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 moreThe best Rocketlane alternatives for B2B SaaS customer onboarding in 2026. If you don't need an all-in-one PSA, Valuecase delivers the onboarding experience without the overhead, plus GUIDEcx, Kantata and Ruddr for billable services teams.
Read moreEvaluating Dock for customer onboarding? Compare the 6 best Dock alternatives for 2026 – purpose-built platforms, PSA tools, and digital adoption – and see which fits high-touch SaaS, billable services, or self-serve onboarding.
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.
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