Agentic AI for Demo, Onboarding, Customer Success, and User Support
Converiqo automates lead capture, trial activation, onboarding workflows, customer support, and lifecycle management so SaaS teams focus on product and growth, not manual coordination.
Operational friction
SaaS Teams Need Automation Across Demo, Onboarding, Support & Lifecycle
Remove leaky funnels, scattered support channels, and manual campaign operations with a single agentic layer.
Leaky Funnel & Slow Trial Follow Up
High inbound volume from websites, demos, and product sign ups gets lost in spreadsheets. SaaS teams miss high intent prospects and struggle with slow trial to paid conversion.
Scattered Support Channels
Users reach out via email, chat, in app widgets, and community forums. Support teams lack unified context, causing inconsistent responses and slower resolution times.
Inconsistent Knowledge Sharing
Product documentation, onboarding guides, and support playbooks live in silos. New team members and users struggle to find answers, increasing support load.
Manual Campaign Operations
Nurture sequences, feature adoption campaigns, and expansion plays require manual triggers. SaaS teams can't scale personalized communication across the customer lifecycle.
Limited Customer Lifecycle Visibility
Marketing, sales, onboarding, and support data sits in separate tools. Teams can't see where users drop off or which accounts need attention, making lifecycle management reactive.
Churn Risk & Renewal Gaps
Usage drops, support tickets, and contract end dates aren't connected. SaaS teams miss early warning signals and fail to proactively address churn risks before renewals.
Agentic AI Spine for Demo-to-Renewal SaaS Lifecycle
Machine-assisted lead capture, demo orchestration, onboarding workflows, support routing, and lifecycle management keep GTM, product, and customer success teams in sync.
ICP Targeting & Lead Engine
Capture, score, and route leads from websites, demos, product sign-ups, and campaigns with intelligent ICP matching and intent scoring.
Unified Customer Self-Service
Users access FAQs, product guides, onboarding checklists, and status updates 24/7 across all channels without waiting for agents.
Lifecycle Orchestration Platform
Connect demo, trial, onboarding, usage, expansion, renewal, and support workflows into one measurable customer journey.
Core automation modules
One Stack for Leads, Self-Service, Support, Knowledge & Lifecycle
Each module removes manual work so SaaS teams can accelerate trials, improve onboarding, reduce support load, and drive expansion.
Automation Flow
Sales / Lead Engine – ICP Targeting & Demo Orchestration
Capture leads from websites, demos, product sign-ups, partner referrals, and campaigns with automatic tagging by source, product interest, and ICP fit.
Auto-qualify prospects based on company size, technographics, use case, buying stage, and intent signals from website behavior and product usage.
AI profiling enriches leads with firmographics, technographics, predicted order value, and product fit scores to prioritize high-value opportunities.
Automated follow ups, demo scheduling, trial activation, and personalized email/WhatsApp journeys based on lead stage and engagement level.
B2B sales teams get instant lead allocation, performance dashboards, conversion tracking, and pipeline visibility with forecast-ready analytics.
Integration with CRM, marketing automation, and product analytics ensures seamless handoff from enquiry to demo to trial to paid conversion.
Self-Service Flow
Customer Self-Service – Product Guides & Onboarding Support
Users access FAQs, product documentation, onboarding checklists, feature guides, and status updates via website widget, in app chat, or email without waiting for agents.
AI assistant answers product queries instantly: "How do I set up integrations?", "What features are available?", "How do I upgrade my plan?", "Where is my invoice?".
Automated responses for common queries: trial extensions, billing questions, feature requests, account settings, API documentation, and troubleshooting guides.
Enable users to track onboarding progress, view usage analytics, manage subscriptions, download invoices, and access training resources through conversational interfaces.
Provide real time information on product updates, new features, pricing changes, security announcements, and best practices based on user segment and usage patterns.
Handle service requests like account changes, data exports, security settings, integration support with automatic ticket creation and SLA tracking.
Service Flow
Ticketing System – Support & Escalation Management
Log tickets for product bugs, feature requests, integration issues, billing disputes, account access, and technical support with automatic categorization and priority scoring.
Auto-route tickets to product, engineering, customer success, billing, or security teams based on issue type, customer tier, and SLA requirements.
