For Customer Success

Onboarding Customers Can Click Through

Turn the setup you explain on every kickoff call into a walkthrough customers open from a link, at their own pace.

The editor with a hotspot selected on a step, its callout, and the hotspot settings in the inspector.

At a Glance

What Customer Success Teams Use

  • Chrome Capture

    Record the setup flow once, one step per click.

  • Hotspots and Callouts

    Tell the customer what to click and why.

  • Step Zoom

    Zoom a step up to 3x so small controls read.

  • Highlight

    Dim the rest of the screen so one area carries the step.

  • Blur

    Hide account data from the workspace you recorded in.

  • End Cards

    Close with buttons that send the customer to the next step.

  • Same Link on Update

    Fix a step and republish. The link does not change.

  • Completion Rate

    See how many customers reached the end.

How It Works

How Onboarding Works in Proovyt

Guide

Point at Every Click

Each recorded click already has a hotspot. Write the callout beside it.

  • Drag the hotspot onto what matters.
  • Zoom a step up to 3x on the hotspot. Callouts keep their size.
  • Accent, Dark and Light styles for callouts, hotspots and labels.

On every plan, Free included.

The editor on step 4 of a Harborline demo, zoomed to 1.6x on the Send invoice button, with the callout and the zoom setting in the inspector.

Focus

Make One Area Carry the Step

Help a new user find the one control that matters on a busy screen.

  • Highlight dims the rest of the screen.
  • Labels pin a short note anywhere.
  • Blur hides data from the account you recorded in.

On every plan, Free included.

A spotlight highlight on the reminder, with the rest of the screen dimmed.

Next Step

Close with Where to Go Next

Every new demo has an intro card and an end card.

  • Open with a title card.
  • Close with buttons that send the customer somewhere next.
  • Use your brand kit's logo and colors on both.

On every plan, Free included.

The preview of a demo's end card, with Harborline's logo, a title and three buttons.

Measure

See Who Finished

Know whether customers reach the end or stop at one step.

  • Completion rate for each hosted link and embed.
  • Drop-off by step shows the step to fix.
  • Republish the fix and the link stays the same.

On Creator, Pro and Team.

The Analytics tab of the Share dialog, with views, unique viewers, completion rate and drop-off by step.

Which Plan Fits

The Plan for Customer Success and Onboarding

US dollars. Every plan starts free, and you can upgrade, downgrade or cancel yourself.

Best Fit

Creator

$35 a month billed annually or $45 monthly

Creator covers one person building onboarding walkthroughs.

  • Unlimited demos
  • No Proovyt badge
  • Brand kit
  • Full analytics
  • Owned HTML export

Also Fits

Team

$49 per seat a month billed annually or $59 per seat monthly, from 2 seats

Team fits when several people on the team make walkthroughs.

  • Admins invite members by email
  • One shared workspace
  • Defaults for new demos
  • Workspace activity log with CSV export

Compare Every Plan

Not Yet

What Proovyt Does Not Do Yet

These are not in Proovyt today, on any plan. Here is what happens instead.

  • Branching

    A demo plays in one order.

  • Reusable screens

    Each demo keeps its own screenshots, and a screen cannot be shared across demos.

  • Video capture or export

    Demos are click-through steps, not recordings you can download as video.

  • CRM integrations

    Nothing syncs viewers or demo activity to a CRM.

FAQ

Customer Success and Onboarding Questions

Can customers use a walkthrough without an account?

Yes. A hosted link opens in the browser, with nothing to install and no sign-in.

What happens when our product changes?

Edit or replace the steps that changed and republish. The link stays the same, so links you already sent keep working.

Can I hide data from the account I recorded in?

Yes. Blur names, emails and figures. Blur is baked into the pixels when you publish or export, so the original is not underneath.

Can I see whether customers finished?

Yes. On Creator, Pro and Team you see completion rate and drop-off by step for hosted links and embeds. Every plan shows view counts.

Can a walkthrough branch by customer type?

Not yet. A demo plays in one order. Make one demo per path for now.

Can I start free?

Yes. The Free plan has 1 creator, 3 published demos, every editing tool and basic view counts. Published demos carry a small Made with Proovyt badge until you move to a paid plan.

Make Your First Demo Free

3 published demos on the Free plan, with every editing tool. Upgrade when you need more, and downgrade or cancel yourself, anytime.