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B2B SaaS & Technology Solution

Make every trial pay.

AI agents that improve trial-to-paid conversion, qualify inbound automatically, and run in-app conversations that drive activation and upgrades. Pre-tuned for Salesforce, HubSpot, and Slack.

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growth desk · MEVA TRIALS Activated · 142 Stalled · 38 Day-14 · 12 Qualified · 24 Expansion · 9 Inbound · 60 AC Trial · Day 4 · stalled at setup Acme Corp · 18 seats · Salesforce → MEVA: nudge sent · walkthrough booked VP VP Eng · weekend lead Pricing page 10pm Sat · demo Mon CS Stuck on OAuth setup In-app fix walked through · resolved MEVA TRIAL STATE · ACME CORP → Activation gap detected day 4 → Converted to paid by day 6 → Routed to AE · synced to CRM
Proven in production
Automated

B2B SaaS achieved inbound lead scoring and engagement.

For Growth
Convert more trials

Turn stalled trials into paid with timely, in-product nudges.

For Support
Deflect Tier-1 tickets

Resolve product questions across channels with full account context.

For Tech
Integrate fast

AI-driven integrations for Salesforce, HubSpot, and Slack.

Pre-tuned Across the full customer lifecycle

Ephanti runs the entire customer lifecycle end to end, and the team behind it.

1
Demand & inbound
Acquire · Marketing
⌄

Capture and qualify inbound demand.

  • Inbound qualification, BANT / MEDDIC
  • Conversational discovery
  • Social & community engagement
  • Lead enrichment
  • Account research
  • In-product engagement
2
Trial & onboarding
Convert & Sell · Sales
⌄

Move trials to paid and route deals to the right AE.

  • Trial-to-paid conversion plays
  • Activation-gap detection
  • Meeting booking & routing
  • Guided onboarding
  • Adoption scoring
3
Adoption & support
Support · Customer Service
⌄

Keep users unstuck with full product context.

  • Tier-1 product support
  • FAQ automation
  • In-app guidance
  • Escalation
  • CSAT / NPS collection
4
Renewal & expansion
Retain & Expand · Customer Success
⌄

Protect renewals and surface expansion early.

  • Account health scoring
  • Churn-risk alerts
  • Renewal reminders
  • Expansion-signal detection
  • QBR prep automation
Also included · Also included · Automate Internal Operations · HR + IT

It runs your back office, too.

The lifecycle above faces your customers. The same Ephanti platform also automates internal operations, so the same agents that grow revenue also support the team that builds and ships the product.

Slack, Teams & Google Chat alertsHR onboardingIT supportWorkflow automationCRM syncSmart routing
Explore In Your Environment

Industry problems

What we hear from every team like yours.

⚠
Trial users hit a wall and never come back

Day 4 they pause at activation, day 14 they churn out, and your CSMs only have time for the top accounts.

•
Inbound qualification is a leaky bucket

BDRs follow up Monday morning; high-intent prospects bought from a competitor over the weekend.

•
Drift and Intercom are expensive, and shallow

You pay $5k/month for a chat widget that doesn't know your product, your trial cohort, or your CRM.

Where MEVA changes the game

MEVA is the AI agent engine inside Ephanti. Here is where it goes to work.

What MEVA already knows before the conversation starts

When the Trial-to-Paid Agent contacts a user, it has already assembled their company firmographics from Salesforce, last support ticket, trial stage, activation gaps, and AE assignment, from every connected system, in real time. That is the full customer context a CDP was designed to create. Ephanti delivers it as one real-time profile on day 30, not after an 18-month data engineering project.

How it actually works

Real scenarios in your industry. Real systems. Real outcomes.

Trial-to-Paid AI

A trial user on day 4, converted by day 6

A free-trial user logs in on day 4 and pauses at a feature. Trial-to-paid AI recognises the activation gap, sends a personalised in-app message, books a 15-minute walkthrough, and routes the lead to the AE. The trial converts on day 6, without a single CSM hour spent.

Trial-to-paid flow: an in-app nudge leads to a booked walkthrough and conversion
Inbound Qualification

A weekend lead, booked before Monday

A VP of Engineering at a 200-person SaaS hits your pricing page on Saturday at 10pm. The Conversational Discovery Agent qualifies them, books a Monday-morning demo with the right AE, and pre-fills the discovery doc with their product signals from your analytics stack.

