Hi, I'm Ragul. I'm launching Alongrail Desk here on Saturday, and before then I'd be grateful to hear how other teams deal with this.
Desk turns a help article into a link a customer can follow one step at a time, either without sharing their screen, or in a guided session where they share it. On a computer, a small steps window stays on top of their screen with the next step, in both ways, and they can minimise it or expand it whenever they like. They do every click themselves.
If you answer these questions at your company, I'd love to know two things: which help article would you turn into a guided link first, and what usually happens today when a customer still can't find the button?
Desk gives each task in your product a help article, and a link your customers follow one step at a time: in a guided session, or without sharing their screen (Desk Lite). Free each month: 3 help articles, 10 Desk Lite sessions and 3 guided sessions, no card.