Nudge users from signup to habit

Tours, checklists, tooltips, surveys, banners — compose the whole onboarding path in one builder and ship it to every channel.

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Hey! Setting up your workspace? I can walk you through it in 2 minutes.

8
engagement formats — a tooltip on one button, a tour of the whole app
All
the places your users already are: widget, email, Telegram, WhatsApp, Slack, Discord
Seconds
between a user's action and the nudge that answers it
50+
languages — AI translation for every flow, placeholders untouched

A word in the widget, right on time

One-to-one notes in the web widget, composed and shipped like any other campaign.

  • Reaches the user inside the product, mid-task — not in an inbox later.
  • Loudness is yours: a quiet badge, a snippet, or the full note.
  • On open, it can start a two-way chat or ask for an email.
The trial that stalled on step 2 gets a nudge while day 3 can still save it.
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NudgePath SupportHey! Setting up your workspace? I can walk you through it in 2 minutes.
NudgePath SupportOnline now

Hey! Setting up your workspace? I can walk you through it in 2 minutes.

Just now
Write a reply…

One release note, everywhere at once

A card with an image and buttons that fans out to every connected channel from one draft.

  • Each card carries a title, an image, and one or more buttons.
  • Fans out to the widget, email, Telegram, WhatsApp, Slack, Discord.
  • Channel-specific tweaks where one channel needs different wording.
  • Run two variants head-to-head and keep the one that lands.
New feature shipped? Every user hears about it, wherever they live.
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Introducing Insights 2.0Live dashboards, saved views and CSV export — all in your plan today.

The nudge that reopens the app

With the mobile SDK channel installed, announcements and replies arrive as native push notifications — one tap and the user is back where they left off.

  • Native iOS and Android notifications via the mobile SDK channel.
  • Replies reach the user even after the app is closed.
  • Announcements ship as push from the same draft as the other channels.
  • The tap deep-links into the exact conversation, not a home screen.
Setup abandoned halfway? The lock screen brings them back to finish.

The page-wide heads-up

A slim strip on the page — top or bottom, full-width or floating as a card.

  • Sits in the interface itself, where attention already is.
  • Takes a link, a button, an emoji reaction, or an email field.
  • One click can open a full product tour.
  • Color, dismiss behavior, and sender line are all configurable.
  • Presets for events, promotions, and downtime — or design your own.
Maintenance window tonight? Say it on the page every user is looking at.
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New: dark mode is here. Try it from your workspace settings.See what’s new
Is the new dashboard working well for you?👍👎
Get product updates in your inbox.you@company.comSubmit

Questions asked where the answer lives

In-product surveys as a pop-up flow, or one question at a time inside the chat.

  • Pop-up mode brings an intro screen, steps, and a progress bar.
  • Chat mode drops a single question into the thread.
  • Telegram users answer straight from the native inline keyboard.
  • Results group by question and export to CSV whenever you want.
  • Presets cover NPS, satisfaction, feature requests, and cancellation reasons — or start blank.
The checklist just hit 100%? That's the second to ask how onboarding felt.
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How likely are you to recommend Plexo to a friend?
012345678910
Not likelyVery likely
How satisfied were you with this conversation?
😡😕😐🙂😍
How would you rate your onboarding experience?
12345
What brought you to Plexo today?
Exploring featuresComparing plansI need support
What could we improve?
Type your answer…

Signup to activated, one tick at a time

A checklist of one to ten tasks in the widget, each with a title and a description.

  • Tasks can open a tour, follow a URL, or simply be ticked.
  • Progress marks itself — completing the tour completes the task.
  • Views, completions, and the exact drop-off step, in one funnel.
Five boxes beat a blank dashboard — new users always know the next move.
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Get started
Create your first project
Connect a data source
Invite a teammate

Help that points at the pixel

Hints pinned to real elements of your live product, managed together as one campaign.

  • Anchors by CSS selector or by the text users can see.
  • Triggers on hover or click, with an optional marker dot.
  • Positioned per hint, exactly beside the thing it explains.
That setting every new admin hunts for? Put an arrow on it.
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Walkthroughs that end in activation

Build step-by-step tours on your live product — point, click, publish — or let AI draft up to 7 steps from a single prompt.

