Customer onboarding

Build onboarding guides customers can follow

Turn setup calls, product walkthroughs, and implementation workflows into guides, portals, and embeds for new customers.

Customer success, implementation, and onboarding teams.

Workflow

From recording to published documentation

stpwise starts with the workflow people already perform, then helps turn that context into something reusable.

1

Capture the setup path

Start from the actual task so the page reflects the screen flow your audience needs to follow.

2

Draft guide steps with AI

Use recording and interaction context to create a first draft for this workflow.

3

Add notes and visual cues

Tighten the generated copy, screenshots, clips, and annotations before publishing.

4

Publish in a branded help center or embed

Share the finished customer onboarding workflow in the format that fits the audience.

Use cases

Built for practical documentation jobs

New customer setup
Admin configuration
Feature adoption
Implementation handoffs
Outcomes

Why teams use stpwise

Shorten onboarding explanations
Give customers repeatable instructions
Keep implementation knowledge reusable
Embed help where users work
Capabilities

The tools around every guide

Create the content, review the details, and publish it in the format your audience needs.

Branded help centers

Public guide links

QR and email sharing

Live in-app help

Translation workflows

Frequently asked questions

Do customers need a stpwise account?

No. Published guides and portals can be shared with customers while your workspace stays private.

Can onboarding guides match our brand?

Yes. Use brand kits and portals to present customer-facing guidance with your logo, colors, and public experience.

More solutions

Turn this workflow into reusable guidance.

Record once, then publish the same source as a guide, walkthrough video, portal entry, or live in-app walkthrough.

Customer Onboarding Guide Software — stpwise