"It’s a must have in any early stage B2B SaaS company stack"
Valley is the only AI that helps you book more sales calls by finding high-intent leads on LinkedIn and messaging them like you would. Valley will identify buyers who are already interested: profile viewers, competitor post engagers, company page followers. Then, it scores every lead for your exact ICP and delete every lead that’s not a fit and send hyper-relevant personalized outreach.
Because Valley handles sensitive and technical workflows like LinkedIn automation and CRM syncing, making users feel confident and guided from "Day 1" is critical to their retention.
The challenge: Accelerate time-to-value for a deep, feature-rich platform
As an AI-driven product, Valley is inherently sophisticated. To see value, a user must connect their LinkedIn account, define complex "research signals," and configure messaging logic.
"Our product moves fast, and our users expect an experience that is as 'AI-native' as the service we provide," says Zayd, CEO of Valley.
Before Frigade, the team faced three core challenges:
Human-Dependent Support: New users were frequently forced to wait for human intervention to answer routine "how-to" questions—such as "Is my LinkedIn connected correctly?"—that could have been addressed instantly in-flow.
Documentation Decay: Maintaining a traditional Help Center was a significant manual burden. In a fast-evolving product, static documentation was often outdated the moment it was published.
Engineering Opportunity Cost: Building and maintaining custom onboarding UI components was distracting the engineering team from their primary goal: building the world's best AI sales engine.
The solution: An AI Assistant that lives inside the UI
Valley integrated Frigade to replace static guides with a conversational, action-oriented AI Assistant. Instead of stale out of sync how-to articles, Valley users now have a co-pilot that understands the state of their account and guides them contextually.
1. Automated Knowledge Mapping
Frigade’s AI automatically learned Valley’s interface and technical documentation. It learned how the "Prospect Research" tab works and what a "Qualified Lead" looks like in Valley’s specific context, requiring zero manual tagging from the Valley team.
2. In-App Troubleshooting & Answers
When a user is confused about a LinkedIn connection error, they ask the Frigade Assistant. The AI provides a step-by-step resolution immediately, pulling from Valley’s latest product updates.
3. Driving Actions, Not Just Text
Valley leverages Frigade’s ability to take action on behalf of the user. If a user asks, "How do I invite my team?", the Frigade Assistant doesn't just explain it—it can trigger the invite modal or navigate the user directly to the team settings page.
The Workflow: How Frigade powers Valley's onboarding
Step 1: Contextual Awareness — Frigade identifies if a user hasn't yet connected their CRM and proactively nudges them.
Step 2: Conversational Setup — The user asks the Assistant, "What's the best way to score my leads?" Frigade explains Valley’s ICP scoring logic and offers to start a guided tour of the scoring dashboard.
Step 3: Automated Documentation — As Valley launches new features like "Warmlists," Frigade automatically updates its knowledge base, ensuring the Assistant never gives outdated advice.
The result: Scaling support without scaling headcount
By implementing Frigade, Valley has successfully bridged the gap between a complex technical product and a seamless user experience.
It’s a game changer. The product activation has been incredible. We checked the dashboard, and it’s solved over 400 queries a month that would otherwise go to our support team. That saves us from hiring two additional support people. It pays for itself within the first two months. It’s a must have in any early stage B2B SaaS company stack. If you don’t have it, you are just letting customers slip through the cracks without activating. It’s an immediate revenue generator.
Zayd Ali
CEO, Valley
945 Market St.
San Francisco, CA 94103
