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FOR CUSTOMER SUCCESS

Make the first successful
session easier to repeat.

Show a new customer the shortest path to a useful result. Turn your setup walkthrough into a narrated video and a step-by-step guide they can return to after the kickoff call.

Request access See the workflow

One recording. A narrated video, a readable guide, or both.

FIRST-SESSION GUIDEVIDEO + GUIDE

Invite your first teammate

Workspace members

Workspace Members Invitations
  1. 01
    Start with what they need

    An active workspace and permission to invite people.

  2. 02
    Complete one useful action

    Enter a teammate’s email and send the invitation.

  3. 03
    Check the result

    The invitation appears in the pending invitations list.

Illustrative workflow. Sample content, not a product screenshot.

A BETTER HANDOFF

The kickoff call should leave a path behind.

A customer may understand the walkthrough on a call and forget the steps later. Make the first useful action easy to find, watch, and follow without arranging the same session again.

BEFORE

The setup lives in a meeting.

The next teammate joins later, the recording is hard to scan, and the customer has to ask where to start.

WITH POLYSH

The setup lives in a reusable walkthrough.

A focused video explains the task. A guide names the prerequisites, shows the steps, and tells the customer what success looks like.

THE WORKFLOW

Build around the first win, not the whole product.

  1. 01

    Choose one first-session outcome

    Invite a teammate, create a workspace, or finish the first project. Say what the customer needs before they begin.

  2. 02

    Explain the path in their language

    Review the script for internal nicknames and assumed knowledge. Add a clear explanation of what the completed action should look like.

  3. 03

    Share a walkthrough they can revisit

    Send the exported video and reviewed guide. Choose invited-email access for account-specific material, or link access for a general setup walkthrough.

MADE FOR THE TASK

The right tools for a clearer explanation.

Help them follow along

A guide turns the setup into steps with screenshots and expected results.

Explore the feature

Choose who receives it

Share a specific video or guide, with access and download controls.

Explore the feature

Adapt the explanation

Translate the script for the audience you support and review it before generating narration.

Explore the feature

GOOD TO KNOW

A few practical questions.

About using Polysh for customer onboarding.

What should the first onboarding video cover?

One outcome the customer can complete. Include the setup they need, the actions to take, and a visible result. Split a larger onboarding journey into separate tasks.

Can a customer read the guide instead of watching?

Yes. The guide is a separate readable output, with a PDF download when downloading is enabled for the shared guide.

Can I restrict an account-specific walkthrough?

Yes. Invite specific email addresses to the video or guide instead of enabling anyone-with-the-link access.

KEEP EXPLORING

PUT YOUR KNOWLEDGE TO WORK

Leave the first win
within reach.

Start with a screen recording. Give it a little Polysh.

Request access

Access is currently by team invitation.