Plug into your product
Connect support to what your SaaS already knows
Plans, settings, usage, permissions, and account state become answers the agent can use.
Set up the agent
Intake serves more customers better, uniting AI and human effort.
The agent that finds the answer, acts in your systems, and hands the conversation to your team without losing context.
Your team should not
repeat answers all day.
Plans, permissions, settings, integrations, billing. The agent understands the account and resolves those questions before they become another interruption.
How do I invite a new teammate?
Where can I change the billing details?
Can anyone help me set this up?
Where do I find this feature?
I cannot access the dashboard.
Why do I not have permission for this?
Not sure where to check this.
The integration is throwing errors.
How do I reset my password?
Where can I update our workspace settings?
Is this included in my current plan?
How do I connect this with Slack?
Can you explain how this setup works?
Can we export the conversation history?
The verification email never arrived.
How many seats does our plan include?
Where do I see this month usage?
Can I change who gets the invoice?
The widget is not loading on our site.
Don’t just let AI explain the step.
Let it act.
Connect Intake to your systems to check information, update data, or complete requests right from the conversation.
AI resolution
Resolve repeated questions before they hit the queue
The agent answers with docs plus product context, then leaves only judgment calls to the team.
See how it works
Human control
Escalate only what needs a person
When someone steps in, they get the message, account state, checked steps, and the next call.
See how it works
Live metrics
Measure what the agent takes off your plate
See what was resolved, what reached the team, and which repeated topics still need product or docs work.
See deflection
Resolve the urgent.
Without starting from scratch.
Handle recurring questions about plans, permissions, or integrations without customers switching tools or waiting for a reply.
A setup question depends on account state
Check account state before sending another setup article.
Is this included in my plan?
Answer with the user’s actual plan and feature flags.
I can’t access my account
Use role, workspace, and permission state to guide the fix.
Why is this integration failing?
Read connected status and explain the exact next step.
Where do I change this setting?
Point to the right place based on the account configuration.
A setup question depends on account state
Check account state before sending another setup article.
Is this included in my plan?
Answer with the user’s actual plan and feature flags.
I can’t access my account
Use role, workspace, and permission state to guide the fix.
Why is this integration failing?
Read connected status and explain the exact next step.
Where do I change this setting?
Point to the right place based on the account configuration.
Billing questions
Resolve plan, invoice, and payment questions with account context.
Password reset
Deflect repetitive access recovery requests.
Integration setup
Guide setup using the actual connected tools and missing steps.
Workspace settings
Answer recurring settings questions with the workspace state.
Feature availability
Explain availability from the current plan and usage state.
Billing questions
Resolve plan, invoice, and payment questions with account context.
Password reset
Deflect repetitive access recovery requests.
Integration setup
Guide setup using the actual connected tools and missing steps.
Workspace settings
Answer recurring settings questions with the workspace state.
Feature availability
Explain availability from the current plan and usage state.
From the first message
to the solution.
If the AI cannot complete the request, it hands the conversation to your team with full context so a human can step in instantly.
Unified inbox
Every channel in one place. Each conversation arrives with the user's account state visible from the first message.
See the inboxAI answers
The agent resolves repeated questions using the user's actual plan, permissions, and setup. No generic articles.
See how it resolvesContext handoff
When a person needs to step in, the case arrives with the full history, account state, and next step already prepared.
See the handoffLess load. Control intact.
The agent resolves the repetitive work and escalates with account data when the case needs human judgment.
GDPR
CCPA
SOC 2
Frequently asked questions
What is the agent?
It is an AI support agent embedded in your SaaS. It reads real account context and answers repeated questions before they add load to the team.
Does the agent replace the team?
No. It reduces repetitive work and escalates the cases where a person adds judgment. Ideal when you are a founder and not ready to grow support headcount yet.
Can we use our own documentation?
Yes, but it does not stop there. The agent combines docs with plan, settings, usage, and real account state.
How long does setup take?
Most teams start by embedding the agent, connecting the account data they already have, and prioritizing the repetitive questions creating the most load.
How do we get started?
Start the free trial, identify the 5-10 questions that repeat most, and connect the minimum context needed to resolve them without human intervention.
