The User eXperience Panel
Help in the flow of work, inside the tools your users already know.
The User eXperience Panel (UXP), also known as the User Adoption Centre (UAC), surfaces the right guide, video or answer directly inside your users' system, right when they need it. Explore the walkthroughs below to see what it does and how to set it up.
*UXP and UAC are used interchangeably to describe ClickLearn's in-app guidance tool.
*Don't see UXP/UAC in your ClickLearn? Reach out to your CSM or contact us at success@clicklearn.com - we're here to help.
User eXperience Panel
In-app guidance for your users, inside the systems they already work in. Watch the walkthroughs to see what it does and how to set it up.
Five reasons to enable UXP/UAC today
UXP (User eXperience Panel), also called UAC (User Adoption Center), is a built-in side panel that automatically surfaces the right guides, videos, and help content inside your users' CRM or ERP.
No tab-switching. No searching. Help appears in the flow of work on every page, at any time. 🚀
✕ Without UXP/UAC users:
- Stop what they're doing to search for help
- Switch between tabs and lose time
- Create unnecessary support tickets
- Fall behind on vital process changes
✓ With UXP/UAC users:
- Contextual guidance on every page
- On-page, step-by-step help, no tab switching
- All content searchable from one panel
- Updates and new content delivered in-app
See how to enable UXP/UAC
Start with the product overview to see what the User eXperience Panel does, then open the configuration guides to set it up. Everything opens right here on the page.
Instant, in-app help
Help lives inside the apps users already work in - zero tab-switching.
AI-powered help chat
Exact, authoritative answers on any company- or software-specific topic.
Guidance & onboarding
Step-by-step walkthroughs and role-based tours, surfaced automatically.
Works across your stack
Acumatica, IFS, Business Central, Salesforce, Oracle, and more.
The full one-pager · ~2 minute read
What is UXP/UAC?
The side panel - recordings, AI chat, and notifications next to the user's screen.
Enable the panel
Switch it on in the publishing template and match its colour to your brand.
Segment & map roles
Structure recordings, assign segments, and map them to user roles.
Add AI sources
Connect PDF manuals and guides so AI Chat answers from richer content.
5 sections · Full step-by-step · No dev needed
Tab configuration
Create the three tab types and add contextual search, JSON & suggested topics.
AI Chat & notifications
Set up the assistant, conversation starters, sources, and in-panel notifications.
Panel settings & publish
Register application IDs, then produce and publish the project.
Deploy & assist
Install the extension and configure Assist for interactive guidance.
10 sections · Full step-by-step · No dev needed
UXP / UAC - Product Overview
Digital Adoption Platform
Introducing User eXperience Panel / User Adoption Center
The moment someone opens a new tab to find help, you've already lost their focus.
UXP/UAC keeps help, and your users, exactly where they need to be. It knows who you are, what your role is, and where you are in the software - so the right guidance is always one click away, inside the application you're already working in.
Finding the right person with the right knowledge in the moment of need can be hard. That's where the UXP/UAC AI-chat comes in - a colleague who is always available, with exact, authoritative answers on any company- or software-specific topic relevant to your employees' work. It's part of a broader shift toward AI-driven software training, putting smart, personalised assistance directly at your employees' fingertips, right inside their flow of work.
In-App Guidance
Step-by-step walkthroughs appear inside your ERP so users can learn how to complete tasks without leaving the tool.
Employees spend an average of 1.8 hours every day searching and gathering information - the equivalent of one full working day every week. In-system guidance cuts that at the source.*
Guided Onboarding
UXP/UAC recognizes a user's location in the software and automatically delivers the right onboarding tours.
Organisations with a strong onboarding process improve new hire productivity by over 70% - and it starts with getting users to the right place, faster.*
Organizational Intelligence
Knowledge stays, even when people don't. UXP/UAC embeds expertise directly into the workflow.
42% of institutional knowledge is unique to the individual. When processes live in the system rather than in someone's head, that knowledge stays - even when people don't.*
Change Notifications
Software never stops changing. UXP/UAC alerts users to what's new and what's changed.
Role-Based Learning
UXP/UAC uses personalised content paths to ensure every user sees only guidance relevant to their role and workflow.
