Build onboarding guides customers can follow
Turn setup calls, product walkthroughs, and implementation workflows into guides, portals, and embeds for new customers.
Customer success, implementation, and onboarding teams.
From recording to published documentation
Steperly starts with the workflow people already perform, then helps turn that context into something reusable.
Capture the setup path
Start from the actual task so the page reflects the screen flow your audience needs to follow.
Draft guide steps with AI
Use recording and interaction context to create a first draft for this workflow.
Add notes and visual cues
Tighten the generated copy, screenshots, clips, and annotations before publishing.
Publish in a branded help center or embed
Share the finished customer onboarding workflow in the format that fits the audience.
Built for practical documentation jobs
Why teams use Steperly
The tools around every guide
Create the content, review the details, and publish it in the format your audience needs.
Branded help centers
Public guide links
QR and email sharing
Live in-app help
Translation workflows
Frequently asked questions
Do customers need a Steperly account?
No. Published guides and portals can be shared with customers while your workspace stays private.
Can onboarding guides match our brand?
Yes. Use brand kits and portals to present customer-facing guidance with your logo, colors, and public experience.
Turn this workflow into reusable guidance.
Record once, then publish the same source as a guide, walkthrough video, portal entry, or live in-app walkthrough.