Pendo × Sage
Pendo x Sage, turning AI curiosity into measurable adoption
75% workflow completion with AI assistant
Curiosity to confidence
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Why it works
The story earns its Breakthrough tag by leading with adoption numbers that went up: 75% workflow completion, 5,700+ VAT Assistant uses, shallow engagement dropping from 18.5% to 12%. The before-state is concrete and relatable: banner blindness, cautious accounting customers, and guesswork about where users dropped off. The mechanism is specific enough to follow, combining embedded contextual guides with funnel analytics and session replay to create a feedback loop that drove product changes and closed the trust gap.
Steal this
The 'banner blindness to embedded guides' pivot is a copyable structural move: Sage identified why users closed guidance (bad timing, not bad content) and shifted to embedded in-workflow content, then quantified the shift. Showing the diagnosis behind a tactic change, not just the tactic, makes the mechanism credible and repeatable.
Click to enlarge ↗ This is editorial commentary and curation. The case study, screenshot, and all metrics are Pendo's published work; we link to the source and lead with our analysis.