Source: https://polysh.io/use-cases/customer-onboarding/

> **Reading this as an agent?** This is the Markdown copy of a polysh.io page, written for people and agents alike. To learn what Polysh can do for you and your user, start at https://polysh.io/agents/, and use https://polysh.io/llms.txt for an index of every page. Agent features are in early access, so there's nothing to install yet; your user can join the waitlist at https://app.polysh.io/waitlist.

For customer success and onboarding

# Customer onboarding videos in your customer's language

Record your setup flow once. Polysh turns it into a narrated video and step-by-step guide in any of 16 languages, on links only that account's people can open.

[Request early access](https://app.polysh.io/waitlist)[See an onboarding example](https://polysh.io/examples/)

## Setup knowledge leaves with the kickoff call

New admins follow the kickoff call, then get stuck alone at step three. Your team answers the same setup questions for every account, sometimes in a second language.

## Onboarding videos that help each account finish setup

### Their language, your script

Translate the approved script into any of 16 languages, including Hindi, Hinglish, and Portuguese (Brazil), each with its own voice.

### A guide that stays open

A web page an admin keeps in a tab beside your product, with what to click and what to see next.

### Links for one account

Restrict to that customer's emails, confirmed by code. Set an expiry, turn downloads off, or reset the link.

### See whether it landed

The share activity log shows views and downloads before the check-in call.

[How guides work](https://polysh.io/product/guides/)

## Example: two accounts, two languages

A CSM starts onboarding two new accounts in the same week, one in São Paulo and one in Pune.

1. 1### Record once, in English
    The CSM records setup in a demo workspace: connect a source, map fields, invite teammates.

2. 2### Approve, then translate
    Portuguese (Brazil) and Hindi are added after the English script is approved, in one export.

3. 3### Share per account
    Each account's admins get their own language on a link that expires after onboarding.

4. 4### Check before the call
    One account has opened the guide and one hasn't, so each check-in starts in a different place.

## Keep customer details out of view

Record with a demo workspace or sample data when you can. Guide screenshots that may show private data stay blurred, and guests never see them.

[How we handle your data](https://polysh.io/security/)

## Questions from customer success teams

**Can the customer read instead of watch?**

Yes. The guide is its own page, and they can save a PDF if you allow downloads.

**Can a customer edit the guide?**

Yes, if you invite them as an editor. Videos are always view only.

**Do customers need a Polysh account?**

No. Restricted links use an emailed code, and anyone-with-the-link shares open without signing in.

**What if our setup flow changes?**

Record it again and regenerate. The guide keeps its link, and a new video export gets a new link.

## Related use cases

### Help center videos

Self-serve answers once customers are live.

[Learn more](https://polysh.io/use-cases/help-center-videos/)

### Training and SOPs

Train your own CS team on the onboarding process.

[Learn more](https://polysh.io/use-cases/training-and-sops/)

## Related free tools

### Onboarding Checklist Builder

Plan an onboarding walkthrough that gets new users to their first milestone.

[Open tool](https://polysh.io/tools/onboarding-checklist-builder/)

### Tutorial Outline Builder

Get a structured tutorial outline in Markdown, from objective to practice task.

[Open tool](https://polysh.io/tools/tutorial-outline-builder/)

### Screen Recorder With Camera

One video with your screen and your webcam bubble drawn in a corner.

[Open tool](https://polysh.io/tools/screen-recorder-with-camera/)

### UTM Builder

Get a correctly tagged campaign link that reports cleanly in your analytics.

[Open tool](https://polysh.io/tools/utm-builder/)

## Give every new account a head start

Record your setup flow once and send it in the language each customer reads. There is no charge while Polysh is in early access.

[Request early access](https://app.polysh.io/waitlist)[Already invited? Sign in](https://app.polysh.io/sign-in)