MARCH 2024

Spring Brings Blossoms

It feels like spring is right around the corner - at least at GUIDEcx HQ.

We're welcoming a fresh ticketing experience, rolling out our "View As Customer" feature in Labs, and introducing 4 more sweet features.

Springtime is time for new growth. And we want to keep growing GUIDEcx into the best customer onboarding platform we can for you.

So buckle up for some fun new features and updates, landing in GUIDEcx.

MAKE MORE DATA-DRIVEN DECISIONS

Introducing our new Report Builder! Now you can expand beyond the out-of-the-box reports in Report Navigator to customize layouts and create cards in your own analytics environment. Drag and drop from hundreds of available charts in our library, or define totally new visualizations from scratch in seconds. Plus, transform GUIDEcx data by combining it with connections to any system you use. LEARN MORE

NEW SUPPORT TICKETING EXPERIENCE

Starting today, all conversations will be initiated off ticket creation. This allows you to see all support tickets submitted by your team. Not only that, you can also view the details and even join the conversation. LEARN MORE

ENGAGE CUSTOMERS WHERE THEY ARE

SMS has the highest open rate and now you can reach your customers on their mobile device! Customers who opt in to SMS notifications can update their task status, add attachments, send notes with mentions, and access projects in Compass... all without logging in! LEARN MORE

FEATURES LANDING SOON

These features are coming super soon. Stay tuned for in-app announcements! Don’t forget you can reach out to your CSM any time to ask questions!

View As + Customer Roles (LABS)

Invite the right customers to your onboarding project and see what they see! Coming to Labs soon. LEARN MORE HERE

‍ Organize your teams with Workspaces

Workspaces give you the flexibility to build unique spaces for your teams, brands, locations, etc all within one GUIDEcx instance. LEARN MORE HERE

🧭 Embedded Customer Portal

Onboard your customers from within your own website! LEARN MORE HERE

GUIDEstory: Jackie from HBI Solutions

Jackie’s team had found themselves working tirelessly to serve their clients, but struggled to balance easy customer communication with internal efficiency, including clear visibility into the team’s workload and revenue impact.

See how Jackie was able to improve customer engagement by 95% and show her team’s impact on revenue to executive leadership by partnering with GUIDEcx.

WATCH JACKIE’S GUIDEstory