AI PRODUCT SUPPORT FOR SAAS

Turn product questions into resolved users.

Daily gives SaaS teams an AI support and customer success layer inside their product—grounded in approved product knowledge, connected to authorized user context, and linked to the work your team needs to follow up.

Request a SaaS pilot See how the widget works

Focused pilots for selected SaaS teams.

NNorthstarAutomationsIllustrative data
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MC
Product UserMaya ChenNorthstar Labs · Admin
Health: attention
N
Product guideAuthorized context

How do I activate this automation?

First connect a data source. I can show you where to do that.

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DS-1042
Follow-up preparedQuestion + user + context
In progress
Illustrative example with fictional information.
Built for the moments that shape customer success
Product knowledgeProduct UsersAdoption signalsSupport follow-up

One user journey

Your users do not experience support, product usage and customer success as separate systems.

01

Repeated questions

“How do I…?” questions return while the user is trying to finish real work.

02

Help in the wrong place

Documentation is disconnected from the screen and account context where the user is stuck.

03

Context-poor handoffs

When a person steps in, the question, attempted steps and product state are often scattered.

04

Invisible adoption risk

Customer Success lacks a reliable view of onboarding, feature adoption and unresolved needs.

One focused operating layer

Support the user. Understand the account. Continue the work.

01 / PRODUCT SUPPORT

Answer inside the product

The Web Widget uses published product knowledge and authorized context to answer questions and guide a relevant next step.

02 / CUSTOMER SUCCESS

See adoption and risk

Product Users and Product Workspaces connect onboarding, selected usage signals, open requests and health.

03 / SUPPORT OPERATIONS

Turn conversations into work

Requests, feedback, handoffs and support cases preserve context for the team instead of disappearing in a transcript.

The operating layer also connects✓ Approved knowledge✓ CRM context✓ Customer-owned product signals

How Daily works

From an in-product question to a coordinated next step.

  1. 01

    Connect your product

    Install the Web Widget and sign the end user’s identity from your backend.

  2. 02

    Map your knowledge

    Connect approved documentation and product sources, review the findings and publish what the agent can use.

  3. 03

    Send the signals that matter

    Connect onboarding, feature usage, limits, permissions and errors when your team owns those authoritative events.

  4. 04

    Help users in context

    Users ask from inside your application and receive answers grounded in the approved product context.

  5. 05

    Turn unresolved issues into work

    When the enabled workflow qualifies a handoff, the conversation and user context become follow-up for your team.

Web Widget Agent

Support that understands where the user is.

Answer the question in the moment, offer a safe product-guidance step and ask whether the answer solved the problem.

N
Product supportPublished knowledge · authorized context

How do I activate this automation?

Connect a data source. Then I’ll guide you through testing the rule.

01
Open Data sourcesSettings → Data
Did this solve your question?✓ YesNot yet
Illustrative pilot interface.

Product Users + Workspaces

Know the user behind the question.

Daily connects the conversation with the product context your SaaS team is allowed to use—so Support sees what happened and Customer Success sees what needs attention next.

Onboarding, adoption and health reflect the authoritative events and context your team configures or sends.

DailyProduct Workspace · Northstar Labs
Needs attention

Maya Chen

Product User · Admin · last widget interaction 6 min ago

Onboarding4 of 5 steps
Feature adoptionAutomations viewed · not activated
Recent activityData source connected · 18 min ago
Open requests2 open requests
Pending handoff1 pending handoff
HealthNeeds attention
DS-1042
Related case · In progressPermissions to activate an automation
→
Daily view · fictional data.

For SaaS teams

Built for teams ready to connect product knowledge with customer success work.

Daily complements the systems your team already uses with a focused in-product support and customer success layer.

  • Support users inside a web application.
  • Reduce repetitive product questions.
  • Give people better context when an issue reaches them.
  • See onboarding and feature adoption more clearly.
  • Keep product help connected to follow-up work.

When an answer is not enough

The team continues with the context intact.

  1. 01Question
  2. 02Approved answer
  3. 03User feedback
  4. 04Qualifying handoff
  5. 05Context preserved
  6. 06Case or follow-up

A case is created only when the enabled workflow detects an unresolved request, handoff or qualifying support condition.

Support Center

When the AI cannot finish the job, your team does not start from zero.

Support cases preserve the user’s question, product context and reason for follow-up so the right person can continue the work.

DailySupport Center
3 visible cases

Support work with context

Handoffs and cases created by enabled conditions.

CaseCategoryStatusPriorityProduct UserWorkspaceSourceLast activityNext step
DS-1042How-toIn progressNormalMaya ChenNorthstar LabsWeb Widget6 min agoReview permissions
DS-1041AccessWaiting for customerHighOwen ReedAtlas CloudWeb Widget31 min agoConfirm admin role
DS-1038Product questionResolvedNormalLina ParkBeacon OpsWeb WidgetYesterdayResolution shared
Illustrative data. The pilot starts with Web Widget-generated support work and can expand from the same operating model.

Your product stays the source of truth

Connect only the context your team chooses to share.

Daily brings together approved knowledge, signed identity and selected product signals while your team keeps control of permissions and authoritative states.

01

Your SaaS product

  • Web Widget
  • Signed end-user identity
  • Selected product events
02

Your knowledge

  • Approved documentation
  • Reviewed product mapping
  • Published knowledge versions
03

Your operations

  • CRM context
  • Support workflow
  • Team follow-up

Security and control

Useful to the user. Controlled by your team.

Signed identity

Your backend signs short-lived end-user identity for the installation.

Tenant isolation

Workspace, Product Account and Product User context stay scoped to the authorized tenant.

Published knowledge

Your team reviews and publishes the knowledge version available to the agent.

Private by design

Private sources stay separate from public answers, and secrets never belong in the browser or model context.

Permissioned actions

Any action requires the mapped permission, policy and approval flow included in the pilot.

Authoritative events

Your product determines states such as onboarding completed, feature used or plan changed.

Contact Sales

A focused pilot for SaaS teams.

Test AI product support and customer success inside your application with a scope designed around your product, users and support workflow.

Scope, rollout and commercial terms are defined with your team after the discovery call.

Tailored scope

SaaS Product Support Pilot

  • ✓ One Web Widget Agent
  • ✓ One application or environment
  • ✓ Initial knowledge setup and review
  • ✓ Product Users and Product Workspaces
  • ✓ Selected product signals
  • ✓ Requests, feedback and handoff
  • ✓ Adoption and health visibility
  • ✓ Defined conversation volume
  • ✓ Configuration and review support
Request a SaaS pilot

FAQ

Questions about the SaaS pilot.

What is the Web Widget?

An in-product support experience where users ask questions, receive approved product guidance and can trigger the configured follow-up workflow.

Does the agent know our whole product automatically?

Your team connects or maps approved knowledge, reviews the findings and chooses what to publish for the agent.

How does Daily know which end user is asking?

Your backend signs a short-lived identity token for the installation, keeping user and workspace context scoped.

Can we track onboarding and feature usage?

Yes, when your product connects the relevant authoritative events or approved context.

What happens when the AI cannot solve a problem?

The interaction can become a request, handoff or support case when that workflow and qualifying condition are enabled.

Can Daily perform actions inside our app?

Only actions explicitly mapped, authorized and policy-controlled within the agreed pilot and runtime are available.

Is this a help center replacement?

Daily is an in-product support and customer success layer that can use approved help content while connecting it to context and follow-up work.

Who is the pilot for?

SaaS teams with a web application and a Product Support or Customer Success workflow they want to improve.

A clearer next step

Give every user a clearer next step.

See how Daily can support your product and customer success team.

Request a SaaS pilot