A forward-deployed engineer for every customer

Customers tell the agent what they need. Aimdoc configures your product to match, onboards every new user hands-on, and keeps doing the work for the life of the account.

14 day free trial. No credit card required.

G25.0 / 5 on G2

TRUSTED BY B2B SAAS COMPANIES

QuotaPathStarshipitEvocalizePointGuard
QuotaPathStarshipitEvocalizePointGuard
QuotaPathStarshipitEvocalizePointGuard
QuotaPathStarshipitEvocalizePointGuard

Solution

Agent-led growth, from first touch to first value.

Aimdoc meets every prospect at the first touch, an AI agent at your gateway or a human on your site, and learns what they need. Then it provisions the trial, configures your product to match, onboards each new user hands-on, and completes the work that keeps them for the life of the account. One agent, one memory, for every customer, no matter their size.

GatewayFor agents

Your buyers send their agents ahead

claude.ai

The Agent Gateway is a live endpoint where a prospect's AI agent talks to yours.

  • !!
    Answers from the source. Agents from ChatGPT, Claude, Gemini, or Grok talk to your agent, not stale cached pages.
  • !!
    Qualification built in. It works your criteria into the conversation and captures the contact.
  • !!
    Real outcomes. A demo, a handoff, or a trial provisioned on the spot.
Learn more about Gateway →
WebsiteFor humans

The same agent meets your human visitors

yourproduct.com/pricing

Aimdoc product expert

Online now

Pricing context
Ask a question…

Buyers on your site get answers, not forms.

Learn more about Website →
ApplicationBefore first login

The trial is configured before first login

app.yourproduct.com

No more empty trials. Aimdoc configures your product to each customer.

  • !!
    Provisioned from the conversation. Each trial is set up from what the agent learned before signup.
  • !!
    Powered by your application endpoints. Real changes made in the real account, accurately and safely.
  • !!
    Real time or behind the scenes. Configured while the buyer chats, or before they ever sign in.
Learn more about Application →
ApplicationFor new users

Every new user gets a hands-on onboarding

app.yourproduct.com/settings
yourproduct
Dashboard
Leads
Routing
Settings
Integrations
CRM
HubSpotConnect
API key
Paste your key
Save
Aimdoc
Starting setup…0/4

After signup, the agent works inside your product to get each user to value in their first session.

  • !!
    It does the setup with them. Navigates, clicks, and configures alongside the user, showing each step.
  • !!
    Teach it by doing. Record a task once with narration, and the agent runs it for every new customer.
  • !!
    Personalized to the account. Verified identity unlocks CRM context, so onboarding fits this user and company.
Learn more about Application →
ApplicationFor customers

Customers ask. The agent does it.

app.yourproduct.com/leads

Can you export last month's qualified leads to HubSpot?

On it — running the export now.

Running task0/4
  • Pulling qualified leads
  • Mapping fields to HubSpot contacts
  • Syncing records
  • Sending you the summary

Done in 40 seconds — no ticket, no queue.

Once they're in your product, every customer has an agent that can do anything in it.

  • !!
    Anything in your product. Configure settings, run reports, complete tasks, resolve issues, on request.
  • !!
    Through your endpoints. Tools called as the signed-in user, with their permissions, nothing more.
  • !!
    Native browser actions. The agent navigates and clicks alongside the user and shows its work.
Learn more about Application →

Enterprise Ready

Security & compliance

Independently audited, annually

SOC 2 TYPE II
  • Encryption

    AES-256 at rest · TLS 1.3 in transit

  • Access control

    SSO, RBAC, full audit logs

  • Data privacy

    GDPR compliant · DPA available

  • AI safety

    Red-teamed · never trains on your data

Audit report available under NDA — security@aimdoc.ai

Built for security, compliance, and scale.

  • !!
    SOC 2 Type II certified with enterprise-grade security controls
  • !!
    Enterprise-grade AI workflows with audit logs and role-based permissions
  • !!
    GDPR compliant with DPAs and data subject rights support
Learn more about our security →

Curious how much more pipeline your website could generate?

Testimonials

What our customers are saying

"We saw a 250% increase in organic leads within the first three months of using Aimdoc."
Justin Ulrich
Justin Ulrich
VP of Marketing at Evocalize

Aimdoc solves a problem I've had with marketing chatbots at every startup I've worked at and does so at an incredibly reasonable price with some of the best customer service I've experienced. We were able to deploy their solution in just days and their scrappy team has responded to feedback and deployed new features in days (or sometimes literally hours) after we requested it.

