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Answers from your docs

The AI Chat Assistant for Software and SaaS

XICBOT guides new users through onboarding, answers feature and pricing questions from your documentation, takes requests for demos and trial access and relieves your support by resolving recurring questions in chat around the clock.

In plain language

This page is for software companies. The assistant guides new users through the first steps. It answers questions on features and prices from your docs. It also names the place where it says so. It takes requests for a demo or a trial account. It may only create something after the user confirms. Only real special cases are meant to go to your support team as a ticket.

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  • Answers with a source reference
  • Loads only after your consent
  • No minimum term, cancellable monthly

Only genuine individual cases land with your team, with full conversation context; as a ticket in your ticketing system in the Custom package.

42 of 48
answers carrying a source reference
XICBOT, own measurement series of 11 September 2026
8 of 8
questions without a basis declined instead of guessed
XICBOT, own measurement series of 11 September 2026
2,670
sections from 70 documents in our own knowledge base
XICBOT, count in our own database
24.1 KB
loader on your page, compressed
XICBOT, own measurement of the delivered files
A feature question from the docs, then an action via your interface that needs confirming, Example conversation, reconstructed
  1. Visitor:Can I assign roles per project or only per account?

  2. Assistant:Per project. One account can read in one project and write in another.

    • Source: manual, section Roles and permissions
  3. Visitor:Does that apply in the trial account as well? Please set one up for me.

  4. Assistant:Yes, the same scope. I can create the trial account — but not unasked. Here is what would happen.

    • Proposal: create trial account · project «Reporting», your email address, role as in the production account · Confirm or Reject
  5. Visitor:Confirmed.

  6. Assistant:The system reports: created, the invitation is on its way. The log records the call with a note that a visitor confirmed it. A second click on the same button does not create a second account.

    • Passed to your interface after visitor confirmation · your system reports the dispatch · Done

Ask it yourself, Assistant of this website

Automated assistant

Enter sends, Shift and Enter starts a new line.

The assistant only loads after your consent. Privacy

What the Assistant for Software and SaaS Takes On

Software and SaaS providers live on activated users and a support team that does not drown in routine questions. This is exactly where an individual AI chat assistant comes in: it knows your documentation, your plans and your most common onboarding hurdles and answers questions in seconds, instead of leaving prospects and trial users waiting in a ticket queue. The support assistant catches recurring how-to questions, via tool control it reads out system and billing status on request, and the conversation analytics show you where users get stuck during onboarding. That turns a trial into a paying customer more often, and your team gains time for the demanding cases.

Whether during a trial, in live operation or on the pricing page: an assistant that knows your product content answers the recurring questions directly and forwards only what genuinely needs a human. It handles six tasks in everyday SaaS work particularly reliably.

  • Guide Onboarding

    The assistant guides new users step by step through the first setup steps, explains features at the right place and thus lowers the hurdle from registration to active use.

    • Answers where the question arises, from your own documentation rather than from general knowledge
    • Names for sourced steps the section they come from — anyone who wants to read on has the source
    • If a step has no stored section, the assistant usually says so and hands over instead of inventing a route
    • If the setup changes, that takes effect after the source has been read in again
  • Feature Questions From the Docs

    «How do I set up a feature?» it answers directly from your documentation and help, pointing to the relevant source, instead of making users search through scattered help articles.

    • For each question the search pulls several excerpts from your sources; sourced statements in the answer carry the number of the excerpt they came from.
    • An answer that used not a single citation is recorded as a gap.
    • Hard figures — deadlines, prices, limits — are held against the source once more after writing, and whatever is not found there is replaced by a correction in the same conversation.
  • Pricing and Plan Questions

    Questions about plans, quotas and billing model the assistant answers from your pricing overview and guides prospects to the right plan, without anyone having to search.

    • Without a stored excerpt the assistant states no price and no deadline, even if the visitor insists.
    • If your pricing page changes, the source is re-read on the configured rhythm; a run that read nothing deletes nothing and leaves the previous state answering.
  • Demo Appointment Request

    For prospects it takes a request for a demo slot right in the conversation and holds the time, without long form chains; the appointment becomes binding once your team confirms it.

