Before
- Another call
- Another video
- Separate screenshots
- A rebuilt answer
Self-guided customer onboarding for B2B SaaS
Create interactive product demos customers can follow on their own.
Quickly turn common setup tasks into reusable step-by-step guides. Capture a browser workflow, add clear instructions, and share a link or embed the guide — instead of repeating the same screen share.
Free plan. Up to 3 published demos. Capture with Chrome.
REUSABLE ONBOARDING
One workflow. Clear steps. Ready to share.Record the task, add guidance, and publish a link customers can open when they need it.RECOGNIZE THE PATTERN
The question repeats. So does the work behind it.
A familiar setup question can trigger another screen share, video, or set of screenshots—even when the workflow has already been explained.
- 01
The onboarding call ends.
The customer still needs a focused reference for the workflow you discussed.
- 02
A new teammate joins their account.
Your team prepares the same standard explanation for another person.
- 03
The same support question returns.
A short answer needs visual context, so someone assembles it again.
REUSE THE EXPLANATION
Build the explanation once, then keep it useful.
Turn one standard browser task into a guided sequence your team can review, update, and share again.
After
- One focused task
- Clear steps
- Reusable link
- Ready to update
FROM CAPTURE TO PUBLISH
Create a product demo from one browser workflow.
Capture the task, clarify each screen, and publish a guide customers can revisit.
Capture
Capture one specific task
Use the Chrome extension to record the screens and clicks behind one customer question.
Product previewCapture in Chrome
Guide
Explain what matters on each screen
Edit the instructions, add hotspots and annotations, and blur details you should not show.
Product previewGuide each step
Publish
Share it where the question comes up
Publish a link for follow-up or embed the walkthrough on a compatible page.
Product previewSelf-guided player
CUSTOMER SUCCESS USE CASES
Product demos for workflows your team explains repeatedly.
Choose a focused task that comes up across onboarding, customer education, or support.
Product Demos
01 Standard account setup
- Need
- Customers need the same configuration steps.
- Use
- Show the settings and sequence for one setup task.
- Value
- A consistent reference for future accounts.
02 After an onboarding call
- Need
- The customer needs the workflow after the meeting.
- Use
- Send the steps you covered without the full recording.
- Value
- A focused follow-up they can revisit.
03 A new user in an existing account
- Need
- Another person needs the same standard workflow.
- Use
- Reuse the walkthrough already prepared for the account.
- Value
- Clear steps without preparing a new explanation.
04 Recurring “where do I click?” questions
- Need
- A short written answer needs a screen beside it.
- Use
- Attach instructions to the relevant screens and hotspots.
- Value
- Visual context the support team can send again.
AFTER YOU SHARE
Let customers revisit steps—and learn where they pause.
The self-guided player keeps the explanation together; engagement signals help you spot guides worth reviewing.
A walkthrough customers can revisit
Customers move screen by screen at their own pace instead of searching through a recording.
- Step-by-step screens
- Hotspots
- Instructions
- Progress
- Mobile viewing
Product previewSelf-guided public player
Use viewing signals to decide which explanation needs a closer look.
Signals for improving the guide
Views, completion, and step engagement show how people use the walkthrough—not whether they completed the task in your product.
- Views
- Unique viewers
- Completion
- Step engagement
- Drop-off by step
- CTA clicks
Product previewStep-level engagement
CHOOSE THE RIGHT FORMAT
Use a walkthrough when the process repeats.
Product Demos complements—not replaces—your help center, support team, and customer conversations.
Which format fits?
- Use a walkthrough
The task is visual, repeatable, and follows a stable sequence.
- Keep the conversation
The answer depends on the customer’s goals, account, or judgment.
- Keep broader reference content
Customers need background, policy, or several related paths.
- Free plan
- Up to 3 published demos
- Chrome extension capture
- Public sharing links
- Iframe embeds
FAQ
Questions before you start
Practical answers about creating, sharing, and measuring a walkthrough.
01How is an interactive product demo different from a screen recording?
A walkthrough connects instructions and hotspots to each captured screen, so viewers move at their own pace instead of following a video timeline.
02Does the walkthrough perform actions in my app?
No. It explains a workflow visually; customers still complete the actual task in your product.
03Can I use it in my help center?
Yes. Share a public link or embed the walkthrough where your help center supports iframes.
04Do I need a developer to create a guide?
No code is needed to capture and edit a walkthrough. Embedding may require access to your website or help center.
05Can I hide sensitive information?
You can blur captured details. Use test data when possible and review every screen before publishing.
06What can I measure?
Review views, completion, CTA clicks, and step engagement to understand how the walkthrough is used.
07Can I start for free?
Yes. The free plan includes up to 3 published demos.
Create your first interactive demo. Help customers get started on their own.
Turn a common setup task into a step-by-step guide customers can revisit. Reuse it instead of repeating the same screen share.
Free plan. Up to 3 published demos. Capture with Chrome.