Allow users, internal teams, or partners to attach screenshots, logs, error messages, or comments for context and faster resolution.
Escalate high-value accounts, critical bugs, or ageing tickets to leadership with one-click summaries and automated stakeholder notifications.
Track resolution reasons, time-to-resolution, and customer satisfaction to identify product gaps, training needs, or documentation improvements.
Close tickets with automated CSAT/NPS prompts, update customer health scores, and trigger follow-up workflows for expansion or renewal opportunities.
Knowledge Flow
Knowledge Management – Centralized Documentation & Playbooks
Centralize product documentation, onboarding guides, API references, troubleshooting playbooks, and support articles in one searchable knowledge base.
Version control ensures every team member and user accesses the latest documentation, reducing confusion from outdated information.
AI-powered search returns the right article, code sample, or resolution path instantly based on natural language queries and context.
Publish product updates, feature announcements, or policy changes once and push to knowledge base, in-app notifications, email, and support channels automatically.
Track which articles drive the most usage, reduce support tickets, or improve onboarding completion to prioritize content creation and updates.
Enable role-based access for internal teams, customers, and partners with customizable permissions and content visibility rules.
Growth Flow
Marketing Automation – Lifecycle Nurture & Expansion
Automated email and WhatsApp campaigns for trial activation, feature adoption, upsell opportunities, renewal reminders, and win-back programs based on product usage and customer health.
Personalized content delivery based on user segment, product tier, feature usage, engagement history, and lifecycle stage for relevant, timely communication.
Trigger-based workflows: trial expiration warnings, feature discovery prompts, expansion opportunity alerts, renewal playbooks, and churn risk interventions.
Multi touch nurture sequences for different customer segments including new trials, active users, power users, at risk accounts, and expansion ready customers.
A/B testing and analytics for campaign performance, open rates, click through rates, conversion tracking, and ROI measurement across email, in app, and chat channels.
Integration with CRM, product analytics, and billing systems ensures consistent messaging and data-driven personalization across all customer touchpoints.
Ops Flow
Workflow Automation – Demo to Renewal Lifecycle
Automated customer engagement workflows: lead capture to demo scheduling to trial activation to onboarding to first value to expansion to renewal.
Onboarding workflows: welcome sequences to setup checklists to in app guides to data integrations to first value milestones to success plan creation.
Product usage and health score workflows: combine events, seats, features, tickets, and NPS into account health signals to trigger save, nurture, and expansion plays.
Expansion and upsell workflows: surface intent based opportunities from usage patterns, orchestrate multi touch outreach, and track pipeline from PQLs and CS qualified leads.
Renewal and churn risk workflows: track contract end dates, usage drops, stakeholder changes, open issues, and executive engagement with automated renewal playbooks.
Integration with CRM, billing, product analytics, and support tools ensures seamless data flow and process automation across the entire customer lifecycle.
Insight Flow
Feedback / Survey – VoC & Product Insights
Trigger post onboarding, feature adoption, support resolution, and renewal surveys automatically via email, in app, or chat to capture fresh product feedback.
Deploy contextual surveys after specific events: trial completion, first value milestone, expansion purchase, renewal, and churn to understand sentiment at key moments.
Collect structured feedback on product satisfaction, feature value, onboarding experience, support quality, pricing perception, and NPS with anonymous or identified modes.
Automatically categorize sentiment, route critical issues to product and engineering, trigger recovery journeys, and identify opportunities for product improvements.
Visualize results in real-time dashboards and export data into CRM, product analytics, and business intelligence tools for deeper insights into customer preferences and product-market fit.
Share testimonials, case studies, and success stories directly with marketing and sales teams for proof assets and customer advocacy programs.
Support Flow
Contact Center (Optional) – Multi-Channel Support Hub
Centralize customer interactions across email, chat, in app widgets, phone, and community forums in one unified support console with full conversation history.
Route conversations to the right agent or team based on issue type, customer tier, product expertise, language, and workload balancing with intelligent queue management.
Provide agents with customer context, product usage data, previous interactions, and knowledge base articles for faster, more personalized resolution.
