AI agents for SaaS and tech companies
Inbound leads arrive across time zones, and a demo request that waits until tomorrow often books a competitor’s demo today. Meanwhile support repeats the same answers from the docs.
- Customer
Does Quorvo integrate with Salesforce? We have 40 reps.
- AI agent
Hi, I’m Quorvo’s AI assistant. Yes, native two-way sync. For a 40-rep team, the Business plan fits best. Want to see it live?
- Customer
Sure, this week if possible.
- AI agent
Booked Thursday 2 PM ET with Tomas, our account executive. Invite sent.
- Lead qualified
- Demo booked
- CRM record created
Where SaaS and tech companies lose customers today
Inbound demo requests
Form fills and chat leads wait hours for an SDR to qualify and schedule.
Repetitive support
How-to and billing questions that are already in the docs.
Onboarding drop-off
New users who get stuck in week one and quietly churn.
Built around how SaaS and tech companies work
Every rule below is configurable. You decide what the agent can answer, book or escalate, and what always goes to a person.
Fits your stack. We can connect to tools such as HubSpot, Salesforce, Intercom, Zendesk, Calendly, Slack, plus your calendar, phone line and CRM, where the vendor provides API access.
- Qualifies inbound leads by company size, use case and budget, and routes them correctly
- Books demos straight onto the right rep’s calendar
- Answers product and pricing questions from your docs and website
- Guides new users through onboarding and nudges inactive accounts
- Creates CRM records and support tickets with summaries
What it looks like when it’s working
Demo requests move the same day
Inbound leads are qualified and booked onto the right calendar in any time zone, while their interest is still fresh.
Support scales with the docs
Repeat how-to questions are answered from your documentation, and engineers see fewer tickets that were already solved.
New users get unstuck sooner
Onboarding nudges and in-app answers help new accounts reach their first real result without waiting for a human.
Built with the rules in mind. Data handling follows common security practices such as least-privilege access and logged actions, and we use business AI plans whose terms exclude training on your data. Where you serve users in the EU or California, the setup accounts for GDPR and CCPA requirements, including data processing agreements and deletion requests. Outreach goes only to people who engaged with you.
Where to start for SaaS and tech companies
Speed-to-Lead
Texts every new web, Facebook and Google lead in about a minute, qualifies them, books the appointment and follows up.
Learn moreAI Chat Agents
One AI agent that answers your website chat, WhatsApp, Instagram and Facebook messages in about a minute.
Learn moreAI Knowledge Assistant
An internal AI assistant that answers your team’s questions from your own documents, prices and procedures.
Learn moreQuestions from SaaS and tech companies
Can it act as an AI SDR?
Yes. It can reply to inbound leads in about a minute, qualify them with your criteria and book meetings. We do not run unsolicited AI cold calls to consumers.
Can it learn from our documentation?
Yes. We connect it to your docs, help center and changelog and keep it updated.
Can it hand off a chat to a live rep?
Yes. When a visitor matches your ideal customer profile or asks for a person, the agent can route the conversation to a rep in Slack, Intercom or your chat tool with the full transcript and qualification notes.
How does it avoid answering from outdated docs?
We connect it to your live help center and changelog and re-sync on a schedule or whenever content is published. Articles you mark as deprecated are excluded, and unclear answers are escalated rather than guessed.
Can it support enterprise security reviews?
It can answer standard security questionnaire items from your approved trust documentation and route anything unusual to your security team. Final answers on contractual commitments stay with your people. This shortens the back-and-forth on routine items without letting anything new be promised to a prospect in writing.
Let’s map what AI can do for your business.
Tell us what you want to automate. We’ll show you a live demo built for a business like yours and send a tailored proposal.