New Releases, Best Practices & Company Updates
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.
Read moreMost onboarding time is spent waiting, not working. Seven tactics to reduce time to value in SaaS onboarding: define the first value milestone, template the process, use structured intake forms, automate the chasing, and track every account – teams that switch cut implementation time by 30–40%.
Read moreStop chasing onboarding data over email. Learn how to build customer onboarding intake forms with AI: generate the questions from a prompt, validate and auto-save responses, and collect everything in a shared space before kickoff – with automated reminders doing the follow-up for you.
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.
Read more30-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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Customer onboarding stalls most often right after the deal closes. Creating a strong Day-1 experience locks in momentum, drives engagement, and reduces churn. Here are four practical moves founders can implement immediately after signing.
Read moreMessy onboarding threatens long-term customer success and retention. To set your users up for success, build scalable onboarding processes that remove friction, establish clarity, and deliver measurable outcomes.
Read moreCustomer onboarding is no longer just a cost center—it's a key revenue driver. By accelerating your customers' time-to-value, you boost retention, reduce churn, and unlock faster growth.
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Mutual Action Plans (MAPs) can be a game-changing tool in the realm of complex sales. This comprehensive guide will help you understand the intricacies of MAPs, the potential roadblocks, and how to leverage their benefits.
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