Cross-tool onboarding overlay

One step-by-step guide across Salesforce, legacy desktop tools and your own app

Problem

New ops hires switch all day between an in-house web app, Salesforce and an old Windows desktop tool. Userpilot only covers the in-house app, vendor products cannot take the script, and the desktop tool has no guidance at all, so most of their day is guesswork.

Solution

An overlay layer on both browser and desktop that pins step bubbles and checklists to any third-party UI using screenshot regions, lets one onboarding flow span multiple tools, and is centrally edited by admins.

Users

Ops teams, HR and internal-tools owners who onboard employees across several SaaS and legacy desktop apps

MVP

Browser-extension guide overlay with screenshot-region targeting; desktop overlay using the same regions; one script bound to multiple apps; progress reporting back to admins; one-click start for new hires

Revenue

Per-seat subscription; start with annual packages for small teams, later a template marketplace for enterprises

Why now

Faster-changing internal systems raise the teaching burden of onboarding, while big vendors only cover apps that embed their script, leaving desktop and third-party systems wide open