Trial users leave without telling you what blocked them
An AI agent calls trial sign-ups and renewing accounts, asks what is stuck, books a slot with your team and passes the technical questions to a person.
No complaint and no question. The trial just ends, and your email sequence never knew why.
A failed payment turns into a cancelled account because nobody told the person who could fix it.
The account looks healthy on the invoice until the renewal conversation arrives.
Where software revenue leaks
Small Indian businesses often want to hear a voice before they trust a tool. Your emails assume they read them.
Sign-ups never reach first use
The owner of a small business signed up between customers and did not come back to import their data.
Sales demos go to anyone who filled a form
Students, competitors and tiny accounts all land on your SDR's calendar.
Renewal surprises come too late
Annual invoices land on a finance person who has no idea what the tool does, and it is cancelled by default.
Failed payments become churn
A card or mandate fails, your emails go to a junk folder, and service stops for someone who wanted to stay.
Support answers the same setup questions
How to add a user, where the invoice is, how to change plan. These fill your team's day.
- Slot with your team
- Reason saved
- Technical question passed on
The agent finds out what is stuck. Your team fixes it.
It rings trial sign-ups and renewing accounts, and books a slot. Bugs go to support, because the agent cannot see inside your product.
- The agentRings sign-ups and asks what they wanted to do
- The agentBooks a slot with your team, and rings ahead of renewals
- Your teamTeam takes technical questions and bugs
What your team should watch.
Trials that reach first use
New accounts that do the one thing that makes the tool worth keeping.
A call asks what is stuck while the sign-up is still warm.Demos with a real buyer
How many demos your team runs for people who could actually purchase.
Qualifying answers sit on the contact before your team commits the slot.Renewals decided late
Accounts where the first renewal talk happened after the invoice.
Date-based workflows start the talk ahead of time.Involuntary churn
Customers lost to a failed payment rather than a decision.
A call reaches a person when emails do not.From sign-up to renewal
A software sale is never finished. It needs winning again at activation, at payment and at renewal.
The shape is a picture of the idea, not measured data.
- They came between meetings and do not come back.
- Setup needs one thing they do not have, and nobody asks.
- The trial ends and the decision never gets made.
- One champion leaves and usage quietly falls.
- An invoice reaches a finance person with no context.
- A happy account is never asked what else it could use.
The jobs, drawn as they run.
Each job is a workflow you can change, step by step. WhatsApp and SMS use your own connected account, from the Growth plan.
Ask new sign-ups what is stuck
An AI agent rings a new trial, asks what they came to do and what got in the way, and offers a slot with your onboarding person.
A list of what actually blocks your new users- CRMNew trial sign-up arrives as a contact
- Voice callAgent calls within your hours and asks what is stuck
- CRMSaves the blocker on the contact
- EmailWorkflow emails your setup guide
- Your teamNeeds help: notifies your onboarding person
From your list to live calls.
No engineering team needed for any of this.
- 1
Bring your leads
Upload a CSV, connect Google Sheets or Facebook lead forms, or send them from your CRM.
- 2
Pick the job
Start from a ready-made agent where there is one, describe the job to Build with AI, or start blank.
- 3
Test it yourself
Talk to the agent in your browser. It takes test calls only until you press Go live.
- 4
Go live and watch
Add the numbers our team assigns you, set your calling hours, and watch each outcome as it lands.
It should sound like saas and technology.
The thing that gives an AI away isn't the voice, it's the silence around it. Put the right room behind your agent, and cover the real waits. Press play: this is the actual audio, not a mock-up.
Software buyers expect a working team behind the voice, not a hall. A calm desk suits a question about setup.
Played only when the wait is real, like a specialist joining or a colleague's phone ringing. A one-second pause stays silent, the way it would with a person.
The agent rings your customer success manager and drops them into the same live call, with the context handed over, so your customer never starts again. If nobody answers it takes a callback rather than promising someone who isn't coming. A supervisor can listen to any call, send the agent a private note the caller cannot hear, or take over entirely.
See how a handoff worksSaaS and technology questions, answered.
Are these agents real?
Can I change what the agent says for my saas and technology business?
Which languages can it speak?
What does it do about calling rules?
Can a person take over a call?
How long does it take to get started?
What does it cost?
Find out why trial users go quiet
Set up a test agent with your own help content and ring it as a confused new user. WhatsApp and SMS steps run on your own connected account, from the Growth plan. Email steps, hand-over to a person, Desks and Workspace come with Professional and Enterprise.