Simplify onboarding with guided Checklists

New users can easily get lost without guidance. Checklists provide a clear step-by-step path, reduce confusion, and help users achieve value quickly and confidently.

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Full Control and Deep Customization

No coding

Build, design, launch and iterate without any coding.

Easy Onboarding

Welcome users with clarity, not complexity.

Higher activation rates

Drive higher activation through smarter onboarding.

Track completions

Track every step users complete.

SEARCH and Add

Quickly find and insert Product Tours or DemoX into your flow.

Customize Segments

Create custom user segments based on behavior, attributes, or actions.

Start with a Clear Goal

Define the outcome: onboarding, task completion, feature discovery, etc. Make it user-focused— what value should they realize?

Keep it short: 3–5 steps max—just enough to guide, not overwhelm.
Focus on value: Include actions that lead to the first “aha” moment.
Celebrate progress: Use checkmarks, confetti celebrations, or messages to motivate.

Drive onboarding success by tracking and displaying progress.

Help users stay engaged and motivated during onboarding by showing real-time progress. Visual indicators like checkmarks or progress bars reduce uncertainty, encourage completion, and make the experience feel achievable and rewarding.

Break onboarding into small, trackable tasks
Display progress bars to show how much is left

Segment users to deliver personalized checklists.

Group users based on their behavior, role, or plan to show tailored checklists that guide them through relevant steps. Personalized checklists improve onboarding, reduce confusion, and boost completion rates.

Show different checklists: depending on user onboarding stage.
Launch tailored checklists: whenever new features are released .

Analyze to improve every step.

Track key metrics like step completion, time spent, and drop-off rates. Make informed decisions that improve user experience and drive higher adoption.