For B2B SaaS

Your customers reach first value - live, together

Cole is an AI that watches your customer’s screen during setup and walks them through your product’s onboarding step by step - so they don’t churn before they see value.

Become a design partner Book a demo

Embeds in minutesScreen-aware live guidanceWhitelabel-ready

Cole, in his own words

The activation gap

Most trials stall.
80% never reach first value.

Your documentation is thorough. Your UI is clean. But when a real customer sits down to set up your product, their screen never looks like the screenshots - and there’s no one there to bridge the gap.

User signs up

They land in your onboarding flow with good intent but no context.

They get stuck

A config step doesn't match their environment. No one is there to help.

They churn

First value never reached. Another trial goes cold. Support gets a ticket three weeks later.

Cole bridges the gap. Embedded in your signup flow, Cole watches the customer’s screen and walks them through setup live - annotating the exact buttons and fields they need. No tickets, no drop-off, no delayed first value.

How it works

From signup to first value, guided live

Embed. Watch. Guide. Your customer reaches activation on the first try - every time.

One snippet

Embed Cole in your flow

Add a few lines to your signup or onboarding page. Cole appears when a user gets stuck or hits a setup step.

Live

Cole watches the screen

With one click, the user shares their screen. Cole sees exactly what they see - the real UI, their actual config, the error they're facing.

Voice + arrows

Cole guides step by step

Natural voice walks them through it. Annotations and arrows highlight the exact buttons and fields. No guesswork, no jargon.

~2 min avg

First value, reached

The user completes setup and hits that first “aha” moment. Activation time drops from hours to minutes. Churn risk evaporates.

What’s different

Not a chatbot. Not a knowledge base.
A live pair programmer for setup.

Every onboarding tool expects your customer to adapt to the tool. Cole adapts to your customer’s actual screen.

Docs / checklists / tickets

Static documentation pages that never match the customer's screen
Generic checklists that can't adapt when a config step goes wrong
Support tickets that take hours or days to resolve
CS call booked for next week - if the customer hasn't churned by then
No visibility into where each user actually gets stuck

Cole

✓Sees the customer's real screen - their UI, their config, their error
✓Adapts live - if a step doesn't match, Cole finds the right path
✓Resolves in minutes, not days - no ticket queue, no handoff
✓Available at the exact moment of friction - not a week later
✓Reports every friction point so your product team can fix the root cause

Proof

It works. We’re running on it.

Cole is already embedded in Cost (cost.botzone.ai) - our first production deployment. The numbers are still coming in, but the pattern is proven.

Cost.botzone.ai

Case study #0

Cost uses Cole as an embedded activation copilot - new users who reach the Cost dashboard are guided through their first cost analysis live. Cole watches their screen as they navigate our complex data model, annotating the charts and filters they need. Result: setup time dropped from an estimated 25+ minutes of head-scratching to under 3 minutes of guided interaction.

Embedded in signup flowScreen-aware annotationsLive voice guidance

25 min

Est. setup time without Cole

<3 min

Setup time with Cole

- -

Activation lift (C7 data pending)

Early access

Become a design partner

We’re looking for 5 B2B SaaS companies to shape Cole’s embed experience. Free for 3 months in exchange for a case study and candid feedback.

Free

3 months, unlimited sessions, no commitment

Embed SDK

Drop-in widget for your signup or onboarding flow

Priority support

Direct Slack channel with the Cole team

Apply as design partner Book a demo

FAQ

Questions B2B buyers ask

Security, integration, and scale - answered straight up.

How does Cole see my customer's screen?

The customer shares their screen via their browser (standard WebRTC screen-capture API - the same one used by Zoom and Google Meet). Cole only sees what they explicitly choose to share, and the customer can stop sharing at any time from the browser’s own toolbar. Nothing is recorded or stored after the session ends.

How do I embed Cole in my product?

Add our JavaScript snippet to your signup or onboarding page (one<script> tag). Cole activates when a user stays on a setup step for more than a configurable threshold, or you can trigger it via a simple API call. The full integration takes under an hour.

What about data privacy and compliance?

Cole processes screen frames and audio live - nothing is recorded or persisted after the session. We are SOC 2-ready (audit in progress). Screen data stays in your customer’s region; we process in the same AWS region as your deployment. No training on customer data. No third-party model access to screen contents.

How long does integration take?

Most teams integrate Cole in under a day. The embed snippet works with any framework - React, Vue, vanilla HTML, you name it. We provide a lightweight SDK (2 KB gzipped) that handles screen sharing setup, session lifecycle, and callback events. If you hit a snag, our Slack channel has a response time under 30 minutes during business hours.

Can Cole handle my product's custom UI?

Yes. Cole doesn’t need to know your UI in advance - he reads whatever is on the customer’s screen in real time. His vision model understands any web interface, data table, or configuration panel. For complex multi-step workflows, you can provide step definitions or let Cole auto-detect the flow from the screen context. No UI source code access needed.

Does this replace my support team or CSMs?

No - Cole handles the first mile of setup-related friction so your humans can focus on the conversations that matter. Think of it as an always-available, screen-aware tier-0 that resolves the 40-60% of tickets caused by setup confusion. Your CSMs get richer context when they do engage, and your support queue shrinks.

Ready to turn setup from a churn risk into a differentiator?

Join 5 design partners shaping the embed experience. Free for 3 months, dedicated support, and a published case study.