Users understand the interface
A clear label, button or example resolves a question before it stops the task.
Help users work without support
Users get an answer beside an unclear action and complete the task on their own. Your team removes repeat questions from working journeys.
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
Users succeed without contacting support
Answers appear in place
A tooltip or tour explains an action on the screen where users need it.
Long tasks stay clear
A checklist shows setup order and leads to help from each step.
From the first step to a finished task
Follow the user journey: take an action and see the result in the workspace.
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
Guidance for the task
Preview
Preview
Project created
Replace “Add item” with “Create project” on the project creation button.
Start with a repeat question
Choose a question that support answers with the same instructions and find the screen where it comes up.
Find the point of confusion
Identify the unclear element or sequence of actions.
Choose the shortest answer
Fix copy, add a tooltip or build a tour for the full task.
Check the journey
Complete the same path in preview and publish the guidance for the right audience.
Questions about in-product help
When is a text replacement enough?
Use it when an unclear button, label or example causes the question. Use a tour or checklist for several actions.
How does a tooltip differ from a tour?
A tooltip explains one element. A tour guides users through several actions.
Can we show help only on the relevant page?
Yes. Set rules using the page URL, role, attributes and events.
Does Flowtomate replace support?
No. Flowtomate shows team-prepared copy, tooltips, tours and checklists in the product.
Work through a repeat question
Show us a user question and the screen where it occurs. In the demo, we will choose a short in-product answer.
Request a demo
Leave your details. We’ll email you to find a time for the demo.