AHEAD OF EVERY ASK

Answer the question before it
ever becomes a support ticket.

Teach, warn and reassure people right inside the product they already use—
so far fewer questions ever turn into tickets.

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Your money

Savings Studio
Open a pot
Security centre
Avatar photograph by Foto Sushi on Pexels Mara from Wrenfield Savings

Savings Studio is live

Every pot and pension on one screen.

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Avatar photograph by Jake Nackos on Unsplash Avatar photograph by Korede Adenola on Pexels Avatar photograph by Thanh Xuan Nguyen Ly on Pexels
Hello, Priya.
What can we sort out?
Set up Wrenfield Savings
2 of 5 done · About 4 min left
Next step: link an external account
Search the help centre
Finding your way around

Cut the volume at the source

Answer the thing people were about to write in about, using what you already know about their account and today’s incidents.

Start people off on solid ground

Make the first week feel obvious, so your team fields far fewer questions while an account is still finding its footing.

Ship your first message today

Begin from ready-made flows for the usual moments—greeting a new account, flagging an outage, nudging a stalled setup.

LEARNING IN THE PRODUCT

Let new accounts find their feet
without queueing for you

The first fortnight is where confusion costs the most. Walk people through your
app with lessons that fire themselves.

Guided walkthroughs

Hand a new account an interactive first run built from the screens you already ship. No engineering ticket, no release train.

Set-up list
2 of 5 doneAbout 6 minutes left
Create your workspace
Verify your domain
3 Turn on two-step sign-in

Set-up lists

Drop a short, personalised task list into the messenger so nobody has to guess what comes next.

9:41●●●
Stay in the loop
Switch on alerts so a change to your plan never passes you by.
Turn on alerts

Mobile cards

Show off the best parts of your phone app with full-screen panels you can restyle in minutes.

New projects

Everything you start now lands in one place.

Read the short version or take the walkthrough.

Hotspots

Pin a note to any button or field, exactly where people tend to slow down.

MESSAGES YOU SEND

The right note, sent at
the exact right moment

Tell people what changed the moment it changes, on whichever channel they already read:

  • In-app notes
  • Email
  • Phone push
  • Auto-replies
  • Banners
  • Short polls
  • SMS
Marrowfield
Avatar photograph by Prince on Pexels Devon from Marrowfield
Just added: Reports
See where the week actually went, by project and by person.
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SEQUENCES

Chain a whole support journey
together on one canvas

Draw the sequence once and let it run across in-app, email and push—
with no code anywhere in it.

First-week sequence Draft
Actions Settings Save & close Turn on
ENTRY RULE
Joined in the past 9 days
WHEN
MATCHED 1,284 PEOPLE IN TOTAL
EMAIL
Welcome note
1,163 PEOPLE IN TOTAL
PAUSE
Hold 1 day
Hold up to 6d 1,041 PEOPLE IN TOTAL
240%
TOUR
Onboarding walk-through
EMAIL
Reminder of key features
Message to send
CHAT
POST
EMAIL
WORKFLOW
TOUR
BANNER
PUSH

Every channel, one thread

Move a person from an in-app note to email to push without them ever losing the thread.

RULES
People who started a project
Try to match for 3d
Who will receive this
Opened “Welcome note”
+ Add rule
Search data
Received a message
Reached the goal
Dismissed a message
Finished a sequence
Dropped out partway

Narrow audiences

Pick who hears from you by plan, by tenure, or by what they did in the product last Tuesday.

ENTRY RULE
Everyone who signed up
1,402 STARTED
WHEN MATCHED
CHAT
Product explainer
237 SENT
Sequence results over time
Aug 04 Aug 26

Honest reporting

See which step of the sequence people actually finish, and which one quietly loses them.

Portrait photograph by Mario Spencer on Pexels
“We now warn only the accounts an incident actually touches. Within two months our contact rate on those issues fell by 62.4%, and release days stopped spiking.”
Rosalind Achebe
Head of Support Operations at Tilbrook Freight
Portrait photograph by Tochukwu Ekeh on Pexels
“Set-up completion now sits at 3.4x what it was on the tool we replaced, and every account gets a first week that actually suits it. We added nobody to run it.”
Milo Brandtsen
Customer Education Lead at Quillpath Studio

Stay ahead of the next
wave

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