Onboarding and setup
First-run configuration, connecting integrations, inviting teammates and permissions — answered from your own setup guides at the moment the user is stuck in the product.
Your documentation already answers most of what users ask. The problem is that they ask inside the product, at 2am, in the middle of setup. An assistant grounded in your docs answers there and then — and knows when a question is a bug rather than a how-to.
Last reviewed 17 September 2026
1 source
Approved knowledge
Replies are grounded in your docs, guides, release notes and manual entries—not general guesses.
1 thread
AI-to-agent continuity
Users keep the same conversation when a support agent or engineer takes over.
24/7
Self-serve coverage
Documented setup and plan questions can be answered while your team is offline.
Growth+
Automatic content updates
Website crawling and automatic knowledge updates are included on Growth and higher plans.
Four conversation types that dominate SaaS support queues, and how each is handled when the assistant can only answer from your own material.
First-run configuration, connecting integrations, inviting teammates and permissions — answered from your own setup guides at the moment the user is stuck in the product.
Where a setting lives, what a feature does and how to achieve a specific outcome, answered from current docs and release notes instead of a stale help article.
Plan differences, usage limits, invoices, seat changes and upgrade paths answered from your published pricing and billing content, with anything account-specific passed to a person.
When the question is a real defect or something specific to one account, the conversation escalates rather than receiving a plausible-sounding workaround. Your engineer reads the whole thread.
Your knowledge base is what the assistant is allowed to answer from, so updating your docs updates the answers. Website crawling and automatic knowledge updates keep it current on Growth and above. Every conversation, AI or human, lives in one shared inbox.
Step 1
Separate questions with stable, documented answers from work that requires account access or engineering investigation. Installation, configuration, plan limits and documented API behaviour are good starting points. Password resets, billing adjustments, security incidents and suspected defects need authenticated workflows or a person. Writing this boundary first keeps the assistant useful without pretending that documentation can diagnose every account-specific problem.
Step 2
Add current setup guides, feature documentation, billing explanations, API references and release notes. Archive superseded instructions and resolve conflicting terminology before indexing. If an API has several versions, label each version and its deprecation status clearly. If a feature differs by plan, put the eligibility beside the instruction. The assistant can only distinguish these cases when the underlying documentation does.
Step 3
Install the JavaScript snippet on the marketing site or web product where your application permits it. Configure the welcome text around the user's likely task rather than a vague greeting. Test the widget in signed-out pages and inside the application shell, including narrow screens. A widget installation does not automatically give GoBrise access to the signed-in user's account, so account data should remain a human or separately integrated workflow.
Step 4
People ask “why won't this connect?” rather than quoting the heading of an integration guide. Build a readiness set from real tickets, onboarding calls and search terms. Test follow-ups such as “what about EU accounts?” and requests that combine plan eligibility with configuration. Confirm that the assistant retrieves the correct version, preserves context and escalates genuine bugs instead of presenting a generic troubleshooting step as a diagnosis.
Step 5
During normal use, the assistant answers supported questions from the knowledge base. If it is uncertain, cannot find an answer or the user requests a person, the conversation escalates with its history. An agent can read the attempted path before replying. Once an agent replies or takes over, AI generation stays off for that conversation, which is particularly important when an engineer is gathering logs or discussing account-specific behaviour.
Step 6
Review repeated handoffs by theme. Several users asking the same undocumented question may indicate a missing guide; repeated confusion after a release may mean the existing page is outdated. Update the authoritative source, re-test the question and keep version-specific material explicit. Growth and higher plans can use website crawling and automatic updates, while lower tiers require manual maintenance. The process improves support by improving the documentation itself.
GoBrise fits a focused support workflow. It does not try to replace engineering investigation, account administration or a complete customer-engagement suite.
API documentation can be used as knowledge content when it is supplied through a supported source such as website content, a document or a manual entry. Clear version labels, authentication requirements, parameter definitions and examples improve retrieval. The assistant explains what the documentation says; it does not automatically execute API calls or inspect a customer's request. Keep secrets and private credentials out of the knowledge base, and route account-specific debugging to an engineer.
GoBrise provides an embeddable website chat widget installed with a JavaScript snippet. It can sit inside a web application where that application allows the script, and the experience combines AI replies with human takeover in one thread. It is not a claim of feature parity with Intercom's broader Messenger ecosystem, mobile SDKs or outbound tools. If you require native mobile support or a particular framework integration, confirm that requirement before rollout.
Yes, provided those distinctions are explicit in the source material. A useful article says which plans include the feature and which software versions the steps apply to. Do not rely on an old page title or an implied release date. Test questions that mention each plan and version. If the user's entitlement is private account data rather than something stated in the conversation, an agent or secure integration must verify it.
Not merely because the widget is embedded in your application. The public assistant is designed to answer from approved knowledge content. Accessing a private account, subscription state, logs or billing record requires a deliberate, authenticated integration and appropriate authorisation. Unless that capability has been confirmed for your setup, the safe workflow is to collect context and hand the conversation to a support agent who can use your existing internal tools.
The assistant can provide documented troubleshooting steps when the symptoms match approved material. It should not claim that a defect is confirmed or invent a workaround from weak evidence. An uncertain, unsupported or account-specific issue escalates into the shared inbox with the prior conversation attached. Once an agent or engineer responds, the AI remains silent in that thread so technical investigation can continue without automated interruptions.
On Growth and higher plans, website crawling and automatic knowledge updates can keep indexed web content aligned with published changes. Other sources and lower plans need manual maintenance. Automation does not remove editorial responsibility: release notes should identify changed behaviour, old instructions should be removed or marked by version, and important questions should be re-tested after a release. A crawler can ingest a contradiction just as easily as a correct update.
Multiple AI agents are available on Growth and higher plans. A SaaS company might separate public pre-sales questions from existing-customer setup guidance, giving each agent a focused source set and instruction boundary. That can reduce irrelevant retrieval, but it still requires careful routing and maintained content. Confirm the current plan allowance and design the handoff path before splitting a single well-tested assistant into several agents.
One AI conversation is the complete back-and-forth session, not each individual message inside it. A user can ask an initial setup question and several follow-ups within that session and it counts once. Conversations handled only by people are not counted as AI conversations. The current published plans include 500 per month on Starter, 2,000 on Growth and 7,500 on Business, with optional top-up credits and custom Enterprise limits.
Yes. A user can ask for a person, and the assistant can also escalate when it lacks support for a useful answer. The agent receives the same thread instead of asking the user to repeat the issue. Human live chat is available on every plan, including Free. After an agent reply or takeover action, the AI does not resume in that conversation, regardless of later status changes.
Use a set of real questions covering onboarding, configuration, billing, limits, API versions, recently changed features and genuine bug reports. Score whether the answer is correct, complete and supported by current documentation, and whether unsafe cases hand off. Test follow-up questions because context errors often appear on the second message. Involve support and product owners in reviewing misses; the right fix is often clearer documentation rather than a looser AI instruction.
Answer endpoint, auth, and rate-limit questions instantly from your API docs, with account-specific technical issues escalated to a person. Start free.
Answer setup and feature-discovery questions instantly during trial, with account-specific issues escalated before a trial lapses unanswered. Start free.
Answer plan, upgrade, and billing-cycle questions instantly from your published pricing, with account-specific disputes escalated to a person. Start free.
Answer cancellation-process and data-retention questions instantly, while routing retention conversations to a person at the moment of highest intent. Start free.
How software teams use the platform end to end.
How your content becomes searchable, grounded answers.
What happens when the AI should not answer.
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