Product Update: MCP & Connectors – Your AI Agent Now Works Across Your Tools
The Valuecase AI agent now connects to Gmail, Google Calendar, Google Drive, and HubSpot. Plus: any AI tool that supports MCP can now create and manage Valuecase Spaces.
New Releases, Best Practices & Company Updates

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.
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A 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.
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What 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.
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Customer 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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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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April updates include a new dashboard sidebar, multi-submit forms, improved workflows, and several quality-of-life enhancements to boost automation and usability in Valuecase.
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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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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 more
A 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 more
What 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 more
Customer 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 more