Playbook HQ / Knowledge base engagement

When free or trial users spend time in your help center or documentation, it often signals evaluation or potential blockers.

This behavior is an early indicator of need or interest. Engaging users at this point ensures they get guidance, reducing friction and increasing the chance of conversion.

• Reach out to answer questions or provide additional guidance based on their activity.
  
• Suggest relevant features or resources tailored to their interests.
  
• Trigger multi-channel outreach to proactively support users.

See how Duo Copilot uses Knowledge Base Signals from your CRM to trigger personalized outreach automatically.