    • Every writing action appears first as a proposal with two buttons: Confirm or Reject.
    • What the proposal says is stored and not reworded later — the visitor reads beforehand exactly what will be carried out.
    • A second click does not create a second appointment: the bolt against it sits in the database, not in the interface.
    • Declined or unanswered means nothing has happened. A proposal does not execute itself if nobody replies.
  • Ticket Deflection

    Recurring how-to and standard questions it resolves in chat, so fewer enquiries land as tickets in support and handling time drops noticeably (project experience).

    • The assistant settles standard questions in chat; a ticket is created only when no stored answer applies
    • The ticket stands first as a proposal with its text in clear form — only the visitor's click creates it; the connection to your ticketing system belongs to the Custom package
    • A second click on the same proposal creates no second request
    • If creation fails, the assistant does not quietly repeat it but names the failure and offers the route via the team
  • Status and Account Questions

    On request it reads out system, subscription or billing status from the systems connected in the Custom package via defined actions and states the current status directly in chat.

    • Pure lookups run without a prompt; anything touching a specific transaction stays bound to a confirmation.
    • Every outbound call runs through one connection with target check, a fixed deadline and a size cap; a redirect counts as unreachable.
    • If a connected system stays silent, the call ends as a failure and is not retried quietly — the assistant says it could not retrieve anything.

Two limits belong to this. One answer carries at most five tool calls; anything beyond that is not dropped quietly but logged as capped. And when the monthly allowance runs low, the cap falls to a single round — so the assistant stays able to answer instead of failing mid-month.

Answering From Your Docs, Not Into the Blue

An assistant in the software space is only as good as the answers it gives. That is why XICBOT binds it to your own content: documentation, changelog, help articles and price list are split into sections, and for every question the assistant picks out the sections that might carry it. Sourced statements carry the number of the excerpt they came from; an answer containing not one of these numbers is recorded as a gap. If the search finds nothing, it says openly that nothing is stored on this. A failure of the language model gets a different sentence: these are two different things, and they should sound different too.

Read and Act — With Your Approvals

A SaaS assistant only helps if its answers are correct and its actions run in a controlled way. It reads your product content and status sources and carries out the actions you have approved, from a demo request to creating a ticket. Writing actions do not run unasked: the visitor sees a card with the state word and two buttons and reads, before clicking, exactly the text that was stored with the proposal. The log later records whether a call ran automatically or whether a visitor confirmed it. Which systems the assistant reaches and which fields it may fill you decide; the connection to calendar, ticketing system and internal tools runs via defined actions in the Custom package, more on that under tool control. Anything that needs a human it passes to your team with the full conversation.

One limit is part of the deal: the search compares words, not meaning. A question that shares no word with the section holding the answer falls below the threshold — and then the assistant is instructed to decline rather than guess. No larger language model helps against that; your wording in the docs does, and so does the check set we use before going live to measure which of your typical questions hit the right place. Every question left without a citation in live operation lands as an open point in the conversation analytics instead of disappearing unnoticed.

  • Answers bound to docs, changelog and price list
  • Sourced statements carry their excerpt number; no citation means it is recorded as a gap
  • Writing actions such as demo request or ticket only after confirmation in chat
  • Handover to a human for sensitive or complex cases
  • Questions without a basis land as an open point in the analytics

42 of 48

answers carrying a source reference

questions whose answer is in the knowledge base; six carried no source reference

Several assistants, one place to manage them

  • Each product can have its own assistant with its own key.

  • Name, template and language are the three fields a new assistant needs.

  • The allowance used this month sits next to the list of assistants.

Demo account with sample data, German interface
Assistant management: the existing assistant with its key on the left; on the right the form for a new assistant with name, template and language, plus the current month allowance.
When nothing is on file for the question, Example conversation, reconstructed
  1. Visitor:Is two-factor login for team accounts on your roadmap, and when is it coming?

  2. Assistant:There is nothing about that in the stored knowledge base.

    • No excerpt covers this question — so no answer rather than a guessed one
  3. Visitor:A rough estimate would do.

  4. Assistant:I will not give one, it would be guesswork. I will pass the question to your product team and note it as a gap, so it is answered in the next revision of your docs.

