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Custom dashboards to track key metrics at a glance. Pendo The dashboard on Pendo. Additional reports: You get a built-in Product Engagement Score dashboard. Product planning features: Pendo Listen allows you to build product roadmaps based on user feedback and idea validation. UserGuiding dashboard.
Reports & analytics : Provide tailored analytics, dashboards, and reporting capabilities to track customer engagement, identify trends , and enable data-driven decision-making for improved customer success. Reporting and dashboards for outcome tracking. Reporting and dashboards for keeping a real-time pulse on customer sentiment.
Knowledgebases : are online libraries of FAQs, articles, and how-to guides. Instead of juggling countless email threads or Slack messages, you manage everything from a central dashboard. Self-service features like knowledgebases or in-app resource centers help users solve simple questions on their own.
A good resource center can host onboarding flows , how-to guides, video tutorials, FAQs, and knowledge-base documents. Essentially, you want to create a way for users to get help whenever they need it. You can do this by creating a resource center. Think of it as your first line of support, helping users solve problems quickly.
That, in turn, lets you cater to your user bases diverse learning needs. You can include the following types of modules in your in-app help center: Links: You can send your end-users to external URLs, such as knowledgebase articles, webinars , or documentation. Integrate Userpilot resource center with knowledgebase.
Is there a knowledgebase, community forum, or resource library? Itll be quicker to spot friction points and fix them before they impact user retention. How easy is it to collaborate across product, marketing, and customer success team How does pricing scale with user count or message volume? Are there usage limits on any features?
Integrated knowledgebase. Advanced user segmentation: Segment users based on user attributes, in-app engagement data, NPS scores, feedback responses, etc., The center can host a knowledgebase, video tutorials, in-app guidance materials, etc. The NPS dashboard tracks NPS scores and feedback in real time.
Exceptional support looks like : Fast, responsive help when you hit a roadblock Guided onboarding and training A knowledgebase that grows with your platform A team that understands your use case—not just your ticket number The right partner won’t just sell you software; they’ll help you build a smarter feedback practice.
User analytics: The custom analytics dashboard provides a centralized view of customer data, allowing you to segment, filter, and analyze user behavior. Analytics dashboard in Userpilot. Customization options Pendo provides limited customizations when building dashboards, creating surveys, or reporting customer data.
Connect the Tools Set up alerting or dashboards in shared tools like Jira, Slack, Zendesk, or Centercode. Why Centercode Works for Support Teams Centercode helps support teams prepare ahead of launch by using beta feedback to build knowledgebases, write help articles, and reduce incoming tickets on day one.
The power players When teams need to level up their business intelligence game, they’re increasingly turning to two leading players: Tableau: The storyteller’s choice, a platform that simplifies turning complex data into compelling dashboards. Data analysis, visualization, dashboards.
You can populate it with onboarding checklists, how-to videos, or link out to knowledgebase content. Cons of Userflow No built-in product analytics : You’ll need to integrate another tool if you want session replays, dashboards, or deeper usage data. WalkMe’s dashboard shows onboarding progress across flows.
They reduce time to value by helping users train on the go (as opposed to visiting a knowledgebase for every little confusion). While their product is web-based, the same no-code agility extends to mobile apps as well. Track in-app behaviors code-free with Userpilot.
With Userpilot’s flow builder, you can create interactive onboarding flows to address these issues, especially the last point about specialized knowledge. For example, you could: Equip ICU teams with step-by-step walkthroughs so nurses can confidently use life-support dashboards in under ten minutes.
How Userpilot can help: Build, schedule, and send each email to the right user segment from one dashboard so every message feels personal and arrives exactly when it matters. Additionally, you can localize emails based on the region, segment them by subscription type, and also include multimedia elements such as images and videos.
Extra support links: The bottom section offered more help (tutorials, blog, knowledgebase ) without distracting me from the main CTA. resume setup, log in, revisit dashboard). To do this, we use Userpilot’s email analytics dashboard to track engagement metrics such as: Delivery and open rates per email. Bounce rates.
If they haven’t taken action, the same email can include a quick video , a link to the knowledgebase , or even a CTA to schedule a live session with customer support. Here’s what you can do: Set up emails based on user actions, segments, or conditions. Track performance across every email.
Whatagraph’s help center page feels clean and to the point, starting with a simple search bar for exploring the knowledgebase. The page is neatly divided into clear, task-based categories, such as Connect, Organize, and Visualize. Help center design example #6 : Whatagraph Help center page via Whatagraph.
Looking for SaaS knowledgebase examples? In this article, we’re going to look at ten excellent SaaS knowledgebase examples and look to reverse-engineer some valuable tactics you can use when creating your knowledgebase for self-service support. What is a SaaS knowledgebase?
How can you use knowledgebase tools to guide your customers and remove their frustrations while using your product? An in-app knowledgebase enables you to take advantage of the self-serve support model for effective customer service delivery. There are numerous knowledgebase tools in the market.
Analytics dashboards are visualization tools that give you an overview of key metrics. In this article, we’ll discuss 10 analytics dashboard examples. It will give you a better understanding of the type of metrics to monitor in your dashboard and help you draw product growth insights from them. Book a demo to learn more.
A product analytics dashboard helps you visualize user behavior, so you can make informed decisions on how to improve product engagement. In this article, we cover the following: Why you need an analytics dashboard. The types of metrics to track in your dashboard. The most common analytics dashboards in SaaS.
