Qualify Leads and Book Demos on Autopilot
Okidoki.chat helps SaaS companies convert website visitors into qualified demo bookings 24/7. The AI engages prospects with instant product answers, qualifies them against your ICP, and books demos directly into your sales team's calendar — through text, voice, or video avatars. The ask() API and Page Copilot let you build AI-powered product experiences directly into your app.
How SaaS Companies Uses Okidoki.chat
Automated Demo Scheduling
The AI qualifies visitors by asking about company size, use case, and budget, then books demos with the right sales rep. No SDR required for initial qualification.
Interactive Product Tours
Use AI Page Copilot to guide prospects through your product pages, highlight relevant features based on their use case, and answer technical questions from your documentation.
Developer Documentation Assistant
For developer-focused SaaS, the AI answers API questions, provides code examples from your docs, and escalates complex questions to engineering via human handoff.
ICP-Based Lead Scoring
Define your Ideal Customer Profile with custom fields — company size, industry, tech stack, budget — and let the AI score every visitor automatically during conversations.
In-App AI Assistant
Embed Okidoki inside your SaaS product using the React component or SDK. The ask() API lets you build custom AI features powered by your knowledge base.
Multi-Product Management
SaaS companies with multiple products use multi-site management to run separate widgets per product, each with its own knowledge base and booking calendar.
Key Features for SaaS Companies
ICP Visitor Profiling
Automatically scores and qualifies visitors against your ideal customer profile, so sales teams only get meetings with high-fit prospects.
ask() Developer API
Query the AI programmatically from your product code with structured JSON responses. Build recommendation engines, smart search, or onboarding wizards on top of your knowledge base.
AI Video Avatars
Create a personal, human-like demo experience for high-value prospects. The AI avatar presents your product story with emotion-aware engagement.
Built-in HD Meetings
Run product demos directly through Okidoki with screen sharing, recording, transcription, and AI summaries — no Zoom link needed.
AI Page Copilot
Register custom functions so the AI can navigate your product pages, trigger interactive demos, or show pricing calculators during conversations.
Multi-Site Management
Run separate widgets for your marketing site, documentation, and in-app help — all managed from one dashboard with cross-app intelligence.
See How Okidoki.chat Works for SaaS Companies
Start your free 7-day trial. Setup takes 5 minutes — add one line of code and the AI starts engaging your visitors immediately.
Frequently Asked Questions
- Can Okidoki replace our SDR team?
- Okidoki automates initial qualification and demo booking — the work typically done by SDRs. Many SaaS companies use it to augment their team rather than replace it, letting SDRs focus on high-value outbound while AI handles inbound.
- Does it integrate with our CRM?
- Okidoki captures rich lead data through ICP profiling. You can export data or use webhooks to sync with Salesforce, HubSpot, or any CRM. The built-in analytics also provide pipeline visibility.
- How does the ask() API work?
- Call OkidokiWidget.ask() from your JavaScript code with a question and optional JSON Schema. The AI responds using your knowledge base, returning structured data you can use in your product UI. Great for building smart search, recommendations, or contextual help.
- Can it handle technical product questions?
- Yes. Upload your documentation, API references, and technical content to the knowledge base. The AI uses RAG to answer detailed technical questions accurately, with auto-refresh keeping content up to date.