The agent inside your product does the work.
Not a tour, not a help center. It knows who signed in, operates your product on their behalf, and offers the services you sell.
Set up in the first session.
New users land in an empty account and are told to figure it out. The agent configures the account with them, step by step, so the first session ends with your product working on their problem.
- Real setup, not a walkthrough: the agent operates your product while they watch and stay in control
- Troubleshoots the edges: a failed integration or a bad key gets fixed, not documented
- Knows when to hand off: bigger deals and hard cases go to your team with the whole journey attached
Starting setup…0/4Ask, and it is done.
After setup, customers still need things done, and today that means a ticket or a call to your team. They tell the agent what they need in plain language. It changes settings, runs reports, and resolves issues inside your product, with their permissions.
- Done, not explained: the result shows up in the app, not a link to the docs
- Anything your product can do: settings, reports, imports, fixes
- Escalates with judgment: your team steps in when a human should, with full context
Can you export last month's qualified leads to HubSpot?
On it — running the export now.
- Pulling qualified leads
- Mapping fields to HubSpot contacts
- Syncing records
- Sending you the summary
Done in 40 seconds — no ticket, no queue.
It already knows them.
Every tool a customer touched before your app forgets them at the login screen. The agent remembers the website conversation, connects the signed-in user to that contact, and brings in your CRM context for the account.
- No cold starts: use case, stack, and goal carry over from the first conversation
- Verified identity: a signed session unlocks CRM context for that user and their company
- Per account, not per segment: this user, this company, this use case
Can it route new trial signups to the right rep in HubSpot?
Yes — and I can set it up with you. Start a trial and I'll bring this conversation in with me.
Welcome back, Matthew. Let's connect HubSpot first — I'll do the setup with you.
It offers the services you sell.
Customers ask for outcomes your product can deliver but nobody has packaged. The agent suggests the right service from your catalog, sells it if it is priced, and runs it for that account.
- From your catalog: only the services you defined, with the tools you granted
- Sold in the conversation: included with a plan, requestable, or bought through your Stripe account
- Run and kept running: configured to the account, on a schedule, with results in the app
Hartwell Mechanical
4 services configured to this account
- running
Weekly account audit
Mondays, 7:00 · Fixed 3 drifted settings
- running
Usage drop monitor
Continuous · Emailed 2 accounts this week
- scheduled
Monthly executive report
1st of the month · Sent to 4 recipients
- running
Failed sync investigation
On trigger · 2 resolved, 1 escalated
How it works
Inside your app, the agent works with your product's own tools, as the person who signed in.
1Connect your product's MCP.
Aimdoc works through the tools your product already exposes. No integration code.
2Aimdoc authenticates as each customer.
Every call runs as that user, with their permissions, in their account.
3The agent and every service do real work.
In your app, over email, on your site, or for another agent. Where a tool is missing, a task definition teaches the browser path.