use cases
104 ways to help a stuck user
by product, by team, by the job that keeps turning into tickets, and how heytappr stacks up against what you're using today.
- by job
Onboarding that answers, instead of presenting
A new user doesn't want your product tour, they want their first win.
Help me set up my first project - by job
Help that shows up where the problem is
The moment a user opens your help center, they've left your product.
Why can't I publish this yet? - by job
User onboarding that answers the question the user actually asked
New users don't want a tour of everything, they want to finish the one thing they came to do.
How do I get started with my first project? - by job
Feature adoption without another announcement banner
Users ignore features because they don't know what the feature does for them, and banners don't fix that.
Is there a way to automate this instead of doing it by hand? - by job
Reduce support tickets by resolving how-do-I questions in the product
A large share of tickets are users asking how to do something the product already does.
How do I change the email address on my account? - by job
Guided account setup that users finish
Setup is where accounts stall: connect this, configure that, invite the team.
What do I need to set up before my team can use this? - by job
Self-serve support that lives inside the product
Help centers make users leave the product, search, read, and come back to translate an article into clicks.
How do I export my data? - by job
Walk users through long forms and settings without losing them
Multi-step forms and dense settings pages are where users abandon, guess wrong, or file a ticket.
Which of these fields do I actually need to fill in? - by job
Find where users get stuck, in their own words
Most analytics show what users clicked, not what they were trying to do.
I can't figure out how to share this with someone outside my team - by job
Ship the new UI without shipping a wave of confusion
Every redesign, migration, and new-hire cohort produces the same question: where did that thing go?
Where did the reports section move to in the new layout? - by job
Guide users through two-factor setup
Everyone agrees 2fa is a good idea until they're staring at a qr code, an authenticator app, and a six-digit field with a timer.
How do I turn on two-factor authentication? - by job
Guide users to connect an integration
Users who connect an integration stay longer, and plenty of them never finish connecting one.
How do I connect slack so I get alerts there? - by job
Guide users through csv and data import
An empty product is a product nobody sticks with, and the import screen is where many new accounts stall.
How do I import my contacts from a spreadsheet? - by job
Guide users to build their first report
The report builder is where your product proves its value, and also where new users click around and leave.
How do I make a weekly report of new signups? - by job
Guide users to update their payment method
A card expires, a payment fails, and the user can't find where to fix it.
Where do I change the card on my account? - by job
Guide users through a plan upgrade
A user who asks how to upgrade has already decided.
How do I upgrade to get more seats? - by job
Reduce churn at the cancel flow, honestly
Plenty of people cancel because of one thing they couldn't figure out.
I want to cancel, I can't get the export to work - by job
Guide developers through webhooks and api keys
The api docs explain the payloads.
Where do I create a webhook for new orders? - by job
Guide admins through roles and permissions
Permissions are powerful and easy to get wrong.
How do I let contractors see projects but not billing? - by job
Guide users to export their data
Export buttons hide in menus, overflow icons, and settings pages.
How do I export this table to excel? - by job
Guide users to invite teammates
An account with one user is an account at risk.
How do I add my coworker to this workspace? - by job
Guide users to set up notifications
Users either get buried in notifications or miss the one that mattered, and both end in frustration.
How do I stop getting emails for every comment? - by job
Help users through a ui redesign
You shipped a better interface, and your most loyal users are furious because nothing is where it used to be.
Where did the reports tab go? - by job
Trial to paid activation with in-app guidance
Most trial users never reach the moment where your product clicks.
How do I get my first project set up? - by job
Guidance for first-run empty states
A brand new account opens to a blank screen and a single button nobody is sure about.
What do I do first? - by job
Help users find a setting that moved
Every product has a setting that moved last quarter and a user who still looks for it in the old place.
Where is the time zone setting now? - by product
In-app guidance for saas dashboards
Your dashboard makes sense to you, not to the customer who signed up yesterday.
