Assembly

Feature Friday: Smarter Onboarding Tracking!! Onboarding and implementation are a huge part of customer success, and keeping track of every step shouldn’t be such a headache. That’s why we’ve made it much easier to manage milestones and tasks for our customers today! Even better? We sync this data back-and-forth to wherever you need it most—HubSpot, Google Sheets, Onboarding tools, and more—so everything stays up-to-date without the extra work. We’re also adding analytics to help teams track progress, spot bottlenecks, and improve the onboarding experience over time. Because getting customers up and running smoothly is one of the best ways to set them up for success! #FeatureFriday #Onboarding #CustomerSuccess #Integrations

FEATURE FRIDAY 🚀 🚀 Setting up workflows in our system is incredibly easy and fully customizable, helping you stay connected with your customers effortlessly! Our current customers already use workflows to: ✅ Auto-send feedback forms after a support request has been fulfilled. ✅ Proactively check in with their customers to ensure they’re engaged and satisfied. ✅ Send reminders to their CS team when a user hasn’t responded in a few days. Now, take it a step further—combine workflows with product usage data and CRM insights to trigger check-ins at the perfect moment. Now, you’ve built a proactive and scalable way to chat with hundreds or even thousands of customers. Check out this example—see how easily we created a monthly check-in workflow for our customers.

🌟 We’re beyond excited to welcome Katherine Shu to the Assembly team as our founding engineer!! 🌟 After joining us from Netflix, she’s launched half of our new features and revamped our existing system to scale. 🚀