Aimdoc

What is Aimdoc?

Aimdoc is an AI agent for B2B SaaS revenue and onboarding teams. It identifies visitors on a product website, engages them with context-aware conversations, applies a team's qualification criteria, and routes qualified buyers to a demo or trial. After a user enters the product, its in-app agent can guide them and perform setup tasks by clicking and configuring the application.

The website agent adapts prompts to the current page, uses visitor behavior such as return visits and time on page to time engagement, and keeps context as a buyer moves from the public site into the product. Aimdoc also crawls product pages, documentation, FAQs, and pricing content to maintain its knowledge base.

How to Use Aimdoc

1. Create an agent and provide the product website URL.
2. Let the setup wizard crawl the site and generate the initial knowledge base, persona, goals, and conversation starters.
3. Review the generated configuration and add any custom documents or product knowledge.
4. Embed the website agent and connect the required CRM, scheduling, or notification workflows.
5. On the Activate plan, record in-app task definitions for onboarding and setup workflows.

Core Features

• Visitor identification: Reveals company and person-level signals behind website traffic.
• Context-aware engagement: Changes prompts and responses based on the current page and visitor behavior.
• Conversational qualification: Applies qualification criteria during natural conversations and routes buyers by fit.
• Meeting booking: Schedules demos during the conversation when a visitor is ready.
• Knowledge synchronization: Re-crawls website content and supports custom uploaded materials.
• In-app execution: Guides users and performs recorded setup tasks inside the product.

Use Cases

• Website conversion: Revenue teams engage anonymous visitors and turn qualified interest into demos.
• Trial routing: SaaS companies direct enterprise prospects to sales while sending suitable users to self-service trials.
• Product onboarding: Customer-success teams automate repetitive setup work for new users.
• CRM handoff: Sales teams receive qualified records with conversation context.

Pricing

Aimdoc offers a 14-day free trial without a credit card. Convert is listed at $999 per month and includes the website agent, visitor intelligence, CRM sync, proactive engagement, voice mode, API access, and support. Activate uses custom pricing and adds the in-app agent and app analytics. Enterprise pricing is also custom.

Frequently Asked Questions

Does Aimdoc work inside a product?

Yes. App Mode is available on the Activate plan for in-app guidance and task execution.

How does Aimdoc learn about a product?

Its setup flow crawls the website to build a knowledge base, and teams can add custom materials.