How do I invite a teammate to my workspace? - by product
In-app help for fintech and banking apps
In a banking app, a wrong answer is not a support ticket, it is a compliance problem.
How do I add a payee for a bank transfer? - by product
Guided help for e-commerce and marketplace seller tools
Sellers are not software people.
How do I add a new product listing with photos? - by product
In-app guidance for smart home and iot companion apps
Companion apps carry the whole burden of a physical product: pairing, wifi setup, automations, firmware.
How do I set a schedule for my thermostat? - by product
In-app guidance for healthcare and patient portals
Patient portals serve everyone, including people who rarely use software and people who cannot easily read small interface text.
How do I see my lab results from last week? - by product
In-app help for hr and payroll software
Most people open their hr system a few times a year, and forget how it works in between.
How do I request time off for next month? - by product
In-app guidance for internal enterprise tools
Every internal rollout follows the same script: training decks, a wiki page, then months of the same questions in the team channel.
How do I submit an expense report? - by product
In-app guidance for android apps
HeyTappr is not web-only.
How do I change my notification settings? - by product
In-app guidance for crm software
Reps live in the crm but only use a fraction of it, and every new hire asks the same five questions in their first week.
How do I move this deal to negotiation and log the call? - by product
In-app guidance for erp systems
Nobody remembers how to raise a purchase order they only raise twice a year.
How do I create a purchase order for a new vendor? - by product
In-app help for lms and edtech platforms
The start of every term is the same: teachers who can't find the gradebook, students who can't find the submit button, and a support inbox on fire.
Where do I upload my assignment? - by product
Store admin guidance for e-commerce platforms
A merchant setting up their first store has a hundred settings between them and a first sale.
How do I set up free shipping over fifty dollars? - by product
In-app guidance for logistics and fleet software
Dispatch doesn't stop for training.
How do I reassign this load to another driver? - by product
In-app help for property management software
Property managers juggle leases, rent, and maintenance, and tenants just want to pay rent and report a leak.
How do I set up automatic rent reminders for this unit? - by product
Policyholder guidance for insurance portals
People only open their insurance portal when something has gone wrong, and that is the worst time to be hunting for the claim button.
How do I file a claim for my car? - by product
In-app guidance for legal practice software
Lawyers bill by the hour and don't want to spend any of it learning software.
How do I log time against this matter? - by product
In-app guidance for analytics and bi dashboards
Analytics products are full of power that nobody finds.
How do I break this chart down by country? - by product
In-app guidance for developer tools and cloud consoles
Developers will read docs, but they'd rather not tab away from the console to find where a setting lives.
Where do I add an environment variable for production? - by product
In-app guidance for marketing automation tools
Marketers want to launch a campaign today, not learn your segment builder.
How do I send this email only to people who opened the last one? - by product
Staff guidance for restaurant and retail pos software
Restaurants and shops hire constantly, and the manager can't stand next to every new server.
How do I split this check three ways? - by product
Self-care guidance for telecom apps
Telecom contact centres are full of calls that the app could have handled: turn on roaming, add data, find the bill.
How do I turn on roaming before my trip? - by product
Citizen guidance for government service portals
Public service portals serve everyone, including people who rarely use a computer and people using a second language.
How do I renew my business permit? - by product
In-app help for travel booking platforms
Changing a flight or adding a bag should take a minute, but travellers get lost in manage-booking screens and call instead.
How do I add a checked bag to my booking? - by product
In-app guidance for accounting and invoicing software
Small business owners are not accountants, and your app shouldn't make them feel like they need to be.
How do I match this bank transaction to an invoice? - by team
HeyTappr for product managers
You ship features; users still don’t find them.
How do I set up a recurring report? - by team
HeyTappr for customer support leads
A large share of your queue is how-do-I questions with known answers.
How do I change the email address on my account? - by team
HeyTappr for customer success teams
You can’t sit on a call for every user who needs to complete setup.