    • Proposal: hand over to the product team · question noted as a knowledge gap · Confirm or Reject

8 of 8

questions without a basis declined instead of guessed

eight questions deliberately outside the material; the wording of every answer is in the measurement file

Fewer Tickets, More Activated Users

For software and SaaS providers, much is decided in the first minutes after registration. Anyone who gets stuck during onboarding rarely becomes a paying customer, and every unanswered how-to question in this phase costs activation. At the same time, a large share of incoming support enquiries are recurring standard questions about setup, features, plans and status (project experience). Every one of these questions the assistant resolves in chat does not become a ticket a human has to handle. This relieves your team and at the same time shortens the wait for the enquiries that genuinely need personal handling. The prerequisite is a maintained knowledge base of documentation, changelog and help articles the assistant quotes from.

  • New users are guided through onboarding instead of left alone
  • Feature and setup questions are answered directly from the docs
  • Plan and quota questions lead directly to the right plan
  • Demo slots and trial access can be requested directly in chat
  • Only genuine individual cases land as tickets in the team's inbox
  • The conversation analytics reveal onboarding hurdles and knowledge gaps

43 of 48

questions without a handover to a person

measured on a single assistant on our own knowledge base, not on customer projects; a figure from live operation is not yet available

How We Set Up Your SaaS Assistant

An assistant for software and SaaS is built in manageable steps. We review your most frequent questions, connect your sources and systems and define when the assistant acts and when it hands over to a human. You stay in control of content, actions and escalation rules throughout. For internationally used products the same assistant answers in the language of the enquiry, see multilingual assistant.

  1. Initial Consultation and Question Review

    In the free initial consultation we look at which questions come up most often in onboarding and support, which docs exist and which systems should be connected. This gives a clear picture of what the assistant can take on and where humans stay in charge.

  2. Connect Docs and Knowledge Base

    We connect documentation, help articles, changelog and price list. A website is read by a dedicated fetcher: it obeys your robots.txt, follows only links within the approved address and leaves images and media out of the crawl. A page marked noindex receives no section at all — what is not published should not carry an answer either. Manuals and price lists as PDF are added as their own source; a scanned sheet without a text layer is rejected on import instead of having its letters guessed.

  3. Actions and Escalation Rules

    We set up the approved actions, such as demo request, trial access and ticket creation via tool control; trial access and ticket creation belong to the Custom package. Every action is given its kind: what only reads may run without a prompt; anything that writes is forced onto confirmation when it is created and cannot quietly be exempted. On top of that we define together when the assistant hands over to a human, so sensitive cases reach your team.

  4. Check Set and Acceptance

    Before going live we create check questions with their expected answer and run them along the same path a visitor takes later. Judgement is passed without a language model, on three recomputable feet: required terms, forbidden terms and the literal overlap with the model answer. Rows that could not answer at all count as errors and enter no score — a failure must not disguise itself as a passed check. What fails usually points to a gap in the knowledge base, not in the assistant.

  5. Going Live on Your Approval

    A new assistant starts as a draft and answers nobody while it is one. Only when you switch it to active does the widget serve, and only where your key is embedded. If the key is missing, if the widget is switched off or if the assistant is paused, the same empty response comes back; from the outside there is no telling which of the three applies, and that is deliberate.

  6. Operation and Analysis

    We operate the assistant with hosting in Germany and keep the knowledge base in step with your releases. The conversation analytics continuously show where users get stuck in onboarding and which questions went unanswered; every metric names its basis, and a card without a measurement is shown as unmeasured instead of displaying a zero. Once a week a report goes to the confirmed address of the account, unsubscribable in the same view.

After going live the knowledge base works in step with your releases. Sources are re-read every seven days by default, adjustable per source from daily up to «never»; unchanged pages are recognised by the fingerprint of their text and skipped instead of being split again. Every run writes into a new version and switches over only at the end: if it fails halfway, the previous state keeps answering instead of leaving your knowledge base empty for a while. If a change has to take effect at once — a changelog entry on release day, say — you trigger the import by hand in the admin area.

  • A run that read nothing deletes nothing.
  • Earlier versions per source are kept; a rollback discards everything above it.
  • Removing a page from the knowledge base removes the answers that came from it.

Setup once, operation monthly

What the setup costs depends on three things: how many sources are connected, how many actions the assistant may carry out and how large the check set for acceptance becomes. Documentation that is already structured is connected faster than a help centre grown over years with scattered articles; an assistant that only gives information is finished faster than a chain of booking, ticket and status lookup. We name the range after the initial consultation, not before.

