Instaconnect for B2B SaaS and software
Answer product questions and bring a specialist into a visual troubleshooting or onboarding conversation.
A practical starting point.
Founder, Head of CX or Customer Success
Customer teams
- Product-led SaaS companies
- Sales-assisted software vendors
- Developer-tool businesses
- Software implementation providers
The workflow to explore
Approved knowledge → website chat → human assistance → owned follow-up
What to measure in a pilot
Accurate resolution, repeat contact and time to an agreed activation milestone
Where the workflow slows down.
- Trial or onboarding questions repeatedly need a meeting or screen walkthrough.
- Customers need a clear owner and next step.
- Use Instaconnect for website guidance and live assistance alongside your CRM and product analytics.
A more connected way to work.
InstaSupport
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.
InstaCall
Arrange appointments with event types, routing forms and team booking. External calendar conflict checking and write-back are future scope.
InstaStudio
Review supported recordings, transcripts and summaries before sharing or acting on them.
Use Instaconnect for website guidance and live assistance alongside your CRM and product analytics.
Common tools customers run alongside Instaconnect. Native integrations vary — see the Integrations page for what's supported today and what is future scope.
Explore B2B SaaS and software workflows.
Book a live walkthrough tailored to your team.