For software and SaaS companies
An AI customer manager that books demos and triages support for your software
Clientager answers prospects and customers on chat, email, phone and WhatsApp, books demos with the right rep, helps new users get started and sends support and billing questions to the right people.
Hear it now: call our AI on +1 209-209-4303
Ready for your review in 24–48 hours
Customer: Hi, does your scheduling software integrate with our HR system? We have about 150 staff across four sites.
Clientager: Hi, I'm the company's AI assistant. We have a native integration with several HR systems and an open API for others. Which HR system do you use?
Customer: We're on one of the bigger ones. Also, do you support shift swaps between locations?
Clientager: That one is on our supported list, and cross-location shift swaps are included in the Business plan. For a team of 150 across four sites, a demo with our team would be the best next step. Would you like to book one?
Customer: Sure. Can it be next week? I'm Priya, head of operations.
Clientager: Of course, Priya. Monday at 2 pm or Tuesday at 10 am are open with an account executive who works with multi-site teams. Which works better?
Customer: Tuesday at 10.
Clientager: Booked. You'll get an invite by email with a link to join. I've noted your HR system, team size and the shift-swap question so the demo can focus on those.
What Clientager did
- Demo booked: Tue 10:00 with multi-site account executive
- Lead qualified: 150 staff, 4 sites, HR integration needed
- Conversation summary added to CRM
Quick answer
How can a SaaS company use an AI customer manager?
A SaaS company can use an AI customer manager to answer pre-sales questions from its documentation, qualify prospects and book demos with the right sales rep, guide trial users through onboarding steps, and triage support requests. Clientager separates sales from support automatically, logs every conversation in its CRM, and hands billing, refunds, account changes and complex bugs to a person.
Illustrative example
Customer message
What's the difference between your plans?
Happy to help with that. Let me check and get it sorted for you now.
Saved to the customer record
What Clientager handles for software & saas companies
- Answer pre-sales questions
- Qualify demo requests
- Book demos with the right rep
- Guide trial onboarding
Live availability
Booked · reminder scheduled
What gets missed today
Demo requests wait for a rep
A prospect fills in the demo form on Friday evening and hears back on Monday. By then they have already seen two competitors.
Sales and support share one inbox
A pricing question from a 200-seat prospect sits next to a password reset. Both get slower answers, and the valuable enquiry is easy to miss.
Trial users get stuck and leave
New users hit a setup question on day two, can't find the answer quickly and never come back. Nobody notices until the trial ends.
Engineers pulled into first-line support
Without clear triage, developers end up answering "how do I" questions that the docs already cover, while real bugs arrive without the detail needed to reproduce them.
What Clientager can handle for you
- Answer pre-sales questions
- Qualify demo requests
- Book demos with the right rep
- Guide trial onboarding
- Answer how-to questions
- Triage bug reports
- Route billing to a person
- Follow up on open enquiries
Enquiries it handles every day
- “Does it integrate with the tools we already use?”
- “What's the difference between your plans?”
- “Can I get a demo for my team?”
- “How do I import my data during the trial?”
- “Something isn't working since the last update”
- “Can I change my plan or get a refund?”
How it works
- 01
Tell us about your product and team
Share your plans, features, docs, ideal customer profile, demo routing rules, support tiers and what must always reach a person, such as billing, refunds and security questions.
- 02
We build and test your agent
Clientager's team loads your knowledge base, configures sales and support flows, connects calendars and channels, and tests realistic prospect and customer conversations.
- 03
You review and approve
Your setup is ready for review within 24–48 hours. You check answers against your docs, adjust qualification questions and confirm routing before going live.
- 04
Prospects and users get answers fast
The agent introduces itself as your AI assistant, answers from your approved content, books demos, helps with onboarding and logs every conversation.
- 05
Your team takes the important handoffs
Qualified demos land on reps' calendars with context. Bugs reach support with reproduction details. Billing and account changes go to a person with a summary.
Pre-sales answers and demos booked while interest is high
Software buyers research quickly and compare several products in the same afternoon. Clientager answers questions about features, integrations, plans and security on your website chat, email, phone and WhatsApp using only the documentation and messaging you approve. When a question goes beyond what is documented, such as a custom contract term or a roadmap commitment, the agent says it will check with the team instead of guessing.
Qualification follows your own criteria: company size, use case, current tools, timeline and who will make the decision. Prospects who fit are offered demo slots with the right rep, by region, segment or product line, and the booking arrives with a written summary. Smaller prospects can be pointed to self-serve sign-up or a recorded demo if that is how you prefer to sell. Every conversation is captured in the built-in CRM so nothing is lost between first contact and close.
Onboarding help that keeps trials moving
The first few days of a trial decide whether someone becomes a customer. When a new user asks how to import data, invite teammates or connect an integration, the agent answers from your help center with the exact steps and links. Because it answers at any hour, users in other time zones are not left waiting until your team logs in.
If a trial user started a conversation and then went quiet before finishing setup, the agent can follow up on that conversation to ask whether they got stuck and offer help or an onboarding call. It never messages people who have not contacted you. Questions that suggest a larger opportunity, such as a request for single sign-on or a bigger seat count, are flagged to sales with context.
Support triage, with billing and accounts left to people
Clientager separates sales from support automatically. For support requests, it answers documented how-to questions, and for possible bugs it collects what your engineers need: the account, the feature, steps to reproduce, browser or app version and any error message. It then creates a ticket or passes a summary to your support queue, with priority based on the rules you set, such as outages or data issues going straight to an on-call person.
Billing questions, refunds, plan changes that affect contracts, account ownership transfers, security and data requests are handed to a person, because they need judgment and access the agent should not have. The agent collects the context, tells the customer who will follow up and when, and never asks for card numbers. Where a payment is due, it sends a secure payment link from your payment provider instead.
Frequently asked questions
Will the AI make up answers about our product?
It answers from the documentation and messaging you provide and approve during setup. When something isn't covered, such as an unreleased feature or a custom contract term, it says it will check with the team and passes the question to a person instead of guessing.
Can it route demos to different sales reps?
Yes. You can route by company size, region, industry, product or language. The agent offers slots from the right rep's calendar and attaches a qualification summary to the booking, so the rep knows what to cover.
How does it handle billing and refund requests?
These go to a person. The agent collects the account details and what the customer is asking for, tells them who will follow up, and passes a summary to your billing contact. It never asks for card numbers and does not issue refunds or change contracts itself.
Can it help trial users with onboarding?
Yes. It answers setup questions from your help center with step-by-step guidance and links, and can offer an onboarding call. If a user who contacted you goes quiet mid-setup, it can follow up on that conversation to offer help.
Does it replace our support team?
No. It takes on first-line questions, structured intake and routing, so your support team spends less time on repeat questions and receives better-prepared tickets. Complex issues, escalations and account decisions stay with your people, and customers can always ask for a person.
How quickly can we launch it?
Share your docs, plans, routing rules and calendars. Clientager's team configures and tests the agent, and it is typically ready for your review within 24–48 hours. Nothing goes live until you approve it.
Capabilities
Related industries
Use cases
Want this for your business?
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