B2B SaaS Demo - ZenBusiness

This AI-powered agent enables you to simulate a seamless end-user experience tailored for B2B SaaS scenarios. Whether you are requesting a trial or add a user to your account this demo got you covered for this industry and will showcase rich features capabilities on the Advanced plan.

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Overview

  • When should I demo Essential vs. Advanced features?

    The Essential plan allows users to build an AI Agent able to provide generative responses based on the content available in their knowledge sources. It is relevant for users in need of automating entry-level queries. It is important to mention that the generative responses our AI Agent will create can only be of high quality if the knowledge sources provided is of high quality as well. It is then key for the user to have a clean and well-organised knowledge source.

    The Advanced plan goes beyond generative responses and allows users to automate the most sophisticated queries thanks to conversation flows and APIs. Our hybrid model allows users to combine the power of generative responses with conversation flows which ensures the most relevant and impactful responses for end users.

  • What’s included in AI Agents Essential?

    Any customer can start automating in minutes with powerful generative replies.


    Start automating in minutes with the most powerful generative AI agent capabilities–perfect for automating repetitive FAQs with minimal setup.

    What’s included: 

    • Smarter generative replies
    • Upgraded AI personas + tone of voice
    • 30 languages supported (expanded support on roadmap)
    • Key metrics e.g. active users, transferred to agent, automated resolution
    • Escalations, data capture, and fallback handling
    • Roadmap highlights: - Instructions for generative replies- Generative replies for email- Multiple content sources

  • What’s included in AI Agents Advanced?

    Position Advanced AI agents for more customization and sophisticated use cases.

    Unlock advanced capabilities, greater customization, and robust analytics–perfect for customers with more sophisticated use cases.

    Includes all Essential features plus:

    • AI agent builder
    • Conversation flows and hybrid flows
    • Omnichannel functionality
    • Comprehensive API access and orchestration
    • AI agent-spanning analytics and robust reporting
    • Multiple data sources (beyond ZD knowledge base)
    • Roadmap: Access to all future innovations

  • Do you have a recommended storyline?

    If you want to make sure to create a “wow effect” for your prospects, you can follow the storyline suggested below. 

    Check the details below to know how to trigger each use case!

    • GenAI
    • Ask for a trial / Add an agent
    • Ask for a demo / Update payment method
    • Talk to an agent

    Once you feel comfortable  with this flow feel free to come up with your own stories weaving on the predefined use cases.

  • How can I customize my demo?

    If you scroll to the bottom of the page where the widget is, you can upload a custom image that will instantly show up. Our recommendation is to screenshot the helpcenter or support page of the prospect or customer that you are pitching to and upload it directly. You can’t go wrong with light customization!

ZenBusiness: Available use cases

Essential plan use cases

Generative Answers

By simply connecting to a Zendesk helpcenter in a few clicks, our customers are able to harness the content of their articles in a seamless and conversational way thanks to our Essential AI Agents.

They will answer exclusively based on the articles and little setup is needed. 

 

Key features showcased

  • Conversational experience
  • Link to Zendesk helpcenter articles

Prompts to trigger the Use cases

  • How does Zendesk pricing work?
  • Can I try your software?
  • Is the platform available in different languages?
  • How much is Zendesk? (Look at the linked articles)
  • I want to cancel my account

Advanced plan use cases

Request a demo

Customers want an easy way to book a demo of the software they are thinking of buying. This flow uses great webview embeddings and templates, making the experience flawless and efficient.

 

Key features showcased

  • Entity recognition & Conditional Flows
  • Use cards & carousels
  • Webview embedding
  • Book time with calendly
  • Show a short video

Prompts to trigger the Use case

  • Before making a final decision, I’d like to see a demo of your product's performance.
  • Can you provide me with a demo of your product?
  • Can you provide me with a demo of your product's features and benefits?
  • Can you schedule a demo of your product at my convenience?
  • Can you show me a demo of your product?

Add an agent

Customers value efficiency and speed when it comes to completing such simple tasks. This flow showcases how this can be fully automated with AI.

 

Key features showcased

  • uGPT
  • Dialogue design to add the agent in chat with a form.
  • Use form to collect information and give a success message

Customer ID numbers to use:

  • 12345
  • 54321
  • 12321

 

Prompts to trigger the Use case

  • Can you assist me with adding a colleague as an agent to my account?
  • Can you guide me through the process of adding a team member to our account as an agent?
  • Can you help me add a colleague as an agent to my account?
  • How can I add a new user as an agent to our account?
  • How do I add a new user to our account as an agent to handle tickets?

Buy or Trial Software

Customers rarely trust AI Agents to perform tasks such as buying a product. This flow showcases how it can be done efficiently with clear and easy guidance and steps.

 

Key features showcased

  • Use cards & carousels to showcase different product options
  • Conditional block / Entity Recognition to determine if you use the word trial

Prompts to trigger the Use case

  • Can I buy the product now, my trial ended?
  • Can I have a chance to test your product?
  • Can I have a free trial of your software before deciding whether to buy it?
  • Can I take a test drive of your product?
  • Can I take your product for a test run?

Use stripe for payment form to fill in details.

Update payment method

Customers value efficiency and speed when it comes to completing such simple tasks. This flow showcases how this can be fully automated with AI.

 

Key features showcased

  • Use cards & carousels to provide options for payment methods
  • Use stripe for payment form to fill in details

Customer ID numbers to use

  • 12345
  • 54321
  • 12321

Prompts to trigger the Intent Flow

  • Another payment method
  • Can i change to a different debit card
  • Can i switch my payment method to something else can you help me change my card i want to start paying through paypal

Pro Tip: change the background for your demo!

If you scroll to the bottom of the page where the widget is, you can upload a custom image that will instantly show up. Our recommendation is to screenshot the helpcenter or support page of the prospect or customer that you are pitching to and upload it directly. You can’t go wrong with light customization!

Customer story highlights

Additional Resources

Need a specialist?

Visit the Center of Excellence for specialized support on deals & accounts

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