--- title: How AgentSync Scaled Customer Enablement with iorad description: See how AgentSync uses iorad to build & distribute interactive job aids across Skilljar, Rise, & HubSpot, scaling customer enablement as a one-person team. image: https://learning.iorad.com/hubfs/success_stories_monica_sindwani_walsh.png --- [![iorad](https://learning.iorad.com/hubfs/Iored%20Theme%202021/Images/iorad%20logo%20DONT%20DELETE.png)](https://www.iorad.com/) - Product #### Individual [Tutorial Privacy Control who views your tutorials](https://www.iorad.com/pricing/feature/tutorial-privacy) [Mask Data Control who views your tutorials](https://www.iorad.com/pricing/feature/mask-data) [Basic Audio Text-to-speech & custom voiceovers](https://www.iorad.com/pricing/feature/basic-audio) #### Team [Branding Add custom branding](https://www.iorad.com/pricing/feature/custom-branding) [Premium Audio Neural voiceovers and CC](https://www.iorad.com/pricing/feature/premium-audio) [Collaboration Co-edit and publish tutorials](https://www.iorad.com/pricing/feature/team-collab) [Analytics See tutorial performance](https://www.iorad.com/pricing/feature/analytics) #### Enterprise [Translations Automatic language translation](https://www.iorad.com/pricing/feature/translations) [Team Accounts Allocate separate accounts](https://www.iorad.com/pricing/feature/team-collab) [Encrypt & Anti-Track Strict compliance & additional data protection](https://www.iorad.com/pricing/feature/encrypt-and-anti-track) [All plans & Features →](https://www.iorad.com/features) - Resources #### Support [Help Center](https://www.iorad.com/resources/help-center) [Learning Hub](https://learning.iorad.com) [Schedule Demo](https://www.iorad.com/demo) #### Customers [Testimonials](https://www.iorad.com/testimonials) [Case Studies](https://learning.iorad.com/customer-stories?_ga=2.48225895.1718347252.1788801042-1263284910.1780521832) #### Marketplace [Partnerships](https://www.iorad.com/partner-programs) [Integrations](https://www.iorad.com/connectIntegrations) [Services](https://www.iorad.com/services) #### Company [Privacy Policy](https://www.iorad.com/privacypolicy) [About Us](https://www.iorad.com/meet-the-team) - Use Cases [EDU](https://www.iorad.com/use-cases/education) [Customer Training](https://www.iorad.com/use-cases/customer-training) [Sales Enablement](https://www.iorad.com/use-cases/sales-enablement) [Learning & Development](https://www.iorad.com/use-cases/learning-and-development) [HR](https://www.iorad.com/use-cases/human-resources) [Product Management](https://www.iorad.com/use-cases/product-management) [I.T.](https://www.iorad.com/use-cases/information-technology) [Operations](https://www.iorad.com/use-cases/operations) [All Use Cases →](https://www.iorad.com/use-cases) - [Pricing](https://www.iorad.com/pricing) [Try it Free](https://www.iorad.com/signup) [Sign In](https://www.iorad.com/login) Customer Story # How AgentSync Scaled Customer Enablement with iorad See how AgentSync uses iorad to create and distribute interactive job aids across Skilljar, Rise, and HubSpot, helping a one-person enablement team scale customer training without adding production overhead. [Learning Hub](https://learning.iorad.com/) → [Customer Stories](https://learning.iorad.com/customer-stories) → How AgentSync Scaled Customer Enablement with iorad ![success\_stories\_monica\_sindwani\_walsh](https://learning.iorad.com/hubfs/success_stories_monica_sindwani_walsh.png) [Watch Now](https://learning.iorad.com/customer-stories/customer-enablement-at-scale-with-skilljar-iorad#watch) “It gives people a hands-on experience… it helps people feel a little less anxious in the product.” ## Overview AgentSync uses iorad to scale customer enablement across an insurance-tech platform where every customer's workflow is different. Monica Sindwani, a one-person enablement team, builds interactive tutorials once and distributes them across Skilljar, Rise, and HubSpot — the same step-by-step content, embedded wherever customers need it. Before iorad, creating consistent job aids meant manual screenshots and constant updates as the product changed. Now her team produces walkthroughs in minutes, keeps them current without rebuilding from scratch, and gives customers a hands-on practice experience that reduces product anxiety and shortens time to value. ## **The Challenge: Training across a product where “everyone’s workflow is different”** AgentSync works in insurance tech and supports customers ranging from standard implementations to large, highly configurable enterprise orgs. That variability creates a training problem: even strong documentation can fall short when a customer’s screens and workflows don’t match the “standard” version. Monica tries to avoid building customer-specific content where possible—but sometimes it’s unavoidable. “Our product is highly configured… sometimes they really do need those iorads to understand how their workflow works.” On top of that, some customers are low-tech and prefer tangible, step-by-step references (classic “user guide” culture), which doesn’t always map cleanly to a modern academy-only experience. ## **The Shift: From manual screenshots to rapid, reusable walkthroughs** Before iorad, Monica’s process was mostly screenshots stitched into guides (sometimes with tools like Monosnap). iorad made the same outcome dramatically easier to produce—especially for procedural “how-to” content. “iorad definitely made that a lot easier.” Her team now places iorad where customers already learn: - **Skilljar** (customer education) - **Rise** (rapid content development) - **HubSpot** (help center articles) And internally, iorad sometimes becomes the fastest way to communicate release-related steps—especially for post-install flows tied to Salesforce. ## **The Outcome: Clear job aids customers ask for—and sometimes ask to “borrow”** The feedback from learners is