Enable seamless handoffs between channels where users can start on chat and continue via email without losing context or repeating information.
Track conversation metrics, resolution times, customer satisfaction, and agent performance to optimize support operations and identify training opportunities.
Integrate with CRM, product analytics, and billing systems to provide agents with complete customer visibility and enable proactive support interventions.
Integration Flow
Global Integrations – Connect Your SaaS Stack
Pre built connectors for popular CRMs (Salesforce, HubSpot, Pipedrive), marketing tools (Mailchimp, Marketo, Intercom), and product analytics (Mixpanel, Amplitude, Segment).
API-first architecture enables custom integrations with billing systems (Stripe, Chargebee), helpdesks (Zendesk, Freshdesk), and internal tools for seamless data synchronization.
Webhook support for real time event triggers from product usage, billing events, support tickets, and customer actions to keep all systems in sync.
Data mapping and transformation tools ensure consistent customer records, product usage signals, and lifecycle stages across integrated platforms.
Single sign on (SSO) and authentication integration with identity providers (Okta, Auth0) for secure, seamless access across Converiqo and connected tools.
Audit logs and monitoring for all integrations to track data flow, identify sync issues, and maintain data integrity across the SaaS tech stack.
Stakeholder outcomes
Benefits Across Revenue, Success, Product, Ops & Customers
Every SaaS function sees the same lifecycle data, automation, and accountability from trial request to multi-year renewal.
SaaS Founders & Leadership
- Single view of leads, trials, onboarding, usage, expansion, renewals, and churn across GTM, product, and customer success teams.
- Forecast-ready pipeline analytics with ARR, NRR, churn, expansion, and cohort views for data-driven decision making.
- Improved customer lifetime value through automated lifecycle orchestration and proactive churn prevention.
Sales & Revenue Operations Teams
- Automated lead scoring, routing, and follow-ups reduce manual work and improve MQL-to-SQL conversion rates.
- One console for lead history, demo scheduling, trial tracking, and pipeline management boosts productivity and forecast accuracy.
- Integration with CRM and billing systems ensures seamless data flow and eliminates double-entry across tools.
Customer Success & Support Teams
- Unified view of customer health, product usage, support tickets, and expansion opportunities enables proactive account management.
- Automated onboarding workflows, feature adoption campaigns, and renewal playbooks reduce manual effort and improve time-to-value.
- Knowledge base and self-service tools reduce support ticket volume while improving customer satisfaction and resolution times.
Product & Engineering Teams
- Customer feedback, support tickets, and usage data centralized in one platform inform product roadmap and prioritization decisions.
- Automated feedback collection and sentiment analysis surface product gaps and improvement opportunities faster.
- Integration with product analytics tools provides complete visibility into how features drive customer success and retention.
Marketing & Growth Teams
- Automated nurture sequences, feature adoption campaigns, and expansion plays scale personalized communication across the customer lifecycle.
- A/B testing and analytics for campaign performance, conversion tracking, and ROI measurement optimize marketing spend and effectiveness.
- Integration with marketing automation tools ensures consistent messaging and data-driven personalization across all channels.
SaaS Users & Customers
- 24/7 access to product documentation, onboarding guides, FAQs, and status updates via preferred communication channels.
- Faster response times and consistent support quality improve customer satisfaction and product adoption.
- Proactive feature recommendations, usage insights, and expansion opportunities enhance engagement and product value realization.
Deployment fit
Works for Every SaaS Company
From B2B startups to enterprise SaaS platforms.
B2B SaaS Startups & Scale-Ups
Automate lead capture, demo scheduling, trial activation, onboarding, and customer success workflows for fast-growing SaaS companies.
Product-Led SaaS Businesses
Orchestrate product sign-ups, feature adoption, expansion opportunities, and renewal workflows based on usage signals and customer health.
Enterprise SaaS Companies
Manage complex sales cycles, multi-stakeholder onboarding, account health tracking, and expansion plays for large enterprise customers.
Vertical SaaS Solutions
Tailor workflows for industry-specific SaaS products with specialized onboarding, compliance, and integration requirements.
SaaS Marketplaces & Platforms
Automate vendor onboarding, customer support, billing reconciliation, and partner success workflows for multi-sided SaaS platforms.
