AI chatbot for SaaS that turns trials into customers
Trusted by small businesses
- 1.5M+conversations a year
- 4.8
G2 · 911 reviews - 4.8
Trustpilot · 191 reviews
Six jobs your SaaS AI chatbot takes off your team
Whatever they ask, it has an answer — or a person who does
- Is there a free plan?
- Do you have SSO?
- Can I import from a spreadsheet?
- Can I add more seats mid-month?
- Do you have a status page?
- How long is the free trial?
- Do you offer onboarding?
- Do you have a partner program?
- Do you integrate with Slack?
- How do I reset my password?
- Do you offer annual billing?
- Is there a mobile app?
- Can I get an invoice for my company?
- Can I change plans later?
- Can I invite my whole team?
- What's new this month?
- Can I cancel any time?
- Is there an API?
- What's on your roadmap?
- How do I export my data?
- Is there a startup discount?
- Where is my data stored?
- Does it work offline?
- Can I talk to sales?
Your release day — and your agent's
Standup with the dev team
Can managers approve shift swaps from their phone?
Yes — in the Shiftly app, under Requests. Managers get a push notification for every new swap.
Answered from your docs
On a call with your biggest customer
We run five cafés. Can we see a demo before the trial?
Of course — our team will show you how multi-location schedules work in 30 minutes.
Pick a time that suits you:
Demo booked: Thursday, 11:00
Shipping the new release
We were charged twice this month. Can you refund one of them?
Sorry about that! Billing is handled by our team — Sam will sort it out today.
Sam Ortiz · Customer successHanded to Sam, customer success
Asleep — a prospect in another time zone isn't
Do you have an enterprise plan for 300 staff?
We do — Enterprise is for teams over 100, with custom limits and a dedicated manager. Shall our sales team call you with a quote?
Yes, please.
Leave your name and phone, and the sales team will call you tomorrow.
Hannah555 019 3368New lead: Hannah
Before standup, you open your email
- Your AI agentChat transcript — Hannah“Do you have an enterprise plan for 300 staff?” · Hannah, 555 019 3368
- Your AI agentChat transcript — handed to you“We were charged twice this month. Can you refund one of them?”
- Your AI agentChat transcript — demo booked“We run five cafés. Can we see a demo?” · Thursday, 11:00
- Your AI agentChat transcript“Can managers approve shift swaps from their phone?”
- 4
- conversations
- 2
- deals in the pipeline
- 0
- tickets waiting
Nobody waited for a reply — not the prospect at 11 pm, not the customer with the double charge.
Wherever prospects and users reach you
Add it to your marketing site
- 1Create your agentPaste your website's address — the agent learns your product, plans and docs. Add PDFs or help articles it can't reach.
- 2Make it yoursPick its name, tone and colours, and the topics it hands to sales or support.
- 3Add it to your sitePaste one line into your site builder or your app's layout — on every page, or only on pricing and docs.
Works with the way your site is built
Replies to support email
Questions sent to your support inbox get a clear answer from your docs — and the agent hands bugs and billing to your team.
Re: Timesheets for payroll
Answers on WhatsApp
Users who'd rather message than open a ticket write to your number, and the agent replies with the same knowledge as on your site.
Hi! My staff can't see next week's schedule in the app
Hi Leo! The schedule shows once it's published — open it on the web and press Publish in the top right. Staff get a notification right away.
That was it, thanks!
Glad it works 🙂 Anything else I can help with?
Answers on Messenger
People who find you through your Facebook page ask there, and get an answer before they open a competitor's tab.
Hi, does Shiftly work for restaurants?
Yes — most of our customers are restaurants and cafés. You can plan shifts by role, track hours and see labor costs next to sales.
Try it free for 14 days:
Learns your product. Builds itself.
Builds itself from your website
Paste your website's address and press Enter. The agent reads your site the way a new hire would in their first week — features, pricing, integrations, the help center — and turns it into its own knowledge and instructions. Add the PDFs and docs it can't reach, and it learns those too.
Asks you what it doesn't know
Your docs never cover everything. When someone asks something new, the agent doesn't make it up — it asks you, and from then on answers it by itself.
Never invents a feature you don't have
Asks you with the user's question
Learns from your reply
Hands people to you when it should
Bugs, billing and big deals need a person. You choose the topics, and the agent hands the conversation over with your team's contacts instead of guessing.
You choose the topics it hands over
Offers your team's email or phone
The chat is in your dashboard and your email
- Every chat in your dashboard
- Each transcript in your email
- Your rules and tone
Try it with your product's website
- 1. Enter your website
- 2. Shape your agent
- 3. Add to website
The SaaS AI agent playbook
Show the playbook for
What prospects and users ask about most. Your agent finds most of it on your site — add the rest yourself.
B2B software knowledge checklist
Tick what your agent already knows; add the rest to its knowledge.
Product
Plans and billing
Help and how-to
Sales and trust
The first thing people see. Short, in your voice, with one clear next step.
Buttons under the greeting, so people start with one tap. Pick up to four and drag them into order — lead with the question that brings in trials.
On your widget 4 / 4
- Is there a free trial?
- Can I book a demo?
- How much does it cost per user?
- Which integrations do you have?
More ideas
Rules for the moments that need care. Add them in a sentence each — here's how they play out.
Roadmap and future features
Never promise a feature or a date that isn't on the site. Offer to pass the request to the product team.Will you add a Gantt view soon?
It's not in Shiftly today, and I can't promise dates — but I'll pass your request to the product team. Can I take your email?
Refunds and billing problems
Explain the refund policy, but hand every refund or charge problem to customer success.I forgot to cancel and got charged. Can I get it back?
Refunds are handled by our team — Sam in customer success will check your account today. Here's how to reach him.
Security and compliance
Answer security questions only from the published security page. Hand questionnaires and audits to the team.Can you fill in our security questionnaire?
Our team handles security reviews — I'll connect you. Meanwhile, our security page covers how data is stored.
Bugs and outages
Don't guess at a cause. Point to the status page and collect the details for the support team.The app won't load for anyone on my team.
Sorry about that! Please check status.shiftly.app — and leave your email so support can follow up with you directly.
Competitors
Never criticise other products. Explain what yours does and offer a demo.Why are you better than the other scheduling apps?
I can only speak for Shiftly: shift swaps, timesheets and labor costs in one place. Want to see it in a 30-minute demo?
Switch these on so questions turn into trials, demos and happy users.
- Contact formTakes names and work emails from prospects ready for sales — the leads land in your dashboard.
- Action buttonsStart a trial, open the docs or the upgrade page, one tap away.
- Human handoffHands billing, bugs and enterprise deals to the right person on your team.
- Follow-upWrites again if a prospect goes quiet before booking a demo.
- Calendly or Cal.comBooks demos and onboarding calls on your team's calendar.
- HubSpotTurns finished chats into contacts and tickets in your CRM.
- IntercomHands a chat to your support team with its context intact.
- SlackPosts each finished chat to your team's channel.
What SaaS teams most often miss before going live.
- Docs on another domainIf your help center lives on its own subdomain, add those pages to the agent's knowledge too.
- No rule for the roadmapWithout one, the agent may say “soon”. Tell it never to promise features or dates.
- Limits only in the appSeat, usage and API limits are top questions — put them on the pricing page or in the knowledge.
- Sales and support in one queueSet different handoff contacts for billing, bugs and big deals, so each lands with the right person.