Scale Success with Automated Guidance
By Olli, founder of Produktly · Updated 2026-09-02
Clone your best CSM. deliver high-touch guidance to every user, 24/7, without adding headcount.
Onboarding Checklists
Boost completion rates
Micro Surveys
Contextual feedback
NPS Widgets
Measure loyalty
Why use Produktly for this role?
Deflect Routine Tickets
- Let customers solve common issues themselves with contextual smart tips.
Standardize Onboarding
- Ensure every customer gets the same high-quality kickoff experience.
Identify At-Risk Users
- Track engagement and intervene when users are stuck or inactive.
Use Cases
How you can use Produktly
Automated QBR Prep
Use in-app messages to remind customers to schedule their Quarterly Business Reviews.
Proactive Support
Detect when a user is struggling with a task and offer a helpful video guide automatically.
Upsell Opportunities
Highlight premium features to users who are hitting usage limits on their current plan.
Features
Everything you need to succeed
- Resource Center
- Embed your knowledge base and documentation directly in the app.
- Interactive Walkthroughs
- Show, don't just tell. Walk users through complex configurations step-by-step.
A Complete Digital Adoption Platform
One platform, everything you need to drive growth.
Product Tours
Interactive walkthroughs to guide users.
Checklists
Progress trackers for onboarding tasks.
Smart Tips
Contextual tooltips for UI elements.
NPS Widgets
Measure sentiment and loyalty.
Frequently asked questions
- How long does integration take?
- Just 5 minutes. Add one line of code or use our Segment integration, and you're live.