Userlane General Integration and Integration for CPQ

Userlane is a great tool to guide your users to success with interactive guides, tooltips, and announcements.

Some of its features include:

  • Content creation
  • Context-sensitive help
  • In-app guidance
  • Support-channel integrations
  • Enterprise search

Userlane Java script code is already integrated with Appxite platform for you to take full benefits ot it.

You should be able to obtain the Userlane ID from Userlane portal. 

 

Once you have the ID, go to Appxite platform, enable and add your Userlane ID, to make a usage of content you will create with Userlane:6755278.JPG
For more details, read the article on How to implement the Userlane snippet however most of these steps have already been done by Appxite developers.

 

To further extend on different types of content you could create, refer to Userlane Knowledge Hub.

Integration for CPQ

If the page's url contains '/cpq/', it means that it's a CPQ page.

In order to create a user guidelines, client will need to have a Userlane account and a Userlane browser extension:

userlane_cpq.png

With help of the Userline integration, you will be able to easily guide your clients on the CPQ page.

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