SaaS & product

SaaS Onboarding & Product Guide

Get new users up and running faster with an always-on product guide.

SaaS Onboarding & Product Guide: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.

Included from the Pro plan — see plans

SaaS Onboarding & Product Guide: what it does

An in-app assistant that walks new users through onboarding steps, explains features and how-tos, troubleshoots common setup issues, and points to the right docs. When a real bug surfaces, it escalates to your team — so users never feel stuck during those critical first days.

Tasks it can carry out

  • Open a support ticket
  • Notify a team channel
  • Create a page

Example questions

  • How do I invite my teammates to the workspace?
  • Where can I find my API keys?
  • I can't connect my Slack integration — what should I do?
You set it up afterwards; everything can be changed.

More from the library

  • Account Executive — Advance active deals with discovery prep, follow-ups, objection handling and mutual action plans.
  • Deal Desk — Build quotes and proposals from approved pricing, apply discount guardrails and route exceptions.
  • Inbound Lead Qualifier — Respond to inbound leads fast, qualify fit and book the right rep.
  • Lead Generation & Sales Qualifier — Turn every website visitor into a qualified sales opportunity.

See the whole library