Stop Losing Trial Users to Unanswered Questions

Boei is an AI agent that onboards trial users, answers product questions from your docs, looks up account status via API, and follows up automatically when users go quiet - so your engineers can build instead of doing support.

Looks up accounts, billing, and usage via API
Follows up after onboarding, not just during
Works on website, WhatsApp, email, and SMS
Andrew Lee David S. Vance W. Grant Nitesh Manav
from 159 reviews

Your Engineers Are Doing Support. That's the Problem.

A trial user signs up, hits a setup issue, and opens a ticket. Your engineer stops what they're building to answer it. Multiply that by 20 tickets a day. Half your engineering time goes to 'how do I connect my database?' questions that are already answered in your docs.

Meanwhile, the trial users who don't open tickets just leave. They get stuck on step 3 of onboarding, wait a day for a reply, and sign up with a competitor who answered in 10 seconds.

Intercom charges $39/seat plus $0.99 per AI resolution. Zendesk wants $55/agent. You're paying enterprise prices for a team of five. Boei gives you an AI agent that handles onboarding, support, and follow-ups - starting at $19/mo.

Three Problems Killing Your Trial-to-Paid Rate

And how an AI agent solves each one

Slow Onboarding = Silent Churn

Trial users expect instant answers. When your docs are buried three clicks deep and your team is in a different timezone, users don't complain - they just leave. 40-60% of SaaS trial users never come back after their first session.

  • AI trained on your full knowledge base
  • Answers setup questions in seconds, not hours
  • Walks through onboarding steps interactively
  • Escalates to your team only when truly needed

Engineers Doing Support Instead of Building

Your developers know the product best, so they end up answering technical questions. That's expensive support. Every hour an engineer spends on 'how do I authenticate?' is an hour not spent shipping features your roadmap needs.

  • AI handles technical how-to questions from docs
  • Creates bug reports via webhook automatically
  • Checks account status and plan limits via API
  • Engineers only get pulled in for real bugs

Per-Seat Pricing That Scales Against You

Intercom at $39/seat plus $0.99 per AI resolution. Zendesk at $55/agent. As your team grows, your support tool cost grows faster than your revenue. You need a tool that costs less as it does more.

  • Flat pricing from $19/mo - not per seat
  • AI credits included, not charged per resolution
  • Website + WhatsApp + email + SMS in one tool
  • Deal pipeline and follow-ups included, no extra CRM

An AI Agent That Actually Takes Action

Not just answers questions - looks things up, creates tickets, follows up, and closes deals

Account Status Lookup via API

User asks 'why can't I access this feature?' - the AI calls your API via webhook, checks their plan, sees they're on a free tier, and explains exactly what they need to upgrade to. No human needed. Works with Stripe for billing, or any REST API.

Onboarding Progress Tracking

AI walks a trial user through setup step by step. User says 'my Shopify store isn't syncing' - AI checks their account status via webhook, sees the API key is missing, sends the exact instructions, then checks back 24 hours later via email to confirm it's working.

Bug Report Creation via Webhook

User reports something broken. AI collects the details - what they did, what happened, what they expected - formats it into a structured bug report, and pushes it to your issue tracker via webhook. Sends to Slack so your team sees it immediately. User gets a confirmation with a ticket ID.

Upgrade and Downgrade Calculations

User asks 'what would it cost to add 5 more seats?' - the AI calculates the prorated price, shows the difference, and explains what features they'd unlock. If they're interested, it sends a custom pricing comparison via email and adds them to the deal pipeline as an upgrade opportunity.

Knowledge Base Search With Context

Trained on your entire docs, help center, and API reference. When a user asks a technical question, the AI finds the right article, pulls out the relevant section, and walks them through it conversationally - instead of just dropping a link. Shows sources so users can dig deeper.

Multi-Channel Follow-Up Sequences

After an onboarding conversation, the AI sends a follow-up email 24 hours later checking if setup went smoothly. After a feature question, it emails a comparison table of plans. After an upgrade conversation, it sends a custom demo link. All automatic, all personalized.

Deal Pipeline for Upgrade Opportunities

Every trial user who asks about pricing, hits a plan limit, or mentions a competitor gets added to your deal pipeline automatically. AI tags them by intent - 'upgrade opportunity', 'at risk', 'competitor evaluation' - so your sales team knows exactly who to call.

