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Overview

ScreenSteps is a knowledge ops platform designed to help teams create, organize, and deliver actionable internal guides and training resources to boost employee confidence and performance. Despite occasional formatting limitations noted by users, its intuitive creation tools and knowledge delivery make ScreenSteps a strong choice for consistent operations and training.

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ScreenSteps Specifications

Analytics And Reporting

Customer Feedback Surveys

Self-Service Portal

Knowledge Base

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What Is ScreenSteps?

ScreenSteps is a knowledge operations solution that centralizes knowledge creation and training resources, helping teams document procedures, build interactive guides, and deliver answers quickly at the point of need. It addresses common training challenges by combining a searchable knowledge base with digital guides and learning tools to reduce errors and speed onboarding. Features like ‘AI search’ and ‘Sidekick contextual help’ enhance productivity for teams of all sizes.

ScreenSteps Pricing

ScreenSteps price is divided into three major plans:

  • Answer Plan: $10/user/month
  • Guide Plan: $20/user/month
  • Enterprise Plan: Custom Pricing
Request a tailored ScreenSteps cost breakdown for your business now!

ScreenSteps Integrations

The software supports integration with multiple systems and platforms, such as: 

Watch the ScreenSteps demo to learn more about its integration arrangements.

Who Is ScreenSteps For?

ScreenSteps is ideal for a wide range of industries and sectors, including: 

  • Contact centers
  • Banking operations
  • Credit unions
  • Law firms
  • Internal operations teams
  • Remote support teams
  • Employee training departments

Is ScreenSteps Right For You?

ScreenSteps may be the right fit for organizations seeking a comprehensive knowledge operations platform that combines training, documentation, and performance support. Its standout capability in contextual help and AI-powered search accelerates onboarding and reduces errors. Trusted by renowned brands like Dell, Advent Health, and Cushman and Wakefield, its ease of use and focus on actionable knowledge hub make it a strong choice for operations teams, contact centers, and training departments looking to standardize workflows.

Still doubtful if ScreenSteps is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

ScreenSteps Features

The platform’s AI-powered search and Sidekick browser extension help employees find relevant guides and instructions in five seconds or less, enabling faster problem resolution and more efficient workflows.

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ScreenSteps offers interactive digital guides, checklists, and decision trees that walk users through complex procedures step by step, improving task accuracy and consistency across teams.

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Users can build custom courses and learning paths within ScreenSteps. This supports streamlined onboarding, role-based training, and upskilling, making it easier to scale knowledge transfer.

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The software includes in-app feedback loops and change notifications that help maintain knowledge accuracy. By prompting updates, comments, and reviews, the platform helps users to access and perform swift, collaborative edits, keeping the content relevant.

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Pros And Cons of ScreenSteps

Pros

  • Powerful searchable database improves employee task performance

  • Supports interactive guides with checklists and workflows

  • Excellent responsive and helpful customer support team

Cons

  • Limited formatting flexibility for advanced styling requirements

  • Desktop app feels outdated compared to web editor

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Frequently Asked Questions

Yes, ScreenSteps supports custom APIs and iframe embeds for publishing guides on third-party platforms

It integrates with tools like Slack, Microsoft Teams, Okta, Basecamp, and Salesforce.

ScreenSteps software is primarily available in English.

Typical users include contact centers, credit unions, training departments, banking operations, law firms, and internal support teams.

ScreenSteps pricing includes an Answer plan for $10/user/month, a Guide plan for $20/user/month, and an Enterprise plan with custom quote options. Request a custom ScreenSteps price for your business now.

ScreenSteps does not currently offer a dedicated mobile app; access is via web or browser extension.

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