mountain_flagHow It Works

Record once.
Guide forever.

Walk through your product the way you already do on a customer call. Sherpa turns that recording into a guided overlay your users can follow inside your app.

app.acmecrm.com/deals
Search contacts, deals…⌘K
AT

Deals

12 active · 3 closing soon

AI Guide

Click "+ New deal"

Opens the new deal form where you can add the company, value, and stage.

Step 1 of 3

Pipeline

$142.5k

AI optimized

Active

12 Deals

3 closing soon

Win rate

67%

+5% MoM

Avg. cycle

28 days

3 days faster

Deal

Owner

Stage

Value

Health

Stellar Dynamics

Elena Rodriguez

Negotiation

$45,000

75%

Quantum Leap Labs

HIGH

Marcus Chen

Closed Won

$82,300

100%

Apex Logistics

Sarah Jenkins

Prospecting

$15,200

35%

Horizon Cloud

David Wu

Negotiation

$12,000

52%

Northwind Supply

Robert Chen

Proposal

$28,400

68%
Help AssistantPowered by Sherpa
×
How do I create a new deal?

To create a new deal, click the "+ New deal" button in the top right of the Deals page.

Ask a question...

Walk through your product.

Open the Sherpa extension and hit record. Go through your workflow the same way you would on a live onboarding call. Talk your user through it out loud. That is the whole recording step.

No scripts. No re-takes. No learning a new tool. If you can demo your product, you can build a guide.

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Record in the browser

Sherpa captures every click and every word you say while you walk through the product.

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Finish in minutes

A two minute walkthrough becomes a full guide. Stop recording and Sherpa handles the rest.

Sherpa builds the guide.

Your recording becomes an interactive overlay that sits on top of your product. Users click through at their own pace, following clear instructions pinned to the exact buttons they need to press.

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Your words, cleaned up.

Sherpa transcribes what you said during the recording and writes clear step-by-step instructions. Every step is editable, so you can adjust a sentence or change the wording any time you want.

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Overlays your users can follow.

The guide shows up inside your live product, highlights the right button, and waits for the user to click. They learn by doing the work themselves, which means they actually remember how to do it tomorrow.

A quieter inbox.

Stop answering the same question every day. Users should be able to find the information they need without emailing you. Ask Sherpa, learn the workflow, carry on. Easy.

Give your support team their time back. New customers get unblocked without waiting on a reply. Everyone wins. Give your support & launch team capacity to focus on real problems, not repeat questions.

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Fewer "How do I..." tickets. Faster activation.

inboxSupport Inbox
Quiet
How do I invite my team?
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Where is the export button?
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Can you walk me through setup again?
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Resolved by Sherpa: 27 questions this week.

We have onboarded 120+ enterprise SaaS customers.

Sherpa was built by the people who lived inside onboarding calls, kickoff meetings, and overflowing support queues. We know which parts of a product trip users up, which instructions they skip, and which ones they actually read.

That experience is baked into every guide Sherpa produces. You get the same instincts a senior implementation lead would apply, without having to hire one.

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Edit anything, any time

Change wording, reorder steps, or swap screenshots.

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Flexible to your workflow

Works across any web app, for any type of user.

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Share with your whole team

One guide, available to every user who needs it.

Record your first guide today.

Install the extension, walk through your product, and watch your inbox get quieter.