Help customers try the feature in front of them.
You built it. Help customers take the first step. When someone asks how a feature works, Invocursor can walk them through an approved workflow right there in the product.
Follow the announcement with help on the page
An announcement can introduce a feature. When customers are ready to use it, they may still need help finding the controls and completing their first task. Invocursor provides guidance within the workflows your team has configured.
For example, show how filters and grouping work together when building a report. The customer can try the steps, review supported changes, or ask your team for help.
Start with their question
A customer asks how to use a feature. The assistant connects the question to the product knowledge and workflows you have configured.
Walk through it together
Show the relevant controls and explain each step. The customer can follow along or review the supported actions before running them.
Check what happened
Keep guidance, browser checks, and confirmed results distinct. Customer integrations verify saved outcomes in the host product.
Turn “what does this do?” into a first use.
A demonstration is most useful when the customer can try the steps themselves. Start with the features and workflows you want to make easier to use, then evaluate whether customers can complete them with less help from your team.
Help the customer. Learn from the friction.
When a task needs your team, a reviewed handoff keeps useful context with the request. The team inbox and Reports previews extend that connection into human replies and product feedback.
Product preview Reports and the team inbox are in preview. We confirm availability and setup in your proposal. Try the demo →
Less back-and-forth. More forward.
Bring one task your customers regularly need help with. We’ll show you how Invocursor would handle it in your product, and whether it fits the pilot.
Setup included · 60 days from go-live · No automatic conversion