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EngageOne for B2B SaaS
Support that keeps software customers moving
Software customers expect quick, informed answers inside the product. EngageOne gives them in-app chat and a help center, and gives your team full context on every account.
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All industries
EngageOne · In-app support
SSO login fails for our new users.
Thanks, I can see your workspace is on the Business plan. Checking the logs now.
Found it — the new domain isn't verified. I have shared the steps.
That fixed it, thanks!
Reply…
Send
Resolved · Linear issue linked
What gets in the way
Questions arrive by email, chat and Slack
Agents lack account details while replying
Bug reports need to reach the product team
Docs exist but customers can't find them
In-app chat
Chat inside your product
Add the chat widget to your app and pass the user's details, so agents know who they are talking to from the first message.
Identify signed-in users
Custom attributes like plan and company
Help articles inside the widget
EngageOne · In-app support
SSO login fails for our new users.
Thanks, I can see your workspace is on the Business plan. Checking the logs now.
Found it — the new domain isn't verified. I have shared the steps.
That fixed it, thanks!
Reply…
Send
Resolved · Linear issue linked
Context
Every account's history in one place
Conversations, notes and attributes sit on the contact. Linear issues can be created and linked from the chat.
Contact and company details
Create or link Linear issues
Slack threads for internal discussion
EngageOne · Support
Acme Analytics
Export to CSV times out
Bug
Priya
Upgrade to annual plan
Billing
Northwind
Webhook not firing
Integrations
Dev
Feature request: dark mode
Feedback
Self-service
Docs and AI answers for common questions
Publish your docs in the help center and let the AI Assistant answer from them. Agents step in for the hard ones.
Help center on your domain
AI Assistant trained on your docs
Hand-off to support or success teams
EngageOne · Automation rule
When
A conversation is created
↓
If
Plan attribute is Enterprise
↓
Then
Assign to Priority team
EngageOne features for B2B SaaS
Help center
Articles customers can search, on your own domain.
AI Assistant
Answers common questions from your own content, day and night.
API & webhooks
Connect EngageOne to your own systems and apps.
Labels
Tag conversations by topic, priority or stage.
CSAT ratings
Ask for a rating when a conversation is resolved.
Automations
Assign, label and reply to chats by rules you set.
See EngageOne for B2B SaaS
Tell us how you talk to customers today. We'll show you a setup that fits.
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