Travis Northup

Travis Northup

Director of Demand Generation at QuotaPath

There are many chat tools like Aimdoc, but what separates Aimdoc is both the support from the founder Ben, and his commitment to building not only a chatbot but a chatbot that will get you more sales. I've tried 2 other tools and the dashboard for AimDoc as well as how it is fine tuned to get sales is what sets it apart.

Adam Gusky

Adam Gusky

Founder at Blawgy.com

The platform easily ingested all of our website content (over 400 pages), collateral, and other documents and quickly learned to give in-depth, high-quality answers to customer questions. While initially, we've used this as a website chatbot, the Aimdoc team has worked with us to customize their platform for other website and marketing projects. This is a powerful platform that leverages generative AI more effectively and other platforms I've tested. On top of that, the team is terrific to work with - helpful, knowledgeable and flexible in their approach.

William Leichter

William Leichter

CMO, PointGuard AI

Aimdoc solves a problem I've had with marketing chatbots at every startup I've worked at and does so at an incredibly reasonable price with some of the best customer service I've experienced. We were able to deploy their solution in just days and their scrappy team has responded to feedback and deployed new features in days (or sometimes literally hours) after we requested it.

Travis Northup

Travis Northup

Director of Demand Generation at QuotaPath

There are many chat tools like Aimdoc, but what separates Aimdoc is both the support from the founder Ben, and his commitment to building not only a chatbot but a chatbot that will get you more sales. I've tried 2 other tools and the dashboard for AimDoc as well as how it is fine tuned to get sales is what sets it apart.

Adam Gusky

Adam Gusky

Founder at Blawgy.com

The platform easily ingested all of our website content (over 400 pages), collateral, and other documents and quickly learned to give in-depth, high-quality answers to customer questions. While initially, we've used this as a website chatbot, the Aimdoc team has worked with us to customize their platform for other website and marketing projects. This is a powerful platform that leverages generative AI more effectively and other platforms I've tested. On top of that, the team is terrific to work with - helpful, knowledgeable and flexible in their approach.

William Leichter

William Leichter

CMO, PointGuard AI

Aimdoc solves a problem I've had with marketing chatbots at every startup I've worked at and does so at an incredibly reasonable price with some of the best customer service I've experienced. We were able to deploy their solution in just days and their scrappy team has responded to feedback and deployed new features in days (or sometimes literally hours) after we requested it.

Travis Northup

Travis Northup

Director of Demand Generation at QuotaPath

There are many chat tools like Aimdoc, but what separates Aimdoc is both the support from the founder Ben, and his commitment to building not only a chatbot but a chatbot that will get you more sales. I've tried 2 other tools and the dashboard for AimDoc as well as how it is fine tuned to get sales is what sets it apart.

Adam Gusky

Adam Gusky

Founder at Blawgy.com

The platform easily ingested all of our website content (over 400 pages), collateral, and other documents and quickly learned to give in-depth, high-quality answers to customer questions. While initially, we've used this as a website chatbot, the Aimdoc team has worked with us to customize their platform for other website and marketing projects. This is a powerful platform that leverages generative AI more effectively and other platforms I've tested. On top of that, the team is terrific to work with - helpful, knowledgeable and flexible in their approach.

William Leichter

William Leichter

CMO, PointGuard AI

Aimdoc solves a problem I've had with marketing chatbots at every startup I've worked at and does so at an incredibly reasonable price with some of the best customer service I've experienced. We were able to deploy their solution in just days and their scrappy team has responded to feedback and deployed new features in days (or sometimes literally hours) after we requested it.

Travis Northup

Travis Northup

Director of Demand Generation at QuotaPath

There are many chat tools like Aimdoc, but what separates Aimdoc is both the support from the founder Ben, and his commitment to building not only a chatbot but a chatbot that will get you more sales. I've tried 2 other tools and the dashboard for AimDoc as well as how it is fine tuned to get sales is what sets it apart.

Adam Gusky

Adam Gusky

Founder at Blawgy.com

The platform easily ingested all of our website content (over 400 pages), collateral, and other documents and quickly learned to give in-depth, high-quality answers to customer questions. While initially, we've used this as a website chatbot, the Aimdoc team has worked with us to customize their platform for other website and marketing projects. This is a powerful platform that leverages generative AI more effectively and other platforms I've tested. On top of that, the team is terrific to work with - helpful, knowledgeable and flexible in their approach.

