{"id":32107,"date":"2026-04-17T11:05:54","date_gmt":"2026-04-17T11:05:54","guid":{"rendered":"https:\/\/whatfix.com\/blog\/?p=32107"},"modified":"2026-07-24T03:49:19","modified_gmt":"2026-07-24T03:49:19","slug":"in-app-guidance","status":"publish","type":"post","link":"https:\/\/whatfix.com\/blog\/in-app-guidance\/","title":{"rendered":"In-App Guidance: Types, Benefits, Examples &#038; Tools"},"content":{"rendered":"<p>Enterprise software creates value when users can complete critical workflows accurately, confidently, and with minimal support.<\/p>\n<p>In-app guidance delivers step-by-step instructions, contextual tips, and self-service help directly inside the applications where work happens. This helps organizations accelerate onboarding, reinforce process compliance, reduce errors, deflect support requests, and achieve the outcomes from core business outcomes.<\/p>\n<p>In this article, we explain what in-app guidance is, its most common formats and benefits, and how enterprises use it to improve software adoption and workflow execution.<\/p>\n<h2><b>What Is In-App Guidance?<\/b><\/h2>\n<p>In-app guidance provides real-time, contextual instructions inside software, helping users complete workflows accurately and independently. It appears in the flow of work, empowering users to move through each step without leaving the application to search for documentation, ask a subject matter expert, or open a support ticket.<\/p>\n<div class=\"featured\"><iframe src=\"\/\/www.youtube.com\/embed\/pTmcBLW4_Qs?t=2s\" width=\"560\" height=\"314\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<h2><b>8 Types of In-App Guidance<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">In-app guidance can take several forms depending on the user\u2019s goal, workflow complexity, and required level of support.<\/span><\/p>\n<h3><b>1. Interactive walkthroughs<\/b><\/h3>\n<p><a href=\"https:\/\/whatfix.com\/interactive-walkthrough\/\"><span style=\"font-weight: 400;\">Interactive walkthroughs<\/span><\/a><span style=\"font-weight: 400;\"> guide users through a process one step at a time. Each instruction is connected to the relevant application field, button, or page element.<\/span><\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-39480\" src=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2023\/02\/interactive-walkthrough-gif.gif\" alt=\"interactive-walkthrough-\" width=\"600\" height=\"338\" \/><\/p>\n<p><b>Use cases for interactive walkthroughs include:<\/b><\/p>\n<ul>\n<li>Guiding users through a complex, multi-step workflow in the correct sequence.<\/li>\n<li>Reinforcing best practices while users complete an unfamiliar or infrequent task.<\/li>\n<li>Helping users adopt a new process without relying on separate training materials.<\/li>\n<\/ul>\n<h3><b>2. Product tours<\/b><\/h3>\n<p><a href=\"https:\/\/whatfix.com\/product-tour\/\"><span style=\"font-weight: 400;\">Product tours<\/span><\/a><span style=\"font-weight: 400;\"> introduce users to an application, dashboard, or feature set. They typically highlight key interface elements and explain where users should begin.<\/span><\/p>\n<p><b>Use cases for product tours include:<\/b><\/p>\n<ul>\n<li>Introducing users to the main areas and capabilities of an application.<\/li>\n<li>Highlighting new features, interface changes, or recently added functionality.<\/li>\n<li>Helping users understand where to begin after gaining access to a new system.<\/li>\n<\/ul>\n<h3><b>3. Tooltips<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Tooltips provide short explanations beside application fields, icons, buttons, or dropdown menus. They give users additional context at a specific decision point.<\/span><\/p>\n<p><b>Use cases for tooltips include:<\/b><\/p>\n<ul>\n<li>Explaining the purpose of a field, button, icon, or application feature.<\/li>\n<li>Sharing best practices at the point where users make a decision.<\/li>\n<li>Clarifying terminology, requirements, or available options without interrupting the workflow.<\/li>\n<\/ul>\n<h3><b>4. Checklists<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Checklists organize onboarding activities or workflow tasks into a structured sequence. Users can track progress and launch guidance for each task.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-91913 \" src=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2026\/04\/whatfix-task-list.webp\" alt=\"\" width=\"646\" height=\"418\" srcset=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2026\/04\/whatfix-task-list.webp 800w, https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2026\/04\/whatfix-task-list-300x194.webp 300w, https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2026\/04\/whatfix-task-list-768x497.webp 768w\" sizes=\"(max-width: 646px) 100vw, 646px\" \/><\/p>\n<p><b>Use cases for checklists include:<\/b><\/p>\n<ul>\n<li>Organizing a series of required tasks into a clear, trackable sequence.<\/li>\n<li>Helping users complete onboarding, setup, or recurring process activities.<\/li>\n<li>Showing users which steps are complete and which actions remain outstanding.<\/li>\n<\/ul>\n<h3><b>5. Help centers<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">In-app help centers give users searchable access to documentation, walkthroughs, FAQs, videos, and company policies without leaving the application. Modern help centers integrate AI for conversational search, help discovery, and in-app process summarization.