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AI AUTOMATION FOR B2B SAAS & PLATFORMS

Onboarding, support and billing admin that keeps pace with signups.

Every new account brings onboarding emails, support questions, usage check-ins and invoices. Automations handle the preparation so a small team can give each customer real attention.

The recurring jobs
agents can prepare.

  • Onboarding new accounts with the right next step
  • Drafting answers to repeat support questions
  • Spotting accounts that have gone quiet
  • Chasing failed payments politely

AI reply agent

Drafts support replies from your docs for review.

CRM pipeline automation

Tracks trials, renewals and who owns each account.

Invoicing & payment reminders

Drafts payment reminders on your schedule for approval.

Where you stay
in control.

  • Account changes and credits are approved by a person
  • Customer-facing replies wait for review
  • Payment reminders go out only after approval

Tools we often connect

StripeIntercomHubSpotTwentySlackPostgres

Boundaries

Access to production data is read-only and limited to agreed fields unless you decide otherwise in writing.

Other industries

Healthcare & MedTech Sales & revenue teams Developer tools & AI
LET’S FIND YOUR NEXT STEP

Bring the challenge.
We’ll help shape the solution.

Tell us what your team is trying to do, where the current process breaks down, and what a better result would look like.

TELL US THE JOB

Describe the recurring work.
We reply with a plan.

The tools you use today, the job that eats your week, and the one thing that should never happen without you. It lands in a private inbox and we answer by email.

  • No payment, no booking, no subscription
  • A written plan, not a quote pushed at you
  • NDA available before you share anything confidential
1We replyBy email, within one business day.
2Short callTo understand the job and the tools you use.
3Written planWhat runs, where you approve, and what it needs from you.