William Leichter

William Leichter

CMO, PointGuard AI

Aimdoc has improved our digital strategy significantly, turning passive visitors into active customers for our new website. The increase in leads & bookings has exceeded our expectations and pays for itself over and over again during the course of a month.

Robert Foley

Robert Foley

Marketing Solutions Architect

AimDoc is a game-changer in the realm of CRM software. As an AI company, they brought not only intelligence to our websites but also a seamless integration process that has significantly improved our customer engagement. The chatbot solutions they provided have allowed us to capture more passive leads effortlessly, transforming our websites into proactive sales tools. Their unparalleled customer support deserves special mention—responsive, knowledgeable, and always ready to assist.

Sanjana Warambhey

Sanjana Warambhey

AI Specialist at Youdera Solar SA

What I love about Aimdoc is how human it feels. Visitors actually engage with it. It's not that stiff, scripted experience you get with most bots. It answers questions naturally, routes people to the right info, and just works out of the box. The fact that it instantly learns everything on our site blew us away. We were seriously considering building something ourselves, but Aimdoc made that totally unnecessary. Setup was a breeze, and it's a no-brainer for the price.

Justin Ulrich

Justin Ulrich

VP of Marketing, Evocalize

Aimdoc has improved our digital strategy significantly, turning passive visitors into active customers for our new website. The increase in leads & bookings has exceeded our expectations and pays for itself over and over again during the course of a month.

Robert Foley

Robert Foley

Marketing Solutions Architect

AimDoc is a game-changer in the realm of CRM software. As an AI company, they brought not only intelligence to our websites but also a seamless integration process that has significantly improved our customer engagement. The chatbot solutions they provided have allowed us to capture more passive leads effortlessly, transforming our websites into proactive sales tools. Their unparalleled customer support deserves special mention—responsive, knowledgeable, and always ready to assist.

Sanjana Warambhey

Sanjana Warambhey

AI Specialist at Youdera Solar SA

What I love about Aimdoc is how human it feels. Visitors actually engage with it. It's not that stiff, scripted experience you get with most bots. It answers questions naturally, routes people to the right info, and just works out of the box. The fact that it instantly learns everything on our site blew us away. We were seriously considering building something ourselves, but Aimdoc made that totally unnecessary. Setup was a breeze, and it's a no-brainer for the price.

Justin Ulrich

Justin Ulrich

VP of Marketing, Evocalize

Aimdoc has improved our digital strategy significantly, turning passive visitors into active customers for our new website. The increase in leads & bookings has exceeded our expectations and pays for itself over and over again during the course of a month.

Robert Foley

Robert Foley

Marketing Solutions Architect

AimDoc is a game-changer in the realm of CRM software. As an AI company, they brought not only intelligence to our websites but also a seamless integration process that has significantly improved our customer engagement. The chatbot solutions they provided have allowed us to capture more passive leads effortlessly, transforming our websites into proactive sales tools. Their unparalleled customer support deserves special mention—responsive, knowledgeable, and always ready to assist.

Sanjana Warambhey

Sanjana Warambhey

AI Specialist at Youdera Solar SA

What I love about Aimdoc is how human it feels. Visitors actually engage with it. It's not that stiff, scripted experience you get with most bots. It answers questions naturally, routes people to the right info, and just works out of the box. The fact that it instantly learns everything on our site blew us away. We were seriously considering building something ourselves, but Aimdoc made that totally unnecessary. Setup was a breeze, and it's a no-brainer for the price.

Justin Ulrich

Justin Ulrich

VP of Marketing, Evocalize

Aimdoc has improved our digital strategy significantly, turning passive visitors into active customers for our new website. The increase in leads & bookings has exceeded our expectations and pays for itself over and over again during the course of a month.

Robert Foley

Robert Foley

Marketing Solutions Architect

AimDoc is a game-changer in the realm of CRM software. As an AI company, they brought not only intelligence to our websites but also a seamless integration process that has significantly improved our customer engagement. The chatbot solutions they provided have allowed us to capture more passive leads effortlessly, transforming our websites into proactive sales tools. Their unparalleled customer support deserves special mention—responsive, knowledgeable, and always ready to assist.