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-88389\" src=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2019\/08\/image3.png\" alt=\"Whatfix self help\" width=\"647\" height=\"444\" srcset=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2019\/08\/image3.png 632w, https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2019\/08\/image3-300x206.png 300w\" sizes=\"(max-width: 647px) 100vw, 647px\" \/><\/p>\n<p><b>Use cases for help centers include:<\/b><\/p>\n<ul>\n<li>Giving users searchable access to approved documentation and support resources.<\/li>\n<li>Helping users resolve common questions without leaving the application.<\/li>\n<li>Connecting users to relevant walkthroughs, policies, videos, or process instructions.<\/li>\n<\/ul>\n<h3><b>6. Pop-ups<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Pop-ups display prominent messages inside an application. They can communicate important updates, introduce changes, collect feedback, or direct users toward an action.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-67360 \" src=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2024\/04\/Group-52.png\" alt=\"ukg-pro-whatfix-pop-up\" width=\"644\" height=\"442\" srcset=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2024\/04\/Group-52.png 980w, https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2024\/04\/Group-52-300x206.png 300w, https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2024\/04\/Group-52-768x527.png 768w\" sizes=\"(max-width: 644px) 100vw, 644px\" \/><\/p>\n<p><b>Use cases for pop-ups include:<\/b><\/p>\n<ul>\n<li>Capturing attention for urgent announcements, deadlines, or required actions.<\/li>\n<li>Informing users of significant product, policy, or process updates.<\/li>\n<li>Collecting feedback or directing users toward a new feature or resource.<\/li>\n<\/ul>\n<h3><b>7. Field validation<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Field validation identifies missing, incomplete, or incorrectly formatted information as users enter data. It provides immediate instructions for correcting the issue.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-39478\" src=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2023\/02\/field-validation-gif.gif\" alt=\"field-validation\" width=\"600\" height=\"338\" \/><\/p>\n<p><b>Use cases for data validation include:<\/b><\/p>\n<ul>\n<li>Alerting users when required information is missing, incomplete, or incorrectly formatted.<\/li>\n<li>Preventing common data-entry errors before a form or workflow is submitted.<\/li>\n<li>Reinforcing process requirements at the exact point where users enter information.<\/li>\n<\/ul>\n<h3><b>8. Banners<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Banners display persistent or temporary messages across an application page without covering the primary workspace.<\/span><\/p>\n<p><b>Use cases for banners include:<\/b><\/p>\n<ul>\n<li>Sharing timely updates without blocking access to the rest of the application.<\/li>\n<li>Promoting new features, resources, events, or upcoming changes.<\/li>\n<li>Keeping important reminders visible while users continue working.<\/li>\n<\/ul>\n<h2><b>Benefits of In-App Guidance on Enterprise Software<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Here are core outcome-driven use cases for in-app guidance:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Reduces time-to-proficiency for new employees:<\/b><span style=\"font-weight: 400;\"> In-app guidance reinforces training while employees complete real workflows. New users can follow step-by-step instructions without having to remember every process covered during onboarding.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Prevents errors and improves process compliance:<\/b><span style=\"font-weight: 400;\"> Guidance reinforces approved procedures while users work. This can improve data quality, reduce rework, and help regulated teams follow required processes.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Deflects support tickets and enables self-service resolution: <\/b><span style=\"font-weight: 400;\">Embedded help centers let users search documentation and launch relevant guidance directly in the application. This reduces reliance on support teams and subject matter experts for routine questions.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Accelerates task completion and increases productivity:<\/b><span style=\"font-weight: 400;\"> Users complete tasks faster when instructions and answers appear directly within the workflow. They spend less time searching for resources, correcting errors, or waiting for assistance.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Standardizes workflow execution and scales enablement:<\/b><span style=\"font-weight: 400;\"> In-app guidance empowers employees with a consistent source for SOPs and process instructions across teams, regions, applications, and business units. Organizations can localize and target guidance while maintaining a standardized process across distributed teams, frontline employees, shared-service organizations, and companies managing frequent changes.<\/span><\/li>\n<\/ul>\n<h2><b>Traditional Performance Support vs. In-Workflow Guidance<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Traditional performance support includes SOPs, job aids, LMS courses, knowledge-base articles, videos, <\/span><a href=\"https:\/\/whatfix.com\/blog\/process-documentation\/\"><span style=\"font-weight: 400;\">process documentation<\/span><\/a><span style=\"font-weight: 400;\">, and troubleshooting support. These resources provide foundational learning and detailed reference material.