Use case
Instaconnect for Customer onboarding
Help customers work through a specific setup question and leave with an owned next step.
The friction
Where the workflow slows down.
- A setup blocker needs a specialist or a visual walkthrough.
- The next action needs an accountable owner.
- The team needs a practical workflow it can maintain.
The fix
A more connected way to work.
InstaSupport
Answer website questions from approved content and offer human chat, video or screen share. Co-browsing is not currently available. Chat, video and screen sharing are supported.
InstaCall
Arrange appointments with event types, routing forms and team booking. External calendar conflict checking and write-back are future scope.
Read this first
Use live guidance alongside your existing activation tracking and follow-up tools.
Plays well with
Common tools customers run alongside Instaconnect. Native integrations vary — see the Integrations page for what's supported today and what is future scope.
Customer recordsCalendarSpecialist service tools
Check supported integration scope LET'S CONNECT
Explore Customer onboarding workflows.
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