8 Best User Onboarding Tools

Harshita Katiyar
Coinmonks
7 min readAug 14, 2024

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User onboarding tools assist new users in learning and interacting with a product or service, resulting in increased conversion rates and customer loyalty. Choosing the correct user onboarding tool can significantly impact your product’s performance since it provides consumers the assistance they require to navigate and appreciate your offering. This list of the 10 best user onboarding tools 2024 includes the best solutions available, focusing on features, usability, and efficacy. Whether you’re a startup wanting to streamline your onboarding process or an established organization looking to increase user engagement, such tools provide powerful alternatives to help you achieve your objectives.

What is a User Onboarding Tool?

A user onboarding tool is a software solution that automates and simplifies introducing new users to a product or service. Its goal is to educate users through the initial setup process and familiarize them with essential features and functionalities, allowing them to gain value from the product quickly and efficiently.

These tools frequently incorporate features such as interactive walkthroughs, tutorials, tooltips, and personalized help to improve the user experience. By offering a structured and engaging onboarding experience, these solutions enhance user retention and overall customer happiness.

List of 10 Best User Onboarding Tools

1. Whatfix

Whatfix is a no-code digital adoption platform that provides product managers with subtle onboarding resources to help them educate new customers, enhance user activation, and reduce turnover.

Whatfix enables product teams to onboard, educate, retain, and optimize their products for customers without having to write code — their entire platform is based around a drag-and-drop visual editor that anybody can use. It also does not limit you, allowing you to further customize your onboarding experiences for web and mobile devices via JavaScript, HTML, and CSS.

  • Set up new users with step-by-step product tours, interactive walkthroughs, task lists, smart advice, and more.
  • Automatically convert your onboarding resources into your customers’ preferred language from a single version. Whatfix supports almost 70 languages.
  • Provide on-demand support via in-app self-help wikis that may be integrated with a company’s knowledge base, Google Drive, and external data and links.
  • Collect feedback using surveys that can be categorized to target certain user groups depending on criteria such as their membership levels, active usage, location, demographics, etc.

2. Pendo

Pendo is an all-in-one digital experience platform designed to assist product managers in onboarding users with in-app guidance, tracking engagement with powerful analytics, and collecting feedback with personalized product documentation and guides — at first glance, it all appears overwhelming, so we’ll focus solely on Pendo’s onboarding features.

  • Pendo is a shareable product planning tool for organizing user feedback and prioritizing high-value features. It helps teams stay on track with the shared feature planning guide.
  • It works on web and mobile apps, so this could be an excellent option if you require both.
  • Create personalized onboarding experiences without writing code using Pendo’s Visual Design Studio.

3. UserGuiding

UserGuiding is reasonable user onboarding software that offers services such as product engagement, feedback collection, reporting and targeting, customizations, integrations, support, and more.

It is well-recognized and trusted by well-known brands like OLX, Canopy, and Premise. This assists the user in providing walkthroughs and does not require any code. It offers hotspots, customization, goal monitoring, an onboarding checklist, and more.

  • Provides analytics tools for developing more effective products.
  • Ensures a positive consumer experience through segmented product tours.
  • Allows you to design the onboarding process without requiring any coding or technical experience.
  • Additional services include resource centers, onboarding checklists, and so on.

4. Inline Manual

Inline Manual is a digital adoption platform founded in 2012 to increase user experience and product adoption while making the onboarding process easier.

It offers solutions for user onboarding, employee training, and enterprise. Its features include walkthroughs, tooltips, an in-app help center, feedback, customization, targeting branching, and many more.

  • Helps users by providing walkthroughs and tooltips.
  • In-app assistance centers include content search and easy access buttons, among other things.
  • NPS and immediate feedback are useful for gathering customer input.
  • Advanced CSS customization is possible, including custom buttons and variables.

5. Onboardify

Onboardify is a complete customer onboarding platform that provides various tools and features to assist organizations in streamlining and automating their onboarding processes. It allows businesses to build tailored onboarding experiences, measure user progress, and acquire important information to improve their onboarding tactics.

  • Onboardify enables organizations to develop custom onboarding flows consistent with their brand and product offers.
  • Onboardify allows businesses to deliver in-app messages and notifications to help users navigate onboarding.
  • It connects with other customer relationship management (CRM) and marketing automation platforms, allowing businesses to use current data and workflows to create a more efficient onboarding experience.

6. Userpilot

Userpilot is a premier SaaS onboarding platform that enables organizations to flourish at all user journey stages. It is trusted by over 500 well-known brands, including Adobe, Osano, Prowly, Treatwell, and many more.

It offers various user onboarding solutions, including customer retention, product adoption, account expansion, and more.

  • Helps with expansion by identifying growth possibilities and upsells through in-app trials, marketing, and feedback analysis.
  • Increase feature uptake by regularly updating and showcasing new features.
  • Increases new user activation at scale via onboarding checklists.

7. GUIDEcx

GuideCX is the number one rated customer onboarding software created in 2017. It offers a variety of customer onboarding solutions, including client interaction, engagement and visibility, service and training, and more.

It serves various industries, including SaaS, health, finance, education, and automation. It has sophisticated capabilities such as insightful resource management, competent time tracking, and a navigator reporting engine

  • Improves client interaction, engagement, and visibility with features such as no customer login required, mobile app access, and more.
  • It offers free onboarding training sessions to address concerns.
  • Other options include live chat, phone assistance, business reviews, and more.

8. IntroJS

Intro.js enables developers to construct interactive and dynamic tutorials, giving users an easy method to learn about a web application’s features and functionalities. It enables step-by-step tutorials that walk users through the interface, making it easier to understand complex operations and improving the overall user experience.

  • The simplicity of the Intro.js API will enable you to create advanced onboarding for your products. Intro.js is under 10kB and contains no external dependencies.
  • Make multi-step instructions to walk users through the various components of the application.
  • Intro.js offers a variety of methods to set your product onboarding and personalize each step of your tour.
  • Trusted by 5000+ teams all around the world including Nestle, Amazon, SAP etc.

Best User Onboarding Tools: Conclusion

User onboarding tools are essential for guiding users through the functionalities of a web application, ensuring they can effectively use and derive value from the product. Among the best tools available, Intro.js shines with its simplicity and flexibility, offering a robust set of features for creating step-by-step tours and walkthroughs. Its ease of integration, customizable tooltips, and dynamic step management make it a top choice for developers seeking to enhance user onboarding without overwhelming their users.

Frequently Asked Questions

Why are user onboarding tools important?

User onboarding tools are essential for reducing the learning curve for new users, increasing user retention, and improving customer satisfaction. By offering clear and interactive assistance, these tools ensure that users understand how to use a product efficiently, resulting in increased engagement and adoption rates.

Can user onboarding tools handle multi-page tours?

Yes, many user onboarding tools, including Intro.js support multi-page tours. These tools can retain the tour state as users navigate between different pages, ensuring a seamless onboarding experience.

How do analytics play a role in user onboarding tools?

Analytics are a critical component of user onboarding tools, providing insights into how users interact with the onboarding process. Tools like Pendo offer detailed analytics and reporting, helping you understand user behavior, identify drop-off points, and optimize the onboarding experience for better results.

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Harshita Katiyar
Coinmonks

Telegram — @harshita_zen , Email — harshita@coincodecap.com , Editor — Coinmonks Publication (medium.com/coinmonks), AI monks Publication (medium.com/aimonks)