01
Answer
Cut repeat tickets—users get trusted answers from your docs, right in the product.
- Grounded in your documentation
- Cited sources
- Works inside the app
AI support for complex SaaS workflows
Turn product questions intocompleted workflows.
AgentGuide lives inside your app and turns documents, videos, and UI flows into embedded help that answers, guides, and gets work done—safely, measurably, and at scale.
Embed in minutes User-controlled final actions
Customer overview
Today’s customer activity at a glance.
Recent activity Search
AgentGuide
How do I create a Work Area?
Create a Work Area in two steps.
1Open Work Areas from the left sidebar.2Select Add Work Area.
I can navigate you to the form. You’ll review and complete the final action.
Source · Creating Work AreasBuilt for SaaS teams with complex in-app workflows
One question, three kinds of help
Give every userthe right help at the right moment.
Answer questions, guide users through tasks, or show the exact process — without taking them out of your product.
02
Guide
Finish the job faster—AgentGuide opens the right screen and points to the next click.
How do I add a work area?
Open Work Areas, then select Add Work Area.
Source · Creating Work AreasCustomersOverview
Work Areas
Work Areas
Front DeskActive
Color BarActive
Click Work Areas
- Opens the right page
- Highlights the next action
- Keeps users in control
03
Watch
Show the exact workflow in-app—short walkthroughs, no tab-hopping or long tickets.
How do I add a work area?
Open Work Areas, then select Add Work Area.
Source · Creating Work AreasCreating a Work Area0:07 – 0:18 · Guided walkthrough
CustomersOverview
0:08
0:18
- Plays inside your product
- Shows the exact workflow
- Short and focused
How teams power AgentGuide
Turn your product knowledgeinto in-app help.
Bring your docs, videos, and workflows into AgentGuide. Publish one embedded assistant that answers questions, guides users step by step, and recommends the right walkthrough — without leaving your app.
- Keep every answer consistentUse your docs, help center, videos, and reviewed workflows as one trusted source.
- Turn knowledge into actionOpen the right screen, highlight the next step, and help users complete the task.
- Help users inside the productDeliver answers, guided actions, and short walkthroughs without tab switching.
- Continuously improve coverageDiscover unanswered questions and missing workflows your team should add next.
Measure what users need
See where users get stuck. Improve what matters most.
Track what users ask, where guides fail, and which knowledge gaps cause repeated support requests—so your team knows exactly what to improve next.
Explore the dashboard Illustrative demo workspace dataSafe by design. You stay in control.
AgentGuide never performs final or destructive actions. Users review and confirm every final step.
Never acts without youFinal steps stay user-controlled.
Transparent and auditableSources and steps stay visible.
Role-aware and secureGuidance respects permissions.
Designed for complex workflows
Where AgentGuide makes an impact.
Customer support
Help agents and customers resolve the same repeated questions.
Onboarding
Guide new users through setup without leaving the app.
Operations
Standardize multi-step work across teams.
Internal tools
Reduce IT tickets with contextual help.
FAQ
Common questions.
The short version: AgentGuide helps users act on your product knowledge without taking control away from them.
Is AgentGuide only an AI chatbot?
No. It includes chat, but the product is an embedded AI guidance layer for SaaS teams: knowledge answers, video-to-guide, in-app Guide Me support, widget configuration, and analytics.
Who is AgentGuide built for?
AgentGuide is best for B2B and vertical SaaS teams with complex web app workflows, existing docs or videos, and repeated support or onboarding questions.
Can AgentGuide guide every workflow automatically?
AgentGuide can guide users through supported flows when enough knowledge and UI context are available. For uncertain cases, the assistant should answer safely and surface gaps for the team to improve.
What does a team need to get started?
Start with the docs, help articles, or videos your support team already uses. Then configure the widget and review analytics to improve coverage over time.
Get started
Bring AgentGuide into your product.
Connect your docs and videos, embed the widget in minutes, and help users finish work without leaving your app.
- Docs + videos in one help layer
- User-controlled final actions
- Improve from real gaps