Sanjana Warambhey

Sanjana Warambhey

AI Specialist at Youdera Solar SA

What I love about Aimdoc is how human it feels. Visitors actually engage with it. It's not that stiff, scripted experience you get with most bots. It answers questions naturally, routes people to the right info, and just works out of the box. The fact that it instantly learns everything on our site blew us away. We were seriously considering building something ourselves, but Aimdoc made that totally unnecessary. Setup was a breeze, and it's a no-brainer for the price.

Justin Ulrich

Justin Ulrich

VP of Marketing, Evocalize

Aimdoc solves a problem I've had with marketing chatbots at every startup I've worked at and does so at an incredibly reasonable price with some of the best customer service I've experienced. We were able to deploy their solution in just days and their scrappy team has responded to feedback and deployed new features in days (or sometimes literally hours) after we requested it.

Travis Northup

Travis Northup

Director of Demand Generation at QuotaPath

What I love about Aimdoc is how human it feels. Visitors actually engage with it. It's not that stiff, scripted experience you get with most bots. It answers questions naturally, routes people to the right info, and just works out of the box. The fact that it instantly learns everything on our site blew us away. We were seriously considering building something ourselves, but Aimdoc made that totally unnecessary. Setup was a breeze, and it's a no-brainer for the price.

Justin Ulrich

Justin Ulrich

VP of Marketing, Evocalize

The platform easily ingested all of our website content (over 400 pages), collateral, and other documents and quickly learned to give in-depth, high-quality answers to customer questions. While initially, we've used this as a website chatbot, the Aimdoc team has worked with us to customize their platform for other website and marketing projects. This is a powerful platform that leverages generative AI more effectively and other platforms I've tested. On top of that, the team is terrific to work with - helpful, knowledgeable and flexible in their approach.

William Leichter

William Leichter

CMO, PointGuard AI

Aimdoc solves a problem I've had with marketing chatbots at every startup I've worked at and does so at an incredibly reasonable price with some of the best customer service I've experienced. We were able to deploy their solution in just days and their scrappy team has responded to feedback and deployed new features in days (or sometimes literally hours) after we requested it.

Travis Northup

Travis Northup

Director of Demand Generation at QuotaPath

What I love about Aimdoc is how human it feels. Visitors actually engage with it. It's not that stiff, scripted experience you get with most bots. It answers questions naturally, routes people to the right info, and just works out of the box. The fact that it instantly learns everything on our site blew us away. We were seriously considering building something ourselves, but Aimdoc made that totally unnecessary. Setup was a breeze, and it's a no-brainer for the price.

Justin Ulrich

Justin Ulrich

VP of Marketing, Evocalize

The platform easily ingested all of our website content (over 400 pages), collateral, and other documents and quickly learned to give in-depth, high-quality answers to customer questions. While initially, we've used this as a website chatbot, the Aimdoc team has worked with us to customize their platform for other website and marketing projects. This is a powerful platform that leverages generative AI more effectively and other platforms I've tested. On top of that, the team is terrific to work with - helpful, knowledgeable and flexible in their approach.

William Leichter

William Leichter

CMO, PointGuard AI

Aimdoc solves a problem I've had with marketing chatbots at every startup I've worked at and does so at an incredibly reasonable price with some of the best customer service I've experienced. We were able to deploy their solution in just days and their scrappy team has responded to feedback and deployed new features in days (or sometimes literally hours) after we requested it.

Travis Northup

Travis Northup

Director of Demand Generation at QuotaPath

What I love about Aimdoc is how human it feels. Visitors actually engage with it. It's not that stiff, scripted experience you get with most bots. It answers questions naturally, routes people to the right info, and just works out of the box. The fact that it instantly learns everything on our site blew us away. We were seriously considering building something ourselves, but Aimdoc made that totally unnecessary. Setup was a breeze, and it's a no-brainer for the price.

Justin Ulrich

Justin Ulrich

VP of Marketing, Evocalize

The platform easily ingested all of our website content (over 400 pages), collateral, and other documents and quickly learned to give in-depth, high-quality answers to customer questions. While initially, we've used this as a website chatbot, the Aimdoc team has worked with us to customize their platform for other website and marketing projects. This is a powerful platform that leverages generative AI more effectively and other platforms I've tested. On top of that, the team is terrific to work with - helpful, knowledgeable and flexible in their approach.

