An embedded AI product expert inside your software that guides users through real workflows, step by step. It answers questions using your product’s own knowledge and shows users exactly what to do next, directly in the UI.
When a user asks about premium features, hits a usage limit, or needs more seats — flags it as a sales opportunity with estimated deal value.
Intent classification on every message
Estimated ARR per signal & per account
Webhook into Salesforce, HubSpot, Slack
Watch the conversation-to-conversion funnel: where prospects engage, where they drop off, and which conversation patterns correlate with closed deals.
Stage-by-stage drop-off attribution
Cohort analysis by question topic
A/B test guided flows on the same funnel
Repeated unresolved issues, competitor mentions, billing complaints, expectation gaps — color-coded signals identify at-risk accounts in real time so CS can intervene early.
5 root-cause categories, auto-classified
Average 14 days of warning before churn
Auto-trigger CS playbooks on each signal
Joint workshop — define scope and success metrics
SDK integration with engineering support
AI training on your product context
20–30 guided scenarios configured
Validation and fine-tuning
Additional workflows
Advanced analytics dashboard
UI/UX modifications
Role-based training paths
Full chatbot customization
Continuous AI optimizations
New workflows & feature updates
Model upgrades included
Performance monitoring
Roadmap planning & execution
Both. Octalas highlights what needs to be done and, with explicit user consent, can take control of the cursor to perform tasks on the user's behalf — like filling forms, navigating multi-step flows, or completing setup.
Octalas evolves with your product. Update existing flows or add new ones in minutes — perfect for feature launches, UI changes, or new use cases. Our team supports every release in your subscription.
Both. Octalas is just as effective for customer onboarding as it is for employee training, partner enablement, or interactive product demos.
Absolutely. Octalas tailors guidance based on user role, permissions, behavior, plan tier, and screen context. An admin gets different help than a viewer — automatically.
Cloud-agnostic by design — deploy-ready on AWS, Microsoft Azure, or Google Cloud. Enterprise-grade encryption in transit and at rest, plus full IP ownership of the codebase — it becomes yours.
Pilot delivery is four weeks: joint workshop, SDK integration, AI training, 20–30 guided scenarios, and validation. We handle the heavy lifting with minimal engineering overhead on your side.
