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For SaaS products

Help users reach the next successful step in your product

Add documentation, onboarding guides, plan rules, and common answers. Visitors get help on the website, while technical or account-specific cases move to your team with the full context.

Quick answer

Quick answer

Add documentation, onboarding guides, plan rules, and common answers. Visitors get help on the website, while technical or account-specific cases move to your team with the full context.

What matters
  • Support before and after signup
  • Answers from your documentation
  • Human handoff for technical cases
How it works

From preview to working chat

Three clear steps without hidden settings or a required payment.

01
Preview the chat

Enter a domain and inspect the standard Free appearance before signup.

02
Create the project

Activate the account, confirm the domain, and receive the working code.

03
Start replying

Connect AI, agents, and the channels available on the selected plan.

Preview chat on my website

What you get

01

Support before and after signup

Explain the product, plans, first setup, and common workflows in one channel.

02

Answers from your documentation

AI uses selected help pages, FAQs, and instructions that your team controls.

03

Human handoff for technical cases

An agent continues when the answer requires account, billing, or incident checks.

04

Controlled team access

Give people access only to the projects and areas they need.

Common SaaS support scenarios

01

Onboarding

Guide users through project creation, first configuration, and the correct dashboard section.

02

Plans and limits

Explain published terms and send disputed billing questions to a person.

03

Documentation discovery

Find a relevant guide and turn it into a clear next step.

04

Bug reports

Collect the device, symptoms, and reproduction steps before routing the request.

How it works

01

Collect approved sources

Add documentation, pricing, setup guides, and known limitations.

02

Define routes

Separate general questions, technical requests, billing, and sensitive topics.

03

Review unanswered questions

Improve knowledge and handoff rules using real conversations.

Clear support boundaries

Useful when

  • users get lost in documentation or first-run setup
  • many questions can be answered from published rules
  • AI and agents need one shared history

Integration is required when

  • !the answer depends on private account data
  • !the chat must change a subscription, invoice, or user setting
  • !incident status must be read from another system in real time

Questions about this use case

Can AI see a user's account data?+

Not unless a separate secure connection is implemented. By default it answers from the project knowledge you provide.

Can billing and technical questions be separated?+

Yes. Use rules, folders, requests, and assignment to the appropriate agent.

Can one account support several products?+

Yes. Use separate projects when products need different knowledge, teams, or settings.

Put support next to your product

Open a domain preview and review the visitor's first support step.

Preview chat on my website
Preview chat on my websitePreview before signup Preview chat on my website