Introduction

Userlane facilitates user success through interactive guides and tooltips, seamlessly integrated with the AppXite platform to enhance user experience and support.

Some of its features include:

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

Userlane Javascript code is already integrated with the Appxite platform for you to take full benefit of it.

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

Once you have the ID, go to the Appxite platform, enable and add your Userlane ID, to make use of the content you will create with Userlane:6755278.JPG

NOTE! If Userlane integration is enabled at the distributor level, seller organizations belonging to that distributor will use the distributor's Userlane integration by default unless a different Userlane ID is added under the settings of the seller organization.

The Userlane snippet has already been implemented in the platform, and the following characteristics of the user viewing the platform or the platform they are a user of will be shared with Userlane as Attributes:

  • Country
  • Host (tenant)
  • Language
  • User roles
  • User id
  • Organization id

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 user guidelines, the client will need to have a Userlane account and a Userlane browser extension:

userlane_cpq.png

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

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