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 · CX & Support Lead
Give the customer a useful answer and a clear next step.
Built for cx, support and customer success leaders in b2b saas and software: Answer product questions and bring a specialist into a visual troubleshooting or onboarding conversation.
Questions for cx & support leads 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 Intercom
Compare customer conversations and service operations using your own workflow.
Evaluation area
Instaconnect
Intercom
Product focus
InstaconnectWebsite chat, browser assistance, appointments and events in a shared workspace
IntercomAn AI customer-service platform with helpdesk and Fin options.
What to demonstrate
InstaconnectContent-grounded answers, human handoff and optional video assistance
IntercomYour required channels, knowledge, permissions and escalation
Integration boundary
InstaconnectSpecific connectors and rollout limits; no universal CRM write-back or cross-module customer timeline
IntercomCheck 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 cx & support lead team the upgrade.
A 25-minute walkthrough scoped to b2b saas and software cx & support lead workflows.