Use case

Session replay for SaaS onboarding

Find where new users lose momentum, compare stalled and successful activation paths, and turn repeated replay patterns into a focused fix.

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Monolytics workspace showing session evidence for a product workflow

Workflow

Move from activation drop-off to a fixable behavior pattern.

  1. 01

    Define the failed cohort.

    Start with users who reached a setup, import, workspace, or first-value step but did not complete it.

  2. 02

    Watch comparable sessions.

    Review failed sessions next to successful ones from the same journey so the difference is visible.

  3. 03

    Tag observable friction.

    Use behavior labels such as setup confusion, missing guidance, trust check, loop-back, or technical dead end.

  4. 04

    Ask only when behavior is ambiguous.

    Trigger a short follow-up question at the stuck step when replay shows friction but not the reason.

Compare completed and stalled cohorts over a closed period, using the recording or browser-client unit your setup actually observes. If the entry, steps, or first-value event are not instrumented, the gap—not a fabricated drop-off rate—is the finding.

Monolytics analysis view for reviewing product sessions

Product path

Use replay, natural-language Record Search, and targeted Surveys in one review loop.

  • Use natural-language Record Search to find sessions that match your configured onboarding events and filters: reached the onboarding step without the configured activation event.
  • Prioritize repeated blockers before one vivid replay takes over the roadmap.
  • Launch a contextual survey when the next fix depends on the user's reason.

Start with the onboarding sessions that already failed.

Monolytics helps the team see the exact failed path before changing setup copy, checklists, or activation nudges.

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From the Monolytics blog

Turn onboarding replays into a focused activation review.

These guides help teams choose the failed cohort, tag repeated friction, and decide what to ask when behavior alone is ambiguous.