How do I set up / connect X
Setup and integration steps answered consistently from your documentation, at whatever hour the trial user is actually trying it.
AI chatbot for B2B SaaS onboarding
AI chatbot for B2B SaaS trial and onboarding support
Trial and new-user questions repeat constantly — how to set up, where a feature lives, why something isn't working yet. GoBrise answers those instantly from your own docs, and hands account-specific or billing-decision questions to a person before a trial quietly lapses.
- Trial users ask setup and "where is X feature" questions in the first few days or not at all
- A confused trial user who gets no answer quietly churns instead of complaining
- Onboarding questions cluster right after signup, often outside your staffed hours
- A specific account's data or config issue needs a person, not a general doc answer
Last reviewed 20 September 2026
Quick summary
Procedural
Setup steps, feature location, and general "how do I" questions — answered from your own documentation.
Escalate
A bug, a data problem, or anything tied to a specific account's actual state goes to a person.
$0
Unlimited human live chat on the Free plan while a trial user is still deciding.
24/7
Most onboarding questions arrive in the first 3-5 days of a trial, often outside office hours.
What people actually ask
Real questions this page answers, drawn from the conversations teams like yours handle every day.
Where is the feature that does Y
Feature-location and "how do I do X" questions — the highest-volume category in most trial periods, answered from your product docs.
Why isn't this working the way I expected
General troubleshooting from documented common issues; anything that looks like a real bug or account-specific problem is escalated.
What's included in my trial / what happens after it ends
Trial terms, feature limits, and what happens on conversion or expiry, answered from your published plan details.
Can I get a demo or talk to someone
Routed to your sales or success team via lead capture — a high-intent signal worth catching immediately rather than losing to silence.
How it works
Step 1
Map the first-week question set
Pull your actual support tickets and onboarding-call notes from the first week of trials — this is where the highest-value automatable questions live.
Step 2
Write setup and feature docs the assistant can quote directly
Step-by-step, unambiguous instructions per feature or integration, not marketing copy — the assistant restates what's written, so vague docs produce vague answers.
Step 3
Separate general troubleshooting from real bugs
Document known common issues and their fixes; anything that sounds like a genuine bug or account-specific glitch should escalate rather than get a guessed answer.
Step 4
Install the widget inside the product, not just the marketing site
Trial users ask questions while actually using the product — an in-app widget catches far more of this than a homepage-only install.
Step 5
Test with real new-user confusion
Run actual first-week support tickets through it, including vague or frustrated ones, and confirm the boundary between documented help and real bugs holds.
Step 6
Review weekly during active trial cohorts
A cluster of the same onboarding question escalating usually means a documentation or product-UX gap worth fixing at the source, not just answering better.
Who this is — and isn't — for
An honest read on where GoBrise fits, so you can rule it out quickly if it doesn't.
A good fit if
- A large share of trial-stage questions are genuinely procedural: setup, feature location, how-to
- You want anything resembling a real bug or account-specific issue to reach a person immediately
- Your product documentation is written clearly enough to quote directly
- You see meaningful trial activity outside your team's staffed hours
- You want to catch high-intent "can I get a demo" signals via lead capture rather than losing them
Not the right tool if
- Your documentation is thin, outdated, or scattered across many disconnected sources
- Most trial-stage questions are already genuine bugs or account-specific issues
- You want the assistant to diagnose or fix a technical problem directly — it can't
- Your product changes fast enough that written docs can't realistically stay current
- You have no process for a person to actually pick up an escalated onboarding conversation
Frequently asked questions
Can it fix a bug a trial user is hitting?
No — it can offer documented troubleshooting for known common issues, but anything that looks like a genuine bug is escalated to a person rather than guessed at.
Does it work inside the product, not just the marketing site?
Yes, the same widget can be installed inside your app so trial users can ask questions while actually using the product, which is where most onboarding questions happen.
Can it tell a user why their specific integration isn't working?
General setup steps and common issues, yes. A problem tied to their specific account or data is escalated to a person.
How do we stop it from giving outdated setup instructions?
Keep your documentation current as the product changes — the assistant restates what's written, so stale docs produce stale, wrong answers.
Can it capture a demo request or route it to sales?
Yes, using the same lead-capture and handoff actions available across GoBrise.
Will it reduce our trial-to-paid churn?
It can't promise that directly, but answering onboarding questions in the moment — rather than losing a confused user to silence — is a common lever teams use to improve trial activation.
Can it be white-labelled inside our app?
Yes, on Growth and Business plans the widget shows your own branding with no GoBrise mark.
How much documentation do we need before launch?
Start with your top 20-30 real first-week questions and expand based on what still escalates.
How should we test it before rolling out to all trials?
Load your real docs and run actual first-week support tickets through it, confirming procedural answers are correct and genuine bugs escalate cleanly.
Try it on your own content
Start free with unlimited human live chat, add your content, and judge the answers for yourself.