More users get started
Help people finish setup and complete a useful task while their interest in your product is high.
- Setup tailored to each role and goal
- Guidance inside the working interface
- Next steps based on completed actions
Guide users to their first real result
Help new users set up your product and complete the task they came for. Give more people a reason to stay before their trial ends.
Deals
TodayCustomerAmountStage
Deal createdJust nowDone
North Studio$2,400Negotiation
CRM rollout$12,000In progress
New website$4,500New
Support plan$1,200Proposal
Create your first deal
Save the customer and amount, then set up the next meeting.
1 / 3Your first deal
- 1Open your workspace
- 2Create deal
- 3Schedule meeting
Meeting scheduled
The user completed the task and can keep working.
For teams helping users get real results
ProductGrowthCustomer successFrom the first login to everyday use
Guide people at the moments that decide whether they start using your product and come back.
First project
TodayProjectTaskStatus
Project createdJust nowDone
Website launchGather contentPlanned
Start with a real task
Help users create the thing they came to your product for.
The first task is ready to work on
The user completed the task and can keep working.
1 / 3From signup to value
- 1Open your workspace
- 2Create project
- 3Add first task
New features become a habit
Show how a feature helps with real work, then guide users through trying it for themselves.
- Announcements for the right users
- Guidance through a feature’s first use
- Every update in one changelog
Automation
TodayRuleActionStatus
Rule configuredJust nowDone
New requestAssign ownerReady
Remove a repetitive step
Set a rule and the product will assign tasks to the right teammate.
Automation is running
The user completed the task and can keep working.
1 / 3A new feature at work
- 1Open your workspace
- 2Create rule
- 3Enable automation
Fewer repeated questions
Explain difficult steps beside the right field or button. Users can keep working without a support request.
- Answers beside difficult fields
- Clear labels and actions
- Work continues without waiting for support
Access settings
TodayMemberRoleAccess
Role selectedJust nowDone
Maria JonesMemberProjects
What access will a teammate get?
Members work with tasks. Administrators also manage the team and settings.
Access set without a support request
The user completed the task and can keep working.
1 / 3Help beside the question
- 1Open your workspace
- 2Choose member role
- 3Save access
Useful guidance.
At the moment it matters.
New users need a first step. Experienced users need a feature for their task. Show each person what helps them move forward.
Who gets this tooltip
- Role
- Sales rep
- Deals created
- 0
- Current page
- Deals
When all conditions match, guidance appears in the CRM.
Create your first deal
Save the customer and amount, then schedule a meeting to follow up.
Explore the journeyThe right people
Choose roles, plans and product actions. Help new users set up and existing users discover relevant features.
The right moment
Show guidance on a page visit or after an action, while it helps with the task at hand.
The right frequency
Limit repeat messages and finish the journey when the user reaches the goal.
Connect guidance to a product result
A deal created, a document sent, a first campaign launched. Connect guidance to a product action and see where users reach their goal.
Find a goal for your productFirst deal
Goal: the user created a deal
Saw the checklist100%
Started setup78%
Created a deal64%
Example report for the First deal journey
Less time to value. More reasons to stay.
Examples of results from in-product guidance: faster first value, paid conversion and feature adoption.
Faster time to value
From 66 to 6.8 minutes in two months
Trial-to-paid conversion
Lift in conversion to a paid plan
New feature adoption
Growth in new feature adoption
Support requests
Fewer tickets and chat requests
Connect once. Update whenever you need.
Start with a task where users get stuck. Then improve the journey based on the results.
Request a demoConnect Flowtomate to your product
Connect Flowtomate through Google Tag Manager, Yandex Tag or a script in your product’s code. Send the data and events you need.
Help users complete one task
Select an element, add guidance and choose who sees it. Preview the journey in your interface.
Publish and measure the result
Choose a target action and see how many users complete it. Update the journey from the editor.
Your product. Your users’ real work.
Show people their next step based on their role, the screen they use and the task they want to complete.
Everything you need to get started
Do we need a developer?
If you use Google Tag Manager or Yandex Tag, you do not need a developer. A developer is needed only to install the script directly in your product’s code. Once connected, your team updates and publishes journeys on its own.
Can we choose who gets guidance?
Yes. Use the page, role, user data and product events. For example, show setup to new users and relevant features to existing customers.
Will messages interrupt users?
You control display conditions and frequency. Users can dismiss guidance and return when they need it.
Will Flowtomate match our interface?
Adjust colors, fonts and appearance to fit your product. Tours, tooltips and messages appear in the working interface.
How do we measure results?
Send a target event such as project creation or a campaign launch. Analytics shows views, interactions and goal completion within your chosen period.
How is pricing calculated?
Growth starts at RUB 5,000 per month for 1,000 MTU — unique users tracked by Flowtomate each month. Custom adds help with setup and ongoing improvements, with pricing tailored to your needs.
See how your users can reach their first result
We’ll explore a task in your product and show where Flowtomate can help users take the next step.
Find where help is needed
Setup, a difficult action or a feature users haven’t discovered.
See a practical example
In-product guidance, a clear next step and a useful result.
Choose what to measure
A product action that shows whether the guidance helped.
Request a demo
Leave your details. We’ll email you to find a time for the demo.