consistent: customers love the walkthroughs because they’re direct, step-by-step, and feel like exactly what they needed in the moment. “Customers really like them… they like job aids, they like references.” “A customer actually asked if they could have access to our iorad tool.” That demand comes from a real emotional driver during implementation: customers can feel anxious when a build feels hands-off (“tell us requirements → we build → you test”). Walkthroughs create a more guided, hands-on experience inside the product context—even when the implementation process is complex. “It helps people feel a little less anxious in the product.” Monica also sets expectations up front when a guide can’t match every configuration perfectly: “This doesn’t look exactly the same… but here’s how to do your specific thing.” ## **Why it worked: Step-by-step beats “perfect production” in the moments that matter** For AgentSync’s audience, the win isn’t fancy media—it’s clarity and speed: - Fast creation (keep up with implementation realities and change requests) - Procedural clarity (“click, copy, click, copy”) - Flexible outputs (embed in LMS/help center, share a link, export/print when needed) Monica noted she uses iorad mostly for click-through walkthroughs (not full simulation mode yet), but still gets high value because customers want straightforward steps and fast answers. {embed\_html= , source\_type=html, supported\_oembed\_types=\[photo, video, link, rich\]} ![Monica Sindwani Walsh](https://learning.iorad.com/hubfs/Monica%20Sindwani%20Walsh.jpeg) [in](https://www.linkedin.com/in/monica-sindwani/) ## Monica Sindwani Walsh Manager of Customer Enablement AgentSync ### Background: - Customer Enablement (training + education) - Customer academies, webinars, help center articles - Enterprise/strategic training for highly configurable orgs - New charter for internal product enablement (internal training) ### iorad usage: - Rapid “how-to” creation (replacing manual screenshots/docs) - Embedded walkthroughs in Rise and HubSpot, used alongside Skilljar - Sharing links for internal release/post-install steps (Salesforce tool; dev handoffs) - Custom, customer-specific walkthroughs when workflows differ by configuration - Printable exports used as “binders” for low-tech customers (appendix + dividers) - Exploring Help Centers (iorad libraries) as embeddable hubs inside Skilljar/Rise ## Key Takeaways 1. The audience fit: Insurance-tech customers value job aids + step-by-step clarity, not flashy production. 2. The enterprise reality: Highly configurable workflows sometimes require customer-specific walkthroughs—even when you want to avoid it. 3. The delivery stack: Embedding iorad inside Skilljar, Rise, and HubSpot keeps training where learners already go. ## Top Quotes 1. “It gives people a hands-on experience… it helps people feel a little less anxious in the product.” 2. “People love them… customers really like them.” 3. “It can be easy to want to make an iorad for everything.” ![Company Logo](https://learning.iorad.com/hubfs/iorad%20icon.png) #### Support - [Help Center](https://www.iorad.com/resources/help-center) - [Learning Hub](https://learning.iorad.com/) - [Schedule Demo](https://www.iorad.com/demo) - [Releases](https://www.iorad.com/release) - [FAQ](https://www.iorad.com/faq) #### Pricing - [Business](https://www.iorad.com/pricing/business) - [Education](https://www.iorad.com/pricing/education) - [Non-Profit](https://www.iorad.com/pricing/non-profits) #### Company - [About](https://iorad.com/about) - [Leadership](https://www.iorad.com/leadership) - [History](https://www.iorad.com/history) - [Culture](https://www.iorad.com/culture) - [Careers](https://www.iorad.com/careers) #### Explore iorad - [What is iorad](https://www.iorad.com/tutorialbuilder) - [Features](https://www.iorad.com/features) - [Compare iorad](https://www.iorad.com/compare) - [How to use iorad](https://learning.iorad.com/use-cases) - [Testimonials](https://www.iorad.com/testimonials) #### Connect - [Partners](https://www.iorad.com/partner-programs) - [Integrations](https://www.iorad.com/connectIntegrations) - [Helping Hands](https://www.iorad.com/helping-hands) - [Services](https://www.iorad.com/services) - [Adoption Curve](https://learning.iorad.com/the-adoption-curve) #### Fine Print - [Terms of use](https://www.iorad.com/termsconditions) - [Privacy Policy](https://www.iorad.com/privacypolicy) - [Cookie Policy](https://www.iorad.com/cookiepolicy) - [Accessibility](https://www.iorad.com/accessibility) - [System Status](https://status.iorad.com/) © Copyright 2026 – iorad Inc. All rights reserved. [![LinkedIn](https://learning.iorad.com/hubfs/Social%20Media%20Icons%20(iorad)/LinkedIn.png)](https://www.linkedin.com/company/iorad) [![Facebook](https://learning.iorad.com/hubfs/Social%20Media%20Icons%20(iorad)/Facebook.png)](https://www.facebook.com/iorad) [![Instagram](https://learning.iorad.com/hubfs/Social%20Media%20Icons%20(iorad)/Instagram.png)](https://www.instagram.com/iorad) [![YouTube](https://learning.iorad.com/hubfs/Social%20Media%20Icons%20(iorad)/YouTube.png)](https://www.youtube.com/@iorad) [![Twitter](https://learning.iorad.com/hubfs/Social%20Media%20Icons%20(iorad)/Twitter.png)](https://twitter.com/iorad) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Andy Johnson", "url" : "https://learning.iorad.com/author/andy-johnson" }, "dateModified" : "2026-09-16T21:14:44.175Z", "datePublished" : "2026-05-07T13:35:04.000Z", "headline" : "How AgentSync Scaled Customer Enablement with iorad", "image" : [ "https://learning.iorad.com/hubfs/success_stories_monica_sindwani_walsh.png" ], "mainEntityOfPage" : { "@id" : "https://learning.iorad.com/customer-stories/customer-enablement-at-scale-with-skilljar-iorad", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://learning.iorad.com/hubfs/iorad_logo_colour_2021%20(1).png" }, "name" : "iorad" } } ```