AI agent for SaaS

Answer how-do-I questions from your docs. Book demos for the rest.

Prospects ask product questions on your WhatsApp. The agent answers from your help docs, books the demo and passes you the rest.

30 minutes. You choose the day and the time.

  • Help pages re-read daily or weekly
  • Workflows that reach your own app by web link
A rostering app's sales number
  1. Hi, does your rostering app work for 3 outlets with shared staff?

    Arjun, 8:20pm
  2. Hi Arjun, yes. Each outlet gets its own roster, and shared staff show up on all three. How many staff are on your rosters in total?

    The agent, 8:20pmFrom your help docs
  3. About 60

    Arjun, 8:22pm
  4. Thanks! A 30-minute demo would show it on a setup like yours. Wednesday 2pm or Thursday 10am?

    The agent, 8:22pmTimes from your demo booking page
  5. Thursday

    Arjun, 8:23pm
  6. Booked for Thursday 10am. What email should the invite go to?

    The agent, 8:23pmDemo booked, on your calendar

Inbound

The prospect who waits a day books a demo with someone else.

A prospect asks a product question on WhatsApp. Your sales team sees it hours later, after the prospect has booked two demos elsewhere. The agent answers from your help docs and puts the demo on your calendar.

01Answer

Answer product questions from your own help docs.

A prospect asks whether you export to CSV, and the answer is already in your help centre. Add your help centre and product pages, and upload your guides as PDF or text. The agent answers from them and re-reads your site daily or weekly, so this month's release reaches the next answer.

  • Up to eight website pages, plus four links
  • Guides and docs as PDF or text
  • Screenshots they send get read

02Qualify and book

Qualify the prospect, then book the demo.

Your sales team asks every prospect the same three things before a demo: team size, what they use now, and when they want to switch. The agent asks them in the chat, saves the answers to the card and books the demo from your booking page.

  • Answers saved to the contact card
  • Up to four booking pages, one per kind of call
  • Hot prospects handed to sales, with why

03Customers

Put existing customers in front of the right person.

A customer writes in about a failed invoice, and it lands in the sales queue. Tag your customers as clients, and a ready-made workflow skips the greeting and puts them in front of their account person. Billing problems and bug reports go to a person, with what the customer said.

  • Hand-over alerts on WhatsApp or in a Lark group
  • Chats shared by hand, in turn or by who's least busy
  • Notes with @mentions in the team inbox

04Your app

Stop copying leads between your app and WhatsApp.

Someone fills in the demo form on your website, and a salesperson copies the number into WhatsApp by hand. Give a workflow its own web link instead: your app or form sends the phone number, and the workflow texts that person. A step can also send a lead's details to Slack, Zapier, Make or your own app.

  • Its own secret key on each link
  • A Google Sheets row from any workflow
  • Hand-overs in Lark

Ready-made

Three ready-made workflows for sales and support

Three of the 50 ready-made workflows, by their names in the app:

Existing Clients Come Straight To YouAnyone tagged client skips the greeting and lands on you, with what they said.
After The MeetingTag a lead met, and an hour later they get a thank-you and the next step.
AssignmentRound Robin: Each new chat goes to the next person in turn.

Goes well with

Let the agent book the demo from the chat.

Start with the help pages your prospects ask about most.

30 minutes. You choose the day and the time.

Before it answers your prospects

Questions software teams ask first