Userflow is a product adoption platform for building in-app onboarding and support without code. This page explains each part of Userflow (the Adoption Agent, announcements, checklists, banners and embeds, flows, launchers, the Resource Center, surveys, and event trackers) and links to the full guide for each.
What happens when I start a Userflow trial?
When you sign up for a Userflow trial, two things are created automatically so you can test the product immediately:
An Adoption Agent starts training on your website content as soon as you create your account. Userflow's web crawler reads your public help center first (if one exists), then your marketing site. Training usually takes a few minutes — you can monitor progress in the Adoption Agent builder.
A theme is auto-generated using colors, typography, and styling pulled from your website. You can edit any setting, but the auto-generated theme is a reasonable starting point that doesn't require manual setup.
Both are fully editable. To change them, see How to set up your Adoption Agent in minutes and Customizing Themes.
Adoption Agent
Adoption Agent delivers automated answers to your users' questions within your app, leveraging your knowledge base and website, and powered by OpenAI's GPT-4o. This intelligent chatbot provides instant, accurate responses through a conversational interface, drawing from your existing documentation and content. Users get contextual help on each question they ask, significantly reducing the burden on your support team while improving user experience with immediate assistance. Adoption Agent can also perform tasks for users, not just answer questions about them. See Action Flows..png)
Learn more
Refer to our How to set up your Adoption Agent in minutes to learn more.
Announcements
Announcements in Userflow let you update users about new features, fixes, events, and more, all within the resource center. The system tracks which users have seen each announcement and displays notification badges on the resource center launcher. You can choose from different notification levels, ranging from silent updates to prominent modals, ensuring that critical information receives the attention it deserves while keeping users informed about product changes.
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Learn more
Refer to our Announcement documentation to learn more.
Checklists
Checklists work great as the anchor of new users' onboarding experience, providing a persistent progress tracker that gives users a sense of fulfillment and accomplishment. When users complete tasks, they see satisfying checkmark animations and progress updates that encourage continued engagement. Checklists can be embedded anywhere in your app or appear as a default in the corner, which can be minimized to a launcher button showing the remaining tasks. Each task can trigger flows, navigate to pages, or perform other actions, making them perfect for guiding users through key onboarding milestones and keeping them oriented in your product.
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Learn more
Refer to Checklists to learn more.
Banners and embeds
Use embeds to announce updates, new features, scheduled downtimes, or special events directly within your app. These eye-catching notifications can be positioned at various locations in your application and styled to match your brand. Banners support call-to-action buttons, can be targeted to specific users or pages, and automatically track user engagement. Checklists can also be embedded in your app to provide an authentic, branded, and guided experience for your users. They're ideal for communicating important information without disrupting the user's workflow.
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Learn more
Refer to our Embed a Banner or Checklist to learn more.
Flows & Smartflows
Flows are step-by-step guides (product tours, onboarding sequences and feature introductions) built from tooltips, speech bubbles and modals in Userflow's visual flow builder. The flow builder allows you to create interactive, step-by-step tutorials, onboarding sequences, and feature introductions using tooltips, speech bubbles, and modals. With powerful features such as automatic element selection, step triggers, conditional logic, and various action types, you can build sophisticated user journeys that adapt to user behavior and guide users through your application effectively.
Save time and effort by creating step templates to eliminate repetitive work and accelerate your content creation process. Instead of recreating commonly used steps each time you need them, you can now save your frequently used step configurations as reusable templates and access them instantly through an intuitive interface.
Smartflows
Smartflows transform the way you create Flows in Userflow. Instead of manually building each step, you can simply navigate through your app while the AI observes and records. With Smartflows, you can seamlessly develop thorough, refined Flows of up to 30 steps that incorporate contextual content, appropriate UI patterns, and rich media, significantly reducing the time required to build them. It tracks your actions and quickly generates tailored onboarding flows that match your defined purpose. Smartflow adapts to your actions, aligns with your objectives, and generates a complete Flow, saving you time and effort.
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Learn more
Refer to Getting started with Flows & Smartflows to learn more.
Launchers
With Launchers, you can embed beacons, icons, or buttons in your app outside the context of flows. These interactive elements can be placed anywhere in your application to draw attention to specific features, provide explanatory tooltips, or trigger actions like starting flows or navigating to pages. Launchers are perfect for creating hotspots, adding contextual help, or providing quick access to important functionality.
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Learn more
Refer to our Launchers to learn more.
Resource Center
The Resource Center is an always-on, contextual, and personalized help widget that empowers your users to find help directly within your app, eliminating the need for external searches. It appears as a subtle help icon in the corner of your app, expanding to show customizable blocks, including knowledge base search, checklists, contact options, and custom actions. This centralized help hub reduces support tickets by providing users with immediate access to the assistance they need, all within your application.
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Learn more
Refer to our Resource Center documentation to learn more.
Surveys/NPS
With Userflow, you can build in-app surveys to measure customer satisfaction, collect user feedback, and conduct user research. The survey system supports various question types, including NPS, CSAT, multiple choice, star ratings, and text inputs. Since surveys are built using the flow system, you can create sophisticated logic-based surveys that adapt based on user responses, trigger at the right moments, and seamlessly integrate with your user onboarding experience.
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Learn more
Refer to our Surveys/NPS documentation to learn more.
Event trackers (no-code event tracking)
Userflow enables non-technical team members to set up event trackers directly in our UI without writing code. This powerful analytics tool enables you to track user interactions, such as button clicks or element visibility, without requiring developer involvement. Events can trigger flows, mark checklist tasks as complete, and be streamed to external analytics platforms. The system operates client-side to enhance privacy and security while providing accurate, robust tracking capabilities.
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Learn more
Refer to our No-code event tracking to learn more.