StepsAI logo

StepsAI

Rivendica

StepsAI is an AI agent platform for sales, support, and actions across website, messaging, and internal channels, trained on business content with credit-based pricing.

StepsAI preview

Overview of StepsAI

StepsAI is an AI agent platform for selling, support, and task execution across a business’s customer touchpoints. The site positions it as more than a chatbot: it can answer questions, qualify prospects, capture leads, and take actions using knowledge from the business’s website, documents, FAQs, and connected apps.

The product is built for teams that want one agent to work across a website, WhatsApp, Instagram, Slack, Teams, Gmail, and other supported channels without separate setup for each one. The source also shows commerce and support workflows such as product recommendations, order tracking, ticket routing, cart recovery, meeting booking, and human escalation when the AI cannot complete a request.

Core capabilities

Business-trained knowledge base

The agent is trained on your website, docs, FAQs, and uploaded files, then can be deployed with a consistent knowledge base across channels.

Answers and actions in one flow

StepsAI can answer questions and take action, including lead qualification, meeting booking, order tracking, ticket routing, and cart recovery.

Multi-channel deployment

The site shows deployment across website chat, WhatsApp, Instagram, Slack, Teams, Gmail, and a standalone page, with one setup used everywhere.

Connected app workflows

The product connects to commerce and support tools such as Shopify, WooCommerce, Stripe, Zendesk, Salesforce, HubSpot, Calendly, Gmail, and Slack.

Human handoff and inbox

A unified inbox and human handoff allow teams to review escalations, see conversation context, and take over when needed.

Plan-based scaling

The pricing page lists tiered plans, usage credits, storage, web crawls, analytics, and enterprise controls such as SSO/SAML and custom integrations.

Practical use cases

  • E-commerce storefront assistant

    Answer product questions, surface recommendations, recover abandoned carts, and connect shoppers to Shopify or WooCommerce data during the buying flow.

  • Customer support triage

    Handle common support questions, route tickets, and use human handoff when the request is too complex for automation.

  • Lead capture and sales qualification

    Qualify prospects, capture leads, and book meetings from website and messaging-channel conversations.

  • Cross-channel customer continuity

    Keep conversations moving across website, WhatsApp, and Instagram without forcing customers to repeat context.

  • Connected team workflows

    Connect the agent to internal tools and workflows such as Gmail, Slack, Calendly, Zendesk, Salesforce, and HubSpot for action-taking tasks.

Pros and Cons

Pros

  • Covers both customer-facing conversations and task execution, not just FAQ replies.
  • Supports multiple channels from a single setup, which reduces duplicate configuration work.
  • Includes business data sources such as websites, docs, FAQs, and files for training the agent.
  • Shows practical workflows for e-commerce, support, and lead capture.
  • Adds human handoff and a unified inbox for conversations that need review.

Cons

  • The site does not publish a full limitations list, so exact behavior in edge cases is not fully documented on the pages provided.
  • Some setup details are described at a high level, but the source does not specify every integration, workflow, or admin control available in each plan.

FAQ

How long does setup take?

Yes. The site says StepsAI can be live in about 5 minutes, with setup that starts from your website URL and then lets you add behavior, knowledge, and connected apps.

Which channels does StepsAI support?

StepsAI supports Website, WhatsApp, Instagram, Slack, Teams, Gmail, and API-based deployments on the pages provided, with the channels page also showing a standalone page option.

Can StepsAI connect to my existing tools?

The source says you can connect tools such as Shopify, WooCommerce, Gmail, Slack, Calendly, Zendesk, Salesforce, Stripe, Notion, BigCommerce, HubSpot, Google Drive, WhatsApp, and Instagram, with more than 100 integrations referenced on the site.

How does pricing work?

The pricing page says the product uses a credit model where one credit equals one AI response, while customer messages are free and you only pay when the AI replies.

What happens when the AI cannot answer?

The pages describe a unified inbox, human handoff, and escalation for complex requests, so a team can review conversations that the AI cannot complete on its own.

Quick Facts

Category
AI agents
Primary use
Sales, support, and workflow automation
Channels
Website, WhatsApp, Instagram, Slack, Teams, Gmail, API
Deployment claim
Live in about 5 minutes
Pricing model
Credit-based plans with free customer messages
Website
stepsai.co