CX · Customer experience
The moments clients feel.
The moments a saas company client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Technology & IT
AI agents for SaaS Companies
What should stay human at a saas company, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a saas company, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a saas company. Agents can surface the gaps; the owner still decides.
Main roles
The people a saas company usually employs. Each card is written for this business, then links out to the full role page.
Role
Owner-Operator
Sets prices and services, oversees quality, and handles hiring, suppliers and the overall direction of the saaS Company.
Role
Software Engineer
Handles day-to-day software engineer work for the saaS Company.
Role
Client Services Manager
Handles day-to-day client services manager work for the saaS Company.
Role
Product Manager
Handles day-to-day product manager work for the saaS Company.
Freelancers & agencies you might hire
Specialists a saas company often brings in. These sit in the same roles database, with a short note written for this business.
Agency
Accounting Firm
Handles tax compliance, year-end accounts, and financial advice for the owner's entity and performance.
Agency
Law Firm
Advises on contracts, employment, leases or regulatory issues affecting the business.
Agency
Recruitment Agency
Sources candidates, screens applicants, and helps fill roles when the business is hiring.
Want this set up for you?
If you would like someone to build these flows for a saas company, tell us a little and we can match you with an agency. We don’t list agencies on this site.
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