Enhance
Interactive walkthroughs for customer onboarding
Build a walkthrough for every repeat question, embed it where customers already look, and see who finished and who stalled.
help.example.com/onboarding
Set up shipment alerts
Chapter 2 of 3
AI voiceover
Pick which shipment events should notify your team.
Next
1.0x
1 Basics
2 Alerts
3 Reports
Help center articles that show the product instead of describing it.
How interactive walkthroughs speed up onboarding
New customers ask the same setup questions in their first weeks. An interactive walkthrough answers each question once, using the product’s own screens, and can be placed in onboarding email, the help centre, and inside the app.
Customer success teams see which onboarding steps customers complete and where they stall, so they can reach out before a stalled setup becomes a churn risk. The same recording can also become a written guide for customers who prefer to read.
For customer success at a glance
Formats
Interactive walkthrough and written guide
Placement
Help centre, onboarding email, in app embed
Tracking
Completion and drop-off per step
Updates
Edit steps or regenerate the guide
Access
No login needed for customers
Built for customer teams
Self serve answers that stay current with the product.
One recording, two formats
Publish the interactive walkthrough for people who want to click, and the generated written guide for people who want to read. Both come from the same recording.
Interactive walkthrough embedded in your help center
Written guide published at its own URL
Completion tracking per customer session
Onboarding progress
Week 1
Workspace setup
Completed by 92%
Invite the team
Completed by 74%
First integration
Completed by 51%
Drop-off step
Step 4, connect data
Guide views
318
Support tickets on this flow
Down 22%
The walkthrough doubles as help centre documentation, generated from the same recording.
How customer teams use it
1. Record the repeat questions
Every how-to your team answers weekly becomes a walkthrough in minutes.
2. Put it where customers look
Embed in the help center, onboarding sequence, or in-app guidance.
3. Spot the stalls
Track completions and reach out to the accounts that stopped part way.
One walkthrough, three placements
Record a workflow once and put it everywhere a customer looks for help, so the answer is the same in all three places.
In the help centre
Publish the generated guide next to the demo. Readers get text and screens, and the same page is crawlable for search and AI assistants.
In onboarding email
Send one step at a time across the first week. Analytics shows which step new accounts stall on before they open a ticket about it.
Inside the product
Embed the walkthrough in an in app help panel with an iframe, so the answer sits where the question comes up.
Onboarding content customers actually finish
Keep walkthroughs short, placed where questions come up, and reviewed against real drop-off.
1
One job per walkthrough
Connect data, invite the team, set permissions. Separate walkthroughs are easier to finish and easier to update.
2
Link from where people get stuck
Place the walkthrough link on the screen or help article where new customers first hesitate.
3
Pair every walkthrough with a guide
Some customers click, others read. Offer both from the same recording.
4
Review stalls every month
Update the walkthrough for the step with the most drop-off, then check whether completion improves.
Customer success questions, answered
Onboarding, documentation, and tracking.