Frequently Asked QuestionsCopy link to this section

Getting startedCopy link to this section

How long does setup take? About 15 minutes for the basic setup. Create a site and add your content sources; Floe prepares the demo context from there. The Quickstart walks through it.

Do I need engineering resources? No. Floe handles everything via demo automation. For deeper embeds with the Browser SDK: one script tag, which takes about 30 seconds to add.

What if my product is complex? Floe works better with complex products. The more screens, workflows, and features you have, the more value the agent provides by tailoring the walkthrough to the specific prospect on the call.

The AI agentCopy link to this section

How does the agent know my product? You feed Floe your documentation, knowledge base, and videos through ingestion. Owners and Admins can also add Ready Reference Guides for facts such as pricing or support that are absent from those sources. Floe uses that product knowledge to answer questions, while the demo context Floe prepares controls navigable walkthroughs.

Can the agent handle questions it wasn't trained on? The agent is grounded in your content and Ready Reference Guides. If someone asks about a feature you haven't documented or added directly, the agent will acknowledge that honestly rather than making something up. Better to say "I don't have details on that, let me connect you with the team" than to hallucinate.

Does the agent follow a script? No. Every conversation is dynamic. The agent adapts to what the user asks, what they seem interested in, and what they're trying to accomplish. No two demos or onboarding sessions are the same.

What languages does the agent support? English and Hindi, on the demo and website agents. Enable both and a visitor can switch mid-conversation, and the agent will follow if they start speaking the other one. The onboarding and support agents are English-only. See Languages & Voices.

Demo agentCopy link to this section

Can I watch a demo the agent runs? When demo recording is enabled for your deployment, Floe captures the transcript and screen state so you can replay the recorded session in the dashboard.

What if the prospect asks something unexpected? The agent handles tangent questions naturally. If someone asks "what about your pricing?" in the middle of a feature walkthrough, the agent answers and returns to the demo. If it genuinely can't answer, it offers to connect them with your team.

Do prospects know they're talking to AI? Yes. Transparency is important. The agent introduces itself as an AI assistant. In our experience, prospects care more about getting a good demo on their schedule than whether the presenter is human.

Website agent (Ask Floe)Copy link to this section

Can Floe answer questions before starting a demo? Yes. The Ask Floe website agent is a top-of-funnel chat that sits on your marketing site and answers visitor questions — grounded in your product content — before anyone commits to a full demo.

Does it show contextual nudges as I scroll? Yes. Nudges are page-scoped and section-aware: as a visitor reads a page, the agent can surface a short prompt tied to what's on screen. You control the copy and can turn any page's nudge off from the dashboard.

Can it hand off to a live demo in place? Yes. When a visitor asks to see the product, the same session transitions into a live demo — the agent opens your real product alongside the chat. No new tab, no form, no scheduling.

Is the website agent a separate product from the demo agent? No. They're two phases of one agent on one session, sharing the same product knowledge. The website agent handles the top-of-funnel Q&A; when the visitor is ready it becomes the demo agent.

Do visitors have to talk to use it? No. The visitor's microphone starts muted, so they can simply type. Voice is there if they'd rather talk: opening with Talk to me asks for the microphone once the agent's spoken welcome finishes, and a text start never asks at all. Note that the agent does speak its replies aloud from the first message; the visitor can mute the speaker if they'd rather read.

Onboarding agentCopy link to this section

Does the agent change my product's UI? No. The agent overlays on top of your product. Your UI stays exactly the same. The overlay handles the conversation and directs the user's attention.

What happens if the agent makes a mistake? The agent works within your product's existing UI and validation. If it tries to submit invalid data, your product's own error handling catches it.

Can I control which flows the agent automates? Yes. Floe configures the capabilities and guided workflows the agent uses during setup. To change a flow, update the relevant source content, re-run ingestion, then ask us to refresh the demo context.

Security and privacyCopy link to this section

Does Floe store my product's data? Floe processes the public documentation and other content you configure as Customer Data only to provide the service. Self-service ingestion accepts publicly accessible URLs only; private sources are not supported, and you must not provide credentials, cookies, or tokens. Customer Data is retained for your subscription and deleted within 30 days after termination, unless law requires otherwise; backups are purged within 30 days of deletion. Access is limited to your organization, authorized Floe personnel, and the service providers needed to operate Floe, as described in the Privacy Policy. Floe does not access your database. Session recordings are handled separately and retained for 90 days by default.

Is Floe SOC2 compliant? Our architecture is SOC2-ready (certification in progress). Enterprise customers can request our current security documentation.

Can I restrict what the agent can access? Yes. Enabled API endpoints restrict only the agent's direct API calls. Browser actions use the configured demo account and follow your product's existing permissions, validation, and error handling.

What about GDPR? Session recordings are retained for 90 days by default. Users can request data deletion. Identity and visitor analytics collection can be gated behind your own consent banner — see Consent gating.

PricingCopy link to this section

How does pricing work? Book a call to discuss pricing, expected usage, credits and the right setup for your product. The Floe team will confirm your quote and commercial terms.

Is there a free trial? Book a call to discuss evaluation options and confirm any trial terms for your use case.

TechnicalCopy link to this section

Does Floe work with single-page applications? Yes. Floe handles JavaScript-heavy applications and SPAs.

What browsers does the overlay support? Chrome, Edge, Firefox, and Safari. The website and demo agents adapt their layout to phones and tablets; the in-product onboarding and support overlay is optimized for desktop.

Does Floe add latency to my product? The overlay loads asynchronously and does not block your product's rendering. Users won't notice any performance difference.

Can I style the overlay to match my brand? Set your logo, an accent color, and the booking call-to-action label in your site settings. The rest of the overlay uses Floe's own styling.