Find your business type

AI agents for saas and software.

Let prospects and customers scope an implementation, complete onboarding, or inspect the evidence they need to adopt your software.

Explore business types Create my AI agent

16Business types

12Distinct linked templates

Overview

Create AI agents for saas and software that clients can use directly on their own page and URL. Let prospects and customers scope an implementation, complete onboarding, or inspect the evidence they need to adopt your software.

Choose a task that produces a working customer result. An onboarding plan, integration scope, and security review each need different source material and a clear completion state.

Start free with your business idea. Our AI builder can help you explore it, answer questions, and create your agent. No technical specification needed. Sign in to continue.

Pricing and limits How the AI builder works

Business audiences

Choose the business you run.

Each business page explains its client experience and links to selected tasks. Where there is no close template, it gives you a scenario to discuss with the builder.

Search business types or client tasks

16 business types

B2B SaaS startups

Help a customer define implementation requirements and create an onboarding plan.

2 task examples and starting points

Collaboration software vendors

Help a customer plan rollout and clarify integration requirements.

2 task examples and starting points

Customer success teams

Help a customer revise onboarding steps and resolve implementation questions.

2 task examples and starting points

Customer support teams

Help a software customer resolve a supported product issue.

2 task examples and starting points

Cybersecurity software companies

Help a buyer review security evidence and implementation fit.

2 task examples and starting points

Dev tools companies

Help a developer work through API onboarding and integration requirements.

2 task examples and starting points

Enterprise software vendors

Help a buyer scope implementation and inspect vendor security evidence.

2 task examples and starting points

HR tech companies

Help an employer scope an HR software rollout and required data connections.

2 task examples and starting points

Implementation teams

Help a customer complete project kickoff and clarify migration requirements.

2 task examples and starting points

Martech companies

Help a customer define marketing data connections and implementation goals.

2 task examples and starting points

Onboarding teams

Help a new customer create and revise an onboarding plan.

1 task example or starting point

PLG companies

Help a prospective user complete a first product task and plan adoption.

2 task examples and starting points

Product operations teams

Help customers articulate product requirements and resolve documented usage questions.

2 task examples and starting points

Revenue operations teams

Help a buyer define business requirements and the implementation next step.

2 task examples and starting points

Sales development teams

Help a prospect clarify product fit and prepare the right demonstration.

2 task examples and starting points

Vertical SaaS companies

Help a customer define an industry-specific implementation and its data connections.

2 task examples and starting points

Choose a result your client needs.

Choose a task that produces a working customer result. An onboarding plan, integration scope, and security review each need different source material and a clear completion state.

Prepare product documentation, implementation requirements, approved security evidence, customer account permissions, and supported actions.

Choose work where a new answer changes the result. Your agent can keep the questions, relevant knowledge, visible output, and next action in the same client session.

How it works

Your agent delivers the experience.

Describe the business task
Tell the AI builder what clients need to accomplish. It can discuss the idea, answer questions, and help define the offer before creating the agent.
Give it your method
Add the source materials, rules, and examples the service needs. Connect relevant tools and test a full client session, including a changed answer.
Publish and share its URL
Clients use text or voice while the agent presents and revises the result on its page. Configure payment, booking, or a handoff where that is part of your service.

Common questions

How should teams in saas and software choose their first agent?

Choose a task that produces a working customer result. An onboarding plan, integration scope, and security review each need different source material and a clear completion state.

What knowledge does the agent need?

Supply product documentation, implementation requirements, approved security evidence, customer account permissions, and supported actions. Open a business page to choose a client task, then review the linked template for its particular inputs, output, and setup.

Is each example ready to use without changes?

No. Each template describes a particular task. A starting point may need different questions, source records, or actions for your business. The audience pages identify these starting points and distinguish them from missing dedicated scenarios.

Does the agent work only through a chat window?

No. Clients open the agent’s own web page and use text or voice. The model chooses the content and interface for the current result. Optional phone, messaging, and connected tools can extend that experience.