OnRamp Features
User Analysis (2)
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Survey Implementation
Allows you to deploy NPS surveys to users.
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Data Analysis
Analyzes user survey responses and information in the application.
User Support (3)
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User Segmentation
Organizes users into predefined groups and provides different responses based on group.
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Multi-Language Support
Supports multiple languages.
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Behavior-responsive Messaging
Provides responses based on user behavior and feedback.
Walkthrough Type (1)
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Audio-visual Walkthroughs
Supports audio and video-based walkthroughs.
Content (5)
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Document Collaboration
Allows users to simultaneously collaborate on a document within the application.
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Versioning
Stores different versions of a document.
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E-Signature
Allows users to provide an e-signature within the platform.
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File Request
Allows businesses to request files from clients.
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Feedback
Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (5)
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Billing and Invoicing
Provides billing and invoicing within the application.
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Instant Messaging
Provides internal and/or external instant messaging capability.
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Project Management
Offer project management features like task creation and tracking within the application.
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Analytics
Offer analytics concerning productivity or client engagement.
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Time Tracking
Allows businesses to track time spent on projects within the application.
Task Creation (4)
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Creation & Assignment
Create and assign tasks for individual users with details and due dates.
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Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
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Drag & Drop
Users can move tasks and change dependencies using drag and drop.
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Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
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Task Prioritization
Set priority levels on tasks so individuals can organize their work.
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To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
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Dependencies
Define dependencies between tasks and the rules to manage them.
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Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Onboarding Setup (3)
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Workflows
Provide customizable workflows for onboarding activities and tasks.
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Templates
Include templates for onboarding project plans and documents.
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Checklists
Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (5)
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Monitoring
Track tasks, project, and dependencies using timeline views or GANTT charts.
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Resources
Allocate resources to tasks and projects, and track their costs.
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Content
Manage onboarding documents, training materials, and other content.
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Tasks
Assign and track onboarding tasks to internal and external stakeholders.
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Optimization
Identify trends and analysis that can be used to optimize onboarding.
Customer Engagement (5)
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Portal
Provider a portal for customers and external users to collaborate and share documents.
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Engagement
Include features to keep customers engaged such as internal communications.
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Branding
Create white-label portals by customer, product, or project.
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Visibility
Provide multiple levels of visibility accrosss all onboarding stages.
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Collaboration
Allow internal and external users to collaborate without loging into the system.
Generative AI (2)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Platform Basics - Digital Adoption Platform (2)
Integration
Enables integration with web-based software, websites, or other software applications.
Communications
Provides cued prompts, messages, tooltips, notifications and branded tutorials.
Analytics - Digital Adoption Platform (1)
Analytics
Manages user interactions and analyzes user behavior data within the software or application.
Functions - Digital Adoption Platform (2)
Customer self-service
Supports self-service features like troubleshooting, form completion, or knowledge base access.
In-app guidance
Provides in-app guidance on company-specific tools and workflows for onboarding.
Agentic AI - Digital Adoption Platform (1)
Adaptive Learning
Improves performance based on feedback and experience