How do I invite my teammates to this workspace? - by team
HeyTappr for founders and early-stage startups
Early on, you are the support team, and every confused user either emails you or churns silently.
Where do I connect my payment account? - by team
HeyTappr for growth teams
Activation usually fails at a specific step, a control users don’t find, a form they abandon.
How do I finish setting up my account? - by team
HeyTappr for ux and design teams
Tooltip tours drawn on screenshots go stale the day the interface changes.
How do I switch this dashboard to dark mode? - by team
HeyTappr for it and ops teams
Every internal rollout brings the same cycle: training sessions, wiki pages nobody reads, then a wave of helpdesk tickets.
How do I submit an expense report in the new system? - by team
HeyTappr for developers
You get asked to build product tours, and they rot the moment the DOM changes.
How do I generate an API key for my integration? - by team
HeyTappr for product marketing teams
You wrote the launch post, the email, the changelog entry.
Where is the new scheduling feature? - by team
HeyTappr for technical writers and docs teams
You write careful step-by-step docs, and users read them in another tab while squinting at the product.
How do I set up a custom domain? - by team
HeyTappr for sales engineers
A pilot stalls because the champion couldn't figure out step four, and nobody told you until the next call.
How do I connect our data source like in the demo? - by team
HeyTappr for customer education teams
Your academy covers the concepts well.
How do I build a filter like the one in the course? - by team
HeyTappr for implementation specialists
You answer the same setup questions on every kickoff.
How do I map our user roles? - by team
HeyTappr for qa and release managers
Every release can quietly break the help that points at your ui.
Where did the export button go? - by team
HeyTappr for product-led growth teams
Product-led means the product has to do the selling and the onboarding, with no rep on the call.
How do I share this with my team? - by team
HeyTappr for agencies building client apps
You ship the app, then field months of "How do I" Emails from the client's team.
How do I add a new product to the store? - by team
HeyTappr for b2b marketplace ops teams
A marketplace has two sets of users, and both of them email your ops team.
How do I update my shipping terms? - by team
HeyTappr for enterprise learning and development
Training sessions fade by the time someone actually needs the process.
How do I submit an expense report? - by team
HeyTappr for support ops and knowledge managers
You maintain the macros, the articles, and the spreadsheet of top contact reasons.
How do I reset another user's password? - by team
HeyTappr for vertical saas founders
Your customers are dentists, contractors, or logistics managers.
How do I send an invoice to this client? - what it does
A product assistant that lives inside your app
Your users don't want a help center, they want to finish the task.
How do I connect my bank account? - what it does
In-app guidance that starts from the user's question
Most in-app guidance fires when a tour designer decided it should.
Where do I change my billing details? - what it does
Help your users can listen to
Reading a tooltip while hunting for the button it describes is two jobs.
Walk me through adding a teammate - what it does
Voice-guided walkthroughs
HeyTappr reads each step of a guide out loud while the user works in your live interface.
How do I add a new team member? - what it does
Live spotlight on the real interface
HeyTappr scrolls to and highlights the actual DOM element for each step, the real button, field, or menu in your running app.
Where do I change my billing details? - what it does
Auto-advance that follows the user’s actions
HeyTappr watches the spotlighted control and moves to the next step the moment the visitor uses it.
Help me set up my first project - what it does
Ai intent matching from the user’s own words
Users don’t browse a help menu, they just ask.
I want to export my invoices as a csv - what it does
Approved copy only, nothing improvised
HeyTappr never generates answers like a chatbot.
How do I cancel a scheduled report? - what it does
Guide analytics and the outcome funnel
HeyTappr shows what guidance actually happened: assisted sessions, workflows started and completed, an outcome funnel, a daily trend, and a platform split.
Show me how to connect my calendar - what it does
Needs-attention: broken guides and missing ones
The needs-attention list catches the two ways in-app guidance goes stale: selectors that broke when your ui changed, and real questions from users that no published guide answers.
