Product Update: AI Chat, Redesigned Editor & Workflow Automations
We added an AI that can build entire Spaces for you, rebuilt the Valuecase editor from scratch, and took workflow automations out of beta with new actions and better visibility.
New Releases, Best Practices & Company Updates

Customer 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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Valuecase unveils powerful Automation Workflows and Templated Emails, enhancing customer engagement through streamlined actions and consistent communication, perfect for tech sales and onboarding professionals seeking efficient solutions.
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Our AI Template and Block Creator are now live, making it easier for you to create Valuecase templates quickly. Furthermore, we overhauled our block picker for a sleeker, more scalable user experience.
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Our Forms are ideal for gathering customer data–whether it’s intake forms, customer feedback, KYC, anti-money laundering questionnaires, or any other data.
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In this article we are sharing 13 of our favorite - but sometimes overlooked - features and functionalities to unleash Valuecase's full power.
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We compared the best customer onboarding platforms for SaaS companies in 2026 across five categories – customer onboarding platforms, enterprise PSA, digital adoption, customer success, and product analytics. Find the right fit for your team's setup, CRM stack, and pricing reality.
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Discover how to use personalized microsites in outbound sales. Learn how to create and track tailored landing pages for each prospect, get actionable engagement insights, and increase demo bookings – all without risking email deliverability issues.
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Smart onboarding incentives trump persistent nagging. Here’s how to structure contracts, pricing, and processes to ensure smoother, faster customer onboarding—without risking long-term relationships.
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Measuring onboarding isn't optional—it’s critical for consistent improvement. By tracking tangible metrics and using targeted tools, you can quickly pinpoint issues, align stakeholders clearly, and demonstrate the onboarding ROI.
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