New Releases, Best Practices & Company Updates
Valuecase launches powerful content analytics to track stakeholder engagement, major Asset Library improvements for managing content at scale, and native HubSpot workflow automation. These updates help teams make data-driven content decisions and automate their collaborative workflows.
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Take control of who gets notified about what with task watchers, create more flexible automations with multi-select properties, and make forms clearer with rich descriptions. Plus productivity improvements across templates, workflows, and API monitoring.
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Create visuals with AI prompts, track client engagement with embedded content, and manage project timelines with target date-based scheduling. Also, use the new CMD / CTRL + K menu to quickly search in the dashboard.
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We shipped a major update to the Valuecase dashboard, a new anchor menu for your Spaces, custom link previews and more.
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30-minute live walkthrough of MCP and AI Connectors – from setup to real workflows. See how to create Spaces from Claude, connect your AI agent to Gmail, HubSpot, and more.
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Forms get due dates and reminder emails so customers actually submit on time. Email notification settings have been reworked into a single, clear flow. And workflows gain new triggers, a Webhook action, and dynamic placeholders in email subjects and bodies.
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Our AI agent gets file uploads, an "Add to Chat" button, and Help Center access. Plus: schedule and move tasks directly in the Gantt Chart block, and browse a new collection of AI agent use cases.
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Introducing a redesigned comment system with a global sidebar, threaded discussions, and @mentions to keep collaboration organized. Plus a Next Step block to keep customers focused, and improvements to HubSpot integration and action plan visibility.
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The SaaS customer onboarding KPIs that matter – time to value, time to first value, completion rate, activation rate, and cycle time – plus how to instrument them and act on stalled accounts before they churn at renewal.
Read moreA digital adoption platform guides individual users inside your product; a customer onboarding platform runs the high-touch work around it – plans, stakeholders, forms, and tasks from contract to go-live. Here's how they differ and which one you actually need.
Read moreWhat agencies actually need from client onboarding software, whether you need a dedicated tool at all, and the real options – from a branded, login-free client portal to the Notion, spreadsheet, PM-tool and disconnected-form stacks most agencies run today.
Read moreCustomer onboarding gets a paying account live in a shared workspace; user onboarding guides individual users to first value in-product. Here's the clean distinction, when each matters, and why most B2B SaaS teams need both.
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