A Chameleon Experience is the in-product pattern you create for users, such as modals, banners, surveys, checklists, etc. These are the interactive elements your users will see and interact with in your product.
With Chameleon, you can create different types of Experiences: Tours, Tooltips, Embeddables, Microsurveys, and Launchers. These give you the flexibility to create direct prompts and self-serve guidance.
You can also create interactive Demos to drive website conversions and educate users in-app. Chameleon can identify Demo viewers, and you can track Goals to measure how new signups achieve success.
HelpBar is a 'Spotlight Search' pattern you can add from your Dashboard. You can connect your help center and enable AI answers in your product.
Availability & Usage
🔐 Startup: unlimited Tours & Tooltips, 5 Embeddables, 5 Microsurveys, 1 Launcher
🔐 Growth & Enterprise: unlimited Tours, Tooltips, Embeddables, Microsurveys, Launchers
What can I build with Chameleon?
Each Experience can complement a specific goal or a set of use cases. You can leverage Chameleon’s blending abilities and fine control over targeting and Display Rules to achieve your goals and drive adoption.
💡 We strongly advise you to map out your user needs and consider your goals when you start creating Experiences. This is the first step to successful guidance!
▪️ Tours
A Tour can be a single Announcement modal or a multi-Step Walkthrough of your product. You can use Tours to onboard or guide users, to announce big news or important features.
Here are some ideas on how you can use Tours to engage your users:
smoothly guide users to high-value actions
announce product or brand updates
highlight useful, undiscovered features
keep users informed of activities that can be disruptive
🤝 Pay attention to the length of your Tours, as users tend to dismiss those with more than 4-5 Steps. We found that the sweet spot is between 2-3 Steps.
▪️ Tooltips
A Tooltip is a subtle, contextual hint that informs or nudges users toward specific actions while using your product. This is a dynamic way to educate and connect with users, as Tooltips are non-intrusive and can efficiently unblock without interrupting their experience.
You can use Tooltips to:
explain new or complex features
draw attention to unused features
provide contextual information or help
create fake door tests to gauge feature interest
▪️ Embeddables
Embeddables are in-line Experiences that sit within your existing page, such as Banners or Cards (multiple Steps/content blocks). These are dynamic to your page and blend into your interface to create a built-in look and provide education or guidance without interruptions.
▪️ Microsurveys
Microsurveys are 1-Step (or 3-Step) surveys that you can trigger in your product based on user activity. Collect honest, contextual feedback on various product or user needs and leverage this to improve your product or re-engage users. Trigger the right Microsurvey at the right time, to the right audience. And get the right answers.
💡 Check out the different Microsurvey types available in Chameleon; they cover a wide range of needs, and you can customize the follow-up based on responses. But to give you some ideas, you can build Microsurveys to:
measure product & feature satisfaction
evaluate the user experience
capture NPS and re-engage detractors
identify which product efforts are more valuable to users
recruit participants for user research
▪️ Launchers
A Launcher provides an in-product menu that can contain links to different pages, other Chameleon Experiences, scripts, or more - we call them items. A Launcher can be an onboarding checklist, a help menu, or a guide around product updates and events. Users can access it from the bottom of the screen, or you can embed it on the page.
This is a great way to empower your end-users to learn more about your product without having to contact support or get lost in the documentation. And you can easily integrate Chameleon Tours and Microsurveys to align your guidance efforts. 😊
▪️ HelpBar
HelpBar is a spotlight search pattern, where you can connect your help center (or blog, developer resources, etc) and offer search, navigation, and AI answers. You can pick a click target that opens your HelpBar and users can launch it anywhere in your product to find help.
✨ HelpBar supports public and private integrations with Zendesk, Intercom, Help Scout, Gitbook, and more. Learn more about the ways you can leverage HelpBar with your stack.
▪️ Interactive Demos
Interactive Demos are clickable snapshots of your product where users can follow a flow or explore features hands-on. These enable leads to explore before buying, or users to explore features in an interactive, easy-to-follow way.
Who can create Experiences?
If no code, no dev, and no wait is your jam, you're in the right place no matter your role. 😉 Any teammate can create Experiences to guide, engage, collect feedback, and so much more. All you need is a clear goal, a good understanding of your users, and your brand guidelines.
Once you invite your teammates, you can further define who gets to publish Experiences on your account with Roles and Permissions. Everyone can create them, but you can control who should display them live for your users.
Creating Experiences
To create an Experience, head over to the Dashboard, pick a type from the left-side menu (or your Homepage), and follow the progressive flow laid out for you.
You'll use the Builder to record Demos and configure different aspects for in-app patterns, such as position, content, and triggers. Once you're done, return to the Dashboard to finalize and publish your Experience.
✨ You can also open the Builder into your application (from the Chrome Extension) and start creating a new Experience. Head back to the Dashboard to publish once you're done configuring.
Editing a live Experience
ℹ We picked Tours to show how to edit a live Experience, but the flow is the same for all of them.
Whenever you want to make changes to a live or drafted Experience, you can easily do it from the Dashboard. You can also open the Builder and search for an existing experience to edit, or quickly update content just by opening it in our Sandbox.
Click on the Tour you want to update and go to the "Edit Tour" tab. Then, edit your Experience in the Builder, just as you would do when creating it. Or update other settings, such as Recurrence or Environments in the Dashboard.
💡 You can add filters to your list to find specific Experiences faster.
Remember to apply your changes from the Dashboard once you're done in the Review and Publish section. If a teammate updated your Tour before, you can also review the changes (such as position, copy, etc.) and choose which version to publish.
👉 Learn more about the ways you can review changes for live Experiences.