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The AI Assistant analytics just became even more powerful.

You can now inspect which sources the AI assistant used to generate its answer. This is great for analyzing how you should improve your source data by e.g. adding additional articles to a knowledge base in order to give even better answers in the future.

Simply go to the AI Assistant’s Analytics tab -> Click on a conversation -> Click the Inspect message icon.

A dialog will appear where you can see the sources it used to generate the answer. The green checkmark shows if the specific source was cited in the answer.

Based on this you can either improve the existing sources or add additional source data if needed.

For those looking to ensure high quality responses, we offer an upgraded AI engine with twice the space for source content at a extra cost. Reach out to our support team for more info on this.

Enjoy!

Userflow was recently reviewed by Onboarding.study and rated as the best user onboarding tool in the market.

The study was carried out by an independent reviewer (Andrew Pacholik) who owns onboarding.study, a site that shares best practice examples for user onboarding and more. In the review he tried the top user onboarding tools himself, and found Userflow to be the best. As the review says:

“Userflow is the most robust user onboarding software currently available. There’s not a single feature that wouldn’t make it to the top 3 compared to its competitors.”

“In my opinion, it’s close to a perfect solution, especially for the most advanced users who need maximum flexibility. Add to it great targeting/flow triggering options, powerful resource center/checklist, good design, and you’ll know why it finished ahead of the rest of the market.”

We are proud to receive a review like this, and will continue to do our best to build the best product and keep our customers happy.

Read the full user onboarding review.

The assistant can now load your Zendesk help center articles directly via the Zendesk API. It works even if your help center requires user authentication. You can easily filter which categories/sections you want to include.

First, connect to Zendesk under Settings → Integrations. After that, Zendesk will appear in the Add source button in the assistant builder.

Advanced customization enables you to provide tailored instructions to the AI assistant, grant it constant access to specific knowledge, and influence the selection of relevant source content.

Below is a brief overview of what you can configure:

• Custom instructions: Directs the assistant to modify its behavior. Think of these as commands or requests.
• Persistent knowledge: Essential information that the assistant should always have access to, regardless of the user’s input.
• Source relevance keywords: Affects the relevance of source content, personalized for each user.

Each setting uses a Liquid template, which supports user attributes for personalized instructions.

Read more in our AI Assistant guide

If you’re using our AI Assistant, you can now utilize its sources for searching in your resource center’s knowledge base block.

It works like this:

1. The assistant already crawls your website/knowledge base and indexes all the text.
2. When users search in your resource center’s knowledge base block, it finds related documents from the assistant and lists them as search results.
3. It uses semantic search, which in many cases is better than simple keyword-based search. It means that the AI can tell whether texts are referring to the same topics, even if you use slightly different words.

This is a good alternative to the default Google search option, since you get full control over what content to include and when to retrain/reindex. It may also provide better search results than your own knowledge base provider offers.

Searching via the assistant is a free service (only AI Assistant messages is a paid feature).

We are thrilled to introduce our latest and possibly most exciting feature yet: AI Assistant. Developing this feature has been a fascinating journey, and we can’t wait for you to experience its capabilities.

The new generation of (truly helpful) chatbots is here

AI Assistant delivers automated answers to your users’ questions within your app, leveraging your knowledge base and website, and powered by OpenAI’s GPT-4.

Waiting for answers means wasted time for users. AI Assistant offers instant, accurate answers through a convenient chat interface, giving users a superior experience compared to traditional search methods. This also frees up time for your support team to focus on the most crucial cases.

What makes the AI Assistant stand out?

With recent advancements in Large Language Models (LLMs) like OpenAI’s GPT-4, we can now create genuinely helpful chatbots, unlike anything you’ve seen before.

Previous generations of chatbots often frustrated users due to their lack of context, difficulty understanding questions, and limited knowledge about the world and human interactions. LLMs overcome these challenges, making it feel like your website and knowledge base have come to life, allowing for fluid conversations.

Why is Userflow building this?

You may be wondering why we decided to build this feature. After being impressed with ChatGPT, we realized that now is the perfect time to develop a truly effective chatbot. Once we created a proof of concept, the potential blew us away, leading us to drop everything in our hands to deliver this feature.

In the coming months and years, the market will undoubtedly be flooded with chatbot options. However, we are confident that Userflow is the perfect provider for this feature. Thanks to our integration of Userflow.js and other in-app help content within our customers’ apps, we are uniquely positioned to assist users with their questions promptly and effectively. Our primary goal has always been to enhance the end-user experience for our customers, both during onboarding and throughout users’ entire lifecycle. As we like say, “onboarding never ends.” Consequently, the AI Assistant feature serves as a natural extension of our services, making it a perfect match for our customers.

Setting up your own AI Assistant

Setting up the AI Assistant is a breeze. Simply input your website URL and within minutes, you’ll have a fully functional AI support agent.

Why not give it a try today?

Learn more in our AI Assistant guide

We’re more than excited to unveil a long-awaited feature: Salesforce integration!

With the new Userflow-Salesforce integration you can:

• Sync contact/account fields from Salesforce into Userflow, which you can use to e.g. target flows.
• Sync user/company fields from Userflow into Salesforce. Example: When you bind an NPS question to a user attribute in Userflow, the NPS value can be immediately brought into Salesforce.
• Stream events generated by userflow, such as Flow Started and Checklist Task Completed, into contacts’ and accounts’ Activity tabs in Salesforce.

It’s super easy to set up. Simply find and add Salesforce under Settings → Integrations → Add integration. Connect with your Salesforce account. Choose how to match objects (e.g. via email), and chose which fields you want to sync in either direction.

Read more in our Salesforce guide

We’ve made an improvement to our webhooks, which enables your custom integration to track which attributes changed, and to see what the values were before.

Webhook notifications for the user.updated and group.updated topics now includes previous_attributes and updated_attributes keys in addition to the full object.

Here’s a partial example of what that looks like (this is what’s POSTed to your webhook subscription endpoint URL):

{
  "object": "webhook_notification",
  "data": {
    "object": {
      "id": "4738382",
      "object": "user",
      "attributes": {
        "email": "annabelle@example.com",
        "email_verified": true
      }
    },
    "previous_attributes": {
      "email_verified": false
    },
    "updated_attributes": {
      "email_verified": true
    }
  },
  "topic": "user.updated"
}

This is useful if you’d either like to know what an attribute was before it changed, or if you just want to know which attributes actually changed in this round. Read more in our Webhook subscriptions docs.

You can now easily update user attributes via the new Set user attribute action. This action can be added to buttons, triggers, checklist tasks etc.

One common use case is to mark a checklist task as completed either when a related flow is completed or if the user explicitly opts out via a click on a button with a Set user attribute action. You could also use it to control the auto-start condition, e.g. only restart later if a specific button wasn’t clicked, by having the button setting an attribute used in the auto-start condition.

The action can also increment/decrement number attributes, in case you’re keeping a counter of something.

You can now create Random A/B and Random Number attributes directly in the Userflow UI. Once set up in your account, Userflow will automatically assign either A or B (or a random number) to each user.

Simply add your random attribute under Settings → Attributes:

Then use it in your flows like any other attribute:

No coding necessary!

Read more in our new A/B testing guide