Guides › Customer Support
Turn a recorded walkthrough into a customer help guide
Record yourself explaining a fix on Zoom, then turn the transcript into a clear step-by-step help article customers can follow alone.
When to use it
When you keep explaining the same thing over and over
Step by step
Record a short walkthrough
Start a Zoom meeting on your own, share your screen and talk through the task as if a customer were watching. Turn on recording with an audio transcript if your plan includes it.
Get the transcript
Download the transcript from your Zoom recordings once it's ready. On a free plan, use your phone's voice recorder app with transcription, or type rough notes as you go.
Turn it into a guide
Paste the transcript into your AI assistant with this prompt.
Prompt to copyHere is a transcript of me explaining how to [task] for customers of [product/service]: [paste]. Turn it into a help article. Include: a clear title, a one-sentence 'what you'll need', numbered steps (one action each, under 25 words), a note where a screenshot would help written as [Screenshot: what it shows], a 'If it doesn't work' section with 3 common fixes, and a short summary at the top. Remove filler words and anything I said that was a mistake. British English, friendly, no jargon.Add screenshots and publish
Paste the guide into Google Docs, add the screenshots where marked, and share the link or copy it to your website's help page.
What you get
How to reset your booking password You'll need: the email you booked with. 1. Go to the booking page and tap 'Log in'. 2. Tap 'Forgotten password'. [Screenshot: login screen] 3. Check your inbox for an email from us... If it doesn't work: check spam, use the original email, or contact us.
Tips
- Walk through the guide yourself on a phone before sharing; it shows any missed step fast.
- Make sure no customer details are visible on screen while recording.