Floe documentation
Everything you need to set up Floe, feed it your product knowledge, and deploy an AI agent that demos, onboards, and supports your users.
Getting Started
What is Floe
Floe is the AI demo agent for B2B SaaS. It runs a live, voice-led demo on your real product the moment a prospect clicks, qualifies them, and briefs your AE.
Quickstart
Get Floe running on your product in 15 minutes. Create a site, add content, and watch the AI agent learn your product.
SDK Integration
Add Floe to your site with one script tag and a Floe() call. Includes coding-agent instructions and configuration for every agent mode.
Security
How Floe handles data, session isolation, GDPR compliance, and enterprise security controls.
FAQ
Frequently asked questions about Floe: setup, security, pricing, integration, and how the AI agent works.
Concepts
Sites
A site represents one product that Floe learns about. Sites contain content, capabilities, and guided plans.
Ingestion
Floe's ingestion pipeline reads your product's documentation, knowledge base, and videos so the AI agent can understand your product.
Capabilities
Capabilities describe the product actions Floe prepares for your configured demo.
Research
After ingestion, Floe's research pipeline analyzes your content and product context to build deep product understanding that powers the AI agent.
Plans
Plans are step-by-step task flows that define how the AI agent guides users through onboarding, demos, and product workflows.
Languages
Run the demo and website agents in English or Hindi, give each language its own voice, and let visitors switch mid-conversation.
Demo Agent
Overview
Floe's AI sales engineer joins video calls, navigates your real product, and runs personalized demos with voice conversation.
Setup
How to set up Floe's demo agent for your product: prerequisites, configuration, integration, and publishing your first demo link.
Customization
Customize the demo agent's voice personality, product emphasis, guardrails, and discovery questions to match your sales motion.
Website Agent
Overview
The website agent — Ask Floe — answers visitor questions on your marketing site, shows contextual nudges as they scroll, and hands off in place to a live demo when they're ready.
Setup
Enable and configure the website agent: identity capture, scroll nudges, opener suggestions, ICP personas, and the live-demo hand-off — then embed it on your marketing site.
Onboarding
Support
Product Insights
Integrations
Dashboard