10 Best Online SaaS Onboarding Tools for a Smooth User Experience

对于许多 SaaS 企业来说，用户入职是一个关键但往往具有挑战性的过程。UserGuide的一项研究发现 97% 的公司 相信有效的用户入职对产品增长至关重要。

在本文中，我们将探讨2024年的10种最佳在线SaaS入门工具。

这些解决方案旨在简化您的入职流程，增强用户体验并提高留存率。

最好的在线 SaaS 入门工具是什么？

1。Coursebox.ai

什么是 Coursebox.ai？

Coursebox.ai 是一款领先的 SaaS 入门工具，它使用 AI 来加快培训和入职流程，提高培训和入职速度，提高参与度。它可以帮助公司 创建在线课程 利用他们现有的内容（如视频、文档和网站）将其转化为交互式学习体验。

主要特征

• 人工智能导师：学员可通过接受过课程内容培训的 AI 聊天机器人获得实时支持，从而使入门变得更容易、响应更快。
• 自动创建课程：AI 课程设计师可以快速构建课程结构和测验，从而节省设置时间。
• 即时评估：Coursebox 提供自动评分和反馈，帮助学员保持正轨并更快地进步。
• 适合移动设备和白色标签：可以从任何设备访问课程，并提供自定义品牌选项，以提供无缝的用户体验。

借助 Coursebox.ai，企业可以提供高效、基于人工智能且易于扩展的入职培训，使其成为希望加强培训和提高学习者参与度的公司的理想之选。

定价

• 免费: 3 门课程、1 节课，包含 3 个 AI 写作页面、测验和作业；无限学员
• 创作者: 最多 10 门课程，人工智能课程作者， AI 测验生成器，以及品牌证书；适用于小型企业
• 学习设计师：多达 100 门课程、AI 聊天机器人导师、群组管理和学员评论；适用于活跃的课程设计者
• 品牌团队：多达 1,000 门课程、全平台品牌推广、自定义域名、高级用户管理；适用于拥有多名设计师的团队
• 企业: 针对大批量课程创建、量身定制的支持和高级集成的自定义定价

2。用户试点

什么是 Userpilot？

Userpilot是一种在线SaaS入门工具，可帮助公司指导用户使用其产品并提高参与度。

它旨在使入门变得顺畅有效，帮助用户快速了解和采用新功能。

主要特征

• 人工智能驱动的用户入门：通过应用内指导，Userpilot可以帮助新用户熟悉产品，并帮助现有用户在需要时立即发现新功能。
• 产品分析：跟踪用户行为并创建自定义报告，以查看用户如何与产品互动。
• 用户反馈：通过应用内微观调查收集反馈，以了解用户需求并改善入职体验。

对于希望借助人工智能驱动的见解激活用户、推动产品采用并确保无缝入职过程的企业而言，Userpilot是一个不错的选择。

定价

• 初学者：对于最多 2,000 名月活跃用户，从每月 249 美元起（按年计费），包括应用内参与度和 NPS 调查。
• 成长：每月 799 美元起（按年计费），包括所有 Starter 功能、自定义活跃用户、产品分析、会话重播和本地化。
• 企业：自定义定价，包括所有增长功能，以及高级集成、数据同步、SAML SSO 和优先支持。

3.Appcues

什么是 Appcues？

Appcues是一款领先的SaaS入门工具，可帮助企业创建引人入胜的， 交互式入职体验 无需工程支持。它允许您在应用程序中指导新用户、鼓励采用功能并收集反馈。

主要特征

• 用户入门：轻松设计自定义入职流程，指导用户使用您的产品，帮助他们更快地实现关键里程碑。
• 功能采用：使用工具提示、清单和弹出窗口来引入新功能并提高参与度。
• 应用程序内调查和反馈：通过应用内调查和 NPS 反馈直接从用户那里收集见解，以改善入门体验。

对于希望提高用户参与度并通过个性化的应用内指导帮助用户快速了解其产品价值的公司来说，Appcues是理想的工具。

定价

• 必需品：起价为每月 249 美元（按年计费）— 包括 3 名团队成员、流程、调查、NPS、5 个受众细分和 10 个赛道活动。
• 成长：起价为每月879美元（按年计费）——包括10名团队成员、清单、资源中心、无限受众细分和集成。
• 企业：自定义定价 — 无限的团队成员、高级安全性、SSO、角色和权限以及高级支持。

4。对讲机

什么是对讲机？

Intercom 是一个人工智能驱动的客户服务平台，使入职和支持变得简单而高效。它专为SaaS和产品主导的增长而设计，使公司可以在一个地方指导新用户、处理支持和收集用户反馈。

