Documentation

Floe documentation

Everything you need to set up Floe, feed it your product knowledge, and deploy an AI agent that demos, onboards, and supports your users.

Getting Started

What is Floe

Floe is the AI demo agent for B2B SaaS. It runs a live, voice-led demo on your real product the moment a prospect clicks, qualifies them, and briefs your AE.

Quickstart

Get Floe running on your product in 15 minutes. Create a site, add content, and watch the AI agent learn your product.

Security & Privacy

How Floe handles data, session isolation, GDPR compliance, and enterprise security controls.

FAQ

Frequently asked questions about Floe: setup, security, pricing, integration, and how the AI agent works.

Concepts

Sites

A site represents one product that Floe learns about. Sites contain content, explored screens, and guided plans.

Ingestion

Floe's ingestion pipeline reads your product's documentation, knowledge base, and videos so the AI agent can understand your product.

Exploration

Floe navigates your product to understand every screen, form, and workflow so the AI agent knows how to use it.

Capabilities

Capabilities describe what users can do on your product. Floe generates them automatically from your content and product screens.

Research

After ingestion and exploration, Floe's research pipeline analyzes your content and screens to build deep product understanding that powers the AI agent.

Plans

Plans are step-by-step task flows that define how the AI agent guides users through onboarding, demos, and product workflows.

Demo Agent

Floe's AI sales engineer joins video calls, navigates your real product, and runs personalized demos with voice conversation.

Demo Agent Setup

How to set up Floe's demo agent for your product: prerequisites, configuration, and launching your first demo session.

Demo Agent Customization

Customize the demo agent's voice personality, product emphasis, guardrails, and discovery questions to match your sales motion.

Website Agent

The website agent — Ask Floe — answers visitor questions on your marketing site, shows contextual nudges as they scroll, and hands off in place to a live demo when they're ready.

Website Agent Setup

Enable and configure the website agent: identity capture, scroll nudges, opener suggestions, ICP personas, and the live-demo hand-off — then embed it on your marketing site.

Onboarding

Onboarding Agent

Floe's in-product agent interviews users, understands their goals, and configures their workspace automatically via voice conversation.

Support

Support Agent

Floe answers support questions by navigating to the right screen and doing the task, not by sending help articles.

Product Insights

Track account health, adoption, engagement signals, and buying intent across every customer interaction with Floe.

SDK

Browser SDK

Add Floe to your site with one script tag and a Floe() call. Configuration for demo mode, the website agent, embedding, and personalization.

Dashboard

Dashboard Overview

A tour of the Floe dashboard: what each section does, how navigation works, and where to find what you need.

API Execution

Control whether the Floe agent can call your product's APIs directly, with per-endpoint safety controls, rate limiting, and dry-run mode.