Customer onboarding automation
Get every customer to value faster — without more CS headcount.
Record your onboarding walkthrough once. Clevera turns it into a narrated tutorial video and a step-by-step guide your customers can follow at their own pace — so your CS team focuses on the conversations that actually need a human.
Trusted by 400+ companies worldwide
The problem
Why customer onboarding doesn't scale
Every new customer needs the same walkthrough
Your CS team repeats the same onboarding call, the same product tour, the same setup steps — dozens of times a week. It doesn't get faster and it doesn't scale with your customer base.
Onboarding materials go stale after every release
A UI update, a renamed feature, a new setup step — and your onboarding videos and guides are wrong. Customers follow outdated instructions and get stuck before they even start.
Slow time-to-value drives early churn
Customers who don't reach their first win quickly don't renew. When onboarding relies on scheduled calls and static PDFs, time-to-value stretches out — and churn follows.
Building onboarding content takes more than you have
Creating polished tutorial videos requires a script, a recording, editing, voiceover, and review. Most teams either skip it, outsource it, or ship something they're not proud of.
How it works
Record the onboarding flow once. Clevera does the rest.
Record your onboarding walkthrough
Open Clevera and record yourself walking through setup, key features, or any part of the onboarding flow. No script or rehearsal needed.
AI builds the tutorial video and guide
Clevera's AI generates a narrated tutorial video with smart zoom and annotations, plus a written step-by-step guide — both from the same recording.
Personalise per customer or segment
Swap in customer names, adjust the flow for different plans or use cases, and create targeted onboarding content for each segment — without re-recording from scratch.
Deliver via email, in-product, or help center
Share a direct link, embed in your onboarding emails, push to your help center, or integrate with your CRM. Customers get the right content at the right moment.
Features
Everything you need to onboard customers at scale
Tutorial videos from screen recordings
Record any onboarding flow and Clevera produces a polished tutorial video — AI narration, smart zoom, step annotations — without editing software or a production team.
Written guide alongside every video
Every recording produces a formatted step-by-step written guide alongside the video. Customers who prefer to read get the same quality experience as those who watch.
LiveSync — onboarding content that stays current
When your product changes, Clevera updates the affected steps in your onboarding videos and guides automatically. New customers always follow accurate instructions from day one.
Translate into 74 languages, one recording
Localise your entire onboarding library without re-recording. Every language gets accurate, narrated onboarding content from a single source — so global customers get the same first-day experience.
Integrations
Publish where your customers already look
From recording to published onboarding video
Tutorial video and written guide, same recording
Languages for global customer onboarding
Companies already using Clevera
Use cases
Who uses Clevera to automate customer onboarding
Examples
See what teams built with Clevera
Explore examples of product tutorials, onboarding videos, and help-center guides created from simple screen recordings.
Go deeper on customer onboarding automation
These guides cover how to scale, structure, and improve your customer onboarding — from video best practices to time-to-value strategy.
How to scale customer onboarding without a video team
A practical guide to building a scalable onboarding content library from screen recordings — without hiring editors or video producers.
Customer onboarding video best practices in 2026
What makes onboarding videos actually work — structure, length, format, and the mistakes most teams make.
User onboarding checklist for SaaS
The steps every SaaS onboarding flow should cover — from first login to first value — with a checklist you can adapt for your product.
Time-to-value SaaS onboarding strategy
How to measure and reduce time-to-value in your onboarding flow — and why it's the metric that predicts retention more than any other.
Frequently asked questions
What is customer onboarding automation software?
Customer onboarding automation software helps teams deliver a consistent, scalable onboarding experience without relying on live calls or manual content creation. Clevera automates the content side — turning screen recordings into tutorial videos and written guides that onboard customers at scale, stay current with your product, and reach customers in any language.
How does Clevera automate customer onboarding content?
Record your screen walking through any part of the onboarding flow. Clevera's AI produces a narrated tutorial video with smart zoom and annotations, plus a written step-by-step guide — both from a single recording. The content can be published to your help center, embedded in onboarding emails, or shared as a direct link within minutes.
How does Clevera keep onboarding content up to date?
LiveSync detects when your product has changed and automatically updates the affected steps in your onboarding videos and guides. Customers who onboard after a product update always see accurate instructions — not what the product looked like six months ago.
Can I create different onboarding content for different customer segments?
Yes. You can record separate flows for different plans, roles, or use cases and publish targeted onboarding tracks for each segment. Clevera's translations also let you localise each track into 74 languages without re-recording.
Where can I deliver Clevera onboarding content to customers?
Clevera integrates with Notion, Confluence, HelpScout, Intercom, GitBook, and more. You can also share a direct video link, embed in onboarding emails, or export as PDF for written guides. The video can be embedded anywhere that supports standard video embeds.
Does Clevera replace my customer success team?
No — it handles the repeatable, scalable parts of onboarding so your CS team can focus on the conversations that actually need a human. Complex setups, strategic guidance, and relationship-building stay with your team. The routine walkthroughs and feature explanations get handled by Clevera's content.
Your first onboarding video, ready in 10 minutes
Record your onboarding flow once. Clevera builds the tutorial video, writes the guide, and keeps both accurate as your product evolves — so every customer gets a great first day, at any scale.