New Releases, Best Practices & Company Updates
Our latest release includes a major dashboard revamp and several quality-of-life improvements.
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Valuecase introduces a powerful Time to Completion Analytics dashboard, featuring reports that track progress, reveal bottlenecks, provide detailed insights, and allow flexible data filtering to enhance project understanding and efficiency.
Read moreValuecase introduces Gantt charts, offering a versatile, customizable block to track project phases, task progress, and deadlines seamlessly in a single view, enhancing your approach to onboarding, deals, and project planning.
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We have the most powerful API on the market – and with Zapier and Make.com it's now much more accessible.
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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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Advanced forms arrive in Valuecase: conditional logic for intelligent branching, configurable table questions for repeating data, and smoother building & submission management. Plus improved accordion blocks, HubSpot custom objects & tickets, and persistent internal linking.
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Tracking onboarding completion shouldn't mean a weekly trawl through email. Build a process that tracks itself: a shared plan customers can see, automated reminders that do the chasing, a central dashboard, and AI that flags at-risk accounts before they churn.
Read moreAlmost every onboarding tool claims AI in 2026, but most is a bolt-on. Here's how to judge real AI depth – general-purpose agent, MCP support, included pricing, action over suggestion – and where Valuecase, Rocketlane, and general project tools fit.
Read moreA free, ready-to-use customer onboarding plan template for B2B SaaS – the five phases every onboarding moves through, with owners and dates, plus how to customize it, a worked example, and the questions that usually come up.
Read moreMap the modern customer success tech stack by the job each layer does – CS platform, customer-facing onboarding layer, product analytics, and CRM – and see exactly where onboarding fits relative to the CS platforms it's so often confused with.
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