Features:Unaric Guide

Provide Salesforce users with embedded help and support content at their point of need.

Deliver help content based on user role and page context to ensure it's highly relevant and impactful.

Send targeted alerts to your Salesforce users on-platform and track engagement.

Provide short, informative content directly within the user’s workflow, boosting productivity without interruptions.

Provide guidance across internal orgs, portals, and mobile. Ensure everyone has access to the information they need, when they need it.

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Track usage with advanced user analytics. See how users move through the platform to optimize workflows and boost efficiency.

Implement nudges to guide correct actions and improve data accuracy.

The system adjusts help content based on Salesforce’s dynamic layouts to deliver tailored guidance without manual mapping.

The scrolling banner ensures urgent updates, like system outages or policy changes, are prominently displayed on the users Salesforce interface.

Support is always one click away through the utility bar, giving users immediate access without disrupting their flow.

Salesforce users can access your organization’s existing training libraries directly from their workflow.

Field-level guidance clarifies expectations for each input field, reducing data entry errors and improving quality.

Use rich user and training data to train Salesforce's AI agents and start automating actions and gathering new insights.

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With easy access to deeper learning resources and reading lists, users can develop their skills progressively, reducing the need for formal training cycles.

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Users can bookmark especially valuable content - saving time by avoiding repeated searching or tab switching.

Monitor and evaluate the usefulness of embedded training with comprehensive analytics and sentiment capture.

Reduce ramp-up time, improve compliance, and minimize training with interactive page walkthroughs.

Salesforce users can request help or information on-platform. Spot pain points as they happen so you can respond faster, tailor support content and reduce friction.

Embed contextual help directly into OmniStudio, offering support without disrupting the user's workflow.

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Segment usage data by country and location, to help you optimize your Salesforce licensing and operations.

Support is always one click away from the utility bar, giving users immediate access without interrupting their flow.

Create specific learning paths for your Salesforce users, tailored to their role and function.

Users can jot down their thoughts and helpful notes directly within the app for later reference.

Link articles to form a comprehensive, searchable knowledge base.

Deliver help and support content to field users, hybrid workers, or remote teams via desktop or mobile.

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Fast-track access to required information. AI search surfaces relevant content based on context and intent.