Multi-App Support
Your team works across multiple systems. UXP/UAC makes sure help is available inside each one, exactly when needed.
7 steps · 5 minutes · No dev resources needed
clicklearn.com · support@clicklearn.com
UXP/UAC Configuration in a Few Steps
Configuration Guide (Part 1 of 2)
What is UXP/UAC?
UXP/UAC is a side panel that opens inside your business application - recordings, AI chat, and notifications right next to the screen users are working on.
The first thing users see. Shows recordings and content sources set up in ClickLearn Attain, based on the current selection in the application.
Finds relevant content based on where the user is, using two layers: user context (their profile) and app context (current screen).
Auto-surfaces recording suggestions for the current field or section. Users can watch a Video or launch Assist mode for interactive guidance. Inside Help shows field-level explanations.
Users ask questions in plain language and get answers from recordings and PDFs. Use 'New Topic' to start a fresh conversation.
Displays notifications set up by administrators in ClickLearn Attain, keeping users informed without leaving the application.
How to enable UXP/UAC
The UXP/UAC panel doesn't appear automatically - it needs to be switched on inside ClickLearn Attain. This section covers how to turn it on and customize its appearance.
Go to Settings → Publishing template → Entity, and turn on the User Experience Panel option. Make sure Project Requirements and Segmentation are set up first.
The Identity component lets you change the panel's colour to match your brand. Click the colour option, pick a colour, confirm, and save. Updates immediately for all users.
Segmentation
Segmentation controls who sees what inside the UXP/UAC panel. Assign segments to recordings so each user only sees content relevant to their role.
Open your project, click Structure, and drag the recordings you want into the structure panel. Anything not added here won't be available to users.
Select a recording, click Advanced, create a new segment (e.g. 'Lead' or 'Account'), tick the checkbox to assign it, then save. Repeat for each recording.
Recording sources & managing user roles
With recordings structured and segmented, connect them to the UXP/UAC panel and map segments to the actual user roles in your application.
In the UXP/UAC configuration, choose your content source: Current Structure (own project) or External Structure (another project). Drag Current Structure into the panel to begin mapping. Click Add Row to start.
In a CRM, go to Settings → Advanced Settings → Security → Users, find a user, open their profile, and click Manage Roles. Copy role names exactly as they appear.
For each row, type the user role name and select the matching segment from the dropdown (e.g. Sales Enterprise → 'Account', Marketing Manager → 'Lead'). Click Insert to apply.
Use the More menu next to each source to Edit, Move up/down, or Remove. Always save when done.
Additional AI sources
The AI Chat tab works best with rich content. In addition to recordings, add PDF documents as knowledge sources - product manuals, process guides, or policy documents.
Go to Assets → New → Import assets. Browse to the project containing your PDFs, tick the files you want, click Place, then Confirm. Your PDFs are now in the asset library.
In User Experience Configuration, open the Additional AI Sources tab. Drag and drop the Assets block into the panel, tick the PDFs you want the AI to use, then click Insert.
Use the More menu next to each source to Edit (swap the file), Move up/Move down (change order), or Remove entirely. Save changes when done.
Questions? Contact support@clicklearn.com
UXP/UAC · Configuration Part 1 of 2
UXP/UAC Configuration and Set up
Configuration Guide (Part 2 of 2)
Tab Configuration
The UXP/UAC panel supports three tab types - each must be created individually via Tab Configuration.
Click Tab configuration → New tab → ContextualContent. Name the tab (e.g. 'Home') and click Create tab. It shows 'Missing sources' until sources are added.
Three types: Contextual content (recordings & sources), AI Chat (conversational AI), Notification (displays all notification types).
Contextual Search Sources
Configure Search sources inside the contextual tab to surface recordings and JSON files based on the user's location.
Click Search sources → Enable → Add Sources → select Recording source. Set Appearance (icon, description, max results) and Dynamic behavior (Open in same or new tab), then Add source.
Click Add Sources again → select Sample JSON. Set Appearance (max results: 4) and Dynamic behavior (Open in new tab), then click Add source.
Suggested Topics
The Suggested Topics area auto-surfaces relevant recordings based on the user's current screen. Set a name, description, and recording source.
