Will it recommend the right plan?

It explains your plans from your pricing page and docs. Add custom instructions, like which plan suits a given team size, and it follows them on top of your content.

Can it look up a customer’s account?

With an API action pointed at an endpoint you control, it can fetch live details like plan, usage or invoice status and answer from them.

How do demo requests reach sales?

Each one lands in the Lead manager, tagged as a demo or meeting request, with a summary of what the prospect asked about. Export to CSV, or send it to your CRM with a webhook action during the chat.

Does it keep up as the product changes?

Smart re-sync re-crawls your site and updates only the pages that changed, so new features and pricing changes reach the assistant without starting over.

SaaS

An AI chatbot for SaaS that answers evaluators and books demos.

BusinessLyft answers product, pricing and integration questions from your docs with citations, reads the pricing or docs page your visitor is on, and sends qualified evaluators straight to a demo.

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The SaaS problem

Evaluators want answers now, not a demo next week.

Someone comparing tools has a list: does it integrate with HubSpot, is SSO on this plan, is there an API, how does pricing scale with seats. If your site makes them book a call to find out, many will choose the competitor whose docs answered first.

BusinessLyft answers from your documentation, pricing page and changelog, and shows the source for each answer, which technical buyers expect. With PageSense, “does this plan include SSO?” is answered from the plan the visitor is looking at.

When the questions show buying intent, like seat counts, timelines or procurement, it suggests a demo and hands sales a summary of everything the prospect already asked.

Docs answers with citations
Plan questions answered from the pricing page
Demo requests tagged and summarised
Account lookups through your API

What visitors ask

What evaluators ask before they talk to sales

Evaluation questions, answered from your docs and pricing page instead of a sales call.

Product

“Does it integrate with HubSpot?”
“Is there a public API?”
“Can I import data from a CSV?”
“Does it support SAML SSO?”

Pricing

“Does the Growth plan include SSO?”
“How does pricing change with more seats?”
“Is there a discount for annual billing?”
“What happens when the trial ends?”

Buying

“Can we get a demo for our team?”
“Do you sign a DPA?”
“Is there a sandbox we can test in?”
“Where is our data hosted?”

Example conversation

From plan question to demo request

An evaluator on an example SaaS pricing page, answered from the page, then routed to a demo.

Ledgerly

ledgerly.example/pricing

PageSense on. Reading /pricing.
Visitor: Does the Growth plan include SSO?
Ledgerly: SSO is on the Scale plan, not Growth. Growth includes up to 25 seats and API access; Scale adds SAML SSO and audit logs.
Visitor: We’d need about 40 seats. How would that work?
Formula: seat pricing. 40 seats × $18 = $720 a month
Ledgerly: On Scale, 40 seats come to $720 a month, with a discount for annual billing. Would a 30-minute demo with our team help?
Visitor: Yes, we’re deciding this quarter.
Lead form. Work email and company collected in the chat.
Ledgerly: Thanks! You’ll get an email with demo times shortly, and the team will already know you need SSO for 40 seats.
Lead scored Hot · Demo or meeting. 40 seats, needs SSO, deciding this quarter.

How it works

Set it up for your product

Built to sit alongside your docs, your pricing page and your CRM.

1
Train it on your docs

Crawl your docs, pricing, integrations and changelog pages. Smart re-sync keeps answers current as you ship.
2
Turn on PageSense

Start from the “PageSense for docs” recipe, so plan and setup questions are answered from the page in view.
3
Connect your systems

Add an API action for account or usage lookups, and a webhook that creates a lead in your CRM.
4
Route demo requests

Offer your demo booking link as a button, and use custom instructions to ask for team size and timeline first.

The features behind it

What SaaS teams use most

The features SaaS teams lean on most.

Good to know before you start

It isn’t a ticketing system

It answers questions and collects details. Tickets, SLAs and escalations stay in your helpdesk.
Human handoff is coming soon

For now, when it can’t help, it says so and collects the visitor’s details for your team.
Docs must be public or uploaded

It answers from pages it can crawl and files you upload. Content behind a login needs adding as documents.
Account lookups need your API

Checking a customer’s plan or usage requires an API action pointed at an endpoint you control.

FAQ

Questions, answered

Docs, plans, account lookups and demo routing.

Yes. Crawl your docs, or upload them as Markdown, HTML, PDF or Word files, and it answers from them with a link to the page it used. Technical buyers can check the detail for themselves.

Keep exploring

Other industries

The same assistant, set up for how other businesses win customers.

Your next customer is on your site right now.

Let BusinessLyft talk to them, qualify them and hand them to you. Live in under 30 seconds.

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