Add a personal video to every request
Record your camera, your screen, or both, then drop the video into any request. Clients see a friendly face and know exactly what to do, right inside the portal.
Record however you explain best
Open the recorder and pick the format that fits. Talk to camera for a warm hello, share your screen to walk through a form, or do both at once with your face in a bubble.
- Camera only, screen only, or screen and camera together
- Already have a video? Upload it instead of recording
- Choose your camera and microphone before you start
Guide clients like you're sitting next to them
Share your screen while your camera stays in the corner, just like Loom. Point to the exact field to fill or document to upload, so nothing gets lost in translation.
- Your face in a draggable bubble over your screen
- Walk through a real form, portal, or sample document
- Record for as long as you need, with no time limit
Record once, personalize for everyone
Send the same welcome to every client, or tailor a message per account, then reuse your best recordings whenever you need them.
- One video for all, or a tailored one per client
- Save recordings as reusable templates
- Attach a video to any request in seconds
Everything you need to record
Camera, screen, or both
Record your face, your screen, or the two together in one take.
Upload existing videos
Already recorded something? Drop the file straight into a request.
No time limits
Record a quick hello or a full walkthrough, as long as you like.
Pick your devices
Choose which camera and microphone to record with before you start.
Reusable templates
Save a recording once and reuse it across as many requests as you want.
HD playback
Videos stream in crisp HD on any device, with nothing for clients to install.
Start automating your onboarding today
Try Collect free for 7 days, with full access to our AI and integrations.