William Leichter

William Leichter

CMO, PointGuard AI

Aimdoc solves a problem I've had with marketing chatbots at every startup I've worked at and does so at an incredibly reasonable price with some of the best customer service I've experienced. We were able to deploy their solution in just days and their scrappy team has responded to feedback and deployed new features in days (or sometimes literally hours) after we requested it.

Travis Northup

Travis Northup

Director of Demand Generation at QuotaPath

What I love about Aimdoc is how human it feels. Visitors actually engage with it. It's not that stiff, scripted experience you get with most bots. It answers questions naturally, routes people to the right info, and just works out of the box. The fact that it instantly learns everything on our site blew us away. We were seriously considering building something ourselves, but Aimdoc made that totally unnecessary. Setup was a breeze, and it's a no-brainer for the price.

Justin Ulrich

Justin Ulrich

VP of Marketing, Evocalize

The platform easily ingested all of our website content (over 400 pages), collateral, and other documents and quickly learned to give in-depth, high-quality answers to customer questions. While initially, we've used this as a website chatbot, the Aimdoc team has worked with us to customize their platform for other website and marketing projects. This is a powerful platform that leverages generative AI more effectively and other platforms I've tested. On top of that, the team is terrific to work with - helpful, knowledgeable and flexible in their approach.

William Leichter

William Leichter

CMO, PointGuard AI

Aimdoc has transformed how we and our clients qualify leads. It saves us time by automating the process, asking the right questions, following up, and seamlessly handing off to our team. Our sales process is more efficient, and we can focus on closing deals. If you're looking to automate lead qualification, I highly recommend Aimdoc!

Joe Budzinski

Joe Budzinski

Co-Founder, SalesNimbus

Aimdoc has improved our digital strategy significantly, turning passive visitors into active customers for our new website. The increase in leads & bookings has exceeded our expectations and pays for itself over and over again during the course of a month.

Robert Foley

Robert Foley

Marketing Solutions Architect

Aimdoc has transformed how we and our clients qualify leads. It saves us time by automating the process, asking the right questions, following up, and seamlessly handing off to our team. Our sales process is more efficient, and we can focus on closing deals. If you're looking to automate lead qualification, I highly recommend Aimdoc!

Joe Budzinski

Joe Budzinski

Co-Founder, SalesNimbus

Aimdoc has improved our digital strategy significantly, turning passive visitors into active customers for our new website. The increase in leads & bookings has exceeded our expectations and pays for itself over and over again during the course of a month.

Robert Foley

Robert Foley

Marketing Solutions Architect

Aimdoc has transformed how we and our clients qualify leads. It saves us time by automating the process, asking the right questions, following up, and seamlessly handing off to our team. Our sales process is more efficient, and we can focus on closing deals. If you're looking to automate lead qualification, I highly recommend Aimdoc!

Joe Budzinski

Joe Budzinski

Co-Founder, SalesNimbus

Aimdoc has improved our digital strategy significantly, turning passive visitors into active customers for our new website. The increase in leads & bookings has exceeded our expectations and pays for itself over and over again during the course of a month.

Robert Foley

Robert Foley

Marketing Solutions Architect

Aimdoc has transformed how we and our clients qualify leads. It saves us time by automating the process, asking the right questions, following up, and seamlessly handing off to our team. Our sales process is more efficient, and we can focus on closing deals. If you're looking to automate lead qualification, I highly recommend Aimdoc!

Joe Budzinski

Joe Budzinski

Co-Founder, SalesNimbus

Aimdoc has improved our digital strategy significantly, turning passive visitors into active customers for our new website. The increase in leads & bookings has exceeded our expectations and pays for itself over and over again during the course of a month.

Robert Foley

Robert Foley

Marketing Solutions Architect

FAQ

Frequently asked questions

Aimdoc is one AI agent for the B2B SaaS customer journey. It answers and qualifies prospects at the first touch, on your website or through their own AI agent via the Agent Gateway. Once a buyer qualifies, it drives them to a real outcome: a demo scheduled, a human handoff, or a trial provisioned and configured before first login. The same agent keeps working inside your product to get every customer to value.

Customer Outcome
Evocalize
0%90 days

Increase in organic leads

0%

Chat to lead

0%

High engagement

0

Avg messages

Still have questions? Ask Aimdoc!