Guides
Teach the path
Record product moments, add expert context, and publish a hands-on Guide without rebuilding the product in a sandbox.
August release
3 / 5Connect reporting to the visibility gap.
What it does
Why it matters
When to position it
For SaaS sales teams
Teach every AE to think like your best SE.
Opptics is the contextual learning layer for SaaS sales teams: hands-on Guides in the real product, Team Notes on the exact control they explain, and readiness you can see.
Inside the product they sellFollow the GuideLearn the judgmentAnchor team contextProve readiness
app.pulseflow.test / dashboard
Side panelPulseflow
Pulseflow / Dashboard
Search workflows…
Automation health
Revenue ops workflows across your stack.
SMAE
Guide · Step 2
Runs this week
502
+18% vs last week
Manual hours saved
47h
This week
Runs vs manual work
3 notes
app.pulseflow.test / dashboard
Side panelPulseflow
Pulseflow / Dashboard
Search workflows…
JLAutomation health
Revenue ops workflows running across your stack.
SMAE
7d30d
Active workflows
3
6 total
Guide · Step 2
Runs this week
502
+18% vs last week
Manual hours saved
47h
Estimated
PR
Runs vs manual work
Automated runs climbing as manual hours drop.
GuidesAEs follow expert product paths in the live app—what it does, why it matters, when to use it.
Team NotesSEs and reps leave notes, Looms, and links on the exact control or copy the team needs.
The readiness gap
Product knowledge loses value when it leaves the product.
Your team already has the answers. Opptics keeps the right path, expert context, and team conversation attached to the work itself.
- 01
Training lives somewhere else
Decks, recordings, and courses lose their context the moment a rep opens the product.
- 02
Expert judgment stays scattered
The useful answer is buried in a call, a chat thread, or the memory of your strongest SE.
- 03
Completion hides understanding
A watched video or attended meeting cannot show whether someone can explain the value.
From expertise to readiness
Capture it once. Keep learning where the work happens.
Guides create the path. Anchored conversations keep it current. Reporting makes the outcome visible.
- 01
Record the path
A product expert clicks the moments that matter directly in your real product.
- 02
Publish a Guide
Add what it does, why it matters, when it is relevant, and the best supporting context.
- 03
Anchor team context
Attach notes and useful links to the page, control, or heading they explain—then discuss them as a team.
- 04
See readiness
Track starts, completions, and how each rep explains the value in their own words.
The path, the conversation, and the outcome.
Opptics keeps structured learning and everyday team knowledge in the same place: the product your team is trying to understand.
Team Notes
Keep context alive
Attach questions, field notes, Looms, Gong calls, and internal references to the exact control or copy they explain.
Automation health
app.pulseflow.test
SM
Sam · SE
Lead with the trend line here—the weekly total answers the ops visibility question fastest.
Discovery call 6 2 replies
Reporting
Make readiness visible
See who started, who completed, and whether each learner can articulate why the release matters.
12
Assigned
9
Started
7
Complete
Team completion58%
Latest response
“This gives operations one view of automation health without manual reporting.”
No simulated demo or separate course. Opptics adds a focused learning layer to the real product, then gets out of the way.
Private alpha
Put your team’s product knowledge to work.
We’re recruiting a small design-partner cohort of SaaS teams ready to make learning contextual, collaborative, and measurable.