Now in early access for in-product onboarding

Your product just learned to onboard its own users.

Help Sherpa puts a voice guide inside your app. It opens the right screen and walks users through your product, step by step, with a cursor they can follow.

Prefer a conversation? Talk to us

  • One script tag
  • Users can take over at any moment
  • Every session recorded

The guide opened Team settings and confirmed the invite button is on screen.

Signed up. Stuck. Gone.

Users do not churn because they lack answers. They churn because nobody showed them.

You built onboarding docs, a chatbot and a product tour. Your users still send the same ticket: how do I do the thing? Because reading about a task is not the same as doing it.

14%
of customer service issues are fully resolved in self-service.
Gartner, August 2024, survey of 5,728 customers
More than half
of users abandon a product tour past step five.
Chameleon 2025 Benchmark Report, 550M+ interactions
37.5%
average SaaS activation rate.
Userpilot benchmark, 62 B2B companies

The knowledge base

Read 1,200 words. Still on the same screen.

Your help center is accurate and nobody opens it. The ones who do get a wall of text that describes a screen they are not looking at.

User closes the tab with the article. Still stuck.

The chat widget

Asks a question. Gets an essay.

The chatbot knows the answer and cannot touch the product. It replies with steps 1 through 6. The user reads step 1, looks up, and cannot find the menu it named.

User types "where is that?" Gets steps 1 through 6 again.

The product tour

Five tooltips. One "Skip" button.

Click-through tours are written once against a clean demo account. On real data the highlighted element moved, the modal is behind another modal, and the user presses Skip.

User dismisses the tour on step two. Never sees it again.

Every one of these hands the user a description of the work. None of them do the work with them.

What it does

It does not describe the screen. It works it.

Help Sherpa is a voice guide that lives inside your product. It opens the right area, moves a visible cursor to each control, explains what it is doing, and never says a step worked until the browser confirmed it. You decide what it knows, what it sounds like, and what it may touch.

It opens the page, finds the control, and clicks.

Ask "how do I invite my team" and the guide takes you there: it opens Members, moves a visible cursor to Invite, and explains each step as it goes. Not a screenshot. Not a description. Your product, driven.

Knows which screen they are on.

The guide reads the areas of the page you configure and answers in the context of what the user is actually looking at. "What does this column mean?" gets an answer about that column.

Teach it by walking through your product.

Write help flows as reusable steps, or turn on the recorder and walk through the task yourself while an AI interviewer asks what matters. Review the draft it derives, publish, done.

Name it. Give it a voice. Tell it what not to say.

Choose the name, role and voice. Give it your product vocabulary, the topics it should avoid, an opening line and the questions it should ask first. It stays in character and in bounds.

You decide what it may touch.

Every control the guide can use is one you named, with the actions you allowed, on the pages you scoped. Blocked words, URLs and selectors always win, sensitive fields are redacted before the guide ever sees them, and the user can interrupt, redirect or pause it at any moment.

See every session. Every click. Every stall.

Each conversation is saved with the full transcript, every action the guide took, and every step that failed. Open a session, see the exact moment a user got lost, and jump to the page or playbook that needs fixing.

Describe vs do

Everything else tells the user what to do. This one does it with them.

Keep your help center. Keep your support team. Help Sherpa is the layer in between: when a user asks how, it opens the screen, moves the cursor, and walks them through in your real UI, then shows you the whole session.

