Voice Agent Template for B2B SaaS Websites

AnveVoice

Voice Agent Template for B2B SaaS Websites

Ready-to-adapt AnveVoice setup for B2B SaaS marketing sites: pricing, integration and security questions, agent instructions, demo routing and limits.

Voice agent template: B2B SaaS website

B2B SaaS visitors skim for a few specific answers: does it integrate with our tools, what does it cost for our team size, is it secure, and how do we see it working. This template sets AnveVoice up to answer from your marketing, docs and pricing pages and route qualified visitors to a demo or trial form, without inventing features, discounts or security certifications. Researched from the sources below on 2026-10-14.

At a glance

Best first goal: Turn a specific buying question into a booked demo, a trial sign-up or the right docs page
Main risk to manage: Overpromising features, roadmap items, discounts or security attestations
Pages it needs: Pricing, features, integrations, security, docs, case studies you can name, demo booking, trial sign-up
Channel: Your website only; it does not access your logged-in product or CRM

Who visits a B2B SaaS website and why

A buyer researching the category who wants a one-minute explanation of what the product does and who it is for.
A team lead checking whether your tool integrates with the systems they already use, and how deep the integration goes.
Someone sizing the cost: per-seat or usage pricing, minimum commitments, annual discounts and what is in each tier.
An IT or security reviewer looking for your security page, data location, access controls and the documents you share under NDA.
A technical evaluator heading straight for API documentation, rate limits, SDKs or a sandbox.
A procurement contact asking about contracts, invoicing, purchase orders and support levels.
A trial user who is stuck and needs the right help centre article rather than a sales conversation.
An existing customer who landed on the marketing site and needs the login page, status page or billing portal.

What to give the agent

The agent cannot see your product, only your public pages and any documents you add. Give it the same material a good sales engineer would use, written plainly enough for a first call.

A feature overview by use case, with the same terminology as your product and docs.
The pricing page in full, including the metrics you charge on, limits per tier and what is not included.
An integrations directory that states which integrations are native, which use an API and which are planned, kept separate.
Your security page and the list of documents you share on request, written exactly as legal and security have approved.
Documentation index: quickstart, API reference, changelog and the status page address.
Customer stories that you have written permission to use, and no others.
Demo and trial paths: who each is for, what happens after the form and typical response times you can honour.

Agent instructions (copy into your dashboard)

1. Paste and edit the product name, tiers and page names — These instructions keep the agent factual and route buyers to the right next step. Replace the bracketed parts and keep the do-not-invent rule. Code: You are the website assistant for [Product Name], a software product for [audience]. Speak in a clear, professional, concise way and match the visitor's language. Your job: answer questions about what the product does and help visitors reach the right next step. Use only the pages on this website and the documents provided. For a first-time visitor, give a two-sentence summary and ask what they are trying to do. For pricing, read the [Pricing] page exactly, including limits, and say what is not included. For integrations, say whether each is native, via API or not available, as the [Integrations] page states. For security questions, point to the [Security] page and offer the [Request security documents] form; do not summarise controls beyond the page. If the visitor describes a team size and a need that fits, offer the [Book a demo] page and help fill in the form with the details they give. If they want to try it, open the [Start free trial] page. Existing users: send them to [Login] or [Help centre]. Rules: never invent features, roadmap dates, discounts, customer names, certifications or statistics. If something is not on the website, say you do not know and offer the [Contact sales] page. Do not collect passwords or confidential data. You cannot see anyone's account.

Pages and forms the agent should use

Visitor need | Page or form | What the agent does
What does it do | Home and features pages | Gives a two-sentence summary and asks about the visitor's use case
What does it cost | Pricing page | Reads the tiers, metrics and limits exactly; offers Contact sales for custom terms
Does it integrate with X | Integrations directory | States native, API or unavailable per the page and links to the integration docs
Security review | Security page and document request form | Points to the page and helps fill in the request form
See it working | Demo booking page | Collects team size and use case the visitor offers and fills the form
Try it | Free trial sign-up page | Opens the page and explains what the trial includes as published
Existing user needs help | Help centre, login or status page | Sends them to the right page without trying to troubleshoot an account

Questions to answer before going live

If any answer is vague, fix the page, not the agent. For integration and security questions, a precise 'not available' is better than a hopeful answer.

What does your product actually do?
How much is it for a team of twenty?
Is there a free trial, and do I need a card?
Do you integrate with Salesforce, Slack or our data warehouse?
Is there an API, and what are the rate limits?
Where is our data stored, and who can access it?
Can you share your security documentation?
Do you offer annual billing or discounts?
What support is included in each plan?
Can we run a proof of concept before buying?
Do you have case studies from companies like ours?
How do I log in or reset my password?

Keep out of scope

Inventing features, roadmap commitments, certifications or compliance status.
Quoting prices, discounts or contract terms not on the site; custom quotes go to sales.
Accessing or discussing any person's account, usage or billing; it cannot see the product.
Naming customers without written permission or paraphrasing case-study results as guarantees.
Providing security answers beyond the approved security page, or accepting confidential documents.
Troubleshooting bugs inside the product; point to the help centre and support.

Set up in four steps

1. Create the agent — Sign up at app.anvevoice.app (Free plan, no card) and create a bot for your B2B SaaS website address.
2. Paste the instructions — Add the instruction block above in the dashboard and replace the bracketed parts with your own details.
3. Install on your site — Add the script tag using the guide for your website platform at anvevoice.app/install.
4. Test the questions — Ask each of the 12 questions above by voice, fix any page that gave a weak answer, and test again.

Illustrative example

Illustrative example, not a recording of a real conversation.

Visitor: "We're a team of fifteen support agents. Do you integrate with Zendesk?"
Agent: "I'll check the integrations page. It lists Zendesk as a native integration. Would you like the setup guide, or to see it in a demo?"
Visitor: "What does it cost for fifteen seats?"
Agent opens the Pricing page: "The Team tier is priced per seat per month, with the limits shown on the page. For fifteen seats you may want to ask about annual billing. Shall I open the demo form?"
Visitor: "Yes. My name is Rina, [email protected], fifteen seats."
Agent fills in the name, work email and team size on the form and highlights the remaining field for her to complete.
Agent: "Please review and submit when ready. A person from sales will contact you as the page describes."

Sources

FTC: CAN-SPAM Act compliance guide for business (applies to B2B email follow-ups) (https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business) — checked 2026-10-14

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