Accelerate SaaS growth with guided onboardingSee Customer Success platform in action
CustomerSuccessBox advanced onboarding playbook monitors product adoption automatically and moves the account forward in the onboarding journey.See Platform in action
Automated playbooks are nothing but set of actions that needs to be taken for repeatable processes. The main aim of having a playbook is to establish a scalable customer success process
In automated onboarding, we use automated playbooks to guide the user through the onboarding process. This helps lessen the onboarding time by sending risk alerts through playbooks and journeys. Triggers automatic onboarding messages like welcome email, training and learning resources.