IT services & SaaS

From demo request to happy customer.

Website leads get an instant reply, demos book themselves, onboarding runs on autopilot, and support answers come straight from your docs.

How it works

Sell, onboard and support in one place.

1
Qualify and book demos
Leads who message you get a chatbot that asks team size and use case, then books a demo with your sales team.
2
Onboard new users
A drip sequence walks new sign-ups through setup over their first days, and stops when they reply so your team can help.
3
Alerts from your systems
Use the REST API and webhooks to send renewal reminders, usage alerts or OTPs from your own product.

Built for software and services teams

Website and ad leads
Website forms and Facebook lead forms saved as contacts, with a welcome message.
Demo-booking chatbot
Qualify by team size and use case, then book a demo.
Onboarding sequences
Step-by-step setup messages that stop when a user replies.
AI support from your docs
Answers from your help articles and website, with handover to an agent.
REST API and webhooks
Send messages from your product and get replies back.
Sales and support inbox
Route chats to the right team and keep the full history.

Questions

Can we send WhatsApp messages from our own software?

Yes. Automate AI has a REST API to send approved templates and messages, and webhooks that report replies and delivery status back to your systems.

Can AI answer product support questions?

Yes. The AI Assistant answers from your documents and website, and hands the chat to your team when it can’t help.

Can we onboard new users on WhatsApp?

Yes, with a drip sequence of approved templates sent over days, which stops when the user replies.

Can a chatbot book demos?

Yes. A chatbot can ask qualifying questions with buttons, offer demo slots and assign the lead to a sales rep.

Connect your website leads, switch on a demo-booking chatbot and onboard users automatically.