ScreenSteps
AI-powered knowledge base built for the moment of performance
About ScreenSteps
ScreenSteps is a Knowledge Ops platform that helps organizations capture, organize, and deliver standard operating procedures (SOPs) to employees in real time. It combines step-by-step article authoring with decision trees, checklists, and an in-app Sidekick browser extension so teams can find the right guidance exactly when they need it. ScreenSteps is widely used in regulated and procedure-heavy industries such as credit unions, banks, contact centers, and healthcare.
Pros & Cons
Pros
- Easy to create polished, consistent documentation without technical writers
- Strong content authoring with annotated screenshots and step-by-step structure
- Sidekick extension and decision trees deliver guidance at the moment of performance
- Hierarchical organization and robust search make large knowledge bases navigable
- Highly rated for ease of use and customer support
Cons
- No free plan and can be pricey for smaller businesses
- Formatting options are somewhat constrained, limiting customization
- Maintaining many bite-sized articles (and their screenshots) gets labor-intensive at scale
- Limited integrations with support tools like live chat for customer-facing suggestions
Key Features
AI Knowledge Capture
Generate SOPs from voice transcription, automated screenshots, and prompt-based article creation.
Step-by-Step Article Authoring
Build detailed guides with rich text, annotated screenshots, and structured steps without needing technical writers.
Decision Trees & Checklists
Guide employees through complex, branching procedures interactively.
Sidekick Browser Extension
Surface relevant SOPs and articles in-app, right where employees do their work.
AI Chat & Search
Let users ask questions and quickly locate certified answers across the knowledge hub.
Content Verification & Notifications
Keep articles accurate with verification workflows and change notifications when processes update.
Centralized Knowledge Hub
Organize certified internal and customer-facing content hierarchically for fast navigation.
Feedback Loops
Collect employee feedback on articles to continuously maintain accuracy.
Pricing
- AI-powered knowledge base
- Article authoring
- Search and AI chat
- Annual billing discount available
- Everything in Answer
- Decision trees and checklists
- Sidekick browser extension
- Interactive step-by-step workflows
- Everything in Guide
- Custom pricing for large teams
- Education and customer-facing options
- Dedicated support
Best For
Contact Center Agent Guidance
Give agents decision trees and SOPs they can follow live during calls to handle complex scenarios consistently.
Employee Onboarding & Training
Reduce ramp time by giving new hires step-by-step procedures they can reference on the job.
Regulated Industry Compliance
Maintain certified, up-to-date procedures for credit unions, banks, and healthcare to ensure consistent, compliant performance.
Internal SOP Management
Capture process knowledge out of PDFs, shared drives, and experts' heads into a single maintained hub.
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