Guides drift from reality
Guides built from memory — not live workflows — drift from reality as the product evolves.
Use case · Customer Success
Customer onboarding docs that build themselves while you work
Every customer success team feels the tension: building onboarding guides takes time that should go to customers. KnowHub records the session you're already running and turns it into structured, multilingual documentation while you work — not after.
Recording onboarding session
1 step, every languageLocalized onboarding guides for every market
Onboarding: first-time setupAuto-generated · 8 stepsDraft
- 1Create the workspace & invite the team
- 2Connect the first integration
- 3Configure roles and go live
The real cost of slow onboarding documentation
Onboarding is where retention is won or lost. Customers who reach first value quickly stick around — but building the guides that enable self-service is time most CS teams can't spare.
Localization gets deprioritized
Localization for international customers becomes a separate project that rarely reaches the top of the queue.
Tribal knowledge, not structure
New CSMs inherit informal notes and outdated screenshots instead of structured, reliable onboarding paths.
The same walkthrough twice
Every customer who needs the same walkthrough twice signals that the documentation didn't hold.
Build onboarding guides while you run the session
With KnowHub, documentation becomes a byproduct of the work you're already doing — not a separate task you defer until after the call.
Install the Chrome extension
Works with any SaaS or web app — no integrations or API setup required.
Record the onboarding workflow
Walk through account setup, a first integration, or a key use case the way you normally would. KnowHub runs in the background.
AI builds the guide
KnowHub doesn't just log screenshots — it understands the intent behind each step and reconstructs the session as a structured, human-quality onboarding guide.
Review and refine
Edit like a document — add your team's voice, fill in contextual notes, tailor for a specific customer segment or product tier.
Generate multilingual versions
Produce localized copies for every market you serve, in one step, as part of the same flow.
Publish or share
Send to your knowledge base, in-app resource center, or customer portal. KnowHub outputs clean written text — compatible with any platform that accepts article content.
Faster time-to-value. Fewer repeat sessions.
Well-documented onboarding doesn't just benefit customers — it transforms how your CS team operates.
Customers self-serve sooner
Clear, structured guides let customers move through setup independently, reaching first value without needing a CSM on every call.
Fewer repeat sessions
When the guide is complete and accurate, customers don't need the same walkthrough twice. Each CSM reclaims hours that compound across a book of business.
Consistent experience at scale
Every customer gets the best version of your onboarding — not the version a junior CSM reconstructed from memory.
Faster CSM ramp
New team members inherit structured, current guides instead of informal notes. They become productive faster.
Living documentation
When the product changes, re-record the affected step. KnowHub restructures the guide automatically — no screenshot surgery, no copy-paste rewrites.
The payoff
Onboarding documentation that pays for itself
Faster guides, fewer repeat sessions, and localization built in — here's the impact in numbers.
Minutes, not hours
From a recorded session to a structured, publishable draft.
30–50%
Fewer repeat walkthroughs when customers can self-serve — the range commonly cited in industry self-service benchmarks.
Day one
Onboarding guides exist from the very first session — not a separate writing project afterward.
1 step
Localized versions for every market you serve, in a single step.
The 30–50% range reflects commonly cited industry benchmarks for self-service deflection, not a KnowHub-measured result. Time-to-draft, day-one availability and one-step localization describe how KnowHub works.
Built into every plan
Multilingual onboarding for every market you serve
Customer success is global — your onboarding documentation should be too. Record once, then generate localized versions in one step. Not a premium add-on, and not a separate translation project. Your global customers get guides in their own language from day one, without a translation queue.
Generated in one step
- French
- Spanish
- German
- Portuguese
- Japanese
- and more
A realistic onboarding documentation flow
Here's what the KnowHub workflow looks like in practice for a Customer Success team.
Record the live session
A CSM runs the first onboarding session with a new customer, recording the workflow in KnowHub.
AI generates the guide
KnowHub turns the session into a structured onboarding guide — no blank page to fill.
Review and tailor
The CSM reviews the draft, adds product-specific context, and adjusts the tone for self-service reading.
Localize in one step
Localized versions are generated for international customer segments in one step.
Publish everywhere
The published guide goes to the customer's onboarding portal and the team's knowledge base.
Keep it current
When the product changes, the CSM re-records the affected step. The guide is updated in minutes.
Everyone self-serves
Future customers — and new CSMs — self-serve from the same, always-current documentation.
AI-ready by default
Onboarding docs that double as AI-ready knowledge
Because every guide is clean, written article text — not screenshots locked in a viewer — the same content teaches customers and grounds your AI tools. Portable, vendor-neutral, and RAG-ready by default.
KnowHub onboarding guides
- Clean, structured written text
- RAG-ready by default
- Portable and vendor-neutral
- Feeds any AI assistant or search
- Not locked behind an enterprise tier
Screenshot & video guides
- Screenshots or video, not written text
- Not machine-readable for RAG
- Locked in a proprietary viewer
- Manual rework to reuse elsewhere
- One audience: human viewers only
Included on every plan
Private by design
Sensitive customer inputs are redacted at the moment of capture and never stored — so even onboarding workflows that touch sensitive fields are safe to document and reuse.
Redacted at capture, never stored
- Passwords
- Emails
- Phone numbers
- Card numbers
- API keys
- Tokens
- One-time codes
Who this is built for
Customer Success Managers
Building scalable onboarding programs who can't afford to write guides separately from the work of running sessions.
CS team leads
Standardizing onboarding across a growing team and reducing dependence on tribal knowledge.
SaaS companies going global
Expanding internationally and needing onboarding documentation in their customers' language without a separate localization project.
FAQ
Customer onboarding documentation — FAQ
Customer onboarding documentation is the set of guides, articles, and resources that help new customers set up and start getting value from a product quickly. It typically includes step-by-step setup guides, feature walkthroughs, and troubleshooting content published to a knowledge base, help center, or in-app resource center.
KnowHub records real onboarding workflows and uses AI to reconstruct them as structured, human-quality guides — during the session, not afterward. The result is onboarding documentation that's accurate, readable, and ready to publish without starting from a blank page.
Yes. Multilingual generation is built into the core flow and available to all users — not gated to a higher plan tier. Once a guide is reviewed, generate localized versions for every market in one step.
Re-record the affected workflow. KnowHub's AI restructures the updated guide automatically — no manual screenshot editing or copy-paste rewrites required.
Yes. KnowHub outputs clean, structured written text — not content locked in a proprietary viewer — so it's compatible with any platform that accepts article content, whether a knowledge base, in-app resource center, or customer portal.
KnowHub redacts sensitive inputs — passwords, emails, phone and card numbers, API keys, tokens and one-time codes — at the moment of capture and never stores them. Onboarding sessions that pass through sensitive fields are covered by default.
Document your next onboarding session while you run it
Install the Chrome extension, run your next onboarding workflow, and review the generated guide. Your first article is free — no credit card required.
Create your first article free