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As of November 27, 2024, users are handheld through their onboarding journey on a call. This includes explaining key concepts, and sometimes going through onboarding for them, so that they can just login and get started with what they just saw

It’s because of this, amongst other things (including general navigation), that we do struggle with initial engagement from users. We think that by having them self-service this onboarding, early engagement will increase, but the experience right now isn’t tailored for this.

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Prompt 1: How do we deliver the user value, and delight, ASAP?

… Probably somewhere in onboarding. We would like to meet our users where they are at, and they are coming to us for primarily 3 reasons at the moment

• They are working on a cyber/legal topic, they are confused and need general guidance / advice. This could be anything
• They would like to use Events to more effectively complete common workflows, such as Data subject requests, vendor reviews, and more
• They need help drafting & reviewing legal documents

We haven’t spent a lot of time working on onboarding, but instead trying to deliver on these 3 promises. We would love users to be able to get there easily, and self service everything from account creation - setting up their organisation - inviting their team, etc.

Prompt 2: How should we organize our navigation?

This might tie into onboarding, but we aren’t stoked with the categorisations / groups we have on the left-hand side.

Roughly what we have available right now

• Overview: We weren’t sure what to put here
• Modules: Encompasses events (common workflows) and projects (larger version of events, more framework focused, e.g GDPR)
• Threads: Where you can
  • Ask general queries, i.e Q&A
  • Draft documents
• Knowledge base: Where you can upload documents to train the LLM on your internal information
• Account: Manage members, your account information, billing
• Documents (WIP)
  • This is where I am currently building the templates experience, and is not shown to users
  • Document drafts & reviews could potentially go here

Prompt 3: What else?

We would love any/all feedback, from somebody with a keen design eye. Definitely focus on the first 2 prompts, but If you’re using the product and notice something is confusing, note it down; We generally love talking about our product & how we can improve it.