CustomBooks™ Product Perks: August 2025 - Interactive Guidance powered by WalkMe™
CustomBooks™ Product Perks: August 2025 - Interactive Guidance powered by WalkMe™
Interactive Guidance powered by WalkMe™
CustomBooks™ and WalkMe™ are partnered to bring you all the answers you need for workflows, feature announcements and troubleshooting. If you have not yet discovered this interactive guidance tool, try it today!
Just open the “Need Help” menu in the lower left corner of your CustomBooks™ screen to access valuable insights and resources to save time in your busy work day.
Learn new workflows and features with Smart Walkthroughs - WalkMe™’s proprietary software that walks you along and virtually guides you to a more successful experience with CustomBooks™.
Your Built-In Support Toolkit:
The Need Help menu holds a pool of content for CustomBooks™ modules.
Quick access to learning resources: Knowledgebase Articles, Videos.
Instant Answers - type a word or question - get helpful suggestions immediately.
Interactive Smart Walkthroughs guide you through correct setups and tasks.
Shout Out’s are used for vital information and special notices to customers.
Smart Tips placed in key areas of the software to help you learn more.
Open a Support ticket in a flash from the Need Help menu.
Access the latest Release Notes and Product Perks (existing features) in the “New!” blue button at the top of the screen.