InstaSupport
Answer and offer human help
Answer website questions from approved content and offer human chat, video or screen share. Co-browsing is not currently available. Chat, video and screen sharing are supported.
Explore InstaSupportB2B SaaS and software · RevOps & Sales Leader
Connect a qualified enquiry with the right conversation.
Built for revops, sales and gtm leaders in b2b saas and software: Answer product questions and bring a specialist into a visual troubleshooting or onboarding conversation.
Questions for revops & sales leaders in b2b saas and software
Start with the work your team needs to own.
- Trial or onboarding questions repeatedly need a meeting or screen walkthrough.
- Answer product questions and bring a specialist into a visual troubleshooting or onboarding conversation.
- Use Instaconnect for website guidance and live assistance alongside your CRM and product analytics.
A workflow to evaluate
Bring the relevant products into the conversation.
InstaCall
Arrange the next conversation
Arrange appointments with event types, routing forms and team booking. External calendar conflict checking and write-back are future scope.
Explore InstaCall InstaStudio
Review and follow up
Review supported recordings, transcripts and summaries before sharing or acting on them.
Explore InstaStudiovs your current stack
Instaconnect vs Calendly
Compare booking, routing and live customer assistance using your own workflow.
Evaluation area
Instaconnect
Calendly
Product focus
InstaconnectWebsite chat, browser assistance, appointments and events in a shared workspace
CalendlyScheduling, team routing and optional meeting-assistance products; availability depends on package.
What to demonstrate
InstaconnectRouting forms, team booking and calendar exception behavior
CalendlyAvailability, cancellation, assignment and required CRM rules
Integration boundary
InstaconnectSpecific connectors and rollout limits; no universal CRM write-back or cross-module customer timeline
CalendlyCheck the documented connector, object, direction and plan for each requirement
Review access and data requirements.
Demonstrate the required roles, tenant and space boundaries, and integration behavior before introducing customer data. Check the current evidence in the Trust Center for current posture.
LET'S CONNECT
Show your revops & sales leader team the upgrade.
A 25-minute walkthrough scoped to b2b saas and software revops & sales leader workflows.