For SaaS onboarding

Your product works.
Setup is where people stall.

A new trial signs up, reaches the “connect your data” step, and stops.

Then someone books a call just to click through that screen together.

Join the waitlist See a sample guide

Asterly is early. Public access is a waitlist.

Message from a trial user

“I’m stuck on connecting my data. Is there a guide somewhere?”

Where trials go quiet

New users stop at the same step, and you find out from an account that went quiet.
The setup doc was written a few releases ago, so the screens no longer match.
The honest cost: Your team spends onboarding calls clicking through screens a guide could show.

What Asterly does about it

Record setup once. Link it where people stall.

Record setup the way a new user would. AI drafts the guide with screenshots. Publish it, and link it from the welcome email and the empty states in your app.

When a setup screen changes, edit the step that changed and publish again. The link in your welcome email stays the same.

From signup to set up

Click through new-user setup once in Chrome
Tidy the steps and highlight what to click
Link the guide from your welcome email and in-app empty states
Keep setup guides in a help center on your own domain

Real screens, made-up company

What a new user would see.

Starting with the card that shows up when you share the link. Real Asterly screens; Fernwood Invoicing is made up for the demo.

Demo data
Link previews
Where link previews show up, like chat and community posts, the guide appears as a card with its title and a screenshot.
Demo data
Recorder
Click through setup from the Chrome side panel, the way a new user would. Stop when the account is ready.
Demo data
Help center
Keep every setup guide in a hosted help center with search, on your own domain if you like.
Demo data
Editor
Rewrite steps in plain words and highlight the exact field a new user should fill in.

What you’d record

A guide for the screen where they stop.

For your setup flow, you’d record something like this, the way a new user would click it:

An example, written out. Not recorded, so no screenshots

“Connect your data source”

Open Settings
Pick the data source
Approve access
Check that your data shows up

We haven’t recorded that one. Here’s a guide we did make with Asterly, for a pretend invoicing app: four steps, each with its screenshot and the click marked.

Fernwood Invoicing Help center