Use cases/Customer onboarding

Week one runs on a walkthrough recorded three releases ago.

Record each first-week task once: connecting data, setting up, inviting the team. TurtleScene turns each one into a short narrated video and a clickable walkthrough new customers try at their own pace, and when a screen moves you redo that one task.

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demo.mp41:29

A narrated walkthrough TurtleScene made from a real recording of Asana: launching a project from a template. Sound on.

All 19 files from this Asana recording

01The problem

Onboarding content ages faster than the accounts it's for.

The onboarding videos were made for last year's navigation, and the welcome email points at a menu that moved. Customer success ends up answering the same setup questions on calls, because the self-serve material no longer matches what new customers see.

Option A

Walk every account through it live

Personal and it works, but only for as many accounts as your team has hours. Each customer gets the same walkthrough, live, and the call recording helps nobody else.

Hours per account

Option B

Record one long product tour

One video covers everything, so few people watch past the first few minutes, and a single renamed menu puts the whole thing out of date.

Stale after the next sprint

The third way

One short recording per first-week task

Split onboarding into the tasks a new account actually does and record each one. Every task gets a video to watch and a walkthrough to try, and each can be redone on its own.

A clickable walkthrough per task, with Back and Next
A short narrated video of the same task
Links that greet each account by name
A GIF and a 30-second highlight for the welcome emails

TurtleScene doesn't watch your product for changes. When a task's screens change, you re-record that task.

02Real output

A first-week kit, per task

The files from one Asana recording that onboarding uses most. Open any of them.

03How it works

From one recording to shipped

01
List the first-week tasks
Pick the three to six things a new account has to do before the product is useful to them. Each becomes its own recording, so each can be updated on its own.
02
Record each one in a demo account
Sign in before you start, use made-up names and data, and walk through the task once. Pauses are fine; waits between steps can be cut afterwards.
03
Make the video, then the walkthrough
Check the steps and the script, render, then click Make interactive demo. The walkthrough reuses the steps, with each script line as a tooltip, and doesn't use a credit.
04
Put them where new customers look
Embed the walkthroughs on your welcome page or in your help centre, link the videos from the onboarding emails, and put the GIF in the email so the link shows what it opens.

04What's in it

Built for this job

01 / 04

A walkthrough they click through themselves

Every click in the recording becomes a step: the screen just before the click, the element outlined and a tooltip with Back and Next. An intro chapter opens it with a Start the tour button, and customers go at their own pace.

Write {{name}} or {{company}} in the text and the link fills it in
Deep links that open on a chosen step
Views, completion and steps-viewed analytics (Starter plan and up)

Clickable demos from a recording

The clickable demo, from a real recording of Asana made with TurtleScene: “Launch a project from a template in Asana”.

02 / 04

Short videos, not one long tour

Each task's video is voiced and framed in the Studio style, with long waits trimmed or sped up, so a two-minute task stays a two-minute video. The 30-second highlight of it is short enough for a welcome email.

13 AI voices and five tones, set once for the workspace
A pronunciation dictionary for your product's names (Starter plan and up)

Voices and pronunciation

demo-highlight.mp40:33

demo-highlight.mp4, from a real recording of Asana made with TurtleScene: “Launch a project from a template in Asana”.

03 / 04

When the UI moves, redo one task

Re-record the task that changed. That's one AI recording, and its video, walkthrough, highlight, GIF and article are made again from the new take in a few clicks. If only one screen changed, replace that step's screenshot in the walkthrough instead and keep its link.

Editing a clickable demo

raw-recording.mp40:30

raw-recording.mp4: 30 seconds of a recording of turtlecanvas, one of our own products, as it went in.

04 / 04

Onboard each account in its language

Translate a task's video and walkthrough into any of 14 languages: the voice, captions and step cards of the video, and the tooltips and chapters of the walkthrough. Each language uses one AI recording.

Starter plan and upTranslated versions

translations14 languages + English

Spanishes

Frenchfr

Germande

Portuguesept

Italianit

Dutchnl

Polishpl

Turkishtr

Indonesianid

Hindihi

Japaneseja

Koreanko

Chinese (Simplified)zh

Arabicar

Narration, captions and step cards in the video; tooltips, buttons and the lead form in the clickable demo. The recorded screens themselves stay as recorded.

Proof, not promises

And a written version for people who skim

The help article from the same recording: a “How to” title, one numbered section per step and a screenshot of each moment, ready to paste beside the walkthrough in your help centre.

Click Create project — article.mdMarkdown

article.md from the Asana recording: 8 steps, a screenshot for each.

All 19 files from this Asana recording

FAQ

Customer onboarding: questions

Something else? Email contact@turtletechsai.com or book a working session.

Is this an in-app product tour?

No. TurtleScene doesn't run inside your product. The walkthrough is a click-through of screens from your recording, shown on a share page or in an embed on your welcome page or help centre. Customers try the flow there, then do it for real in your app.

What happens when our UI changes?

Re-record the task that changed; it uses one AI recording. A new recording makes a new video and walkthrough with their own links, so update the embed or email that points to them. For a single changed screen, replace that step's screenshot in the walkthrough; its link stays the same.

Can we personalise a walkthrough for each account?

Yes. Write tokens such as {{company}} in step titles, tooltips, chapters or the end call to action, then add ?company=Acme to the link. The values travel in the link, so anyone who has it sees them.

Can we tell whether new customers finish it?

On Starter and up, Analytics shows views, completion rate, average steps viewed and CTA clicks for each walkthrough. These are totals per demo, not a record of which customer watched. Free shows total views only.

Can we keep onboarding material private?

A walkthrough can have a password (Starter plan and up), checked on our servers. A narrated video's share link plays for anyone who has it, so record in a demo account and keep customer data off screen.

Which plan suits an onboarding library?

Starter ($29 a month) gives 10 recordings a month of up to 5 minutes, with analytics, passwords and translations. Studio ($79) gives 40 recordings of up to 10 minutes and 3 creators, so a customer success team can share the work.

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