Cedric AI for SaaS and Marketplace

Convert more leads. Activate more users.

Cedric presents your onboarding, runs short product demos and helps customers get tasks done.

Book a Call See how Cedric helps ↓

Your top accounts get personal support. What about everyone else?

The rest get documentation, emails, chatbots and help articles, leaving them to figure out your product on their own.

The result?

48%

of new customers drop out of onboarding

40%

of webinar sign-ups never show up

6.4%

of features drive 80% of usage

Cedric: an AI agent that demos and teaches your software, live.

Think of it as an interactive video walkthrough: users ask, Cedric shows.

● AcmeDashboardProjectsReportsIntegrationsSettingsMembersBilling

MembersInvite your team and set what each person can do.

+ Invite member

Sara Haddadsara@company.comAdmin

Omar Khalilomar@company.comEditor

Invite pendingteam@company.comViewer

Seats used3 of 10

Roles3

● Cedric is presenting

CCedric

SHSara · New customer

OKOmar · New customer

CedricTo add your team, open Settings, then Members. Want me to show you how roles work?

10:03 AM | Onboarding with Cedric

	Human	Webinar	Video or tour	Chatbot	Cedric
Answers in the moment	✓	Partly	–	✓	✓
Shows the product	✓	✓	✓	–	✓
Adapts to each person	✓	–	–	Partly	✓
Joins your Meet, Zoom, Teams calls	✓	–	–	–	✓
Reaches everyone on your platform	–	✓	✓	✓	✓
Any time, any language	–	–	Partly	✓	✓
Stays current as you ship	✓	–	–	✓	✓
Shows who is stuck	✓	–	Partly	Partly	✓
Cost per extra user	High	Low	Low	Low	Low

Who Cedric is for

The users, customers and partners your team can’t support one-to-one.

If this sounds familiar

What Cedric does

Onboard & activate

New users and partners sign up but never go live.

Live setup sessions that get each of them running.

Train

Webinars and docs don’t stick, and few show up.

Live training on demand, one-to-one, any time.

Adopt

You ship features faster than users and partners adopt.

Live demos of new features in each person’s workflow.

01 / Customer onboarding

An efficient way to onboard your customers.

Start from the customer's goals

Tell Cedric who is coming and what they want. Share the deck, and he presents it and takes questions.

The same welcome for every audience

New accounts, a client team or an event briefing. Prepare the material once and change only the brief.

Leave with a plan

After the call you get a recap, the open questions and the next steps, with owners and dates.

PresentationSlide 3 of 6

Getting your team started

Goal

Prepare the first weekly client update.

ClientDo we need to connect every tool today?

CedricLet's start with the source you need for your first update.

After the call

Session recapQuestionsNext steps

A simple way to start

Book a Call

Share your material and the audience's goals.
Tell Cedric what to present, what to ask and what not to promise.
Review the questions and follow-ups after the call.

02 / AI demos

Cedric AI helps leads see the value

Cedric gives prospects a short demo and answers their questions. Your sales team keeps the deeper conversations.

Start with what they need

Pick one scenario from the prospect's role and goals. Leave room for questions.

Make the value concrete

Show what goes in, what the product does and what comes back.

End on a next step

A trial, one workflow to try, or a call with your team. The recap and a draft follow-up come after.

ProspectOur account managers spend hours on weekly updates.

CedricLet's look at an update prepared from project notes.

On screen

Source notes→Draft update→Review

ProspectCould we use our own reporting format?

Follow-up

Confirm the required format with the team.

Next step

Try the workflowDiscuss your requirements

Before, during and after the demo

Book a Call

Before. Pick the use case and brief Cedric.
During. He explains it and takes questions.
After. You review the recap and the follow-up.

03 / AI support

Cedric AI does the task, not the help article.

● AcmeDashboardProjectsReportsIntegrationsSettings

Weekly reportStart free trial

Your workspaceEmailPlan

Sara's teamsara@company.comFree trial

Set up, waiting for your yes

● Cedric is presenting

Cedric

This is the weekly report. It builds itself from your project notes.

Sara, by voiceLooks good. How can I get started?

I can set it up now. I've filled in a workspace for sara@company.com on the free trial. Shall I create it?

Type a message…•••1x

Answers inside your product.
Users ask by voice or text, right where they are.
Offers to do the task.
A "how do I…" question gets an offer to do it for them.
Asks before he saves.
He shows the change and waits for a yes.
Tells the truth about the result.
If he can't confirm a change went through, he says so.
Hands off to a person.
With Periskope connected, he hands the chat to your team on WhatsApp.

Automate your demo flow with Cedric AI

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