New Releases, Best Practices & Company Updates
A clear decision framework for choosing between a customer onboarding platform, a PSA, and a customer success platform – what each category is built for, where they overlap, and the questions that point you to the right one.
Read moreThe onboarding kickoff sets every habit that follows. A step-by-step playbook: send a shared space ahead so the customer preps, run a tight 45-minute agenda, build the plan together live, and lock next steps so momentum doesn't leak away.
Read moreMost onboarding plans get built for the customer, then ignored. The fix isn't a better template – it's co-creating the plan with the customer in the kickoff so they own it. Here's what a plan needs and how to build one they'll actually follow.
Read moreChurned customers go quiet during onboarding long before renewal. Learn the leading signals – workspace engagement, product activity, meeting cadence – and how automated risk flags and nudges catch stalled onboardings weeks before silence turns into churn.
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.
Read moreCustomer success software isn't one category – it's six different jobs. Strong 2026 picks per category: Gainsight for the CS platform, Valuecase for onboarding and QBRs, Intercom for support and feedback, Guidde for education, Mixpanel for analytics – and how to combine them into a stack.
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.
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