Trial Onboarding & Walkthrough
Guides new trial users through product setup step by step, explains key features, shares tutorials, resolves onboarding blockers, and drives early activation to reduce drop-off before the trial ends.
Most SaaS trials expire with a whimper users disengage, upgrade prompts go unread, and revenue slips away. UnleashX's AI Agent works 24/7 to guide trial users through onboarding, surface the right upgrade moment, and convert free seats into paying customers autonomously, across email, WhatsApp, and voice, with 98% human-like precision.
Purpose-built AI agents that autonomously guide SaaS trial users from signup to paid subscription across every channel.
Guides new trial users through product setup step by step, explains key features, shares tutorials, resolves onboarding blockers, and drives early activation to reduce drop-off before the trial ends.
Qualifies inbound trial signups instantly with discovery questions, routes high-intent prospects to sales, books product demos, and sends automated reminders to boost signup-to-meeting conversion.
Runs renewal reminders across email, WhatsApp, and phone; handles pricing questions; identifies upsell opportunities; communicates upgrade benefits; and reduces churn while increasing average revenue per user.
An end-to-end AI sales employee that connects with trial prospects via calls, chat, and email, nurtures leads, follows up autonomously, updates your CRM, and drives conversions around the clock.
An orchestration layer that automates your entire SaaS growth workflow covering voice, chat, email, and RPA-style automation syncing across 200+ tools including HubSpot, Salesforce, and Intercom.
Deploy a full digital workforce of autonomous AI employees that handle trial conversion tasks end-to-end from first touch to paid upgrade with 99% uptime and 45-minute go-live deployment.
SaaS growth stalls when trial users don't receive the right nudge at the right moment. UnleashX AI Agents operate 24/7 across email, WhatsApp, voice, and chat onboarding new users, surfacing upgrade value at peak engagement moments, and following up with personalized precision. With 98% human-like interactions, 2.5x lead conversion rates, and integrations with 200+ tools including HubSpot and Salesforce, your free-to-paid pipeline runs on autopilot serving global SaaS teams and India-based growth operations alike.
See how SaaS businesses have used UnleashX AI Agents to turn trial users into loyal paying customers.
"The voice SDRs revived our entire old database. People actually responded because the agent sounded natural, helpful and fully aware of our projects. Follow ups became instant. Interest checks became smoother. The sales team finally got real conversations instead of chasing dead ends."
"Using UnleashX gave our team the power to build voice AI agents that deliver real results for our clients. Every use case became faster to deploy and easier to scale. Our metrics improved across the board and the quality of outcomes surprised even our clients. It has made our entire..."
UnleashX goes beyond chatbots delivering full-stack AI employees that own your trial conversion workflow from first login to paid upgrade.
Proven to deliver 2.5x lead conversion rates, turning more SaaS trial signups into paying subscribers with autonomous multi-channel engagement.
Go live in just 45 minutes using production-ready AI agent templates no lengthy setup, no engineering bottlenecks, no delays.
Connects natively with HubSpot, Salesforce, Intercom, Slack, and 200+ tools your SaaS stack already relies on zero disruption to existing workflows.
Operates with full GDPR compliance and internal audit protocols, giving global SaaS companies and India-based teams complete regulatory confidence.
Autonomous AI employees built to handle your SaaS conversion workflows end to end.
Sales AI Employee
Peter is UnleashX's end-to-end Sales AI Employee, purpose-built to support banking and financial services teams in converting KYC-completed prospects into active account holders. Operating 24/7 across calls, chat, and email, Peter connects with banking leads, nurtures them through the onboarding funnel, sends timely follow-ups, autonomously updates CRM systems, and ensures every qualified prospect completes their bank account opening journey. With support for both English and Hindi, Peter is particularly effective in engaging customers across India's diverse banking population ensuring no opportunity is lost due to language barriers or delayed response times. Deployable in 45 minutes, Peter brings 98% human-like communication to your sales and onboarding pipeline.
Cart Abandonment AI Employee
Sarah is UnleashX's AI Employee specialised in re-engaging customers who drop off mid-way through the bank account opening or Video E-KYC process. In the banking context, Sarah identifies where customers abandoned the onboarding flow whether during document submission, video session scheduling, or final activation and proactively re-engages them through voice calls, WhatsApp messages, and chat. She autonomously sends personalised nudges, resolves common objections, and guides customers back to complete their KYC verification. Supporting both English and Hindi, Sarah is especially effective in recovering India-based banking drop-offs, where customers often abandon due to confusion about the KYC process rather than genuine disinterest. She tracks every interaction until conversion is confirmed.
HR Recruiter AI Employee
James is UnleashX's HR Recruiter AI Employee, supporting banking institutions looking to scale their operations teams alongside their AI-powered KYC infrastructure. As banks deploy Video E-KYC platforms and expand digital onboarding capabilities, James helps source and screen compliance officers, KYC analysts, and customer onboarding specialists across job boards, chat, and calls. He schedules interviews, sends reminders, coordinates hiring pipelines, and follows up autonomously until every critical banking operations role is filled. With English and Hindi language support, James is highly effective for banks operating across India's major financial hubs including Mumbai, Delhi, and Bengaluru ensuring talent acquisition keeps pace with digital transformation goals.
An AI agent improves trial conversion by engaging users immediately after signup, guiding them through key product features, identifying high-intent behavior, and delivering personalized upgrade prompts at the optimal moment. UnleashX AI Agents operate 24/7 across email, WhatsApp, and voice maintaining consistent follow-up that human teams can't match at scale resulting in up to 2.5x higher conversion rates.
Talk to our team for a personalized walkthrough of how UnleashX can automate your free-to-paid pipeline.
UnleashX deploys AI agents for SaaS teams across India and global markets, with round-the-clock availability.
Global + India
Service Coverage
24/7 Always On
Availability
100+ Languages
Languages Supported
Whether you're scaling in India or operating globally, our AI agents are ready to deploy for your SaaS team.
Full compliance with global data privacy regulations for SaaS businesses.
Enterprise-grade reliability certified across all AI agent deployments.
Verified integrations with leading CRM, sales, and communication platforms.
Globally recognized standards for data protection, privacy, and risk management.
Tell us about your trial conversion goals and we'll show you exactly how UnleashX AI Agents can automate your free-to-paid pipeline live in 45 minutes.
For immediate assistance, feel free to give us a direct call at +919911997433.
For immediate assistance, feel free to give us a direct call at +919911997433.