Trial-to-paid follow-up
Every signup researched and touched while intent is hot — routed to sales when it's real.
Solutions · B2B SaaS
Trials followed up while intent is hot, support deflected with real answers, usage dips caught before renewal calls, and every customer touch on the record.
3×
Faster trial follow-up
62%
Support resolved without escalation
60d
Renewal prep starts, automatically
Representative results · your workload will vary
The job
Every signup researched and touched while intent is hot — routed to sales when it's real.
How-to and account questions answered from your docs, exceptions escalated with context.
Usage, open tickets, and stakeholder changes assembled into a brief before the renewal call.
Activation stalls and adoption dips surfaced to the owner while there's still time to act.
Guardrails
Internal routing and research run freely. Anything customer-facing — outreach, support replies, renewal messages — starts held for approval and widens per motion as trust is earned.
Discounts and contract terms never automate. Every decision stays on the record.
Integrations
Scoped per motion — the support agent reads tickets, the sales agent reads the CRM, and neither sees the other's keys.
Trials get a relevant touch within the hour and renewals stopped sneaking up on us. Same headcount.
Usually trial follow-up or support deflection — both have clear inputs, measurable outcomes, and a week-one payoff. Renewal prep tends to follow once the first role has earned trust.
Yes. Signals can route to automated nurture, to a human rep, or both — the qualification rules are yours, and every routing decision is recorded.
Through your billing and analytics connections it watches activation and adoption signals you define, then briefs the owner — it never messages customers about usage without an approved rule.
Most teams start with one or two standard roles on the Team plan, with model usage included. Bring your own API key on any plan and inference goes to $0.

Start small
Start with one repeatable job. Keep approval over every action, see the results, and expand when you are ready.