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Documentation Index

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HelpAlive is built for B2B SaaS teams who care about adoption and retention but don’t have a dedicated product analyst. Here’s what teams ship with it.

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Faster activation

The problem. New users sign up, click around for a few minutes, hit a wall they don’t understand, and never come back. Activation funnels degrade silently. What HelpAlive does. The AI assistant greets every new user with context-aware suggestions for the page they landed on. The greeting and three suggested questions are computed from the user’s plan, role, and current page — so a free-tier user sees different prompts than an admin reviewing billing. Outcome. Users hit their first value moment without reading the docs. Time-to-activation drops because the product itself is showing them the way. Set up: Quickstart → Knowledge base → Appearance.

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Lower churn

The problem. Users who silently struggle leave. Analytics tools see the struggle but humans need weeks to ship a fix; meanwhile the user has already churned. What HelpAlive does.
  • The SDK auto-captures rage clicks, abandoned forms, DOM errors, and repeated dead-ends.
  • The AI assistant is one click away with full session context — no “what’s wrong?” prompt; the user can describe the problem in their own words and the agent already knows what they were just doing.
  • The coverage-gaps inbox surfaces the categories of struggle your team needs to address — ranked by volume and severity.
Outcome. Friction gets caught and answered in-product, in the moment. Patterns get caught for the team to fix. Both at the same time. Set up: SDK overview → Agent overview → Topics.

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Ticket deflection

The problem. When users hit a question, they often have to re-explain what they were doing, which page they’re on, and what they already tried. That friction routes more questions into your support queue than necessary, and even the answered ones cost the user time. What HelpAlive does. The Agent reads four sources of context at every turn — page, identity, recent activity, and your knowledge base. It opens with something like “I see you were on Billing and clicked Upgrade twice” instead of a generic prompt, and answers grounded in the user’s actual situation. Outcome. First-touch deflection improves on the questions where context was the bottleneck. Anything that does escalate arrives with a transcript so your support staff don’t start cold. Set up: Agent overview → Train → Topics.

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In-product upsell

The problem. Upsell opportunities are time-sensitive — the moment a user hits a feature gate is the moment to introduce the upgrade path. Generic banners miss the moment; sales reps don’t see the trigger in time. What HelpAlive does. Events from identify() (plan, role, signup date) plus auto-captured behavior tell you when a user on a lower tier is engaging with features that exist on a higher tier. The chatbot answers gating questions with the right framing — what’s available, what’s premium, and how to upgrade — without sounding like a sales pitch. Outcome. Conversion conversations happen in-app, in the moment, with full context. Set up: Identify users → Agent appearance for plan-aware welcome copy.

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A real map of how your product is used

The problem. Manual event tagging rots. Every new feature you ship needs a tracking spec, a code change, and a dashboard update. Coverage drifts; adoption metrics become aspirational. What HelpAlive does. Auto-capture is the default — clicks, pageviews, form submits, exposure summaries, friction signals. No tag plan. Every screen you ship is instrumented the moment it ships. Adoption dashboards stay in sync with reality. Outcome. Your team sees adoption trends without fighting an instrumentation backlog. New features are visible from day one, not from “next quarter when the analyst can write the tracking.” Set up: SDK overview → Insight overview → Audience.

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Where HelpAlive fits

HelpAlive focuses on adoption and retention — helping your users find value in your product, and showing your team where to improve next. We’re not session replay, not a general analytics dashboard, and not a developer telemetry tool. We’re the layer that turns observed behavior into in-product action and a clear queue of what to fix.

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Next steps

Quickstart

Five minutes to your first session.

Set up the Agent

Train the AI assistant on your docs.