主要特征

• 人工智能驱动的 Fin Agent： 快速回答常见问题，从而减少支持团队的工作量。
• 应用程序内消息和入门： 创建有用的产品导览、指南和清单，让新用户入门。
• 自动化支持工作流程： 使用机器人和自动回复来处理日常任务。
• 报告与见解： 跟踪用户参与度、支持响应时间和客户满意度。
• 个性化用户消息： 根据他们的行为向正确的用户发送正确的消息。
• 跨渠道支持： 通过聊天、电子邮件和帮助中心为用户提供帮助。

Intercom 结合了这些工具，可以简化入门流程、改善支持并使用户满意。

定价

• 必备: 每个座位每月29美元-适用于需要基本客户支持的小型企业。
• 高级: 每个席位/月 85 美元 — 为成长中的团队增加了自动化工具和人工智能。
• 专家: 每个席位/月 132 美元 — 包括大型团队的高级安全性、报告和协作功能。
• 查找 AI 代理: 每种分辨率 0.99 美元 — 为任何计划增加人工智能支持的客户支持。
• Proactive Support Plus Add-On: $99/month – Adds extra in-app messaging tools like product tours and surveys.

Each plan is billed annually, with free trials available.

5. Pendo

What is Pendo?

Pendo is a powerful, AI-driven platform that helps businesses create great digital experiences for their users. It combines analytics, in-app messaging, feedback tools, and more to help SaaS companies onboard new users, track product usage, and improve engagement.

Key Features

• Analytics: See what users do in your product, track their journey, and understand their behavior.
• In-App Guides: Show messages, tips, and tutorials directly in your app to help users get started or discover new features.
• Session Replay: Watch recordings of user sessions to see exactly how they interact with your product.
• NPS Surveys: Measure user satisfaction by asking them how likely they are to recommend your product.
• Feedback Collection: Capture user feedback to understand their needs and make better product decisions.
• Roadmaps: Plan and share upcoming features with your team to keep everyone aligned.
• Orchestrate: Engage users across different channels like email and in-app messaging based on their behavior.
• AI-Powered Insights: Use AI to quickly analyze data and get useful insights without manual work.
• Mobile Support: Deliver a consistent experience on mobile with Pendo’s mobile-specific tools.

Pricing

• Free: For up to 500 monthly active users; includes basic analytics, in-app guides, NPS, and roadmaps.
• Base: Custom pricing; includes product analytics, in-app guides, and one integration.
• Core: Custom pricing; includes everything in Base, plus session replays.
• Pulse: Custom pricing; includes everything in Core, plus NPS and product discovery features.
• Ultimate: Custom pricing; includes everything in Pulse, plus advanced in-app guides and data sync.

6. WalkMe

What is WalkMe?

WalkMe is a digital adoption platform designed to simplify software use by guiding users through complex processes directly within the applications they’re using. 

It overlays on top of any software to provide real-time, in-app guidance, helping users understand and use software features without needing extensive training or constant support. 

Key Features

• Onboarding & Training: Step-by-step in-app guides for quick onboarding and task learning.
• Automation: Automates repetitive processes to save time and reduce errors.
• Analytics: Tracks user interactions to highlight pain points and improve user experience.
• Feature Adoption: Encourages engagement with new tools and updates directly within the app.
• Self-Service Support: Provides in-app help, reducing the need for support requests.

WalkMe integrates with major software platforms like Salesforce and Workday, offering real-time guidance across web, desktop, and mobile apps.

Pricing

• WalkMe Core: Helps teams use software better with in-app guides, analytics, and unlimited workflows. Contact for pricing.
• Add-on Modules: Add extras like advanced analytics, customization, and security. Contact for pricing.
• WalkMe Essentials: Ready-made solutions for key sales and HR tasks, set up in 4 weeks. Contact for pricing.

All plans need a custom quote based on what you need.

7. Chameleon

What is Chameleon?

Chameleon is a flexible, AI-driven onboarding and engagement tool for SaaS companies. It lets you build in-app experiences—like tooltips, tours, surveys, and banners—right inside your product to guide and educate users without extra engineering. 

Chameleon integrates with popular tools like Salesforce and HubSpot, so you can personalize messages based on user data and actions, helping boost product adoption, reduce churn, and create smoother customer experiences.

It's a go-to choice for companies looking to automate user onboarding and engagement with real-time, personalized experiences.

Key Features

• Product Tours: Step-by-step guidance to help users explore your product.
• Tooltips: Pop-up tips that explain features as users interact with them.
• Surveys: Collect user feedback within your app to improve experiences.
• Launchers: Customizable icons to help users access tours or help content anytime.
• HelpBar: A searchable help widget for on-demand support.
• Banners: In-app banners for announcements and updates.
• Real-Time Targeting: Show experiences based on user actions and attributes.
• Customizable Design: Use your brand’s style and custom CSS for a consistent look.
• Integrations: Sync with tools like Salesforce, Segment, and HubSpot for personalized onboarding.
• No Engineering Needed: Build and deploy experiences easily with a Chrome extension.

