GUIDEcx

Engage your customers on a whole new level by taking the guesswork out of what tasks they need to work on.

Compass 🧭 Customer Onboarding Portal

White-label GUIDEcx URLs through inclusion of you company domain.

Vanity URLs

Milestone and Project Customer Satisfaction (CSAT) surveys help you get a pulse on how your customer is feeling mid/post flight!

CSAT Surveys

This article will supply GUIDEcx Providers with information and best practices for the new Program Management Dashboard feature.

Program Management

Task assignees can now get text notifications when their tasks are assigned, due and when they're @mentioned!

SMS Notifications

Embed the customer onboarding portal (Compass) into your own website or application.

Embedded Onboarding Portal

Our new text editor comes with sensible keyboard shortcut defaults. Check out this guide on all the keyboard shortcuts!

Messages - Keyboard Shortcuts

Elan Maynez

Genevieve Easterling

Increase customer engagement during onboarding with these tools!

Customer Engagement Tools

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