Customer onboarding

Reduce churn, increase adoption

Get customers to ROI faster (and save yourself time) with a templatized yet customized onboarding room that will become your training space, LMS, and communication hub all-in-one.

Reduce churn, increase adoption

Switchboard helps customer success teams:

  • Simplify onboarding in one space
  • Offer impactful and interactive trainings
  • Save time by templatizing the customer onboarding experience
  • Bypass scheduling setbacks with video walkthroughs

Use any tool, including:


White-glove feel, at scale

Templatize your onboarding materials into one room, and duplicate for each new customer. Then customize as you progress.


Stronger adoption by doing

Customers can practice with you in a multi-player browser, or with interactive videos that sync to room apps so they can play, pause, and follow along.


Better onboarding experiences

Deliver a stellar onboarding experience that keeps everything in the same space—instead of scattering it across emails, articles, and hard-to-schedule meetings.

Any tool, side-by-side

Any web-based tools work natively in Switchboard’s multi-player browser apps. Just paste a URL into the canvas and go. You can drive while your customer gets hands-on experience.

Any tool, side-by-side

How to set up your customer onboarding room

  1. Set the agenda. Use the notepad app to set your meeting agenda and take notes. Track anything that comes up in a meeting or between them with an open question app. Our AI assistant can summarize and brainstorm solutions based on what’s in your room.
  2. Log into the tools you use. Use browsers to log into any relevant web apps where your working files, project management tools, and educational materials live. You can also upload any file here.
  3. Invite your customers. Share your room—all your work, meetings, feedback, and follow-ups are in the room, instead of scattered across threads. Whether you have a video call, a resource to share, or a training to give, it’s all from the same room, same URL. 
  4. Share work and stay organized. Group related items together in sections to make everything even easier to find. Can’t find a meeting time for weeks? Record in-room videos for customers to watch in the same room where the materials are.

Onboard customers successfully with

  • Video and voice calls
  • Room recordings & walkthroughs
  • Notepads and open question apps to track everything
  • AI advice, notes, and summaries
  • Browsers for any web app
  • Live chat and comment threads