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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

Happy New Year to all Userflow friends out there in the big world! 🥳 🌍

We’re excited to announce a new Shuffle option order setting for our multiple choice survey questions. When enabled, the order of the options will be randomly rearranged for each individual user. This helps prevent bias in selection, as some users may be more likely to choose options that appear at the top.

We hope this new feature will make your surveys even more effective at collecting unbiased responses. As always, we welcome your feedback and suggestions. Happy surveying!

Today, we are excited to announce a new feature that takes your flows to the next level: The ability to add a “Snooze” action within your flows.

With this new feature, you can now add a “Snooze” or “Show me later” button to any flow. When the user clicks this button, the flow will automatically restart after a specified amount of time.

This is a valuable addition to Userflow because it gives your users more control over their experience within your product. Instead of feeling forced to complete a flow, they can now choose to snooze it and come back to it later when they are ready. This can help reduce friction and improve the overall user experience.

Userflow the best no-code builder for building in-app user onboarding, has been integrated with Zapier for more than a year, and we are happy to announce that we just moved from beta, to being a public app.

The Userflow-Zapier Integration enables you to instantly connect Userflow with 5,000+ apps to automate your work and find productivity super powers.

Example use cases

• Pass survey/NPS responses made in Userflow to other tools. E.g. post it on your CRM timeline, or post it in a shared Slack channel.
• Pass events, such as when flows are completed, to other providers, such as your marketing/email automation tools.
• Trigger workflows in a CRM/Customer Success Platform based on Userflow events or vice versa.
• Update user details in Userflow, when the user’s info changes in another system such as your CRM.

More information

• Userflow-Zapier Integration Docs
• Visit the Userflow on Zapier page