I want Advice on Creating a Friendly Onboarding Experience

Question

Hi everyone,I am working on creating a smooth onboarding experience for new users of our uipath automation platform & I want some inspiration and best practices.What are some things you have found  effective in welcoming new users & getting them comfortable with your platform??Are there any  features or elements you would suggest including in an onboarding flow??I want to know about how to avoid overwhelming new users with too much information at once.Also i have check this https://community.intercom.com/topic/show?tid=8592&fid=7Thank you.:)

Jacques Reynolds · Accepted Answer

Hey ​@halcyoncv👋 Jacques here from Support Engineering!To create a smooth onboarding experience for new users on your UiPath automation platform, consider the following:You could start by welcoming new users with a post message that highlights the benefits of taking the tour. This could include a personal touch like a video or image of a team member.Use 4-5 pointer messages to guide users through the important areas of your product, ensuring they can navigate with ease.Conclude with a post message that has a clear call to action, directing users to their next steps and providing links to further documentation or contact information for support.Here are some guides that could help you out with this:Best practices for using Product ToursSetting up chats and posts for maximum impactDesign your Product Tour

Nur Nahid · Answer

To create a smooth and friendly onboarding experience, start by focusing on simplicity. Introduce key features gradually using tooltips, checklists, or interactive walkthroughs. Highlight immediate value by showing how the platform solves a problem quickly. Break down information into small, digestible steps to avoid overwhelming new users. Include a welcome message with access to resources like tutorials, videos, or a help center. Personalize the onboarding flow based on user roles or goals. Lastly, encourage feedback to refine and improve the experience over time. Friendly design and clear guidance are key!

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