New Releases, Best Practices & Company Updates
What a customer onboarding platform is, what it does, and how it differs from a CS platform, a PSA, and a digital adoption tool – the category that owns the post-sale handover from signed contract to fully live.
Read moreWhat an AI customer onboarding assistant actually does in 2026 – chase stalled accounts, prep meetings, draft follow-ups, update your CRM, score onboarding risk, and send weekly reports, plus how to build your own with MCP.
Read moreTracking 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.
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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.
Read moreWhat a customer onboarding platform is, what it does, and how it differs from a CS platform, a PSA, and a digital adoption tool – the category that owns the post-sale handover from signed contract to fully live.
Read moreWhat an AI customer onboarding assistant actually does in 2026 – chase stalled accounts, prep meetings, draft follow-ups, update your CRM, score onboarding risk, and send weekly reports, plus how to build your own with MCP.
Read moreTracking 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 more
