customer training & onboarding
Create memorable experiences from Day One
Ditch email threads and yawn-worthy presentations. Onboard and train your new customers in interactive rooms tailored to their experience.
Stay ahead of the next question
After your initial onboarding and training don’t disappear into thin air—leave notes, recordings, and documentation in the room. Now your customers can go back anytime to keep learning, ask questions, and stay engaged.
Reduce prep time
Instead of recreating the wheel for each new account, make one training template. When you’re ready to onboard a new customer, copy the template and customize it to fit their specific needs.
Engage more, lecture less
Why stick with old-school slides when you can make onboarding an immersive experience? Increase retention and learning by engaging customers more and talking less.
Create a home base for learning
Give your customers the keys to a rich learning environment they can always go back to. Interactive rooms mean they can explore, find documentation, and watch videos you’ve recorded whenever they want.
Every app you use for training and onboarding works in Switchboard
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Other ways to use Switchboard
Learn how you can get more done as a team—and cut more meetings—on all types of projects.
Stay engaged after onboarding
Don’t ghost customers after onboarding. Keep them—and yourself—organized in dedicated customer rooms.
Create a home base for learning
Don’t ghost customers after onboarding. Keep them—and yourself—organized in dedicated customer rooms.