Taskade Genesis turns your onboarding documentation into a live, scored knowledge-check quiz that confirms your customers actually understood the setup guide before they go live — no customer success manager required, runs on autopilot.
What Is the PDF-to-Customer-Onboarding Quiz?
It's a Taskade Genesis app that reads your product manual, setup guide, or onboarding PDF and outputs a progressive knowledge-check quiz — gating each section behind a pass score so customers can't skip ahead without proving comprehension.
Why Use It?
- Gated onboarding flow: Reliable automations unlock the next onboarding step only after the customer passes the current quiz — zero manual gatekeeping.
- Client login support: Customers sign in with GenesisAuth on your custom domain (Business plan) — no Taskade account required on their end.
- Completion tracking: The Relationship field links each customer record to their quiz attempts and onboarding milestone status.
- 100+ integration triggers: Push quiz completion events to your CRM, Slack, or helpdesk automatically the moment a customer passes.
- Instant feedback: The AI agent delivers answer explanations in plain language so customers learn, not just click through.
Who Should Use It?
- SaaS founders reducing churn by ensuring customers understand core features before launch.
- Customer success teams at B2B software companies with complex setup flows.
- E-commerce brands onboarding wholesale or dropship partners.
- Consultants certifying clients on a methodology before project kickoff.
- Platform operators verifying that creators understand community guidelines.
How To Convert an Onboarding PDF to a Quiz
- Upload your onboarding guide at /convert.
- Prompt: "Create a 10-question progressive quiz with section gates and plain-language explanations."
- Review the quiz flow in Board view — reorder cards to match your onboarding sequence.
- Wire pass/fail triggers to your CRM or Slack via /automate.
- Publish on your custom domain with client logins enabled.
Explore AI apps built for customer success, or see how the community uses Genesis for client portals.