Playbook · SaaS
An AI agent for SaaS teams
Qualify leads, onboard users, and resolve issues without manual tickets or wait times.
Questions your agent will answer
- How do I set up or configure a feature?
- Why am I seeing this error?
- Which plan do I need for this?
- Can I integrate with the tools I already use?
- How do I add teammates or change billing?
Knowledge to connect
- Help centre and docs (crawl or connect Confluence or Notion)
- Changelog and release notes
- Pricing and plan comparison
- API reference
When to hand off to your team
- Suspected bugs, logged to Jira with the transcript
- Billing changes and refunds
- Enterprise and security questionnaires
Where it runs
Website and in-app widget for customers, Slack for your internal support team.
What good looks like
- Answer how-to questions from your docs
- Qualify leads on your site
- Escalate bugs to Jira with context
Put your first agent live today.
Train it on your docs, put it on your website, and see what your customers ask. Free to start, no engineering required.
Free plan · No credit card required