SaaS Revenue Operations Teams
Align CRM, billing, product analytics, and support data into unified dashboards for ARR, NRR, churn, and expansion visibility.
Proof of impact
SaaS Companies Scale Faster on Converiqo
52%
Faster trial-to-paid conversion
45%
Reduction in support ticket volume
3.2x
Improvement in time-to-first-value
+1.8 NPS
Increase in customer satisfaction
Customer voice
“Converiqo transformed our SaaS operations. The AI assistant handles 78% of routine customer queries and onboarding tasks, freeing up our team to focus on product and expansion. Trial-to-paid conversion improved by 52%, and our support ticket volume dropped by 45%.”
Alex Chen, CEO, CloudFlow SaaS Platform
“Lead capture, demo scheduling, and customer onboarding were manual chaos. Converiqo automated our entire lifecycle from website enquiry to renewal, giving us complete visibility into customer health and expansion opportunities.”
Sarah Mitchell, VP Customer Success, DataSync Solutions
Need-to-know
Frequently Asked Questions
Answers for SaaS founders, revenue operations, and customer success teams.
How can agentic AI support fast-growing SaaS companies?
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Agentic AI automates lead capture, trial-to-paid workflows, support routing, and feedback loops. It helps SaaS companies manage high inbound volume, multiple customer segments, and lifecycle journeys while reducing manual work and improving activation, retention, and expansion outcomes.
What operational challenges do SaaS businesses commonly face?
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SaaS teams struggle with leaky funnels, slow trial follow-up, scattered support channels, inconsistent knowledge sharing, and manual campaign operations. Automation centralizes these flows, aligning sales, success, and support teams around a single, measurable customer journey.
Can automation improve visibility across the SaaS customer lifecycle?
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Yes. Automation connects marketing, sales, onboarding, and support data into one view. Teams can see where users drop off, which accounts need attention, and how different segments behave making lifecycle management more proactive instead of reactive.
How does AI help SaaS teams manage inbound product enquiries?
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AI-backed workflows qualify leads based on company size, use case, product interest, and buying stage. High-intent prospects are routed to sales, while others get nurtured via automation ensuring faster responses without overwhelming the sales team.
Which KPIs should SaaS companies track using automation?
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Key SaaS KPIs include MQL-to-SQL conversion, trial-to-paid rate, time-to-first-value, ticket resolution time, customer satisfaction, churn rate, and NRR. Tracking these in an automated system helps teams prioritize revenue-impacting improvements instead of guessing.
How does Converiqo's Lead Engine strengthen SaaS sales pipelines?
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Converiqo's Sales / Lead Engine captures leads from websites, demos, product sign-ups, and campaigns. It scores and tags them by intent and ICP fit, then routes them to the right owner improving speed to first touch and increasing close rates.
How does Converiqo's Customer Self-Service support SaaS users?
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Customer Self-Service lets users access FAQs, product guides, onboarding checklists, and status updates without waiting for an agent. This lowers support load, improves self-resolution rates, and gives users a smoother experience during onboarding and day-to-day usage.
Why are Ticketing System and Knowledge Management critical for SaaS?
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The Ticketing System structures all incoming issues, while Knowledge Management stores playbooks, product answers, and resolution paths. Together, they reduce repeated effort, improve consistency of responses, and help both new and experienced agents handle complex scenarios faster.
How does Marketing Automation and Workflow Automation help SaaS growth?
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Marketing Automation runs nurture sequences, feature adoption campaigns, upsell flows, and win-back programs. Workflow Automation connects these campaigns with sign-ups, usage signals, and support triggers ensuring timely, relevant communication across the entire customer lifecycle.
How do Contact Center and Feedback / Survey improve SaaS experience?
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The Contact Center Module centralizes multichannel interactions, while Feedback / Survey tools collect user sentiment across onboarding, support, and renewals. This combination helps SaaS teams refine product messaging, prioritize roadmap items, and improve customer success outcomes.
SaaS excellence
Ready to Automate Your Customer Lifecycle?
Plug Converiqo into your SaaS tech stack to orchestrate demos, onboarding, support, and renewals from one intelligent platform.