SaaS-Based onboarding guide creation platform.
- Industry: EdTech
- Country: USA
Develop a SaaS based platform that automates the creation of step-by-step guides for users navigating an application. This platform will also provide admins with valuable insights by analyzing walkthrough guide performance and user engagement.
The core challenges
- Script generation: Automatically generate a script based on user input, which can be easily integrated into any application.
- Capture valuable insights : Generate valuable insights by analyzing user navigation within the application.
- Completion rate: Evaluate the highest and lowest guide completion rates.
- Monitor users: Differentiate between new users and active users, and evaluate their time spent on guides.
Solution We have developed a tool that automatically creates scripts to guide users through specific workflows within an application. These scripts can be embedded directly into the any application, providing users with step-by-step instructions and visual walkthroughs as they navigate various features.
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Automated script generation: The platform allows users to input basic information about their application or provide a guided navigation through the app. The tool then automatically generates detailed walkthrough scripts, explaining each step the user needs to take to perform a specific task or process. -
Insights: The platform tracks detailed user engagement metrics, providing valuable data on how users interact with the guide. -
Evaluation: The platform evaluates user progress through each step of the guide, identifying the percentage of users who complete the entire walkthrough versus those who drop off at various stages. -
Intuitive user interface: We have designed an intuitive and user-friendly web interface where users can easily navigate through the platform. -
Strengthened security: Implemented robust security measures to ensure that sensitive data is securely managed and stored. -
Scalable architecture: With its scalable architecture, the application is capable of efficiently handling large number of users without compromising performance.
The process.
At the high level.
We have developed an intuitive and streamlined process for generating scripts specifically designed for onboarding walkthroughs. This process simplifies script creation by guiding users through each step, allowing them to define key actions.
Create guide and generate script
The platform enables users to create comprehensive guides and automatically generate scripts that facilitate effective onboarding experiences. With a user-friendly interface, user can easily design step-by-step instructions that highlight key features and functionalities.
- Guide segmentation
- Multiple departments
- Unique script for each guide
Integrate with any application
Users can effortlessly integrate the generated scripts into any application, ensuring seamless incorporation without disrupting existing workflows.
- Interactive walkthrough
- Effortless intgration
- Secured code
Analyze the user behaviour
The platform goes beyond just generating walkthroughs; it provides analytics and insights to measure how effective the guides are in helping users.
- Completion rates
- Drop-off points
- Time spent on each guide
Enhancement.
By adding useful features.
To elevate the application and provide an enhanced user experience, we've incorporated a range of features empowering users to seamlessly interact and manage their account.
User Management
We have implemented multi-level user management in application, allowing users to be organized into distinct roles such as Admin, Guide Manager and Staff, each with tailored access and permissions.
Manage Packages
The platform gives admins full control over creating, modifying, and managing pricing plans, enabling them to set up multiple plans tailored to suit various user needs.
Department and Segments
To ensure each user receives a personalized onboarding experience, we have implemented options to create distinct departments and user segments.
Explore more.
Additional features.
Registration process.We have implemented a secure, email-based verification step where users receive a unique link to confirm their identity. Clicking this link activates their account and completes the registration process..
Payment gateway integration. The application is integrated with a secure payment gateway, ensuring that all transaction details are stored safely and protected from unauthorized access.
Advanced search. The application is equipped with an advanced search feature that allows users to efficiently refine their data and quickly find specific information.
Mobile accessible. To enhance flexibility and convenience, we have designed a responsive application that allows users to access the platform from any device and receive real-time updates.
