In-app experiences
Build in-product guidance around a real moment.
Create guides, surveys, banners, and checklists in the dashboard, then configure where, when, and for whom each experience should appear.
Choose the audience, page, and trigger before publishing.
Effective guidance is deliberate: it has a clear job, a bounded audience, and a page or event that makes its timing understandable.
Connected workflow
Prepare the experience before you publish it.
A draft moves from content and target selection to audience, page rules, trigger, frequency, schedule, and review.
- 01
Build the content
Create focused content for a guide, survey, banner, or checklist.
- 02
Choose an audience
Choose a saved segment or combine segment rules for eligible users.
- 03
Set delivery rules
Match the audience, page, trigger, frequency, and schedule.
- 04
Review engagement
Review experience reach, engagement, completion, and responses.
Build visually
Choose a format that fits the task.
Use multi-step guides, contextual surveys, full-width banners, or persistent checklists to help users complete a focused piece of work.
- ✓Guide steps can advance by button, element, event, or route
- ✓Surveys support structured questions and multi-step responses
- ✓Checklist tasks can open a page or launch a guide
Choose the audience, page, and trigger before publishing.
Deliver contextually
Make delivery rules explicit.
Choose a saved segment or combined segment rules, match a page, select a page-load, custom-event, or manual trigger, and set a delivery window.
- ✓Page and audience targeting
- ✓Behavioral and manual triggers
- ✓Frequency, priority, and scheduling controls
Users match all of these conditions
Measure the result
Review engagement before the next iteration.
Use the overview and experience lists to review reach, starts, completions, dismissals, survey submissions, and response detail.
- ✓Experience-level reach, engagement, and completion metrics
- ✓Survey distributions, written feedback, and respondent context
- ✓Dashboard cards for funnel, retention, and experience metrics
Response rateReported
CompletedReported
Median timeReported
“I needed help finding the next step.”
“The setup flow was clear after this.”
Start with behavior
See what users need. Then help them move forward.
Bring behavior, audiences, experiences, and outcomes into one product loop.
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What every experience draft makes explicit.