  • Steps mix cards, element-pinned callouts, and video — YouTube, Vimeo, Loom, Wistia.
  • Attach a goal; NudgePath counts who reaches it, measured against a holdout group.
  • Two flows can run head-to-head as a strict A/B.
  • Start it from a link, a banner, or a series.
  • Templates for feature launches, walkthroughs, upgrade nudges, and video intros — or a blank canvas.
First-run tour, goal: first published project. The holdout tells you if it worked.
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Step 2 of 3Track progress hereThese cards update live as your team ships work.Next
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Your first flow can ship today.

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Delivered where they'll actually see it

You rank the channels; each person gets the message on the first one that reaches them, with email as the safety net.

  • Priority delivery: the first reachable channel wins, email backs it up.
  • In-app plus mobile push once your app carries the mobile SDK channel.
  • Every channel can carry its own text, image, or button.
  • WhatsApp templates sync from Meta — so you can reach past the 24-hour window.
  • Personalize with first name and custom fields, with fallbacks for missing values.
  • Each outbound email carries a signed unsubscribe link and a preference page.
Telegram and WhatsApp cards hold up to 3 buttons — and both formats A/B test.

Prove the nudge moved the number

Segment on attributes, events, and channels, watch the audience update live, split-test variants — and hold back up to half the audience to see true lift.

Saved segments

Build the audience from attributes, events, channels, country, last-seen, signup date, tags, and custom fields, combined with all-or-any logic. Save it once, point every campaign at it.

Live recipient preview

Edit a filter and watch the count plus a sample of real people refresh in under half a second. Launch knowing exactly who's in — no test blasts, no spreadsheet exports.

A/B tests

Announcements and chat run two or more weighted variants; tours get a strict split with fixed assignment. Reports slice every metric per variant and declare the winning tour by goal conversion.

Holdout control groups

Keep up to half the tour's audience as a control, assigned independently of the A/B split. They get the same goal window — so the report shows lift versus no tour at all.

Goals and attribution

A goal is a contact filter plus a 1, 3, 7, or 30-day window from first view. People who already matched beforehand are excluded, and every converting contact is listed by name.

Funnels, trends, and issues

Tours report views, completions, dismissals, and per-step drop-off; checklists have their own funnel. Campaigns count sent, delivered, failed, opened, replied, and unsubscribed.

The fine print, up front

Channels, WhatsApp templates, behavioral triggers, A/B mechanics, unsubscribes — the details, before you commit.

Chat notes and announcements go to the website widget, email, Telegram (mini-apps included), WhatsApp, Slack, and Discord. You rank the channels once; each contact receives the message on the first channel that can reach them, and email can serve as the fallback. Every channel may carry its own variant of the content.
No. Authoring happens in design mode right on your live site: click the element you want to anchor, type the copy, hit publish. Steps come in text, pointer, and video flavors (YouTube, Vimeo, Loom, Wistia) — and if you describe the flow in a prompt, the AI composer drafts up to 7 steps for you.
Yes. Beyond manual and scheduled sends, campaigns run on a recurrence (daily, weekly, or monthly, in the audience's timezone) or stay always-on as triggered campaigns — firing within seconds of a signup, a stretch of inactivity, or any custom event you track. Deduplication keeps it to one message per contact, and backfill covers people who already match.
Through approved WhatsApp templates (HSM). NudgePath pulls templates in from Meta, tracks each one's approval status, and maps template parameters onto contact variables. Templates deliver beyond the 24-hour session window; anything non-template outside that window is skipped quietly — the customer never sees a bounce.
Weighted A/B variants with per-variant stats cover announcements and chat. Tours add the stronger tool: an optional holdout control group (up to 50% of the audience) compares goal conversion against users who never saw the tour, over an attribution window of 1, 3, 7, or 30 days. Delivery stats, funnels, trends, and CSV exports come with every campaign.
Every outbound email includes a signed unsubscribe link that opens a preference page. Once unsubscribed, a contact is skipped by all future campaigns automatically, and subscription state is manageable per contact. Mobile push notifications are not yet available (coming soon).

Put the next nudge in front of users

A tour, a checklist, or an announcement can be live today. Free trial, no card required.

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Keep exploring

Where the path continues

AI AgentResolves conversations on every channel, cites its sources, and hands off with full context when a human is needed.Learn moreAnalyticsReady-made reports, a drag-and-drop dashboard, and AI insights — filtered by channel, teammate, and time.Learn more