Capability
Knowledge base
AI chat widget
Click-through tour
Human support
Help Sherpa
Answer
Answers about the screen the user is on Knows which page is open
No
Rarely
Yes, on the scripted path
Only if the user describes it
Yes, matched by URL and configured regions
Answers from your full documentation library Reads every article you published
Yes
Yes, if connected
No
Yes
Partly: knows the brief, pages, elements and flows you configure
Talks with the user by voice
No
Text only
No
Yes, on a call
Yes, voice in the browser
Show
Acts inside your real product Opens the page, clicks the control
No
No
Points only
Screen share, sometimes
Yes, with a visible cursor
Verifies each step before moving on
No
No
No, tooltips fire blind
Yes, by eye
Yes, the browser confirms arrival
Survives real data, navigation and page loads
Not applicable
Loses context on reload
Breaks when elements move
Yes
Yes, same conversation across routes
Do
User can interrupt and redirect
Not applicable
Yes, by typing
No, linear
Yes
Yes, mid-step
Flows you author or record
Articles
Prompts, sometimes
Yes, built by hand
Training docs
Yes, authored steps or a recorded walkthrough
A named guide with a voice you choose
No
Sometimes
No
Yes, a person
Yes
You control exactly what it may touch
Not applicable
Not applicable
Yes, the scripted path
Trust
Yes, named elements, allowed actions, blocklists
Replay
Every session replayable Transcript, actions, failures
Page views
Chat logs
Completion rate
Ticket notes
Yes, per session
Available instantly, 24 hours
Yes
Yes
Yes
No
Yes

Help Sherpa handles the how-do-I questions so your team handles the hard ones. It does not read your help center yet, and the table says so.

See it work

Watch it drive a real app.

A new user signs in to Northwind Projects for the first time. Sage walks them from an empty dashboard to a project with a teammate and Slack alerts, opening each screen, pointing at each control, and confirming every step before moving on. Press Replay to run it again.

A 90-second recorded walkthrough will live here.

What users ask. What the guide does.

Every 'how do I' becomes 'let me show you.'

Help Sherpa lives inside your product. When a user asks for help it does not send a link. It opens the right screen, moves a visible cursor to each control, and explains every step as it goes. Here is what that looks like on a normal day.

Pick a scenario to replay it. Recreated on a sample app, not a customer.

You write the rules

It follows your playbook. In your voice.

Help Sherpa does not improvise your product. You write help flows as reusable workflows, group them into playbooks that fire on the words your users actually say, and give the guide a name, a role, a voice, your vocabulary, and a list of things it never brings up. Or skip the typing: walk through the task yourself while an AI interviewer asks you questions, then review and publish what it drafts.

  • Workflows: step-by-step flows with what to click, what to verify, what to say
  • Playbooks: keyword triggers, clarifying questions, one or many workflows
  • Name, role and one of four voices, plus your product's own vocabulary
  • Topics to avoid: pricing, roadmap, competitors, whatever you list
  • Intros: an opening line and up to five discovery questions

Or record it. Walk through the task while an AI interviewer asks why. It drafts the workflow, playbook and elements. Nothing goes live until you publish.

Sites / Northwind Projects / Playbooks / Invite a teammate

Playbook

Invite a teammate
Active
Fires on invite add user teammate seat
Ask first Should they be an admin or a member?
  1. team-settings-link Open page First we go to Team settings, that is where seats live. Verify: heading 'Team'
  2. invite-button Click Now the Invite button. Verify: dialog open
  3. email-field Type Type their email here. Verify: field value

Guide

Sol, Onboarding guide
Sol Onboarding guide

Voice

Aria Vox Sol Kit

Vocabulary

workspace, not account

Topics to avoid

Pricing changes Roadmap dates
Session, live
You How do I add my designer to this?
Sol Happy to. Should they be an admin or a member?
You Member.
Sol Going to Team settings, that is where seats live.
Opened Team settings, verified
Sol Now the Invite button.
Clicked Invite, dialog verified

Every session, kept

Every “how do I” is a session you can replay.

Every conversation is recorded: the full transcript, each action the guide took on your UI, each step that did not verify, and the page the user was on. When your app tells us who the user is, the session carries their name, email, company and plan. Open a session, read what they asked, watch where it broke, and jump straight to the playbook or element that needs fixing.

