Userorbit is an all-in-one platform for communicating with your users, collecting their feedback, and guiding them through your product. This article breaks down the core concepts you need to understand to get the most out of Userorbit.
Workspaces
A workspace is the top-level container for everything in Userorbit. It represents your organization or company. Each workspace has its own team members, billing plan, and settings. Most teams only need one workspace, but agencies or holding companies managing multiple brands can create separate workspaces for each.
Projects
Within a workspace, you can create projects to organize your work around different products, apps, or environments. For example, you might have one project for your web app and another for your mobile app. Each project gets its own widget configuration, contacts, and module settings.
The Widget
The widget is the in-app interface your users interact with. It lives inside your product as a small, customizable panel that surfaces announcements, feedback forms, tours, checklists, and more. You install it by adding a lightweight JavaScript snippet to your site. The widget is fully brandable — you control its colors, position, and which modules appear.
Contacts and Subscribers
Contacts are the people using your product. When a user interacts with the widget or is identified through the SDK, they become a contact in Userorbit. You can view their activity, segment them, and target specific groups with announcements or surveys. Subscribers are contacts who have opted in to receive email notifications about your updates.
Modules
Modules are the building blocks of your Userorbit experience. Each module serves a distinct purpose, and you can enable or disable them per project:
- Announcements — Share product updates, release notes, and news with your users. Announcements appear in the widget feed and can be sent as emails to subscribers.
- Feedback — Collect feature requests, bug reports, and general feedback directly from users. Feedback items can be voted on, commented on, and organized.
- Roadmap — Show users what you are working on and what is planned. A public roadmap builds trust and reduces repetitive feature requests.
- Tours — Create step-by-step product walkthroughs that guide users through key features. Tours attach to elements on your page and advance as users interact.
- Checklists — Onboard new users with task-based checklists. Each item links to an action, helping users reach their first moment of value faster.
- Surveys — Run NPS, CSAT, or custom surveys to measure user satisfaction and gather structured data.
- Help Center — Publish searchable articles organized into collections. Users can find answers without leaving your app.
- Analytics — Track how users engage with your announcements, tours, surveys, and other modules. Understand what is resonating and where users drop off.
How everything connects
The typical flow works like this: you install the widget in your product, which automatically starts tracking contacts. From there, you publish announcements to keep users informed, collect feedback to understand their needs, build tours and checklists to guide new users, run surveys to measure satisfaction, and maintain a help center so users can self-serve. Analytics ties it all together, giving you visibility into what is working. Every module feeds into a unified view of your user relationships, helping your team make better product decisions.