Aimdoc

What is Aimdoc?

Aimdoc is an AI agent for the customer journey from website visit through product activation and ongoing support. The service identifies companies and people visiting a site, engages prospects in natural-language conversations, applies a team's qualification rules, and routes suitable buyers to a demo or self-service trial. Context gathered before signup carries into the product experience.

Unlike a conventional chatbot or product tour, Aimdoc can operate the customer's application. It navigates screens, clicks controls, fills fields, configures settings, runs exports, and completes setup tasks with the user. Teams teach a repeatable onboarding task by recording the process once and narrating the context.

How to Use Aimdoc

1. Train the website agent on product information and qualification criteria.
2. Define routing rules for demo-ready and self-service prospects.
3. Record important onboarding tasks while explaining the required context.
4. Let Aimdoc qualify visitors and carry their conversation into the trial.
5. Monitor the agent as it completes setup and support actions inside the product.

Core Features

• Visitor identification: Surfaces company- and person-level website activity and high-intent visits.
• Conversational qualification: Applies custom fit criteria without forcing prospects through a rigid form.
• Buyer routing: Sends enterprise prospects to demos and suitable users to self-service trials.
• In-product actions: Navigates, clicks, fills fields, configures settings, and runs customer tasks.
• Recorded onboarding: Learns a repeatable activation process from a narrated recording.
• Persistent context: Retains information from the website conversation during onboarding and support.

Use Cases

• SaaS lead qualification: Identify intent and book demos during the conversation.
• Trial activation: Configure a new account so users reach value in their first session.
• Customer onboarding: Complete personalized setup work instead of only displaying guidance.
• Hands-on support: Run exports, change settings, and resolve task requests for customers.

Pricing

Aimdoc offers a 14-day free trial without a credit card. The analyzed homepage does not state current paid-plan prices.

Frequently Asked Questions

Does Aimdoc only answer questions?

No. It can operate a product interface and complete setup or support tasks for the user.

How does the agent learn an onboarding process?

A team records the task once, narrates the relevant context, and Aimdoc repeats it for future trials.

Does Aimdoc support enterprise controls?

The website states that it provides SOC 2 Type II certification, GDPR compliance, audit logs, and role-based permissions.