# Floe AI — Complete Reference

> One AI across your entire customer lifecycle. Floe demos prospects, onboards users, resolves support, and arms your team for renewal. Voice-first. Real browser automation. Zero integration.

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## What Floe Does

Floe is an AI agent that:

1. **Demos your product** to prospects via video call — navigates your real product in a live browser, answers questions with voice, personalizes every demo to the buyer's role and pain points. Available 24/7.

2. **Onboards new users** — a voice AI overlay injected into your product via a browser snippet. Interviews the user, understands their goals, then clicks, fills, and configures their workspace automatically.

3. **Supports users** — answers questions by doing, not explaining. Navigates to the right screen, shows how things work, and offers to execute tasks on behalf of the user.

4. **Executes actions** in the user's browser — monitors behavior, proactively offers workflows, completes multi-step tasks. Invite teams, configure integrations, build reports.

## How It Works

### Stage 1: Know
Floe profiles the user instantly. Job title, company size, industry, what they're trying to solve. For demos, this happens through discovery questions. For onboarding, through voice interview. Context carries from demo to onboarding — no re-explaining.

### Stage 2: Show
Based on the user's profile, the AI navigates your real product to features that matter most. Not a generic tour — a personalized walkthrough that adapts to every question and interest signal.

### Stage 3: Do
The action layer. Based on user goals, Floe executes setup tasks: creates projects, invites team members, configures settings, fills forms. Users enter a ready-to-use workspace instead of an empty one.

### Stage 4: Stay
Floe remains as a 24/7 copilot. Monitors usage. If engagement drops, proactively offers workflows. If users get stuck, resolves by doing. Tracks goal completion and alerts CS/sales teams for upgrade opportunities.

## Two Modes

### Demo Agent
- Joins video calls with prospects
- Controls a real browser with your product
- Voice conversation with deep product knowledge
- Discovery questions personalize every demo
- Post-call intelligence: buying signals, questions asked
- No demo environment setup needed — Floe handles it
- 15-minute average demo, 24/7 availability

### In-Product Agent
- Injected via one browser snippet
- Voice-first: users talk, the AI listens and acts
- Executes setup: creates projects, invites teams, configures settings
- Ongoing support that resolves by doing
- Proactive engagement when usage drops
- Time-to-Value compression: days to minutes

## Competitive Position

Unlike demo platforms (which end when the call ends), support chatbots (which send articles instead of acting), and onboarding tools (which show tooltips instead of executing), Floe:
- Demos the product
- Onboards users
- Answers questions
- Executes in the user's browser
- Uses voice conversation
- Requires zero integration

No other product checks all six boxes.

## Security & Compliance

- SOC2-ready architecture (certification in progress)
- Low-latency operation (sub-50ms added latency)
- Enterprise-grade data handling
- No persistent access to customer browsers outside active sessions

## Pricing: 30-Day Activation Sprint

Floe offers a 30-Day Activation Sprint that includes:
- AI demo agent configured for your product
- Onboarding flows mapped and automated
- Weekly activation reports and founder syncs
- Target: >15% lift in user activation
- 24/7 Slack access to engineering team
- Post-session intelligence on every call

Book a call: https://calendly.com/aac8584/30min

## Documentation (19 pages)

Full product documentation at https://dev.floe.so/docs covering:
- Getting Started: What is Floe, Quickstart (15-min setup), SDK integration, Security, FAQ
- Concepts: Sites, Ingestion, Exploration, Capabilities, Research, Plans
- Demo Agent: Overview, Setup, Customization (voice, guardrails, discovery questions)
- Onboarding: In-product voice agent for automated user setup
- Support: AI that resolves by doing, not by sending articles
- Product Insights: Account health, session recordings, engagement signals
- Dashboard: Tour of all sections, API execution safety controls

## Glossary (70 terms)

Full glossary at https://dev.floe.so/glossary covering SaaS onboarding, product-led growth, demo automation, customer success, and AI agent terminology. Key terms:
- Time to Value, Customer Activation, Aha Moment, Activation Rate
- Product-Led Growth, Trial-to-Paid Conversion, Product Qualified Lead, Net Revenue Retention
- Demo Automation, Interactive Demo, AI Demo Agent, Self-Serve Demo, Personalized Demo
- Customer Health Score, Churn Rate, Customer Success, Proactive Support
- AI Agent, Voice AI, Agentic AI, Browser Automation, Execution Layer

## Platform Coverage

- **Pre-Sales**: Discovery, qualification, and personalized demos. 24/7 availability. Zero SE bottleneck. Intelligence feeds the handoff to onboarding. https://dev.floe.so/pre-sales
- **Onboarding**: Higher activation. First value in minutes. SHOW mode (learn) and DO mode (execute). Context carries from the demo. https://dev.floe.so/post-sales/onboarding
- **Adoption**: Goal tracking per user. Proactive intervention before churn signals appear. Features surfaced at the right moment. https://dev.floe.so/post-sales/adoption
- **Support**: Execute the fix inside the product, not a help article. Full context from onboarding. CSAT rises, ticket volume drops. https://dev.floe.so/post-sales/support
- **Renewal**: Auto-prepared briefs. Early risk signals weeks before the QBR. Expansion built into every conversation. Higher NRR. https://dev.floe.so/post-sales/renewal

## Company

**Founded by:**
- Amit Solanki (CTO & Co-founder) — Full-stack engineer, AI agents, browser automation, real-time systems. LinkedIn: https://linkedin.com/in/iamsolankiamit/
- Ali (CEO & Co-founder) — GTM and enterprise sales leader. LinkedIn: https://linkedin.com/in/aliakbar-ac/

**Credentials:** 25+ years combined SaaS experience, 10+ AI agents shipped, 100+ churn audits conducted.

**Core values:**
- Action Over Guidance — do it for them, don't teach them to click
- Intent, Not Interface — start with what users want to achieve
- Success is Binary — did the workflow complete? Everything else is noise
- Kill the Friction — compress every step between signup and value

**Links:**
- Website: https://dev.floe.so
- LinkedIn: https://www.linkedin.com/company/activation-engine-for-saas
- Twitter/X: https://x.com/for_trial_users