Wondering how an NPS dashboard can help you track customer loyalty? This is where the NPS dashboard comes in. Let’s see how the dashboard can help you extract insights from NPS responses and improve customer loyalty. What is the NPS dashboard? Why do you need an NPS dashboard?
Guru: If your support inbox integrates with other apps, build an app that lets your team easily search your knowledgebase as they support customers. We send automated outbound messages based on actions that the user has taken (or not). You are not providing a great support experience if you don’t have a great knowledgebase.
TL;DR A customer self-service portal is a platform where customers can find information and solutions about your product through a knowledgebase , AI chatbot , or using an automated task management platform. HelpJuice for businesses who need a knowledgebase tool with a complete set of features right up front.
Whether it’s customizing workflows, dashboards, or reports, the ability to tailor the tool to fit your product development process can significantly enhance your efficiency and effectiveness. Analytics dashboard : The analytics dashboard provides a comprehensive overview of all important metrics in one place.
Three new dashboards for conversations, support effectiveness, and team performance give you the ability to see what type of issues are taking up the most time, monitor your team’s workload, and optimize your support team’s performance. Many of you use multiple help centers or third-party knowledgebases to support different groups of users.
Identify key quality metrics and create dashboards to track real-time product health. Identify measures of success, create dashboards for tracking, and report on progress to ensure team’s know whether or not they’re hitting the mark. Create prioritization frameworks based on set criteria that aligns with the organization’s strategy.
You’ll either need to set up regional teams to provide round-the-clock coverage or look into self-service solutions such as chatbots or a knowledgebase to help customers during off-hours. The benefits of global customer support are clear, but the process of setting up global support operations is undeniably complex.
Our SDK is instrumented into mParticle, and when a mParticle customer decides to leverage Apptentive, a switch is flipped on in their dashboard which gives them immediate access to Apptentive. Apptentive also offers “codeless integration” through mParticle, without requiring customers to create a new series of events within their apps.
When talking about in-app resource centers, terms such as knowledgebases or help centers, can be used interchangeably. In-app knowledgebases are a valuable tool for new users learning how to use your product. Collect regular feedback passively from customers by adding a feedback widget to your in-app knowledgebase.
It supports a help center and knowledgebase, chatbots , and live chat. Create custom reports and dashboards. Recently, Userpilot launched custom dashboards so you can track all relevant metrics from one place without switching between tools and reports. Userpilot dashboard. HubSpot is a CRM platform.
Here’s what you should implement: Add different content types to your resource center The resource center serves as the knowledgebase and go-to place where users can find helpful information about potential issues and how to navigate your brand or product. Knowledgebase section that leads to further article categories.
It’s also suitable for knowledge-based work such as software development. Visualize or map the workflow: Creating a value stream map can visualize all steps in the workflow in a column-baseddashboard. Next, people use cards or images to illustrate work items on the dashboard as work progresses.
Feature and events dashboard in Userpilot. When analyzing data from multiple sources, use an analytics dashboard like the example below to view all key reports in one place. Userpilot’s analytics dashboard. Userpilot’s knowledgebase. Analytics dashboard : View all important reports in one place.
HappyFox serves as the best alternative to traditional help desk software, offering features like multichannel support, a ticketing system, and a knowledgebase. Shared inboxes Ticket pipelines automation Conversational bots Reporting dashboards Email and meeting scheduling Intercom alternatives: HubSpot.
Custom analytics dashboards : Userpilot allows you to create custom analytics dashboards and monitor the core metrics essential for customer lifecycle management. Hubspot’s lead gen dashboard. ChurnZero dashboard. Generate analysis reports like this with Userpilot. The platform is rated 4.4/5 The platform is rated 4.7/5
Analytics dashboard : Track all your adoption-related metrics in one simple dashboard. Userpilot analytics dashboard. User segmentation : Create user segments based on a user’s device type, survey responses, language, etc. Whatfix analytics dashboard. Walnut demo analytics dashboard.
Create a knowledgebase so customers can self-service solutions instead of contacting support. Build a knowledgebase to offer help without customer support agents A knowledgebase includes all the content and resources you create to help your customers effectively use your product or service.
This opens the User Dashboard, where you can view the usage sessions for different user segments. You can also apply filters to narrow the dashboard results. User dashboard in Userpilot. How to do it: Click on Dashboards from the side-bar navigation menu and choose Product Usage Dashboard. Userpilot 1.
Additionally, good tools allow you to visualize data through different dashboards, charts, or graphs. A good customer success tool allows businesses to create segments based on shared customer attributes (demographic, OS system, returning customer, etc.) Userpilot’s analytics dashboard. Zendesk’s customer success dashboard.
Immediately after signup, your Loom dashboard is populated by videos from Loom. They also show you what your dashboard should look like once you start creating videos. Share helpful tips in your knowledgebase Finally, note that you can’t capture everything in a single onboarding process. Userpilot dashboard.
Some prefer getting help by turning to a self-serve knowledgebase, whereas others want to talk to your team directly. Build a robust self-serve knowledgebase that has a mix of helpful content, including videos and written guides. You can even show or hide relevant modules based on your customer’s needs.
Product management tool Asana, for example, offers a wealth of functionality, from creating project milestones to building out visual reporting dashboards. This is hugely important for the first-run experience of any complex product.
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