01 · Prepare
Add your information
Getting-started guides, import and export procedures, FAQs: add your software’s documentation.
| DOCUMENT NAME | STATUS |
|---|---|
| Getting started guide.pdf | Completed |
| Support procedures.pdf | Completed |
| FAQ.docx | Completed |
AI agents for SaaS companies
A user is stuck.
Your team knows how to help.
Your agents check in during the trial, answer documented questions and pass on any difficulties. Your product and sales teams have the context.
Available in France today. Coming soon to the UK and Europe.
An account on trialYour situation
The agent follows your instructionsThe conversationThe blocker is passed to the teamYour team takes over
SITUATIONS YOU FACEAn everyday problem.
An everyday problem.
A clear next step for your team.
Choose a situation to see the conversation and the actions set up in this example.
THE STARTING POINT
The account has been created, but the user isn’t making progress. They haven’t necessarily contacted support to explain what’s blocking them.
WITH STARLEADS
Your team finds out what’s blocking the user.
In this example, a workflow triggers the call three days after sign-up, within your hours.
A trial that’s stallingLéa · AI agentPhone · 10:30
Your userI couldn’t import my contact file.
LéaWhat format is the file? I’ll pass your issue to our team so they can help you.
The agreed next step
Your issue is passed to the team with the details collected.
- The conversationLéa in conversation
- Action 1Blocker logged
Action 2Support team informed
YOUR RULES, IN EVERY CONVERSATIONThe agent takes over.
The agent takes over.
You stay in control.
You choose when to follow up and what information your agents can use.
A webhook or the API reports the sign-up. You set the delay, the calling hours and the attempts in your workflows, from Pro.
Your agents answer from the procedures and documents you give them.
You decide which blockers go to support and which requests go to sales.
Your agent’s instructionsChanges saved 01/03When to call
Instructions:
When to call
A webhook or the API reports the sign-up. You set the delay, the calling hours and the attempts in your workflows, from Pro.
Your team sets the rules and adjusts them.
SetupYour documents, your instructions.
Your documents, your instructions.
An agent set up for your business.
Phone, chat and testing from Starter. Calendar, follow-up messages and workflows from Pro.
02 · Configure
Write the agent’s rules
Choose when to follow up during the trial and the calling hours. From Pro, your application sends sign-ups through the API or a webhook.
LéaEnglishInboundFirst message
Hello, I’m Léa, the AI assistant for our support team. How can I help you?
Instructions
ContextExample set-up for our support team. Opening hours and contacts set by your team.MissionAnswer from the documentation and pass any remaining requests to support.RulesFollow the approved instructions. Pass on to the team any request that needs their action.
03 · Test
Replay your real cases
Test a stuck user, a question on the chat and a demo request. Check the summary sent to support or to sales.
Name
Contact import blocked
Scenario
You are trialling the software. Your contact file cannot be imported.
Success criteria 3 / 3 criteria met
The agent records the file format and the message shown
The agent checks the documented procedure
The agent passes the issue to support if needed
Maximum exchanges: 10Tool simulation: yes
BEFORE YOU START
Questions you may still have.
How does the agent know an account has just been created?
Each time someone signs up, your application notifies Starleads through a webhook, a message sent automatically from one piece of software to another. A workflow then hands the contact to Léa, from Pro. Your technical team can also use the Starleads API directly.
When does Léa call the new user?
At the time you choose after sign-up, and only within your calling hours. If they don’t answer, she tries again according to your settings: number of attempts and time between calls.
Can Léa call people on a trial?
These are business-to-business calls about the user’s work, and the user can easily ask not to be called again. Léa says she is an AI in her first message. In the UK, the ICO sets out the rules on ico.org.uk.
Starleads is coming to the UK and Europe.
Starleads is available in France today. Join the waitlist and we’ll email you as soon as it opens in your country.