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 from real product workflows
Guide Agent helps you explain setup, configuration, and first-run workflows with guides built from real product screens.
You can reuse onboarding content across customer segments, roles, and product updates.
What you can create
First workspace setup guides
Admin onboarding guides
Integration setup guides
Customer training materials
Onboarding guide collections
How it works
Step 1
Capture or import product screens
Bring the product screens into one workspace so the agent has the context it needs.
Step 2
Ask the agent for the guide
Describe the audience, goal, or format you need, then let the agent draft the guide.
Step 3
Review, share, or export
Edit the result, hide sensitive details where needed, then share or export the finished guide.
Why Guide Agent
- Reuse captured product screens instead of starting from a new recording every time.
- Ask the agent to draft, rewrite, reorder, or adapt guides for different audiences.
- Create shareable guides, exports, and narrated walkthroughs from the same product context.
- Pay with credits only when you create guides.
Example prompts
Create an onboarding guide for a new customer setting up their workspace.
Turn this setup flow into a guide for account admins.
Rewrite this onboarding guide for a non-technical user.
Try Guide Agent for your next product guide.
Capture your product screens once, then create the guide your audience needs.