  • Full transcript of what the user said and what the guide answered
  • Every action on your UI, with whether the browser verified it
  • Failures called out in plain language, not stack traces
  • Visitor identity when your app supplies it: name, email, company, plan
  • Filter by status, search by page, and jump to the configuration area that needs fixing

Recorded means transcript and actions, not audio. Raw provider payloads are never shown to your team.

Sites / Northwind Projects / Sessions / #4812 Completed 3m 42s app.northwind.io/projects
Dana Whitfield [email protected] Northwind Team plan
00:00YouHow do I share this project with a client?
00:04GuideOpening Project settings, sharing lives there.
00:05ActionOpened Project settings.Verified by heading 'Project settings'
00:11GuideNow the Share button.
00:12ActionClick 'Share'.Verified: dialog opened
00:20YouIt says clients need a seat?
00:23GuideRight, guest access is a plan setting. I can show you where.
00:31FailedClick 'Guest access'. Not found on this page.
00:36GuideThat control is not where I expected. Let me open Billing instead.

Fix from this session

Element guest-access-toggle not found on /projects/settings

Edit element

Built for logged-in products

It only touches what you named. Nothing else.

Help Sherpa operates your UI through elements you configured, with actions you allowed, on origins you listed. Anything you block, by word, URL or selector, wins over anything the model wants. Every action is verified in the browser before the guide says it happened. Form writes are off by default and stay off unless you turn them on for a sandbox. Password and other sensitive fields are redacted before anything leaves the page.

Origin allowlist
The widget only starts from origins you list. Wildcard subdomains supported. Everyone else gets a 404.
Named elements and allowed actions
It clicks the controls you mapped by role, with the actions you allowed per element: open, click, search, read.
Blocked words, URLs and selectors
Checked when a step is planned and again right before it runs. A block always wins.
Verified actions
The guide never says 'done' until the browser confirmed the page, heading or element it expected.
No writes by default
Filling, choosing, toggling and submitting are off unless you enable them for a sandbox. Reads never change your data.
Scoped reads
The guide reads only the page regions you configure, capped in size, with sensitive field values redacted.

Users can interrupt, redirect, pause or minimize at any moment. The guide stops when they talk.

Sites / Northwind Projects / Settings / Safety Saved

Allowed origins

https://app.northwind.io https://*.northwind.io + add

Allowed actions

ElementOpenClickSearchRead project-settings-link share-button global-search

Always blocked

password fields downloads external targets

Your blocks

delete accountword .billing-danger-zoneselector /billing/*URL
Origin allowlistEnforced on every widget start.
Verify before speakingPath, heading, selector or input value.
Blocklists win at dispatchRe-checked right before each action.
Sandboxed form actionsOff by default. For sandboxes with a reset.

How it works

One script tag, one walkthrough, and a set of rules you own.

Drop one script tag in your app. Then teach the guide your product the way you would onboard a new support hire: walk it through the real screens while it asks questions, set its name, voice and limits, and review what it did with every user.

  1. Add one script tag.

    Paste one line into your app's layout. No SDK, no framework dependency, no CSS to fight.

    <head>
      <script src="https://demosherpa.com/embed/pk_your_key.js" data-key="pk_your_key" async></script>
    </head>

    Optional: who is signed in

    DemoSherpa.identify({ name: "Dana Whitfield", email: "[email protected]", plan: "Team" })

    Pass the signed-in user's name, email and plan from your app so every session carries who it was.

  2. Walk it through your product.

    Open record mode from your dashboard and use your product like you would in a customer call, while a voiced interviewer asks what each screen is for. When you finish, Help Sherpa drafts the pages, the controls it may use, and the flows it heard, and you review each draft before anything goes live.

    Recording Invite a teammate Listening to you Pause Finish

    Drafts ready to review

    1 flow 1 playbook 3 pages 6 controls
  3. Give it a name, a voice, and limits.