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In-workflow guidance places the relevant instruction directly inside the application. It shortens the distance between finding an answer and applying it during task execution.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Key differences between traditional performance support and in-app guidance\u00a0<\/span><\/h3>\n<table>\n<tbody>\n<tr>\n<td><\/td>\n<td><b>Traditional performance support<\/b><\/td>\n<td><b>In-workflow guidance<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Lives in<\/span><\/td>\n<td><span style=\"font-weight: 400;\">LMS, shared drive, PDF, or knowledge base<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Inside the application<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Users access<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Before work or after a problem occurs<\/span><\/td>\n<td><span style=\"font-weight: 400;\">During task execution<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">User action<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Search for and interpret information<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Follow contextual instructions<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Common formats<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Courses, SOPs, articles, and videos<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Flows, tips, validation, and help centers<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Targeting<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Usually based on broad audiences<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Based on role, page, behavior, or workflow<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Measurement<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Completions, views, and downloads<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Engagement, searches, errors, and workflow outcomes<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><span style=\"font-weight: 400;\">How they work together<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In-app guidance delivers the greatest value when it extends existing documentation. The governing <\/span><a href=\"https:\/\/whatfix.com\/blog\/sop-examples\/\"><span style=\"font-weight: 400;\">SOP<\/span><\/a><span style=\"font-weight: 400;\"> can remain the source of record while critical instructions are converted into walkthroughs, tips, validation rules, and searchable in-app answers.<\/span><\/p>\n<h2><b>Examples of In-App Guidance<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Guided workflows are most effective in high-friction, high-impact processes that teams perform every day. The following examples show how in-app guidance can enable users and improve execution across different business functions and applications:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/whatfix.com\/resources\/case-studies\/extra-space-storage\/\"><b>Extra Space Storage<\/b><\/a><span style=\"font-weight: 400;\"> uses Flows in its rental management system to guide store associates through the storage rental process, reducing rental transaction times by 50%.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/whatfix.com\/resources\/case-studies\/biomerieux\/\"><b>bioM\u00e9rieux<\/b><\/a><span style=\"font-weight: 400;\"> uses Smart Tips in its contract creation workflows to alert legal and procurement teams to data-entry errors and incorrect categorization.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/whatfix.com\/resources\/case-studies\/windward-risk-managers\/\"><b>Windward Risk Managers<\/b><\/a><span style=\"font-weight: 400;\"> uses Flows to guide advisors through mortgage-change workflows, Field Validation to improve mortgage application data, and Self Help to provide access to current policies and local regulations.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/whatfix.com\/resources\/case-studies\/old-mutual\/\"><b>Old Mutual<\/b><\/a><span style=\"font-weight: 400;\"> communicates product plans and policy updates to financial advisors through in-app Smart Tips and Pop-Ups.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/whatfix.com\/resources\/case-studies\/mpg-seamlessly-transition-recruiters-to-bullhorn\/\"><b>ManpowerGroup<\/b><\/a><span style=\"font-weight: 400;\"> guides recruiters through ATS processes such as adding candidates and scheduling interviews. Smart Tips explain application fields and dropdown options.<\/span><\/li>\n<\/ul>\n<h2><b>Tools for Creating In-App Guidance<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">In-app guidance tools serve different types of organizations and use cases. Some platforms support complex internal enterprise applications, while others focus on customer onboarding and product engagement for SaaS companies.<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><b>Tool<\/b><\/td>\n<td><b>Best for<\/b><\/td>\n<td><b>What makes it different<\/b><\/td>\n<\/tr>\n<tr>\n<td><a href=\"#whatfix\"><b>Whatfix<\/b><\/a><\/td>\n<td><span style=\"font-weight: 400;\">Enterprise adoption across mission-critical applications<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Combines <\/span><a href=\"https:\/\/whatfix.com\/blog\/software-simulation-tools\/\"><span style=\"font-weight: 400;\">application simulations<\/span><\/a><span style=\"font-weight: 400;\">, in-app guidance, embedded support, <\/span><a href=\"https:\/\/whatfix.com\/blog\/workflow-governance\/\"><span style=\"font-weight: 400;\">workflow governance<\/span><\/a><span style=\"font-weight: 400;\">, and <\/span><a href=\"https:\/\/whatfix.com\/blog\/digital-adoption-kpis\/\"><span style=\"font-weight: 400;\">adoption analytics<\/span><\/a><\/td>\n<\/tr>\n<tr>\n<td><a href=\"#apty\"><b>Apty<\/b><\/a><\/td>\n<td><span style=\"font-weight: 400;\">Enterprise workflow guidance and process compliance built for sales and RevOps teams.