Pro package

from 149 € per month net

Minimum term: none, cancellable monthly

  • Pro package from 2,900 € net setup plus 149 € per month net operation
  • Onboarding, feature and pricing questions, demo booking and ticket deflection
  • API integration and custom workflows in the Custom package from 4,900 € net
  • Free initial consultation and demo on request

All prices net, plus VAT Source: XICBOT price list, as of 11 September 2026

The assistant for software and SaaS sits in the Pro package: from 2,900 € net one-time setup plus 149 € per month net operation. It includes answers from documentation and knowledge base, feature and pricing information, demo and trial booking, requests with confirmation, handover to humans with context, multilingual answers, hosting in Germany and the conversation analytics. For the connection to your ticketing system, your own API integrations and custom workflows, the Custom package is available from 4,900 € net. Every project begins with a free initial consultation and, on request, a free demo with a test assistant for your website. Ongoing services are booked individually and can be cancelled monthly; there is no minimum term.

How an Assistant Relieves Everyday SaaS Work

The following journeys are anonymized and illustrative. They show which recurring tasks an assistant can take on across different software and SaaS providers, from guided onboarding through demo requests to relieving support.

There are deliberately no figures beside this. How many tickets an assistant intercepts depends on your knowledge base, your product and the questions actually asked; we have no dependable figure from live operation of a customer project. What we have measured so far is our own assistant on our own knowledge base — that is where the figures on this page come from, along with the questions they fail on.

Today

  • SaaS Tool: Many trial registrations, but a large share dropped off during onboarding
  • B2B Software: Support tied up by recurring how-to and configuration questions
  • Digital Product: Prospects left because demo booking and pricing were not immediately clear
  • Documentation and Changelog: The answer is in the documentation, but the search misses the section — and the question reaches support anyway
  • Customers in Several Languages: English enquiries wait until someone answers who writes the language confidently

With the assistant

  • SaaS Tool: The assistant guides new users through setup and answers questions from the docs while they are inside the product. More trial users reach active use, fewer drop off in the first steps.
  • B2B Software: The assistant answers from docs and changelog and, where needed, files a ticket carrying the whole conversation in the Custom package. The team no longer starts with the follow-up question but with the case.
  • Digital Product: The assistant answers plan questions from the pricing overview and proposes a demo slot the visitor confirms with one click. The path from question to enquiry gets shorter.
  • Documentation and Changelog: The assistant searches the delivered sections and names for sourced statements the source with document title and heading. What is in no excerpt it usually does not answer but hands over.
  • Customers in Several Languages: The assistant answers in the language of the current sentence, recognised from word lists for nine languages. The knowledge base is not filtered by language — sections in the language asked in merely rank higher.

Concrete Results on RequestWould you like to know how much an assistant can relieve your onboarding and support? In the free initial consultation we look at your most frequent questions and, on request, show a free demo with a test assistant for your website, without sales pressure and without empty promises.

Further reading: AI assistant for SaaS describes onboarding and ticket deflection in a product context, and building a knowledge base shows which content from docs, changelog and FAQ the assistant really needs.

Frequently Asked Questions About the Assistant for Software and SaaS

Three questions come up in almost every conversation with a software provider, usually in this order: whether the assistant fits your own product, where its answers come from and what happens when it does not know something. The last one matters most — it decides whether an assistant builds trust or squanders it.

Which software and SaaS providers is the assistant suitable for?

For providers whose users ask recurring questions about setup, features, plans or status. Your documentation goes into the knowledge base as a website, a file, free text or a maintained question-and-answer pair; a website run reads at most 25 pages per pass and obeys robots.txt, and a PDF is read through its existing text layer. Whatever stayed open is recorded as an unanswered question and as a knowledge gap in conversation analytics — and becomes your next page of documentation. Questions about system or billing status are answered by a tool of your own against your system, reading only and filtered down to the declared result fields. More under assistant for software.

Where does the assistant take its answers from?

From your own sources: documentation, help articles, changelog, price list and connected status systems. It is bound to this content and instructed not to invent answers into the blue. The search combines a keyword comparison with a local feature calculation, whose rankings are merged; every section keeps its heading and origin, which is why an answer can name the source it used. If it finds no supporting section, it usually says so openly and hands over to a human. Such cases do not vanish: they collect as unanswered questions and as knowledge gaps in the evaluation, and the next addition to your knowledge base follows from them.