Pricing

• HelpBar: Free, includes basic CMD+K search and styling.
• Startup: From $279/month, includes HelpBar with targeting, unlimited tours and tooltips, 5 microsurveys, 1 launcher, and custom CSS.
• Growth: From $1500/month (annual billing), includes all Startup features plus unlimited experiences, A/B testing, rate limiting, unlimited goals tracking, and customer success support.
• Enterprise: Custom pricing, includes all Growth features plus unlimited seats, roles & permissions, localization, account-switching, and contract redlining.

8. Whatfix

What is Whatfix?

Whatfix is a top digital adoption platform that helps businesses onboard and guide users with AI-powered, in-app support. 

Designed for easy software adoption, Whatfix provides interactive, step-by-step guidance to help users quickly understand new tools and workflows without leaving the app.

Key Features

• In-App Guidance: Offers real-time, on-screen assistance to help users navigate complex software.
• Self-Help Support: Centralized, in-app support center that integrates with existing resources for instant answers.
• Product Analytics: Tracks user interactions to see how tools are used and identify any challenges.
• Personalized Walkthroughs: Tailored training and tutorials based on user roles or tasks.
• Feedback and Surveys: Collects user feedback to continuously improve onboarding and usage.

Whatfix is ideal for businesses aiming to improve user onboarding, boost software adoption, and provide seamless user support across desktop, web, and mobile platforms.

Pricing

• Standard Plan: For basic digital adoption needs – Contact for pricing.
• Premium Plan: Adds advanced features like custom surveys and auto translation – Contact for pricing.
• Enterprise Plan: Full customization, multi-app support, and enhanced security – Contact for pricing.

For specific pricing, it’s best to contact Whatfix for a custom quote based on your organization’s needs.

9. Apty

What is Apty?

Apty is a digital adoption platform designed to help businesses get more value from their software by making it easier for people to use. 

It’s perfect for companies with complex tools that need simple, in-app guidance. 

With Apty, users get on-screen assistance, interactive workflows, and task automation, which helps speed up onboarding, improve productivity, and reduce IT support costs.

Apty’s AI-driven features include:

• In-app guidance: Step-by-step help directly in the software
• Automated workflows: Simplifies tasks across multiple applications
• Data validation: Ensures data accuracy and compliance
• Analytics: Tracks user engagement to improve adoption

Apty is ideal for organizations looking to boost productivity and adoption of enterprise software like CRM, ERP, and HR platforms.

Pricing

According to Vendr’s data, the price for Apty ranges from around $26,000 to $78,000 (annually.)

10. UserGuiding

What is UserGuiding?

UserGuiding is a digital onboarding tool that helps companies create interactive in-app experiences to guide users. With UserGuiding, you can quickly set up product tours, tooltips, checklists, and more, all without needing to code. This makes it easy for SaaS companies to highlight key features, improve user adoption, and provide in-app support.

Key Features

• Onboarding Tours: Step-by-step guides to walk new users through your product.
• Tooltips and Hotspots: Highlight important features to improve understanding.
• Checklists: Help users track onboarding steps to encourage engagement.
• In-App Surveys: Collect feedback directly from users to shape your product.
• Resource Centers: Provide all support resources in one place for easy access.
• Analytics: Measure and optimize your onboarding for better results.

UserGuiding is designed to streamline user onboarding and drive product adoption, making it easier for teams to support and retain users.

Pricing

• Basic Plan: $69/month, billed yearly – For startups and small businesses with essential features and support.
• Professional Plan: $199/month, billed yearly – For growing companies with unlimited guides, no branding, and dedicated support.
• Corporate Plan: Custom pricing – For enterprises needing full customization, personalized coaching, and advanced security.

What to Look For in an Online SaaS Onboarding Tool?

When choosing an online SaaS onboarding tool, it's important to consider a few key features that can make the process smoother for both you and your users. Here’s what to look for:

• User-friendly Interface: The tool should be easy to navigate for both you and your customers.
• Customization: Look for options that allow you to tailor the onboarding experience to match your brand and product.
• Automation: Automation features can save time by handling repetitive tasks and guiding users through the process.
• Analytics: Choose a tool that provides insights into user behavior and progress during onboarding.
• Integrations: Make sure the tool works well with your existing systems like CRM, email marketing, and analytics platforms.
• Support: Reliable customer support is a must in case you run into any issues.

Final Thoughts

In this post, we explored 10 of the best SaaS onboarding tools to enhance your user experience. 

From user-friendly interfaces to powerful automation and analytics, these tools offer features that simplify onboarding and improve customer retention. 

Whether you're looking for customization, integrations, or reliable support, there’s an option for every business.

Ready to create a seamless onboarding process? Try Coursebox.ai today and take your user experience to the next level!