Guide users through complex forms, multi-step data entry processes, and record creation workflows. Reduce errors, improve completion rates, and ensure data quality by providing contextual assistance at every field.
Complex forms and data entry processes have high abandonment rates and error rates. Users don't understand what certain fields mean, enter data in the wrong format, skip required sections, or give up entirely when the form feels too long or confusing.
Users stare at a long form with unfamiliar field names, enter data incorrectly, and abandon the process in frustration. Submitted forms contain errors that require manual correction by staff.
Users move through forms confidently with contextual help at every step. Completion rates increase, error rates drop, and the data collected is accurate and consistent because users understand exactly what each field requires.
Place tooltips and smart tips on fields that commonly cause confusion, explaining what's expected and providing examples of correct input.
Transform intimidating multi-page forms into a step-by-step process with progress indicators that show users how far they've come.
Show users immediately when they've entered something incorrectly, with clear instructions on how to fix it.
Pre-populate fields where possible and suggest common values to reduce the amount of manual input required.
Different user roles may need to fill out the same form differently. Provide targeted guidance based on who is completing the form.
Form completion rate
Average time to complete forms
Data entry error rate
Support tickets related to form confusion
Yes. In-app guidance overlays on top of existing forms without requiring code changes. You can attach tooltips and walkthroughs to any element on the page, even third-party embedded forms.
Use segmentation to show different guidance based on the user's role or context. A first-time user might see detailed field explanations, while experienced users see minimal assistance.
No. You can configure guidance to only appear for first-time form users or users who exhibit confusion behaviors. Experienced users complete forms uninterrupted unless they actively request help.
Product Tours
Product Tours for Data Entry & Form Completion
Announcements
Announcements for Data Entry & Form Completion
Checklists
Checklists for Data Entry & Form Completion
Feedback Widgets
Feedback Widgets for Data Entry & Form Completion
Smart Tips
Smart Tips for Data Entry & Form Completion
Tool Tips
Tool Tips for Data Entry & Form Completion
Roadmaps
Roadmaps for Data Entry & Form Completion
Micro Surveys
Micro Surveys for Data Entry & Form Completion
Changelogs
Changelogs for Data Entry & Form Completion
Employee Training
NPS Widgets for Employee Training
Trial-to-Paid Conversion
NPS Widgets for Trial-to-Paid Conversion
Feature Adoption
NPS Widgets for Feature Adoption
Customer Onboarding
NPS Widgets for Customer Onboarding
Self-Service Support
NPS Widgets for Self-Service Support
Change Management
NPS Widgets for Change Management
Compliance Training
NPS Widgets for Compliance Training
User Activation
NPS Widgets for User Activation