Industry · SaaS

An AE assistant that qualifies pipeline 24/7.

B2B SaaS: inbound demo requests, PQL signals, billing questions and renewals handled without burning your AEs.

SaaS · AI agent• Online
Typing|
The industry problem

What's breaking in saas right now.

Most demos waste AE time

Half your demos are tire-kickers; ICP fit isn't checked until they're on the call.

Billing eats CS bandwidth

Seat counts, plan changes, invoices — repetitive questions that drain support.

Expansion signals missed

Users hit limits, churn risk rises — no one notices until renewal.

Global signups, local hours

APAC trial signs up at 3am; AE sees it 30 hours later; momentum lost.

How it works · 01

What the AE assistant knows

  • ICP definition, segments, account-tier playbook
  • Product features, pricing, packaging, addons
  • Integrations and documentation
  • Security pack, SOC2, GDPR, DPA
  • Each AE's calendar and specialty
  • Usage signals, plan limits, billing records
How it works · 02

What it does for every customer

  • Qualifies inbound against ICP and books fit AEs
  • Sends security/legal artifacts on request
  • Answers technical pre-sales with citations
  • Handles billing, seat, plan-change requests
  • Detects PQL/expansion and routes to CSM
  • Schedules renewal calls with usage briefing
A real example

Series B SaaS · 1,200 customers · 12 AEs

Demo requests/wk
180
ICP fit on calls
44%
AE no-shows
29%
Support tickets/mo
4,500
Before the AI agent
44%
ICP fit on booked demos
29%
AE no-show rate
30h
APAC response lag
Manual
Expansion signals
Friday · 23:40 Reply < 30s
Hi — we're 240-seat revops team, on HubSpot + Salesforce, evaluating attribution platforms. What does your enterprise plan cost?
Great fit profile — at 240 seats with that stack you're squarely enterprise. Pricing is custom (volume + modules), typical range for your size lands ₪9–14K/mo. Before pricing, a 30-min demo with a Solutions Engineer is the right next step: they'll show the HubSpot+SFDC bi-directional sync, our multi-touch attribution model, and confirm fit. Calendar: Thu 14:00 your timezone with Maya (handles your segment). I'll attach security pack + ROI model now. Want me to lock the slot?
Yes. Also send SOC2 and DPA, our security team wants them today.
Slot locked Thu 14:00. SOC2 Type II report + standard DPA + SIG-Lite questionnaire sent to your email. Maya will get a pre-call brief: revops, 240 seats, HubSpot+SFDC, evaluating multi-touch attribution. Anything else for the brief?
What your team sees
Lead
✅ Enterprise · ICP+++
Slot
Thu 14:00 · Maya SE
Artifacts sent
SOC2 · DPA · SIG · ROI
Brief
Revops 240 seats · HS+SFDC
Stage hint
POC-ready
Pushed automatically to your CRM via webhook.
After 4 months
ICP fit on demos
84%
From 44%
No-shows
8%
Pre-call work
Time to security pack
Instant
From days
Expansion signals captured
+ 5x
Real-time
Industry-specific

Built for saas.

01

ICP qualifier

Asks the right two questions, scores fit, routes only good-fit leads to AEs.

02

Security pack on demand

SOC2, DPA, SIG, pen-test reports — sent in chat with NDA awareness.

03

Technical pre-sales answers

Pulls from docs, knowledge base, changelog — with citations.

04

PQL & expansion signals

Watches usage and behavior; surfaces upsell-ready accounts to CSM.

05

Billing self-serve

Seat changes, plan upgrades, invoice copies — handled in chat.

06

Global timezone coverage

Inbound from any region gets instant response, in their language.

Who it fits

Made for every shape of saas.

Enterprise SaaS

ACV >$25K

PLG SaaS

Product-led + sales-assist

DevTools

Technical buyers

Marketing & sales tech

Mar/Sales SaaS

Security SaaS

InfoSec buyers

Data & AI SaaS

Technical pre-sales

Common questions

  • Yes — native connectors for the tools SaaS companies use (CRM, scheduler, billing, catalog). Custom APIs via webhooks.

Ready when you are

Qualify pipeline 24/7. Let AEs run deals, not screening calls.

14 days · No credit card · Cancel any time

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