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Understanding Jobs

Jobs are at the heart of Rise's automation system. A Job represents a goal you want users to achieve in your product.

What is a Job?​

A Job is a user goal or outcome you want Rise to help users accomplish. Instead of manually building walkthroughs or tooltips, you define the desired outcome, and Rise figures out how to guide users there.

Examples of Jobs​

  • "Complete profile setup"
  • "Create first report"
  • "Invite team members"
  • "Export data to CSV"
  • "Enable two-factor authentication"
  • "Complete onboarding checklist"

How Jobs Work​

graph LR
    A[Define Job] --> B[Rise Observes Users]
    B --> C[Identifies Patterns]
    C --> D[Auto-Generates Triggers]
    D --> E[Guides or Automates]
    E --> F[Learns & Adapts]
    F --> B

The Jobs Lifecycle​

  1. Define: You create a Job with a clear goal
  2. Learn: Rise observes how successful users complete the goal
  3. Pattern Recognition: Rise identifies common paths and friction points
  4. Trigger Generation: Rise auto-creates intervention points
  5. Intervention: Rise guides or automates for users who need help
  6. Adaptation: Rise continuously improves based on outcomes

Jobs vs Traditional Approaches​

Traditional DAPs (WalkMe, Pendo)​

  • ❌ Manual tooltip placement
  • ❌ Hardcoded step-by-step flows
  • ❌ Breaks when UI changes
  • ❌ One-size-fits-all approach
  • ❌ High maintenance overhead

Rise Jobs​

  • ✅ Define outcome, not steps
  • ✅ Auto-discovers successful paths
  • ✅ Adapts to UI changes
  • ✅ Personalized to user behavior
  • ✅ Zero maintenance

Job Components​

Every Job consists of:

1. Goal Definition​

What should users accomplish?

Goal: "User completes profile setup"

2. Success Criteria​

How do you know they succeeded?

Success: User has filled in name, email, company, and role

3. Context (Optional)​

When is this relevant?

Context: New users within first 7 days of signup

4. Priority (Optional)​

How important is this outcome?

Priority: High (affects activation metric)

Job Types​

Onboarding Jobs​

Help new users get started quickly.

Examples:

  • Complete account setup
  • Create first project
  • Understand core features

Feature Adoption Jobs​

Drive usage of specific features.

Examples:

  • Use advanced search
  • Create custom dashboard
  • Enable integrations

Retention Jobs​

Keep users engaged long-term.

Examples:

  • Weekly report review
  • Invite collaborators
  • Explore new features

Expansion Jobs​

Encourage upgrades and expansion.

Examples:

  • Hit usage limits (upgrade prompt)
  • Use premium features
  • Invite more team members

The Jobs Dashboard​

Access your Jobs in the Rise Admin Console:

Jobs Overview​

  • Active Jobs count
  • Completion rates
  • User segments affected
  • Impact metrics

Individual Job View​

  • Success rate trend
  • Common paths taken
  • Friction points identified
  • Auto-generated triggers
  • Performance by user segment

Best Practices​

Start Small​

Begin with 1-3 critical Jobs:

  • Most important activation metric
  • Biggest churn prevention opportunity
  • Highest value feature

Make Goals Specific​

❌ Bad: "Use the product more" ✅ Good: "Create at least one custom report"

Define Clear Success​

❌ Bad: "User understands analytics" ✅ Good: "User views Analytics Dashboard and clicks on 2+ charts"

Focus on Outcomes​

❌ Bad: "Click the Export button" ✅ Good: "Successfully export data in desired format"

Let Rise Learn​

  • Give Rise 72 hours to observe patterns
  • Don't micromanage every step
  • Trust the intent learning system

Measuring Job Success​

Rise tracks several metrics for each Job:

Completion Rate​

Percentage of users who achieve the goal

Completion Rate = (Users who completed / Users who saw intervention) × 100

Time to Completion​

How long it takes users to complete the Job

Average: 2.5 minutes
Median: 1.8 minutes

Intervention Effectiveness​

Impact of Rise's guidance

Completion with intervention: 78%
Completion without intervention: 32%
Lift: +46 percentage points

Path Efficiency​

How efficiently users complete the goal

Optimal path: 4 steps
Average actual: 6.2 steps
Efficiency score: 64%

Example: Profile Setup Job​

Let's walk through a complete example:

Job Definition:

Name: Complete Profile Setup
Goal: Help new users complete their profile
Success Criteria:
  - Name filled in
  - Email verified
  - Company added
  - Role selected
Context: Users within 24 hours of signup
Priority: High

Rise Learning Process (Day 1-3):

Day 1: Rise observes 100 new signups

  • 35 complete profile naturally
  • 65 don't complete
  • Rise identifies common drop-off points

Day 2: Pattern recognition

  • Successful users: Usually complete within 5 minutes of signup
  • Drop-off point 1: Company field (unclear label)
  • Drop-off point 2: Role selector (too many options)

Day 3: Auto-generated interventions

  • Trigger 1: If user skips company field, show contextual hint
  • Trigger 2: If user hesitates on role selector, highlight common roles
  • Trigger 3: If user idle for 30s, offer help

Results (Week 2):

  • Completion rate: 32% → 71%
  • Time to completion: 8 min → 3.5 min
  • User satisfaction: +18 NPS points

Next Steps​