Userorbit organizes customer-facing work at the workspace level and uses projects primarily for analytics organization.

Workspaces

A workspace owns its members, plan, settings, contacts, content, integrations, and SDK Account ID. Every workspace has its own subscription.

Projects

Projects organize analytics data and related reporting. Do not assume a project creates a separate workspace, contact database, billing plan, or complete widget configuration.

Contacts and segments

Contacts represent people in the workspace. Custom properties and saved segments provide reusable audience data.

Customer-facing modules

Tours, checklists, surveys, announcements, feedback, public roadmap views, Help Center, demos, and Support Suite are configured from their product areas. Availability depends on plan.

Widget and SDK

Install the SDK for the current workspace, identify known users, and configure widget channels under Settings. Analytics and module results connect customer behavior back to the workspace.

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