Can I merge two customer records? - what it does
Privacy and data governance controls
HeyTappr treats governance as a feature, not a settings page afterthought.
How do I delete my account data? - compared
Digital adoption, without the platform weight
Digital adoption platforms are powerful and correspondingly heavy: builders, segments, event plumbing.
How do I approve this invoice? - compared
HeyTappr vs traditional product tours
Product tours show every new user the same sequence of tooltips, whether they need it or not.
How do I set up my first project? - compared
HeyTappr vs appcues
Appcues is one of the best-known product adoption platforms, with no-code builders for flows, tooltips, checklists, and announcements.
Where do I change my billing details? - compared
HeyTappr vs pendo guides
Pendo is a product experience platform where guides sit alongside deep product analytics, and teams decide which segments see which guides.
How do I invite a teammate to this workspace? - compared
HeyTappr vs userflow
Userflow is well regarded for how quickly teams can build onboarding flows, checklists, and resource centers without engineering time.
How do I export this report as a csv? - compared
HeyTappr vs intercom product tours
Intercom’s product tours live inside a broader customer communication platform, messenger, inbox, help center, and AI answers in one place.
How do I connect my calendar to this app? - compared
HeyTappr vs support chatbots
Support chatbots are good at answering questions in text, instantly and at any hour.
I can’t find where to change my notification settings - compared
HeyTappr vs help center documentation
A good help center is searchable, thorough, and always on, and users still have to leave your app, read, and map screenshots back to the screen in front of them.
How do I set up two-factor authentication? - compared
HeyTappr vs video tutorials
Video tutorials are great at showing what a workflow looks like end to end, with a human voice explaining the why.
Walk me through publishing my first page - compared
HeyTappr vs walkme
Walkme is one of the best-known digital adoption platforms, used widely for enterprise software rollouts with a broad set of tools.
How do I approve this purchase request? - compared
HeyTappr vs whatfix
Whatfix is a mature digital adoption platform, popular for employee software training and customer-facing flows.
How do I create a new vendor record? - compared
HeyTappr vs userpilot
Userpilot is a product growth platform that pairs analytics with in-app onboarding flows, checklists, and surveys.
How do I set up a recurring report? - compared
HeyTappr vs chameleon
Chameleon is known for highly customizable in-app experiences: tours, tooltips, launchers, and microsurveys styled to match your product.
How do I change who can see this dashboard? - compared
HeyTappr vs userguiding
Userguiding is a no-code onboarding tool for building walkthroughs, checklists, and resource centers.
How do I import my contacts? - compared
HeyTappr vs userlane
Userlane is a digital adoption platform used a lot for helping employees learn business software.
How do I book time off? - compared
HeyTappr vs stonly
Stonly is known for interactive step-by-step guides, decision trees, and knowledge base content for support teams.
How do I refund this order? - compared
HeyTappr vs intro.js
Intro.js is a popular javascript library for building product tours and hints in code.
How do I add a webhook? - compared
HeyTappr vs shepherd.js
Shepherd.js is a well-liked open-source library for building guided tours in javascript.
Where do I rotate my api key? - compared
HeyTappr vs a zendesk help widget
A help widget like zendesk's is a great front door to your knowledge base and support team.
How do I change my plan? - compared
HeyTappr vs loom walkthrough videos
Recording a quick loom is the fastest way to show someone how to do something.
How do I set up the integration you sent a video about? - compared
HeyTappr vs tooltips and hotspots
Tooltips and hotspots are the quiet hints scattered across a ui: a pulsing dot here, a hover note there.
How do I merge these two accounts? - compared
HeyTappr vs in-app onboarding checklists
An onboarding checklist tells users what to do next.
How do I finish setting up my workspace? - compared
HeyTappr vs generic ai chat widgets
An llm chat widget answers anything by generating text from your docs.
How do I export my invoices?
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if your product has a screen and a user who gets stuck on it, heytappr can guide them. we'll show you on your own product.
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