    Name the guide, pick one of four voices, and give it your product vocabulary and the topics it must not discuss. Then set the guardrails: which controls it may click, and which words, URLs and selectors are off limits.

    NameSol
    RoleOnboarding guide
    Voice Aria Vox Sol Kit
    Vocabularyworkspace, not account
    Topics to avoidPricing changes

    Safety

    Allowed controls: 14 named

    Blocked: 3 words, 2 URLs, 1 selector

    Redacted fields: passwords

  4. Turn it on.

    Flip the widget to active. Your users press one button, say what they want, and watch the guide open the right screen, move a visible cursor to each control, and explain every step before it happens.

    Widget Active
  5. Watch every session. Fix what confused people.

    Each conversation is saved with the full transcript, every action the guide took, and every step that failed. Open a session, see exactly where a user got stuck, and jump to the flow, page or control that needs a better answer.

    StatusDurationPageVisitor
    Completed3m 42s/projectsDana Whitfield
    Completed1m 08s/teamPriya Nair
    Needs review2m 15s/billingSam Okafor

    Open session

That is the whole install. The rest is a walkthrough and a form.

Design partners

Early, and honest about it.

I co-founded Flatiron School and spent a decade watching people learn software the same way: someone sits next to them and says click here, now this. Nothing in the onboarding stack does that. Docs are read. Chat bots tell. Tours point.

So we took the engine behind DemoSherpa's live voice demos and pointed it at the users who already signed up. Help Sherpa talks a user through a task and works the real screens with them. We are early, with a handful of design partners. A partner gets me on the setup call, playbooks recorded from your own product, and pricing that stays put. I would like your product to be one of them.

Avi Flombaum, founder

Design partner program

We are taking a small number of products through setup together. You get the guide on your product, setup help from the founder, launch pricing locked for a year, and a direct line into the roadmap. We get your sessions and your feedback.

  • Installed on your product with you, on a call
  • Playbooks written from a recording of you using your own product
  • Every session reviewed together in the first two weeks
Apply for a design partner spot

Pricing

Free to install. Paid when it works.

Start free on your own product. Upgrade when your users are having more conversations than the free tier allows.

Free

Install it on your product tonight. See the first session before you go to bed.

$0 forever, no card required

100 guided sessions a month

  • 1 guide on 1 site
  • 15 configured elements and 2 playbooks
  • Voice with live transcript and visible cursor
  • Every session replayable: transcript, actions, failures
Apply for a spot

Enterprise

For products whose security team has opinions.

Talk to us annual contract

Volume sessions

  • Multiple guides, delivered as separate sites
  • Security review and a DPA
  • A founder on the call, not a rep
Talk to us

Guided session: one continuous voice conversation with one user, however long it runs. Idle and under ten second sessions are free.

FAQ

Questions before you install

Getting it running

How do I install it?

One script tag in your app's layout, on the pages where logged-in users work. No SDK, no build step, no framework dependency. The tag loads the guide, and you configure everything else from the Help Sherpa dashboard: which pages and controls it may use, what it says, and how it sounds.

Does it work with my framework?

If it renders in a browser, yes: React, Vue, Svelte, Angular, Rails, Django, Next, plain HTML. Single page apps are fine; the conversation follows route changes and survives full page loads. What it needs from you is stable selectors for the controls you want it to use, which is a configuration step, not a code change. A few control types are not supported yet, such as custom dropdown components and file pickers.

How long does setup take?

The script tag takes minutes. A useful first configuration takes an afternoon: name the pages and controls that matter, write the brief, and either write a couple of playbooks or record yourself walking through the product while the guide's interviewer asks you questions. Nothing goes live until you review and publish it. Design partners do this with us on a call.

Does it work on mobile?

The guide has a mobile layout for the conversation, but the hands-on part, the cursor driving your product, is built and tested for desktop browsers first. If most of your users are on phones, tell us; we will be honest about fit.

What happens when we change our UI?

