What is Floe

Floe is an AI customer success agent. It demos your product to prospects, onboards new signups, answers support questions, and executes actions directly inside the user's browser. Voice-first. Real browser automation. Zero integration.

The activation gap

Most SaaS products lose 70% of trial users before they reach the aha moment. The user signs up, sees an empty dashboard, and faces a question no tooltip can answer: what do I actually do here?

The distance between signup and first value is the activation gap. Users don't fail to sign up. They fail to achieve customer activation. They never configure their workspace, never import their data, never reach the moment where the product proves it was worth their time.

Tooltips don't close this gap. They add steps. Help docs don't close it. They require the user to leave the product and read. The only thing that reliably works is doing the setup for them.

That's what Floe does.

The four stages

One AI agent covers the entire customer lifecycle. Every other tool on the market handles one moment and disappears. Floe stays with the user from first demo to daily use.

Looking for the GTM framing? See Pre-Sales for demo and qualification outcomes, or Post-Sales for onboarding, adoption, support, and renewal.

Demo

A prospect clicks a link, joins a video call, and talks to an AI that navigates the real product in a live browser. The AI asks about their role and goals, then walks through the product based on their answers. The prospect can interrupt, ask questions, and steer the conversation. The demo adapts in real time.

Without Floe: the prospect fills out a form, waits days for a calendar invite, and gets a canned walkthrough from an SE who has had 8 demos that week. If the prospect is in a different time zone, tough luck.

Onboard

A new user signs up and the AI overlay greets them with voice. It asks what they're trying to accomplish, then clicks, fills forms, and configures their workspace to match their stated goals. The user enters a ready-to-use product instead of an empty dashboard.

Without Floe: the user reads a checklist, watches a product tour, gets confused at step 3, and leaves. Or they schedule a call with CS, wait three days, and get a 45-minute session they don't have time for.

Support

When a user gets stuck, the AI navigates to the right screen, shows exactly how things work, and offers to do it for them. No ticket. No article. No waiting.

Without Floe: the user opens a chatbot, gets a help article with outdated screenshots, tries to follow the steps, gives up, and files a ticket that takes 24 hours to get a response.

Execute

The AI stays as a 24/7 copilot. It monitors usage patterns, proactively offers workflows when engagement drops, and executes complex multi-step tasks on the user's behalf. Invite teams, configure integrations, build reports.

Without Floe: the user figures it out alone or doesn't. Advanced features go undiscovered. Usage stalls. The account churns at renewal.

How it works

Floe controls a real browser with your actual product. Every click is real. Every form fill is real. The user sees their own workspace being configured, not a simulation.

The AI talks like a human SE with natural voice conversation. Prospects talk back. They can interrupt, ask tangent questions, express confusion. The agent handles all of it in real time.

After you set up a site, Floe learns your product by reading your documentation, knowledge base, and product screens. This understanding powers everything the agent does across all four stages.

Context carries over

The demo agent and the in-product agent share a brain. If a prospect saw a demo of your reporting features, the onboarding agent already knows what they cared about. If support resolved a question about integrations, the execution layer remembers the context when the user returns to that workflow later.

No handoffs. No re-explaining. One continuous experience.

Getting started

The fastest way to see Floe in action is the Quickstart guide. You'll create a site, add your product's content, and watch the AI agent learn your product in about 15 minutes.

For a deeper look at each component:

FAQ

Is Floe a chatbot? No. Chatbots send text responses. Floe controls a real browser and executes actions. It's the difference between someone telling you how to cook and someone cooking for you.

Does Floe work with any SaaS product? Floe works with any web-based product that runs in a browser. If your users access it through a URL, Floe can demo it, onboard on it, and support users in it.

Do I need to build an API integration? No. For demos, you need nothing. For onboarding, you paste one script tag. Floe uses the same browser interface your users see.

How is Floe different from Pendo or WalkMe? Those tools add tooltips and product tours. They tell users what to click. Floe does the clicking. It's the difference between instructions and execution. See how Floe runs the post-sales lifecycle for the full stage-by-stage breakdown.

What does it cost? Floe offers a 30-Day Activation Sprint. We configure the agent, prove the value, and if the metrics don't land, you walk. Zero risk.