Inbound qualification: a weekend web-chat lead booked and routed to an AE
In-Product Support

Setup help, answered inside your app

A trial user gets stuck setting up an integration. They ask the in-app chat. The Customer Success Agent reads their setup state from your product, identifies the missing OAuth scope, walks them through the fix, and logs the issue as a documentation gap.

In-product support resolving a stuck trial user inside the app

Bundled agents

Specialised agents, one platform, together they run the whole B2B SaaS lifecycle. Ephanti ships with them pre-wired into your stack.

B2B SaaS
Trial-to-Paid Agent

Engages free-trial users with personalised activation nudges, identifies activation gaps from product analytics, and runs conversion plays in-product and out, improving trial-to-paid conversion.

B2B SaaS
Conversational Discovery Agent

Qualifies inbound leads conversationally (BANT, MEDDIC, or custom), books meetings with the right AE, enriches from your connected data sources, and writes structured records to Salesforce or HubSpot.

B2B SaaS
Customer Success Agent

Drives account health, expansion signals, and Tier-1 product support: across in-app chat, SMS, email, and Slack, with full account, usage, and product context.

Browse all agents →

Works with your existing stack

Pre-built, AI-driven integrations.

Microsoft Teams
Google Chat
Salesforce
HubSpot
Slack
Pendo
Mixpanel
Stripe
Outreach

What SaaS teams typically retire

Most B2B SaaS teams consolidate 4–6 point tools within 60 days of going live on Ephanti.

Intercom
Drift
Zendesk
Freshdesk
Customer.io
Braze
Gainsight
ChurnZero

Ephanti integrates with your CRM and product stack: Salesforce, HubSpot. It replaces the fragmented support and outreach tools on top.

Calculate your ROI

How much would Ephanti save you in tool consolidation, deflection, and conversion lift?

Run the B2B SaaS ROI calculator →

Outcomes our customers see

24/7
Inbound qualification
70+
Languages supported
BANT / MEDDIC
Qualification frameworks
30 days
Typical deployment
B2B SaaS revenue funnel: marketing to AI qualification to sales to customer success to expansion

How Ephanti compares to Intercom

See the head-to-head: AI architecture, integration depth, deployment time, pricing transparency.

vs Intercom · vs Drift · See all comparisons →

The B2B SaaS Playbook

The full strategy guide: 5 plays, implementation timeline, common pitfalls. Free download.

Download the B2B SaaS Playbook →

Frequently Asked Questions

Common questions about Ephanti for SaaS

How does Ephanti compare to Intercom or Drift?

Intercom and Drift are conversational platforms with bolt-on AI. Ephanti is built around autonomous agents that act on your CRM and product data, not just chat.

Does Ephanti work with my product analytics stack?

Yes. Ephanti reads from Mixpanel, Amplitude, and Pendo, and writes activity back to Salesforce and HubSpot.

Can I migrate from Drift or Intercom?

Yes. Most SaaS customers migrate in 2–3 weeks: we import your playbooks, qualification flows, and customer history, then run side-by-side until you're ready to cut over.

What about HubSpot vs. Salesforce, does it matter?

No. Ephanti has deep, AI-driven integrations with both.

Will this replace my SDR team?

No. It augments them. SDRs focus on outbound to high-fit accounts; Ephanti handles inbound qualification, demo booking, and trial nurture.

How does Ephanti improve trial-to-paid conversion?

The Trial-to-Paid Agent watches activation signals in your product analytics, spots where a user stalls, and reaches out in-app or by email with the right nudge, a guided walkthrough, or a booked call, then routes high-intent trials to an AE with full context.

Can it handle onboarding and in-product adoption, not just support?

Yes. It guides new users through setup and the features that drive value inside your app, detects activation gaps, and steps in before a trial goes cold, not only when someone opens a ticket.

Does it help with renewals and expansion, or flag churn risk?

Yes. The Customer Success Agent tracks account health and usage signals, surfaces expansion opportunities, flags churn risk early, and runs renewal reminders and outreach tied to each account context.

Ready to see Ephanti in your stack?

Most B2B SaaS teams go from contract to live within 30 days. Book a demo with your real systems.

Book a demoWatch it work →