<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Focuses on walkthroughs, validation, workflow monitoring, and application usage<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"#salesforce\"><b>Salesforce In-App Guidance<\/b><\/a><\/td>\n<td><span style=\"font-weight: 400;\">Basic guidance inside Salesforce<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Native Salesforce prompts and walkthroughs<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"#userpilot\"><b>Userpilot<\/b><\/a><\/td>\n<td><span style=\"font-weight: 400;\">SaaS customer onboarding and product adoption<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Combines in-app experiences with product analytics and user feedback<\/span><\/td>\n<\/tr>\n<tr>\n<td><a href=\"#appcues\"><b>Appcues<\/b><\/a><\/td>\n<td><span style=\"font-weight: 400;\">SaaS product engagement across web and mobile<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Supports in-app messages, <\/span><a href=\"https:\/\/whatfix.com\/blog\/user-onboarding-examples\/\"><span style=\"font-weight: 400;\">onboarding flows<\/span><\/a><span style=\"font-weight: 400;\">, surveys, email, and push notifications<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><b><a id=\"whatfix\"><\/a>1. Whatfix<\/b><\/h3>\n<p><a href=\"http:\/\/whatfix.com\"><span style=\"font-weight: 400;\">Whatfix<\/span><\/a><span style=\"font-weight: 400;\"> is an enterprise <\/span><a href=\"https:\/\/whatfix.com\/digital-adoption-platform\/\"><span style=\"font-weight: 400;\">digital adoption platform<\/span><\/a><span style=\"font-weight: 400;\"> that enables organizations to create, manage, and measure in-app guidance across web, desktop, mobile, VDI, and custom applications. It supports onboarding, performance support, process compliance, change communication, self-service, and workflow optimization.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-91899 size-large\" src=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2026-07-21-at-2.34.00-PM-1024x590.png\" alt=\"whatfix-in-app-guidance\" width=\"1024\" height=\"590\" srcset=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2026-07-21-at-2.34.00-PM-1024x590.png 1024w, https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2026-07-21-at-2.34.00-PM-300x173.png 300w, https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2026-07-21-at-2.34.00-PM-768x442.png 768w, https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2026-07-21-at-2.34.00-PM-1536x885.png 1536w, https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2026-07-21-at-2.34.00-PM.png 1736w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h4><span style=\"font-weight: 400;\">What types of companies use Whatfix?<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enterprise organizations with mission-critical software that requires end-to-end adoption<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Regulated industries with complex or high-risk workflows<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Frontline and distributed teams that need support at the moment of need<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Whatfix\u2019s in-app guidance capabilities and features:<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Flows for step-by-step workflow guidance<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Smart Tips for contextual field and page instructions<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Field Validation for preventing data-entry errors<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Task Lists for structured onboarding and process completion<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pop-Ups and Launchers for communication and feature adoption<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Self Help for embedded access to documentation and knowledge<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Why choose Whatfix?<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Unified application lifecycle:<\/b><span style=\"font-weight: 400;\"> Connect pre-production application simulations with live in-app guidance, embedded support, and continuous workflow optimization.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Whatfix AI Agents:<\/b><span style=\"font-weight: 400;\"> Support faster content authoring, contextual user assistance, and adoption analysis.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Enterprise application coverage:<\/b><span style=\"font-weight: 400;\"> Deploy guidance across application vendors, custom software, web, desktop, mobile, and VDI environments.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Customer-led services:<\/b><span style=\"font-weight: 400;\"> Access implementation support, author training, migration assistance, content services, and digital adoption expertise.<\/span><\/li>\n<\/ul>\n<h3><b><a id=\"apty\"><\/a>2. Apty<\/b><\/h3>\n<p><a href=\"https:\/\/whatfix.com\/apty-alternatives-competitors\/\"><span style=\"font-weight: 400;\">Apty<\/span><\/a><span style=\"font-weight: 400;\"> is a digital adoption platform for organizations that want to guide users through software workflows and improve process compliance.