
- Drag-and-drop step reordering
- Sections for grouping related steps
- Rich text, image, and video steps
- File upload steps for documents
- CTA buttons with click tracking
- Draft and publish workflow
Contact Management
Organize everyone in one place
Import contacts and organizations via CSV or create them manually. Group contacts by company, assign them to guides, and track their progress across all onboarding programs.
- Bulk import via CSV
- Organization-level grouping
- One-click guide enrollment
- Bulk enrollment and reminders
- Contact activity timeline
Analytics
Measure what matters
Understand exactly how your onboarding performs. See which steps cause friction, how long completion takes, and what your customer effort score looks like — at the individual and organization level.
- Step-by-step completion tracking
- Customer effort score (CES)
- Organization progress overview
- User-level detailed timelines
- CSV export for custom analysis
Integrations
Embed any tool directly in your guide
Turn static onboarding into interactive experiences. Embed scheduling widgets, forms, surveys, and videos right inside your guide steps — no code, no context switching.
- YouTube, Vimeo, Loom, Calendly, Typeform, Jotform, Tally, and any URL
- Auto-detects service and applies optimal settings
- Dynamic height resizing adapts to embedded content
- Sandboxed iframes for security
Document Collection
Collect files as part of onboarding
Some steps need more than a checkbox. Let users upload contracts, compliance documents, certifications, or any file — directly within the guide.
- Drag-and-drop with real-time progress tracking
- Up to 50 MB per file, any file type
- First upload auto-completes the step
- Admin bulk download as zip organized by step
Enrollment & Delivery
Get guides to the right people
Enroll users manually from your dashboard, send automated invitation emails, or use our API to integrate enrollment into your existing workflows.
- Manual and bulk enrollment
- Customizable email templates
- Token-based secure access
- Public enrollment links
- API-driven enrollment
And much more
Custom branding
Match your workspace to your brand with custom logos, colors, and themes.
Version history
Track every change to your guides with full version history and one-click rollback.
Team collaboration
Invite team members with role-based permissions: owner, admin, or member.
Media library
Upload and manage images across all your guides from a central library.
Email templates
Customize enrollment and reminder emails with your brand voice using Liquid templates.
Security first
Two-factor authentication, workspace isolation, and encrypted data storage.
See it in action
Start building your first onboarding guide in minutes. No credit card required.