SaaS

AI agents for SaaS companies

Resolve product questions, guide onboarding, and keep renewals moving — grounded in your docs and live account data. Trilogy runs on Voiceflow (70% ai resolution rate).

Teams of every size trust Voiceflow for AI automation across their business

Common use cases

What teams in saas automate first

Every one of these is a real agent conversation, running in the channel the customer started in.

An expired SSO certificate diagnosed from the live configuration, fixed in-thread, and a seat request handed to a human with context.
See how support agents are built
A new workspace set up, data connected read-only, the team invited, and the first project shipped inside the first session.
See how onboarding agents are built
An invoice spike explained from real seat changes, contractor seats scheduled to drop off, and the plan right-sized against actual usage.
See how billing agents are built
A renewal at risk turned into a right-sized plan — usage-honest options instead of a generic upsell, with seats ready to come back.
See how retention agents are built

70%

AI resolution rate

Trilogy reached a 70% AI resolution rate across 90 products with an AI solution that scales support and deflects tickets from human agents.

Read the Trilogy story

Data security

Certified for customer data. Trusted by product teams.

Production volume, and the certifications to run it on regulated data.

Works with the SaaS stack you already run.

Voiceflow hands off to your human team with the full conversation, so nobody asks the customer to start again.

There is no migration project. Voiceflow sits on top of the CX stack you already run, and speaks to anything else through the API.

Most SaaS teams are live on their existing helpdesk the same day, with no change to their product or billing systems.

Zendesk
Salesforce Service Cloud
ServiceNow
Genesys
NICE CXone
Five9
Amazon Connect
Freshdesk
Twilio Flex
Intercom
Voiceflow

Frequently asked questions

How does the agent stay accurate about our product?

Answers are grounded in your product documentation and the customer's own account data, and anything outside that scope escalates instead of being invented.

Can it take real actions on accounts?

Yes — agents act through your existing APIs and billing system with the permissions you define, and every action is logged with the transcript.

What happens on plan or contract decisions?

Agents are scoped to servicing and information. Commercial judgment calls route to your team with the account context and conversation attached.