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">What types of companies use Apty?<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enterprises using complex web applications<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Teams focused on process compliance<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Organizations seeking workflow and application usage insights<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Apty\u2019s in-app guidance capabilities and features:<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Step-by-step walkthroughs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tooltips and contextual help<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Workflow and field validation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Adoption and process analytics<\/span><\/li>\n<\/ul>\n<h3><b><a id=\"salesforce\"><\/a>3. Salesforce In-App Guidance<\/b><\/h3>\n<p><a href=\"https:\/\/whatfix.com\/blog\/salesforce-in-app-guidance\/\"><span style=\"font-weight: 400;\">Salesforce In-App Guidance<\/span><\/a><span style=\"font-weight: 400;\"> is a native Salesforce feature for creating prompts and walkthroughs inside supported Lightning applications.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">What types of companies use Salesforce In-App Guidance?<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Organizations that require guidance only inside Salesforce<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Salesforce administrators introducing new features<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Teams with basic onboarding and feature-adoption needs<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Salesforce In-App Guidance capabilities and features:<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Floating and docked prompts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Multi-step walkthroughs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Audience and page targeting<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Basic engagement analytics<\/span><\/li>\n<\/ul>\n<h3><b><a id=\"userpilot\"><\/a>4. Userpilot<\/b><\/h3>\n<p><a href=\"https:\/\/whatfix.com\/userpilot-alternatives-competitors\/\"><span style=\"font-weight: 400;\">Userpilot<\/span><\/a><span style=\"font-weight: 400;\"> is a product growth platform designed primarily for SaaS product, growth, and customer-success teams.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">What types of companies use Userpilot?<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">SaaS businesses onboarding customers<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Product-led growth teams<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Companies focused on activation, adoption, and retention<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Userpilot\u2019s in-app guidance capabilities and features:<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Product tours and onboarding flows<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tooltips, modals, and checklists<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Audience segmentation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Product analytics and user surveys<\/span><\/li>\n<\/ul>\n<h3><b><a id=\"appcues\"><\/a>5. Appcues<\/b><\/h3>\n<p><a href=\"https:\/\/whatfix.com\/appcues-alternatives-competitors\/\"><span style=\"font-weight: 400;\">Appcues<\/span><\/a><span style=\"font-weight: 400;\"> is a customer engagement platform for building onboarding, feature-adoption, and product-communication experiences across web and mobile applications.<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">What types of companies use Appcues?<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">SaaS companies onboarding customers<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Product and growth teams<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Organizations managing customer lifecycle communication<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400;\">Appcues\u2019 in-app guidance capabilities and features:<\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Product tours, tooltips, and modals<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Checklists, banners, and hotspots<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Audience segmentation and event triggers<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Surveys, email, and mobile push notifications<\/span><\/li>\n<\/ul>\n<h2><b>Tips for Creating Effective In-App Guidance<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Effective in-app guidance should help users complete a task without distracting them from their work. Each experience should address a specific user need, workflow problem, or business outcome.<\/span><\/p>\n<h3><b>Make guidance contextually relevant<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Present guidance on the page and at the moment a user needs it. Time-based, event-based, and behavior-based triggers can prevent unnecessary prompts.<\/span><\/p>\n<h3><b>Target specific user cohorts<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Target content by role, department, region, application access, experience level, or previous behavior. Users should only see guidance that applies to their work.<\/span><\/p>\n<h3><b>Keep it concise<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Each message should communicate one clear instruction. Move longer explanations into an in-app help article, video, or linked SOP.