New Releases, Best Practices & Company Updates
Churned customers go quiet during onboarding long before renewal. Learn the leading signals – workspace engagement, product activity, meeting cadence – and how automated risk flags and nudges catch stalled onboardings weeks before silence turns into churn.
Read moreCustomer success software isn't one category – it's six different jobs. Strong 2026 picks per category: Gainsight for the CS platform, Valuecase for onboarding and QBRs, Intercom for support and feedback, Guidde for education, Mixpanel for analytics – and how to combine them into a stack.
Read more30-minute live walkthrough of MCP and AI Connectors – from setup to real workflows. See how to create Spaces from Claude, connect your AI agent to Gmail, HubSpot, and more.
Read moreMost onboarding time is spent waiting, not working. Seven tactics to reduce time to value in SaaS onboarding: define the first value milestone, template the process, use structured intake forms, automate the chasing, and track every account – teams that switch cut implementation time by 30–40%.
Read more30-minute live walkthrough of MCP and AI Connectors – from setup to real workflows. See how to create Spaces from Claude, connect your AI agent to Gmail, HubSpot, and more.
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Forms get due dates and reminder emails so customers actually submit on time. Email notification settings have been reworked into a single, clear flow. And workflows gain new triggers, a Webhook action, and dynamic placeholders in email subjects and bodies.
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Our AI agent gets file uploads, an "Add to Chat" button, and Help Center access. Plus: schedule and move tasks directly in the Gantt Chart block, and browse a new collection of AI agent use cases.
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Introducing a redesigned comment system with a global sidebar, threaded discussions, and @mentions to keep collaboration organized. Plus a Next Step block to keep customers focused, and improvements to HubSpot integration and action plan visibility.
Read moreChurned customers go quiet during onboarding long before renewal. Learn the leading signals – workspace engagement, product activity, meeting cadence – and how automated risk flags and nudges catch stalled onboardings weeks before silence turns into churn.
Read moreCustomer success software isn't one category – it's six different jobs. Strong 2026 picks per category: Gainsight for the CS platform, Valuecase for onboarding and QBRs, Intercom for support and feedback, Guidde for education, Mixpanel for analytics – and how to combine them into a stack.
Read moreMost onboarding time is spent waiting, not working. Seven tactics to reduce time to value in SaaS onboarding: define the first value milestone, template the process, use structured intake forms, automate the chasing, and track every account – teams that switch cut implementation time by 30–40%.
Read moreStop chasing onboarding data over email. Learn how to build customer onboarding intake forms with AI: generate the questions from a prompt, validate and auto-save responses, and collect everything in a shared space before kickoff – with automated reminders doing the follow-up for you.
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