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Launchpad Contextual In-App Nudges

Contextual In-App Nudges help users complete onboarding tasks by displaying relevant guidance directly within Chat To Clients CRM. 
This article explains when nudges appear, what resources they can include, and how they support the onboarding experience.

TABLE OF CONTENTS


What are Contextual In-App Nudges?


Contextual In-App Nudges automatically appear during onboarding when Chat To Clients CRM detects that additional guidance may help you complete a setup task. Depending on your progress, a nudge may display one or more relevant resources—such as support articles, tutorial videos, implementation calls, or Support AI—to help you continue without interrupting your workflow.

Key Benefits of Contextual In-App Nudges


This feature is crafted to enhance the user experience by reducing friction and delivering help at just the right moment. Its benefits include:



Dynamic Contextual Link Options


Dynamic Contextual Link Options integrate multiple support resources into one seamless nudge, ensuring that users find the exact help they need without leaving their workflow. This approach optimizes self-service by connecting users directly to relevant assistance.



Automatic Nudge Suppression

Automatic Nudge Suppression refines the user experience by eliminating redundant prompts. When any user within a sub-account successfully completes a particular action, all contextual nudges for that action are automatically suppressed for everyone in the sub-account. 
This smart function minimizes distractions and ensures that nudges only appear when truly needed.

Example Contextual In-App Nudges


Getting started with Contextual In-App Nudges is straightforward since the feature is automatically rolled out on a going-forward basis for all plans. Follow these steps to observe and benefit from the feature in your Chat To Clients CRM account:


  1. Log in to your Chat To Clients CRM account and navigate to the LaunchPad section.

  2. Begin an onboarding action—whether that’s starting a guided tour, watching a tutorial, or engaging with a flow.

  3. When you pause, abandon, or linger during an action, a contextual nudge will appear featuring one or more dynamic links.

Click on any available link (Support Article, Tutorial Video, Kickoff/Implementation Call, or Chat with Support AI) to immediately access the assistance you need.



Frequently Asked Questions


Q. When do Contextual In-App Nudges appear?

Contextual In-App Nudges may appear when a user starts an onboarding or LaunchPad-related action but does not complete it, leaves the flow, or spends additional time on a tutorial or setup task.



Q. What can a Contextual In-App Nudge include?

A nudge may include one or more helpful resources, such as:

The resources shown can vary depending on the context.



Q. Why am I not seeing a Contextual In-App Nudge?

You may not see a nudge if:



Q. Why did a nudge disappear?

Contextual nudges are automatically suppressed once the related action is completed.

If any user in the same sub-account completes the action, the related nudge may be removed for all users in that sub-account.



Q. Will every nudge show the same resources?

No. Contextual nudges can display different resources depending on the action or task being completed.

A nudge may include one or more relevant links rather than showing every available resource each time.



Q. Can I manually trigger a Contextual In-App Nudge?

Contextual nudges are displayed automatically based on user activity and onboarding progress. They are not manually triggered by the user.



Q. Can I dismiss a nudge?

If the current product behavior allows users to dismiss the nudge, keep the existing documented behavior here. If dismissal is not explicitly documented, I would avoid adding this FAQ until the behavior is confirmed.



Q. Why does another user in my sub-account no longer see the nudge?

Nudge suppression applies at the sub-account level. Once the related action is completed by any user in the sub-account, the associated nudge may be suppressed for everyone in that sub-account.


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Last updated Mon, 24 Aug, 2026 at 9:27 AM