Can the assistant book demos or trial access?

The appointment tool type takes a demo appointment as a request that you confirm; the assistant enters it straight into your calendar only with a calendar connection set up in the Custom package. A trial access runs through a tool of your own against your system. For that you describe a schema with up to twenty fields; the input is trimmed to it before execution, and if a required field is missing nothing is executed at all. The access key for your system is stored, replaced by a placeholder in the interface and never returned. Both operations write and therefore require confirmation: the visitor reads the proposal in plain text, and only their click triggers it. How approvals and the connection work in detail is described under tool control.

How much does the assistant relieve our support?

That depends on your questions, which is exactly why it is counted rather than estimated. The evaluation keeps conversations, self-resolved cases, cases handed to your team and questions without an answer as separate metrics; the weekly report repeats them as labelled cards over the preceding seven days. Every recurring standard question about setup, features or plans that the assistant resolves in chat never becomes a ticket. Where it has to pass, knowledge gaps and unanswered questions appear as their own lists, from which the next improvement follows. We promise no target figure; you see your own in the conversation analytics.

Can the assistant query system or billing status?

Yes, provided you connect the system. A reading tool may run without a query if you explicitly set it to automatic; everything that writes is forced to confirmation when created or changed, no matter what the request says. The call goes to exactly one stored connection, the target is checked beforehand, the deadline is eight seconds and can be set between one and twenty seconds; at most 64 KiB are accepted and redirects are not followed. What comes back are only the result fields you declared. Contract changes stay outside all this: they run through a handover to a person. The details are described under tool control.

What does an assistant for software and SaaS cost?

The assistant sits in the Pro package: from 2,900 € net one-time setup plus 149 € per month net operation, including hosting in Germany, care and conversation analytics. Pro covers ten seats, five assistants, 50 knowledge sources and 2,000 documents, which is enough for the manual, the change log and help articles in one shared knowledge base. For your own API integrations, writing actions and individual workflows the Custom package is available from 4,900 € net setup, with operation there by scope. Every project begins with a free initial consultation. All packages are listed under pricing. All services can be cancelled monthly; there is no minimum term.

Can the assistant really act in a writing capacity without something going wrong?

The frame around it is tight and anchored in the code. The assistant calls only tools you have entered and switched to active; there is no open access to your systems. Anything that writes is forced to confirmation when created or changed, no matter what the request says — without confirmation only something that reads and is explicitly set to automatic will run. Every call leaves a log row that is written before execution and knows seven states, from proposed to deadline exceeded. A one-time key made of conversation, tool and sorted input prevents double execution, and a missing required field prevents execution altogether. At most five calls run per answer. More under tool control.

I changed the website. Does the assistant notice by itself?

Not in the same instant, but without you doing anything. Website sources carry a refresh rhythm, seven days by default; it can be set from one day up to 365 days, and the value zero switches it off. The run happens at night. If a change should take effect sooner, trigger the read manually under Knowledge and then check the state of the source to see how many sections were produced. Each run writes a new version and switches over only at the end: if it breaks off, the previous state keeps answering, and a run that wrote nothing deletes nothing either. Five versions are kept. More under knowledge base.

Can several steps be chained into a workflow?

Yes, in the Custom package. We chain individual actions into a continuous process — for example read out, calculate, create a document, create a ticket and hand over the lead. This creates a path without media breaks in which each step has its own permission: anything that does more than read is first shown to the visitor as a proposal and confirmed by them. The chain is bounded so it cannot run away: per answer the assistant performs at most five tool calls, and only one when the monthly allowance is tight. Every single call is then recorded in the log, with input, result, duration and the path by which it was approved.

Anything not covered here is answered step by step in the documentation; the full collection sits under frequently asked questions. Everything that concerns only your product we clarify in the initial consultation — including when the answer is that an assistant would add little in your case.

Free and Without Obligation

Better Onboarding, Relieved Support

In a free initial consultation we look at your most frequent questions and show how an assistant guides new users through onboarding, takes demo requests and resolves recurring questions in chat around the clock. On request with a free demo for your website.

Request an Assistant for Software and SaaS

Tell us briefly which questions tie up your onboarding and support the most. You receive a factual assessment, the right package and, on request, a free demo with a test assistant for your website. You can reach us by phone at +49 5123 9579000.

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