Customer Success

Get every new user to their first win
— guided, personalized, at scale

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Onboarding that adapts to users

Quaterzip's agent works with a user

Shaped by each user's goals,
not a fixed script

We talk with each new user to understand what they're actually trying to achieve, then shape their onboarding plans around those goals.

Continuous onboarding

Quaterzip's agent works with a user

Empowering users to go deeper at any stage

We are there long after day one. Whenever users are ready to go deeper or learn something new, they can build their understanding at their own pace, at any point in their journey.

Adoption that compounds

Quaterzip's agent works with a user

Users who stay, and use more

When users reach their real goals, not just the ones you mapped out for them, they activate more features, engage more often, and stick around.

FAQs

How does the agent know how to guide the user?

Quarterzip asks users to share their screens with them, allowing the agent to provide personalized and contextual guidance.

What is the Picture-in-Picture?

A floating, draggable modal that follows users through your product and beyond. Because it can see the screen, it guides users through third-party workflows too, explaining features and answering questions without breaking their flow.

Can I track activation and adoption metrics?

Yes — all progress and sentiment data feed into your Activation Hub. You own the insight.

Can I connect these insights to business outcomes?

Yes. The Activation Hub it shows how effectively your agents are resolving queries and escalating issues. We will also surface what topics are most frequently discussed and where better knowledge or product coverage would unlock more.

How do you handle sensitive or regulated data?

We follow industry standard security practices and support configurable data retention. Recordings and transcripts are optional, and you control how long data is stored. We align with ISO security standards.

Is it GDPR compliant?

100%. Data is processed securely and localized as needed.