Each control the guide uses is named by a stable role with a selector you choose. If a selector breaks, that action fails visibly: the guide tells the user it could not find the control and stops, and the session recording shows exactly which role failed so you can update it. We recommend data attributes over class names so redesigns do not break the map. Automatic detection of broken selectors is on the roadmap.

What it can do

What can it touch, and what can it not?

Only what you configure. You name each control the guide may use, give it a stable selector and say what actions are allowed on it: open, click, type, choose. You can also block keywords, URLs and selectors outright, and those blocks always win. Anything you have not named, the guide cannot act on. Before every action it moves a visible cursor to the target, outlines it, then acts, so the user can watch and stop it.

Does it write data in my app?

By default, no. The guide opens pages, clicks navigation, runs searches and reads the screen. Filling and submitting forms is on the roadmap. Most teams start read and navigate only, and add writes once they have watched sessions.

Does it read our documentation or knowledge base?

Not yet. Today the guide knows what you teach it: a product brief (what the product is, your vocabulary, topics to avoid), the pages and controls you configure, and the playbooks you write or record. It also reads the parts of the current screen you allow. Connecting a help center or docs site so it can answer from them is on the roadmap.

Is it voice only?

Yes, today. The user talks, the guide talks back, and a live transcript runs alongside so nothing is lost and the conversation can be read back. There is no typed chat input yet; it is on the roadmap for users who cannot or would rather not speak.

What languages does it speak?

English today. Other languages are on the roadmap; tell us which ones you need.

Can users stop it or take over?

At any moment. They can talk over it, tell it to do something else, pause it, or minimize it and keep working. The guide never hides itself and never takes an action the user cannot see coming.

Can it hand off to our support desk?

Not yet. Today every session, with transcript and actions, is in your Help Sherpa dashboard. Pushing sessions to Intercom, Zendesk, Slack or a CRM, and escalating a live conversation to a human, are on the roadmap.

Trust

How does it know who the user is?

Your app tells it. When the page loads you can pass the user's email, name, company and plan, and the session is recorded under that identity so you can see which users asked what. The guide does not log in as the user or read your database; it works on the screen your user is already looking at. Today the guide uses identity for reporting. Using it to tailor what the guide says, for example knowing which setup steps a user has finished, is on the roadmap.

How accurate is it, and what about hallucination?

Two rules keep it honest. First, it acts only on controls you configured, so it cannot invent a button. Second, it never says a step worked until the browser confirmed it: the right page opened, the right heading appeared, the search returned results. If a step fails, the guide says so and stops. On questions, it answers from your brief and the visible screen, and you can name topics it must not discuss. Every session is recorded, so when it gets something wrong you can see exactly what it said and fix the configuration.

What happens to our users' voice and screen data?

Audio streams to the voice provider in real time for transcription and speech. Transcripts, the actions taken and any page text the guide read are stored so you can review sessions, scoped to your workspace. Values in fields you mark sensitive are redacted before they leave the page. You control which pages and regions it may read at all. Ask us for the current provider terms and retention details before you install; we would rather answer that in writing than round it up here.

How is it priced?

Per guided session, not per seat and not per active user. A session is one continuous conversation with one user, however long it runs. Idle and under ten second sessions are free. The free tier covers 100 sessions a month on one product with no card. Paid tiers add sessions, sites and the recorder.

Is our data used to train models? Where is it stored?

Your transcripts and screen text are not used by us to train models. Where data is stored, which providers process it and under what terms are questions we answer in writing on request, so you can hand the answer to your security reviewer as is.

Design partners

Someone is stuck in your product right now.

Every user gets the walkthrough your best CSM would give, the moment they are stuck, on their own screen, in the voice you chose. We are taking a small group of products through the first quarter together. Apply, and we will set it up on your product with you.

  • Free tier, 100 sessions a month, no card.
  • Set up with the founder on a call.
  • Launch pricing locked for a year for design partners.