We are trying to give prospects and new customers a cleaner way to consume onboarding material outside the standard Help Center flow.
Right now I am comparing a few approaches:
- public Help Center collections
- PDF handouts
- a short web-based booklet that sales or CS can share before handoff
I have been testing Booklet AI for the booklet-style option because it turns a prompt into a shareable guide, but I am curious what other teams here are using.
If you have done this well, what format worked best for adoption and follow-up questions?