Playbooks for Guided Conversations

Build onboarding flows that guide trial users through setup, feature discovery, and activation milestones. User completes step 1 - AI suggests step 2. User goes quiet for 3 days - AI sends a nudge via WhatsApp. Not a chatbot that waits to be asked - an agent that drives outcomes.

What You'd Pay for This With Other Tools

Boei replaces your chat tool, AI bot, and half your CRM - at a fraction of the cost

What SaaS Founders Say

Frequently Asked Questions

How does the AI agent look up account information?

Boei's AI agent connects to your systems via webhooks. When a user asks about their account, the AI calls your API (Stripe, your own backend, or any REST endpoint), gets the response, and uses it in the conversation. For example: user asks 'am I on a trial?' - AI calls your /api/account endpoint, sees the trial expires in 2 days, and proactively offers upgrade options.

Can it really create bug reports automatically?

Yes. When a user describes something broken, the AI collects structured information - what they did, what happened, browser details, account ID - and sends it to your issue tracker via webhook (works with Jira, Linear, GitHub Issues, or anything with an API). It also pushes a notification to Slack so your team sees it immediately. The user gets a confirmation message with their ticket reference.

How does the onboarding follow-up work?

After an onboarding conversation, Boei can send a follow-up email 24 hours later asking if setup went smoothly. If the user replies with an issue, the AI picks up the conversation on email with full context from the original chat. If they don't reply and haven't completed setup (checked via API), it sends a nudge via WhatsApp or SMS. All automatic - no manual intervention needed.

Does Boei replace Intercom or work alongside it?

Most SaaS companies replace Intercom with Boei entirely. You get AI chat, live chat, knowledge base training, email automation, WhatsApp, SMS, deal pipeline, and follow-ups - all in one tool. That covers what Intercom does across their Essential ($39/seat), Advanced ($99/seat), and Expert ($139/seat) plans. If you need Intercom's product tours or specific Salesforce integrations, Boei can work alongside it - but most teams find they don't need to.

How does the deal pipeline work for upgrade opportunities?

Every conversation is scored by intent. When a trial user asks about pricing, hits a feature limit, or compares you to a competitor, the AI creates a deal in the pipeline tagged with the reason. Your sales team sees a board of upgrade opportunities, at-risk accounts, and enterprise prospects - with full conversation history. Automated follow-ups via email or WhatsApp keep deals moving without manual work.

Can the AI calculate pricing and plan differences?

Yes. The AI agent can do calculations during conversations. User asks 'what would Growth cost for my team?' - the AI looks up their current plan via API, calculates the price difference, factors in prorated billing, and presents the comparison. If they're interested, it emails a detailed breakdown and adds them to the deal pipeline. No back-and-forth with your sales team needed for standard pricing questions.

What happens when the AI can't answer something?

The AI escalates to your team via the shared inbox, with full conversation context so nobody has to ask 'can you repeat that?' Your team member replies in the inbox, and the response goes back to the user on whatever channel they started on - website chat, WhatsApp, email, or SMS. The AI learns from these escalations to handle similar questions next time.

How fast is setup for a SaaS product?

Most SaaS companies are live in under 30 minutes. Add the widget to your site (one line of code - works with React, Next.js, Vue, or any framework), point the AI at your docs URL, and it auto-trains on your knowledge base. Webhook connections to Stripe, Slack, or your own API take a few minutes each via the visual builder. No engineering sprint needed.

Is Boei affordable for early-stage SaaS?

Boei starts at $19/mo (Starter annual). Starter at $19/mo adds 2,000 AI credits and email/WhatsApp/SMS auto-reply. Growth at $49/mo includes 3 domains, 3 chatbots, API access, and the deal pipeline. Compare that to Intercom's $39/seat + $0.99/resolution, and you're saving hundreds per month from day one. See all plans.

Is Boei GDPR compliant? Where is data stored?

Yes. Boei servers are in Amsterdam (EU), we don't use tracking cookies, and we don't sell data. Fully GDPR compliant. Conversation data is encrypted in transit and at rest. You can export or delete any user's data on request. Full security details.

Your Trial Users Have Questions Right Now

Every unanswered question is a lost customer. Set up Boei in 30 minutes and let the AI agent handle onboarding, support, and follow-ups - while your team builds the product.

Live in under 30 minutes • No credit card required • Website + WhatsApp + email + SMS included • From $19/mo (Starter annual)