User Onboarding

Product tours, checklists, tooltips, and banners — all managed from your dashboard.

Ship onboarding without writing onboarding code. Define what users see in the Callout dashboard, target it to the right pages and users, and it goes live instantly.

Onboarding checklist on a live application

Four Building Blocks

How It Works

Everything is created and managed in your Callout dashboard. You pick the type of experience, write the content, choose which pages it appears on and which users see it. Save, and it's live.

No code changes. No deploys. No asking engineering for help. Your product team, support team, or anyone on your team can create and update onboarding experiences directly.

The only code needed is the one-time installation snippet. After that, everything is managed through the dashboard.

Targeting

Every experience can be targeted two ways:

  • By page — set URL patterns so a tour only shows on the dashboard, or a banner only shows on settings
  • By user — create segments based on traits like plan type, role, or company

Combine both: "Show this upgrade banner to free-plan users, but only on the dashboard."

What You Can Track

  • Which milestones users complete (and which they skip)
  • Which tour steps cause drop-off
  • Which banners get dismissed vs. clicked

See Insights for detailed analytics.

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