AI agent for SaaS
Convert more pipeline with an AI agent for SaaS that generates leads, answers questions in natural language, and helps users onboard faster. The agent greets users, checks fit, recommends the right pricing plan, suggests next steps, and moves trials toward close. It handles repetitive tasks so your team can focus on closing and building great software.
Key features designed for SaaS businesses
Let your website talk to customers
Offer instant, accurate replies 24/7. The SaaS AI agent generates leads, captures context, routes intelligently, and answers complex queries with optional human oversight. That cuts repetitive tasks for human agents and lifts conversion across your funnel.
Personalized product guidance
Match each prospect to the most suitable plan and set of features by leveraging prospect data, firmographics, and insights from past customer interactions, aligning with various business models. Your AI agents act as knowledgeable guides, breaking down plan limits, available add-ons, and pricing logic in clear, natural language that feels approachable and human. By doing so, they not only reduce confusion and hesitation but also build trust, helping prospects feel confident in their decision-making and accelerating the path to conversion.
Conversion assistance during trials
Inside your web application, the agent serves as an interactive guide, walking users step by step through setup, integrations, and any specific tasks that might otherwise block activation. By proactively addressing common roadblocks and providing real-time guidance, it shortens the learning curve, accelerates time-to-value, and ensures users experience the core benefits of your product sooner.
Lead generation
Capture qualified leads, including emails and phone numbers, to expand your customer base and increase online sales. SOC2 and GDPR compliance make our AI agent ready for deployment in enterprise software.
Multilingual support
Serve global businesses by delivering reliable, on-brand answers across multiple languages, ensuring every customer receives the same high-quality experience no matter where they are. The agent maintains consistent tone, terminology, and messaging, reinforcing your brand identity while eliminating confusion. By supporting seamless multilingual communication, it helps you expand into new markets with confidence, foster stronger customer relationships, and reduce reliance on manual translation or region-specific support teams.
Customizing your AI agent
You can customize its knowledge sources, skills (like handling tickets), tone of voice, and answer length. This flexibility ensures that the agent's tone matches your other channels and the vocabulary used in the specific industries that you're serving, showcasing its ability to adapt.
Transfer to human
Enable a seamless handoff to sales or support with full conversation context, so teams can pick up exactly where the AI left off without missing critical details. Maintain human supervision for approvals and sensitive actions, ensuring oversight and control where it matters most.
Handle tickets
Create, update, and summarize tickets automatically, reducing your support team's manual workload. The agent drafts accurate, ready-to-use answers for routine requests, enabling faster response times and freeing human agents to focus on complex edge cases that require deeper expertise.
Customer engagement tracking
Track influenced purchases, resolved tickets, CSAT, response time, and other key performance metrics to gain a clear picture of your AI agents' impact. Use these insights to continuously refine their performance, improve accuracy, and optimize interactions across channels. Over time, this data-driven approach not only enhances customer satisfaction but also helps your agents generate more sales, strengthen customer loyalty, and deliver measurable ROI.
Customer details
AI assistants personalize replies with names, emails, and purchase history for a more human-like experience. This strengthens your customer connections, and helps you solve complex challenges. Using AI for personalization can lead to up to a 2.3x increase in sales and a 2.5x profit boost.
Integrations and automations data
You can add data from apps and services to the Text App ecosystem via native connectors and MCP servers. This allows for the creation of multi-agent systems, working across such interfaces as project management, predictive analytics and more.
Why teams pick Text's AI agent for software-as-a-service
The Text App's AI agent for SaaS helps companies deliver personalized, multi-language, on-brand software conversations at scale. Our AI tools automate complex tasks
We use state of the art AI models to help software as a service companies sell more, while reducing the need to employ human agents.
Create your AI agent in minutes
Connect your website
Connect your website that you want the AI agent to use when responding to visitors. You can choose to include the Full website (including all subpages) or a Single page.
Upload knowledge sources
Upload files and private data as a knowledge source. We'll use it to turn generative AI into specialized agents, tailored to your business logic.
Start winning
Add code to your website and connect your email. Congrats. Your AI agent now represents your company 24/7, answering customer queries and helping you sell more.
Frequently asked questions
A SaaS AI agent is goal-oriented software that uses artificial intelligence and large language models to understand requests, answer questions in natural language, and take actions inside your SaaS applications. It handles specific tasks — from lead capture to onboarding — while keeping your data safe!
Text connects with all your customer support stack, to create reliable AI agents, trained on your unique needs. It deeply integrates across your live chat, ticketing and help centers to create vertical AI agents that can handle most of your prospects' support needs on their own - increasing efficiency, decreasing costs and helping to turn even the late time browsers into buyers.
Lead qualification and routing, pricing and plan guidance, trial setup tips inside saas interfaces, ticket creation/updates, summaries, and data enrichment. It also provides actionable insights and basic predictive analytics so human teams can focus on deals and expansions.
Use the agent builder to set goals, policies, tone, answer length, and escalation paths. Add your docs, site, other data, connect emails, define skills, and you're good to go!
Yes. Text keeps private data safe with role-based access, logging, and retention controls, as well as SOC2 and GDPR certifications.
Not for the forseeable future - AI assistants and AI agents won't fully replace saas tools; they replace clunky steps inside saas applications (forms, basic routing, simple bots) and act as a smarter front end that orchestrates actions across your stack. Think of them as an interaction layer that streamlines business processes and consolidates point tools, while your systems of record (CRM, ticketing, billing) remain in place. Most companies see a hybrid model: agents automate the repetitive work and hand off high-stakes tasks to people - raising conversion and helping reduce costs.
Keep human oversight for irreversible or high-impact actions (discounts, refunds, contract terms), access changes to private data, VIP accounts, and security-sensitive requests. You control review gates, approval steps, and audit logs, and you can require a person's sign-off above certain confidence thresholds or deal sizes. Day-to-day, the AI agent for saas handles routine queries and specific tasks; your team focuses on exceptions, complex negotiations, and strategy. This balance delivers speed with control - and clear accountability
Support & documentation
Employ AI agent for your business
Your agents will love it. Your customers will feel it. Your metrics will prove it.
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Ask our own AI agent anything
Our AI agent is available 24/7/365, ready to answer your questions about our products and guide your setup.
Transform your business with the Text's AI agent for SaaS
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