Customer Guides · Customer onboarding that scales
Onboard every customer the same way. Without a person on every call.
Show Zorentia the onboarding process your team walks customers through today. We turn it into a Customer Guide that takes each customer from first step to finished setup, and we keep it accurate as your process changes.
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What are Customer Guides?
Customer Guides are the onboarding steps your customers follow on their own, written and maintained by Zorentia. Each step gives one action, what success looks like and what to try if the customer's screen is different.
Set up GitHub
Online guide · Created by Zorentia
Before you start
Have an email inbox you control, your GitHub sign-in and second factor if already registered, and a Windows, macOS or Linux computer where you may install developer tools. Keep your password manager available. Follow only the instructions for your own computer.
You’re done when
You can access the account inbox and are authorised to install GitHub CLI and Git on this computer.
Show us the process once. Every customer gets the same path.
You supply the process and approve the finished guide. Zorentia writes it, publishes it and corrects routine errors when the process changes.
- 01
Show us your onboarding process
Send your document, screenshots or a recording, or talk us through it.
- 02
We write the guide
Zorentia turns it into one action at a time, with what success looks like and what to try if something goes wrong.
- 03
You approve, we publish
You check the guide once. Then every customer follows the same path to finished setup.
- Public guides
- Open to anyone, with no login required.
- Private guides
- Limited to signed in readers with an approved company email domain, so only the right customer organisations can open it.
- Maintained
- Zorentia tracks guide progress and reported steps, and corrects routine errors when your process changes. Routine corrections are included. A substantially different process is a new guide.