An AI chatbot for SaaS that reads your docs first.
ZynfoAI answers product and how-to questions from your help center, handles trial and pricing questions, collects demo requests for your sales team and turns bug reports into tickets.
7-day free trial No credit card required
How do I set up recurring invoices for a client?
Can they be sent automatically?
From first visit to power user, answered from your docs.
Each conversation shows what the user sees and what ZynfoAI did to answer or route it.
If I start the trial on Growth, do I lose my data when I drop to the free plan?
- Searched your trained sources for trial and downgrade.
- Found the answer on your pricing page FAQ.
- Replied with a source link to the pricing page.
We're an accounting firm with 40 staff. Can we get a demo?
Sure.
- Recognised a demo request.
- Collected name, work email and team size in an in-chat form.
- Saved the lead and synced it to Freshsales.
The PDF export keeps failing on invoices with more than 50 line items.
- Recognised a product problem the docs don't resolve.
- Collected the user's email and the steps in the chat.
- Created a ticket, ready to sync to Freshdesk.
Our account owner left the company. Can you move ownership to me?
Omar from Support joined the chat
- Recognised an account change the agent can't make itself.
- Checked your live-agent working hours.
- Queued the chat in the Inbox, where Omar claimed it.
Point it at your help center and ship it this week.
Crawl your docs and pricing page, write instructions for demo requests and bug reports, and add one script tag to your site or app.
<script id="__chatbotSdk__" src="https://app.zynfo.ai/widget/embed.js" data-chatbot-id="ava-7f3k" async></script> Can I swap it for a larger size?
Queued for SupportWhere's my tracking number?
AutomatedDo you ship to Canada?
AutomatedYour docs set the answers. Your team handles the rest.
The agent answers from the content you publish. Anything that needs account access or a judgement call goes to a person.
-
Allowed only where you want it
Add your marketing site and app domains to Allowed Domains, so the widget only loads where you've put it.
-
Unanswered questions become docs tasks
The dashboard lists questions that hit your fallback message. Each one is a help article you haven't written yet.
-
Leads for sales, tickets for support
Demo requests go to Leads and sync to Freshsales. Bug reports go to Tickets, ready to sync to Freshdesk.
Our bank feed hasn't updated since yesterday. Payments aren't being matched.
Sorry about that. I'm passing this to our support team so they can check your bank connection.
Queued for Support
How do we validate incoming webhook signatures on the /v2/events endpoint?
Compute HMAC-SHA256 using your signing secret and compare against X-Webhook-Signature. Citing api_docs_v2.md (Section 4.1).
Do you offer custom BAA agreements and SOC-2 Type II audit reports?
Security reviews are handled by our team. I’m connecting you with someone who can share the documents.
Getting an AI chatbot right for a SaaS product
Train it on the docs you actually maintain
A SaaS chatbot is only as good as your help center, which is why we treat the chatbot as the front end of your AI knowledge base. If you’re still comparing vendors, our guide to SaaS chatbot platforms covers what to check and how pricing models differ. Start with the pages you keep up to date: getting-started guides, feature articles, the pricing page and its FAQ, and your plan comparison. Leave out old release notes and deprecated guides, or the agent may describe a screen that no longer exists. You pick which crawled URLs to import, so you can be selective.
Turn on source links in the AI Agent settings. Users trust an answer more when they can open the article behind it, and your team can check which page an answer came from.
Separate sales, support and account requests
SaaS chats fall into three groups, and each should go somewhere different. Prospects asking for a demo should leave their details in an in-chat form, saved to Leads and synced to your CRM. Users reporting a bug should get a ticket with the steps they took. Requests that touch an account, like billing changes, ownership transfers or data deletion, should go to a person through Human Handoff.
Write these rules into the agent’s instructions, then test each path in the Playground before you publish. Try vague requests too, like “it’s not working”, and check the agent asks what’s wrong before it opens a ticket.
Treat unanswered questions as a docs backlog
After each release, watch Unanswered Questions on the dashboard. These are the questions that triggered your fallback message, and they tend to cluster around new features. Write or update the article, click Resync, and the agent can answer next time.
Trending Topics is useful for product teams too. A spike in questions about one setting often means the UI is confusing, not just the docs.
Write the docs before the bot needs them
Most gaps the chatbot exposes are gaps in your docs. Our guide to building a SaaS knowledge base covers how to structure help articles so both users and the agent can answer from them. For trial users specifically, see AI chatbots for SaaS onboarding and activation.
Can it learn from our help center and docs?
Yes. ZynfoAI crawls your website, including help center and docs pages, and you choose which URLs to import. You can also upload PDF, Word or Excel files and add Google Docs or Sheets from Google Drive.
Can it book demos?
It collects demo requests in the chat, with the fields you choose, and saves them to Leads. Your sales team then contacts the prospect to arrange a time. Leads can sync to Freshsales.
How do we keep answers current after a release?
Update your docs, then click Resync on the changed source. Resync is manual and counts toward your plan's monthly data updates.
Can we put the chatbot inside our app?
Yes. Add the same script tag to your app and list its domain under Allowed Domains. The widget only loads on domains you've allowed.
What does it cost for a SaaS team?
One plan: $99 a month or $990 a year, with 5,000 conversations a month, 11 team seats and every integration, including Shopify, Freshsales, Freshdesk and Google Drive. There is a 7-day free trial.
Related ways teams use ZynfoAI
By team
- Customer SupportAnswer repeat questions from your docs and hand the rest to your team. →
- SalesAnswer pricing and fit questions from your own pages, then pass real buyers to a rep. →
- AI SDRReply to every inbound enquiry as it arrives, qualify it, and route the hot ones to a rep. →
- Internal Knowledge BaseAnswer employee questions from your handbooks and guides, with the source linked every time. →
- Chatbot vs FormsWhen a conversation captures better leads than a form, and when a simple form is enough. →
Let your docs answer the questions they already cover.
Train an agent on your own content, test it in the Playground, then go live on your website or WhatsApp.
No credit card requiredWhat it does while you're away
- Order status sent WhatsApp
- Demo booked, invite sent Website chat
- Lead captured and synced Freshsales
- Chat handed to a teammate Inbox