What is Compass?
Compass is an onboarding platform that helps teams simplify both employee onboarding and customer onboarding. It guides users through complex systems using walkthroughs, AI chat, and centralized documentation. The onboarding software improves productivity, reduces support needs, and increases user adoption.
Features & Benefits
- Step-by-step walkthroughs – Guide users through processes with interactive walkthroughs to ensure consistent employee onboarding and reduce errors.
- Knowledge base creation – Build searchable knowledge articles for internal teams and external users.
- Document library – Upload user manuals and technical documents to support training and customer onboarding.
- AI-powered chatbot – Provide instant help using a chatbot trained on your guides, articles, and documents.
- Intuitive content builder – Create walkthroughs, knowledge articles, and documents with rich media, interactive steps, and collaboration tools.
- Automatic triggers – Launch guides or support content based on user actions or workflow conditions.
- User behavior analytics – Track how users engage with guides to improve onboarding strategies.
- Custom themes – Match onboarding visuals to your brand with design customization.
- Browser plugin or script integration – Embed the onboarding platform directly into your app or system.
Compass Tasks
- Create application walkthroughs for employee onboarding
- Build knowledge articles for customer onboarding
- Add chatbot support to digital tools
- Guide new hires through internal workflows
- Provide instant user help through AI-driven content
- Upload and manage onboarding documentation
- Track and improve training efficiency
- Use automatic triggers to launch content in-app
- Reduce manual training through guided onboarding
Compass Integrations
n/a
Real-world Applications
A growing SaaS company may use Compass as an onboarding platform to walk new customers through key product features. Instead of lengthy demos or live training, users receive interactive step-by-step help. With AI-powered chat and a searchable knowledge base, customers can solve issues independently, reducing the need for support calls and improving satisfaction.
Startups and HR teams might rely on Compass for employee onboarding. New employees are guided through tools, documents, and internal systems using walkthroughs and personalized content. This helps them become productive faster and reduces the burden on trainers or managers.
Support teams can use Compass to provide 24/7 AI-powered assistance, leveraging internal documentation. Walkthroughs, guides, and resources help users resolve issues independently—reducing ticket volume and response times while enhancing customer service satisfaction.
Product leaders might use analytics from Compass to learn where users drop off or get stuck. These insights help refine employee onboarding and customer onboarding flows. By improving guidance and documentation, companies can increase feature usage and retention rates.
