Zoe for SaaS
Renewals, onboarding, account health insights. Transform customer support, streamline onboarding, and enhance user experiences with AI voice solutions built for SaaS teams.
Get StartedWho Zoe Is
Zoe is your always-available Customer Success companion across voice, chat, SMS, and email. She understands product context, verifies users, and completes actions in your systems — all while delivering a personal experience that drives satisfaction and retention.
What Zoe Does
Customer Support
Handles product and account inquiries, walks users through troubleshooting steps, and routes complex issues to the right team.
User Onboarding
Guides new customers through setup, training, and feature discovery to accelerate time to value.
Renewals and Upsells
Proactively reminds users of upcoming renewals, identifies upsell opportunities, and captures real-time feedback on product experience.
Account Management
Updates billing details, manages subscription changes, and assists with plan upgrades or downgrades.
Customer Insights
Collects feedback, tracks sentiment, and surfaces account health indicators directly in your CRM or CS platform.
See It In Action
Watch how Zoe assists real SaaS customers across onboarding, renewals, and support flows.
How Zoe Works
Understands the request
Zoe detects user intent, extracts key details, and identifies the workflow needed to resolve the issue.
"I want to upgrade my plan"
Verifies user information
Confirms identity using secure methods like email verification or customer ID lookup.
Checks your systems in real time
Connects to your CRM, billing, and product analytics platforms to retrieve accurate account data and trigger the right actions.
Takes action
Executes the workflow — upgrades a plan, updates billing, or sends onboarding material — while logging the interaction in your CRM.
Closes the loop
Confirms success with the customer and alerts the right internal owner if further follow-up is needed.
Upgraded to Pro - needs onboarding
Why SaaS Teams Use Zoe
Downtime Support
Every customer gets instant assistance at any hour, without waiting on ticket queues.
Average Resolution
Routine questions are answered in seconds, freeing agents for high-impact work.
Customer Context
Integrations with your CRM, analytics, and billing tools ensure every interaction is personalized.
Data Accuracy
All actions and notes sync back to your systems in real time for clean reporting.
Connected to Everything That Matters
Zoe integrates with leading SaaS platforms including HubSpot, Salesforce, Stripe, Intercom, Zendesk, and more. Typical connections cover renewals, billing, onboarding flows, feedback collection, and analytics. Setup is guided, safe, and version-controlled so teams can deploy confidently.
Safety, Privacy, and Controls
Enterprise-grade security with granular controls to meet your compliance requirements.
Privacy Settings
Role-Based Access
Granular access controls and audit logs for each system connection
Data Encryption
All communications are encrypted in transit and at rest
Retention Policies
Configurable data retention and redaction options
Separation of PII
Sensitive user information is separated from reporting and analytics data
Rollback Controls
Pre-production testing and instant rollback to ensure reliable performance
Outcomes You Can Expect
25% reduction in support costs
30% increase in trial-to-paid conversion
15% lower churn through proactive renewals
28% faster onboarding completion
Consistent customer data across systems
Pricing That Scales With Your SaaS Business
Start with the plan that fits your team and scale as your customer base grows.
SMB
Automate daily operations in under 2 minutes.
Perfect for small teams that want instant AI voice automation without setup hassles.
AI Voice Agents
Talk to customers automatically
Workflow Builder
Design call flows visually
App Integrations
Connect your favorite tools
Multi-Call Handling
Answer many calls at once
Smart Knowledge Base
Pulls answers from your info
Complete Voice Platform
Everything to launch in minutes
Agency
White-label and resell agentic AI at scale.
Ideal for marketing, CX, or automation agencies building AI-powered client offerings.
Includes all SMB features, plus:
White-Label Setup
Your brand, your platform
Client Management
Unlimited client accounts
Growth Tools
Built-in analytics & templates
Priority Support
Direct help from our team
High-Volume Calls
Scales for large campaigns
Enterprise
Tailored deployments with full compliance and support.
For large organizations requiring dedicated architecture, integrations, and enterprise-grade SLAs.
Includes all Agency features, plus:
Custom Integrations
Built for your tech stack
Enterprise Security
SOC2, HIPAA, GDPR ready
Dedicated Expert
Your own solution architect
Guaranteed Uptime
99.9% reliability SLA
Custom Dashboards
Tailored reports & insights
Ready to put Zoe on the front line?
Your customers get instant, intelligent support. Your team stays focused on growth.