Home / Docs / What is Floe

What is Floe

Floe is the AI demo agent for B2B SaaS. It runs a live, voice-led product demo the moment a prospect clicks, on your real product, qualifies the account against your ICP, and hands your AE a structured brief. It replaces the demo request form and the wait for a sales engineer.

The demo gate is the conversion gate

The average B2B SaaS company spends $200 to $400 acquiring every website visitor. Most of them hit a "Book a Demo" form and leave. Median demo form conversion sits at 1.5%. 57% of prospects lost to scheduling delay have already talked to a competitor by the time the AE picks up the slot.

The fix is not a better form. The fix is removing it.

What Floe does

When a prospect clicks the demo call-to-action, Floe opens a live voice call in the browser — no form, no calendar, no email confirmation. The conversation follows the same five-step shape every time:

  1. The call opens. A live voice demo starts in the browser. Floe is ready at any hour.
  2. Floe runs discovery. It asks role, goal, and the problem the prospect came to solve. The next ten minutes are built on those answers.
  3. The walkthrough is theirs. Floe drives your real product on screen and shows the path that matters to this prospect.
  4. They ask, Floe answers. Questions are handled in the moment, grounded in your docs and your live product, not pushed to a follow-up email.
  5. They steer. The prospect jumps to what they care about and Floe follows. A conversation, not a fixed tour.

For the full mechanism — discovery, grounding, qualification, setup, security — see How It Works.

Answer the question before the demo

Not every visitor is ready for a demo the moment they land. Most have a question first. So before the demo, Floe puts an Ask Floe launcher on your marketing site: a top-of-funnel chat that answers questions grounded in your product, surfaces contextual nudges as visitors scroll, and — when someone asks to see it — hands off in place to the live demo above. Same agent, same session, question to demo in one flow. This is the website agent.

What it is not

Floe is not an interactive demo or a recorded walkthrough. Tools like Storylane, Navattic, and Arcade produce click-through tours that play the same way for every viewer. Floe is a live agent that drives the real product UI. The difference shows the moment a prospect asks a question a recording cannot answer. See Interactive Demo vs. AI Demo Agent for the side-by-side.

How Floe learns your product

After you set up a site, Floe reads your documentation and explores your product UI on its own. It maps every screen and workflow. No manual tour-building. No engineering project. Floe re-learns your product every time you ship a new feature, so the demo stays in sync with the product.

The fastest way to see this in action is the Quickstart guide — a site, content, and a working demo agent in about 15 minutes.

How qualification turns a click into pipeline

While the demo runs, Floe scores the prospect against your ICP using their discovery answers. A high-fit account reaches your AE with a structured brief in your CRM: what they asked, what landed, where intent showed. A low-fit visitor gets a self-serve path. Your AE only sees the meetings worth taking, and walks in already briefed.

Pricing

Pricing is tailored to what you're running, not a fixed sticker number. Each demo runs up to 15 minutes on your real product. No setup fee, live in 48 hours, no engineering required. Talk to us and we'll put together a plan that fits.

Getting started

For a deeper look at each component:

FAQ

Is Floe a chatbot? Floe can answer questions in chat — that's the Ask Floe website agent. But it isn't a support chatbot. Answers are grounded in your product, and it declines honestly when it doesn't know rather than guessing. And it doesn't dead-end at text: when a visitor is ready, the same agent hands off in place to a live voice demo and drives your real product. The chat is the on-ramp to the demo, not a replacement for it.

Does Floe work with any SaaS product? Any browser-based B2B SaaS. Floe learns your product by reading the docs and exploring the UI. No custom build.

Do I need to build an API integration? No. For demos, you share a link and nothing else. For deeper SDK embeds, one script tag.

How is Floe different from Storylane or Navattic? Those build recorded, click-through tours. Floe runs a live agent on your real product that answers questions and adapts in real time. See Interactive Demo vs. AI Demo Agent and Best AI Demo Agents for the side-by-side.

What does it cost? Pricing is tailored to your demo volume, with no setup fee. Reach out and we'll put together a plan.