Use Cases
Customer Onboarding Guide Software
Use Guide Agent as customer onboarding guide software when new customers need help learning setup, configuration, and key product workflows.
Create onboarding guides that move customers to value
Customer onboarding guides should help a customer reach the first meaningful result, not explain the whole product at once. Guide Agent helps teams turn setup flows and product screens into onboarding assets that customers can follow after kickoff, training, or implementation calls.
The same onboarding workflow often needs several versions: one for admins, one for end users, one for customer success, and one for support. Captured product screens give every version a shared source of truth.
This use case is strongest when onboarding content needs to be repeated across accounts, updated as the product changes, and shared without asking a customer to join another live walkthrough.
Problems this solves
Customer onboarding workflow in Guide Agent
Step 1
Capture the activation flow
Start with the workflow that gets a customer to value, such as creating a workspace, inviting a teammate, connecting an integration, or publishing a first guide.
Step 2
Choose the customer role
Ask the agent to write for an admin, end user, customer success manager, or non-technical customer.
Step 3
Remove advanced detail
Keep the onboarding path focused on the first result. Move advanced settings, edge cases, and internal notes into separate versions.
Step 4
Share after onboarding moments
Send the guide after kickoff, embed it in a customer portal, or export it for implementation documentation.
Example: first workspace setup
A customer success team wants every new customer to create a workspace, invite the first teammate, and publish a guide. The live kickoff covers the flow, but customers need a resource afterward.
Guide Agent turns the setup screens into an onboarding guide that can be shared after the call and updated when the setup flow changes.
- Admin version: include configuration decisions and prerequisites.
- End-user version: focus on the first action they need to complete.
- Customer success version: add notes for follow-up and adoption.
What you can create
When to use it
- A customer needs repeatable instructions after a live onboarding call.
- Different customer roles need different versions of the same setup flow.
- Customer success wants a consistent follow-up asset.
- Onboarding guides need to stay aligned with product updates.
Why Guide Agent
- Customer success can capture setup once and reuse it across accounts.
- The agent can adapt onboarding language for technical and non-technical users.
- Share links make onboarding follow-up easy after calls.
- Embeds and exports help onboarding content live in customer portals or training docs.
Example prompts
FAQ
What should a customer onboarding guide include?
It should include the first valuable outcome, prerequisites, the screens needed to reach that outcome, and a clear final check.
Can onboarding guides be different for admins and users?
Yes. Guide Agent can adapt the same captured workflow for admins, end users, support teams, or customer success.
Where should onboarding guides be shared?
Common places include kickoff follow-up emails, customer portals, help centers, training materials, and support replies.
How do onboarding guides stay current?
Keep the source guide tied to the captured workflow and update it when the product UI or setup process changes.
Related use cases
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Product Walkthrough Software
Build walkthroughs that explain product flows step by step.
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Screenshot to Step-by-Step Guide
Turn screenshots into clear guides without rebuilding the workflow.
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AI Tutorial Creator
Create reusable AI tutorials from captured product screens.
Try Guide Agent for your next product guide.
Capture your product screens once, then create the guide your audience needs.