Guide
AI Chat for SaaS Support and Pre-Sales on Your Marketing Site
SaaS sites get repetitive pre-sales questions. AI Chat (Beta) grounds answers in your docs crawl plus custom knowledge. This playbook fits B2B teams already using Formsig forms for demo requests.
Official site formsig.com: features, pricing, docs, playground, llms.txt.
Typical flow
Visitor lands on pricing or features — chat bubble answers comparison questions from crawled docs.
Custom knowledge holds security FAQ, SLA summary, and “we do not support X”.
Ready to buy: visitor submits your existing demo form (/f/ or Hosted Page) linked from chat answers.
Content to crawl and document
Site URL → docs + marketing site root.
Custom knowledge: plan limits (link to pricing), data residency, SSO availability, trial terms.
Get a reply by email for enterprise prospects — leads show page path (/pricing, /security).
Metrics to watch
AI reply volume vs quota on https://formsig.com/pricing.
Leads tab: which pages produce human follow-ups.
Form submissions still tracked per form — chat does not replace pipeline reporting.
Frequently asked questions
Can chat access our app logged-in area?
No. Crawl only sees public pages. Document in-app behavior in custom knowledge at a high level.
Should we use Intercom instead?
Formsig AI Chat is lightweight embed + crawl + leads, inside your existing Formsig account. Compare depth of live-agent tooling separately.
Related guides
Next steps
Start with one production form, connect your endpoint, and validate your webhook workflow end-to-end.
- Create your endpoint URL on formsig.com and submit once from your real page.
- Set webhook + anti-spam controls before scaling traffic.
- Use playground demos for quick team handoff and QA.