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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 prospect in conversation, guided by your ideal customer profile, 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

Most visitors who reach a "Book a Demo" form leave without filling it in. Those who do wait for a reply, and some never get one: when researchers requested demos from B2B SaaS companies, 35% of the top 100 and 63.5% of a sample of 1,000 never replied. The sources are in demo form conversion benchmarks.

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 are best known for interactive demos: click-through tours captured from your product and built ahead of time. 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 builds product knowledge for your demos. No manual tour-building. A hosted demo link needs nothing on your site; embedding Floe on your site takes two script tags, the SDK and its initialisation script. When your documentation changes, Floe can re-read it on a schedule and update what it learned; tell us after a significant change so Floe can refresh the demo context. Changes to your product's screens are picked up by scheduled re-crawls: when the Floe team turns them on for your site, Floe re-explores your product nightly or weekly and keeps the demo agent's guides current.

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

Floe qualifies in the conversation itself. It learns the prospect's role, goal, and the problem they came to solve, and it uses your ideal customer profile to choose which question is worth asking and which part of your product to lead with. Floe drafts that profile from your content, and you edit it. A visitor who doesn't match the profile is not turned away or shown less. After the conversation, Floe gives your team a lead score for the lead: how well they fit the profile and how engaged they were. The prospect never sees it.

After a completed demo, your AE gets a structured brief: what the prospect asked, what landed, where intent showed. It goes to the channels you connect: email, Slack or Teams, and your CRM where that is enabled. Your AE walks in already briefed. See Integrations.

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, and live in about 48 hours with two script tags on your site. 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 from your documentation and configured capabilities. No custom build.

Do I need to build an API integration? No. A hosted demo link needs nothing on your site, and embedding Floe takes two script tags: the SDK and its initialisation script. Either way, the demo agent needs a demo account for your product.

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.