Thanks @Shauna for the mention ;)
Hi @Will P - I took a look at GUIDEcx platform, I was not familiar with it before… I’m just wondering if you really have that complex solution that you need something extra, rather than only Intercom? I mean, Intercom has a lot of features that help and can track the user onboarding - I often use Series to create onboarding flows of chat/email messages, followed up with Product Tours, ToolTips and Checklist.
My clients and I (I’m an Intercom partner so I’m working with a lot of different industries) usually define 3-4 key steps, milestones in user activity, that we want their users to achieve in a certain period of time, and then I create these flows of messages, step-by-step guides etc. and tag user along the process with specific tags that represent the user activity. Also, having custom attributes and events also help in segmenting users and targeting them with the most relevant message during their onboarding. All that then shows customer agents where the user is in their onboarding.
It’s true that Intercom does not have much ability to do some specific reporting as everything revolves around conversations.
So, what’s your service you need the onboarding for? :)