Click the Suggested topics panel. Set a Name (e.g. 'Contextual area') and Description. Click Add sources → Recording source → set Max Results: 8 → click Add source.
AI Chat Tab Setup
Configure the AI Chat tab - set up the assistant's name, persona, temperature, introduction, conversation starters, sources and disclaimer.
Click Tab configuration → New tab → type the tab name (e.g. 'Chat') → click Create tab. The tab shows 'Missing Sources' until sources are configured.
Click Customize → enter an Avatar Name for the AI assistant → add a Description of its functions → optionally select a Segment to restrict availability.
Click Custom Instructions → choose a Prompt to direct the AI's responses → set Temperature (e.g. More Precise for factual answers). Temperature controls how creatively the bot replies.
AI Chat Tab Setup - continued
Continuing AI Chat configuration: Introduction, conversation starters, source content, settings and disclaimer.
Click Introduction → add a welcome message → toggle Show Composer Suggestions on → add up to 3 preset questions for users to start conversations.
Under Source content: select recording sources and PDF assets (YouTube content is not accessible - word-based AI only). Under Settings: set Conversation History (e.g. Low up to 3 messages) and Max Response length. Under Disclaimer: toggle Show Disclaimer and customise the message. Click Save and close.
Creating the Notifications Tab
Set up in-panel notifications to keep users informed without leaving their application. Create, configure and publish notifications.
Click All notifications → Create notification → select a notification type (e.g. Intrusive Modal) → click Select. Name the tab. Enter the notification Title and Content text, then click Set live.
Use the Add new assistant button under Custom AI Chat Assistants to add personalised assistants with their own prompt and temperature settings. Click Save changes when done.
Panel Settings & Application ID
Define which application(s) the UXP/UAC panel is active in by providing the URL(s) as Application IDs.
Click Panel settings → New Application ID → enter the URL of the application where UXP/UAC should appear → click Save changes. You can add multiple Application IDs by clicking the button again for each app.
Produce and Publish UXP/UAC Project
You must produce and publish the project every time you make changes for them to appear in the target application.
Click Publishing → Start guide → Next → select deployment (e.g. Content Cloud) → Next → select language → Next → click Produce. Click View report - 'No Error' confirms success.
In Sharing and Permissions: click Add new rule → set Access Type to UXP/UAC Allowed URL Origin → enter the application URL in URLOrigin → click Add rule → Next → Publish as active version → click Complete.
Install ClickLearn UXP/UAC Extension
Deploy the UXP/UAC panel by installing the ClickLearn UXP/UAC browser extension in Chrome or Edge, then connecting it to your published project.
Launch Chrome or Edge → go to the Chrome Web Store (or Edge Add-ons) → search 'ClickLearn UXP/UAC' → click the extension → Add to Chrome → open Extensions and select ClickLearn UXP/UAC.
In the ClickLearn UXP/UAC extension, enter the Content URL from your publication page → click Continue. Navigate to your application URL and click the UXP icon - the panel will appear beside the application.
Assist Configuration for UXP/UAC
After publishing, configure Assist if the link was not added in UXP/UAC Allowed URL Origin during publishing. This enables interactive step-by-step guidance from within the UXP/UAC panel.
From the publication page, click View (in the Action column) and log in with your credentials. If the screen shows 'Assist Configuration is missing', click Copy Link in publishing → go to Assist configuration → paste the URL into the Link field → click Go!
Enter the URL where you want the UXP/UAC panel to appear → click Add to system. When the screen confirms 'Assist configuration is complete', the Assist feature is fully set up and users can launch interactive step-by-step guidance.
Questions? Contact support@clicklearn.com
UXP/UAC · Configuration Part 2 of 2
What's Next for Your UXP/UAC?
Now that UXP/UAC is live, configure your content sources, customise the panel design,
and start delivering contextual help to your users.
Sign up
Already have an account? Login
NOTE: When creating a new account, please note you will by default receive e-mails regarding ClickLearn community activities. You can manage your email preferences under your personal Profile settings. ClickLearn collects personal data to enable your use and to develop and improve the community and to provide you the most useful service, as detailed in the Privacy Policy. We only accept personal accounts. Fake accounts (users engaging under fake names),or group accounts will not be accepted.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.