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.

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

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

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

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

Centralized messaging in a global inbox - threads and replies all organized in a project channels.

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

Increase customer engagement during onboarding with these tools!

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

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Track the progress of all tickets related to your company.

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