Built for trial-to-renewal support

The SaaS Support Agent Built for Trial-to-Renewal Conversations

Onboarding questions, billing confusion, and "how do I..." tickets all compete for your support team's time, at every stage of the customer lifecycle. Robofy's AI agents resolve them instantly, handle subscription changes directly, and flag churn-risk conversations before they become cancellations.

Onboarding Agent
SaaS AI Agent
The Problem

Support Load Doesn't Slow Down After Onboarding

New trials need hand-holding. Existing accounts need billing help and feature questions answered. And somewhere in that queue is a customer quietly deciding not to renew. Most support setups can't tell the difference until it's too late.

Onboarding Drop-Off

Trial users hit a question, don't get an instant answer, and never activate.

Billing Confusion

Plan changes, invoices, and proration questions generate a steady stream of tickets.

Feature Question Overload

The same "how do I..." questions repeat across every new account.

Churn-Risk Blind Spots

Frustrated customers cancel quietly instead of asking for help.

What a SaaS Support Agent Actually Does

A typical SaaS chatbot answers from a help center article and stops. Robofy's agent is trained on your product, docs, and account data, so it can walk a trial user through activation, make an actual plan or billing change, and answer feature questions with your product's current behavior, not a stale script.

It also recognizes the language of a churn-risk conversation, frustration, cancellation intent, repeated complaints, and routes it to your team immediately instead of letting it quietly become a lost account.

Multi-Agent Strategy

Three Agents. The Full Customer Lifecycle Covered.

Onboarding Agent

Walks trial and new users through setup and activation, answering questions in the moment instead of losing them to a help center search.

Sample triggers:
  • How do I invite my team?
  • Can I import data from our old tool?
  • What's the difference between the plans?
See the Action Agent

Billing & Subscription Agent

Handles plan upgrades, downgrades, invoice questions, and payment updates directly, no manual processing.

Sample triggers:
  • Upgrade me to the annual plan
  • Why was I charged twice this month?
  • Update my card on file
See API & Actions

Churn-Risk Agent

Detects frustration and cancellation intent in real time, and routes at-risk accounts to your team before they churn.

Sample triggers:
  • I'm thinking about cancelling
  • This isn't working for our team anymore
  • Can someone call me before I decide?
See routing in action
Blueprints

Readymade Agent Blueprints for SaaS Companies

Pre-built for the SaaS customer lifecycle. Not a generic chatbot template.

Onboarding Agent
Billing & Subscription Agent
Churn-Risk Agent
SaaS Segments

Built for Every Kind of SaaS Business

Whether you sell to enterprises, run self-serve signups, or serve one specific industry, the agent adapts to your customer lifecycle.

B2B SaaS

Handles multi-seat account questions, admin permissions, and security or procurement questions from buying teams.

Sample queries:
  • Can I get a security questionnaire filled out?
  • How do I add more seats to our plan?
  • Do you support SAML SSO?

Product-Led / Self-Serve SaaS

Resolves high-volume, low-complexity questions instantly so users self-activate without waiting on support.

Sample queries:
  • Why can't I invite more users on my plan?
  • Is there a free trial extension available?
  • How do I connect my Slack workspace?

Vertical SaaS

Speaks the language of your specific industry, whether that's healthcare, legal, real estate, or logistics workflows.

Sample queries:
  • Is this platform HIPAA compliant?
  • Can this integrate with our existing workflow tool?
  • How do I set up a custom report?

Tools Your Agent Connects With

Your agent doesn't replace your existing tools. It works with them.

I

Intercom / Zendesk

Sync conversation history and escalate with full context

S

Stripe

Process plan changes and billing updates directly

S

Slack

Alert your team the moment a churn-risk signal appears

A

Your API

Pull live account and usage data into responses

W

WhatsApp Business

Deploy agent on your WhatsApp number

From First Login to Renewal. One Agent Covers It.

Deploy a support agent built for the SaaS customer lifecycle. Live in a week.

FAQ

Everything you need to know

Common questions from SaaS companies deploying AI agents.

Can the agent make actual billing and plan changes?

Yes. Connected to Stripe or your billing provider, the agent can upgrade, downgrade, or update payment details directly, not just explain how to do it.

How does it detect churn risk?

The agent recognizes language patterns associated with frustration or cancellation intent and routes those conversations to your team in real time, with the full conversation history attached.

Can it help with product onboarding, not just support?

Yes. The agent can walk new and trial users through setup and activation steps, answering questions as they come up instead of sending them to a help center article.

Does it integrate with our support and billing stack?

Yes. Robofy connects to Intercom, Zendesk, Stripe, Slack, and your own API through documented actions, so the agent works alongside your existing tools.

How is this different from a standard SaaS chatbot?

A standard chatbot answers from a help center article. Robofy's agent checks live account and usage data, makes real billing and plan changes, and flags churn risk, only escalating what genuinely needs a person.

Do we need engineering resources to set this up?

No. Robofy handles setup, training on your product and docs, and testing before go-live. Most SaaS teams are live within a week, with light engineering involvement only where API actions are needed.