Employee Contextual Help
Increase productivity and decrease mistakes by putting your procedures right where your employees need them
Context-sensitive help is like the sticky notes that your employees place all over their computers with information that helps them do their jobs.
But, unlike real sticky notes, these guides, checklists, and procedures change depending on which application the employee is using, where they are at in the application, and what their role is on the team. Context-sensitive help senses the situation the employee is working in and provides them with the information they need based on that context.
Sometimes your employees don't even know which questions to ask or which guides are available. With context-sensitive help, you can answer questions before they get a chance to ask them. This puts your checklists and procedures right where your employees need them.
They never have to wonder if a guide exists, or waste time searching for one. Everything appears right where they are working.
The ScreenSteps context-sensitive help browser extension puts your training and reference documents in the web app right where employees need them.
Install browser extension
Define the context
Create articles
Analyze employee usage
Eliminate endless open tabs and frustrating searches for the information you need. Simply install the ScreenSteps browser extension. Once installed, the guide pops up on the web page in which your employees are working, giving them access to the procedures, information, and checklists they need.
Make the information your agents need accessible by defining the context for where they could use a guide, checklist, or additional information.
Your context can be based on the page they are on, the type of record they are working on, or the job function they have.
Once you have defined a situation (or context) where your employees could use additional help, create articles that anticipate their questions and challenges.
These articles can be created in the form of standard articles, call flows, troubleshooting guides, and checklists. You can update these articles at any time.
Great data helps you make better decisions. Improve your content and identify new opportunities to increase productivity by analyzing how your employees are using your contextual help articles.
Make it easier for your employees to find the guide they need when and where they need it.
Show content based on the current web page, tab, record types, and many more options.
Emphasis different content for different employees depending on their roles.
Search results appear on the side of the screen so you don’t have to leave the apps you are working in.
View details on how context-sensitive help is being used with built-in analytics.
Currently, the ScreenSteps Browser Extension is available for Google Chrome and Microsoft Edge.
The ScreenSteps Browser Extension is only designed for use with employees. It is not designed as a customer support solution.
Basic contextual help is very easy to set up. But in most cases, our customers like to get a bit more advanced.
Creating your first few complex contexts can be a bit tricky. Our support team is always willing to help you define your contexts so that the right content is showing up in the right place. Once you see a few examples based on your particular needs the contexts become much easier to create.
We have extensive documentation to help you learn how to create these contexts as well.
Yes. Videos can be included in your context-sensitive help articles.
You will see analytics which will show you whether content is being viewed in the web knowledge base or in the browser extension. This lets you know how your team is accessing your knowledge and will help you make better decisions as you continue to create content.
Yes. If you have configured Single Sign-on for your account, then your team will be able to activate the extension by signing in using Single Sign-on.
Getting started with your contextual help strategy is always the hardest part. Our team can help you determine what information will make the biggest impact with your contextual help.
We’ll be by your side to assist you in setting up your channel definitions so that the right content shows up in the right location.
“We used to have videos — but nobody watched them after initial training. So later on, our staff would make mistakes and say, "I didn't know." With the Chrome Extension, the tutorials are front and center and you can open it up to find what you need, copy and paste, and reference whenever you need it. It's also reduced interruptions and me having to answer the same process questions over and over.”
Samantha | Trainer
“Our end users were dialing our help desk instead of using our previous SharePoint site. But with ScreenSteps, we can see self-service is growing each month. And we are seeing a drop in the number of questions we are being asked.”
David Overturf | Business Systems Manager, Advanced Tech
“The contextual help shows up as a little bell on the right-hand side of an employee's browser window. Employees love it and they're growing accustomed to using it whenever they have a question. Which is great because our knowledge base really does have a ton of great content in there.”
Owen Hutchins | Change Management Consultant
Explore more of the technology that makes ScreenSteps both easy for agents to use as well as helps them better succeed at their jobs.
Contextual help will allow your employees to follow your procedures without having to search around for the right guide. Get started today.