Scout's help assistant and onboarding now live inside Plansight
Scout now lives inside the Plansight app. Users can ask Scout a question and get answers from the knowledge base without leaving the screen they're on — plus a guided onboarding flow welcomes new users into the product.
Help is surfaced in context: the right articles appear based on the page you're working in.
Open Scout from inside Plansight and ask a question in plain language. Scout answers from the knowledge base and links to the full article — no need to leave the app or open a separate help site.
New users are guided through a first-run onboarding flow that orients them to the core areas of Plansight.
Scout surfaces help based on where you are in the app (geographic placement), so the most relevant articles for the current page rise to the top — powered by the contextual training in the Page Library.
Drop the Scout demo video here once recorded.
Steve — confirm/refine this copy against the final Scout scope. This is drafted from the in-app chatbot + onboarding framing; adjust the exact entry point, availability, and any rollout limits.