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-30350\" src=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2022\/08\/image5-2.png\" alt=\"keep-tooltip-brief\" width=\"1999\" height=\"648\" \/><\/p>\n<h3><b>Provide a clear exit option<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Allow users to close, skip, or restart guidance when appropriate. Reserve mandatory experiences for documented compliance, safety, or operational requirements.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><b>Integrate data sources and knowledge bases<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Connect in-app help to existing repositories such as SharePoint, an LMS, a service portal, or a knowledge base. This gives users one searchable access point while preserving approved source content.<\/span><\/p>\n<h3><b>Track engagement and identify targeted interventions<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Measure which guidance users view, complete, skip, or abandon. Analyze help-center searches and workflow behavior to identify unanswered questions and new guidance opportunities.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-91915 size-full\" src=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2026\/04\/Screenshot-2026-07-23-at-11.46.48-AM.png\" alt=\"whatfix-flow-analytics\" width=\"882\" height=\"498\" srcset=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2026\/04\/Screenshot-2026-07-23-at-11.46.48-AM.png 882w, https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2026\/04\/Screenshot-2026-07-23-at-11.46.48-AM-300x169.png 300w, https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2026\/04\/Screenshot-2026-07-23-at-11.46.48-AM-768x434.png 768w\" sizes=\"(max-width: 882px) 100vw, 882px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3><b>Use AI to scale content creation and management<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">AI-assisted authoring can help teams capture workflows, draft guidance, translate content, and identify outdated experiences. Organizations should apply established review, testing, approval, and governance processes before publishing content.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-91916 size-full\" src=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2026\/04\/Screenshot-2026-07-23-at-11.47.16-AM.png\" alt=\"whatfix-ai-content-authoring\" width=\"877\" height=\"497\" srcset=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2026\/04\/Screenshot-2026-07-23-at-11.47.16-AM.png 877w, https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2026\/04\/Screenshot-2026-07-23-at-11.47.16-AM-300x170.png 300w, https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2026\/04\/Screenshot-2026-07-23-at-11.47.16-AM-768x435.png 768w\" sizes=\"(max-width: 877px) 100vw, 877px\" \/><\/p>\n<h3><b>Align copy with your brand voice<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Use consistent terminology, tone, formatting, and interface standards. Reusable templates can standardize titles, instructions, buttons, warnings, and confirmation messages.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-30353\" src=\"https:\/\/whatfix.com\/blog\/wp-content\/uploads\/2022\/08\/image2-2.png\" alt=\"Whatfix-tooltip-creation-tool\" width=\"984\" height=\"572\" \/><\/p>\n<h2><b>In-App Guidance Clicks With Whatfix<\/b><\/h2>\n<p><span style=\"font-weight: 400;\"><a href=\"http:\/\/whatfix.com\">Whatfix<\/a> helps enterprises modernize performance support by converting static documentation and process knowledge into contextual guidance, validation, and embedded help. Organizations can create, govern, scale, and optimize guidance across mission-critical applications while improving user proficiency, workflow execution, and process adherence.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whatfix connects in-app guidance with pre-production application simulations and adoption analytics, giving enterprise teams one platform to prepare users, support them during work, and continuously improve software adoption.<\/span><\/p>\n<p><strong>Get started on digital adoption journey today.<\/strong> <a href=\"https:\/\/whatfix.com\/request-demo\/?utm_source=blog&amp;utm_medium=link&amp;utm_campaign=digital_adoption&amp;utm_term=demo&amp;utm_content=guided_workflows\"><b>Request a Whatfix demo now!<\/b><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Enterprise software creates value when users can complete critical workflows accurately, confidently, and with minimal support. In-app guidance delivers step-by-step instructions, contextual tips, and self-service help directly inside the applications&#8230;<\/p>\n","protected":false},"author":64,"featured_media":61134,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1015,998],"tags":[897,1002],"class_list":["post-32107","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-adoption","category-workflow-optimization","tag-digital-adoption","tag-product-teams"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>In-App Guidance: Types, Benefits, Examples &amp; Tools<\/title>\n<meta name=\"description\" content=\"In-app guidance helps users complete software workflows with contextual instructions, embedded support, and real-time validation.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/whatfix.com\/blog\/in-app-guidance\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"In-App Guidance: Types, Benefits, Examples &amp; 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