Set up Userorbit in the workspace that will receive your product data.

  1. Confirm the workspace

Open the workspace name at the top of the sidebar and select the correct workspace. Plans, trials, data, members, and SDK Account IDs are workspace-specific.

  1. Install the SDK

Open Settings → Widget installation, copy the snippet, and install it in your application shell. Confirm requests reach Userorbit.

  1. Identify a test user

After sign-in, call userorbit.identify(userId, { email, name, attributes }). Verify the contact appears in Contacts.

  1. Choose one customer goal

Create one tour, checklist, survey, announcement, feedback board, or Help Center article. Availability depends on the workspace plan.

  1. Test and publish

Use a staging environment or narrow segment, verify URL and audience rules, then publish. Review analytics or results after delivery.

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