How AI Is Powering Capboard’s Growth in Sales and Support ✨

Why VoiceB.ai and Intercom’s Fin AI Are Game Changers in Equity Management SaaS


In today’s SaaS world, startups are expected to deliver enterprise-grade service with lean teams. At Capboard, that challenge pushed us to embrace AI — not as a buzzword, but as a practical, performance-driven solution.

Two tools now power the core of our customer journey: VoiceB.ai’s SuperVoice for sales and onboarding, and Intercom’s Fin AI for real-time support. The impact? Nothing short of transformational.




VoiceB.ai’s SuperVoice: The AI Sales Assistant That Sells



Since switching to VoiceB’s SuperVoice, Capboard’s conversion rates have jumped:


Sales are up 33%, and 70% of support-type requests from trial users are resolved automatically during onboarding calls.

VoiceB.ai acts as a digital journey assistant that guides users step-by-step through our 25-step onboarding process. But it doesn’t just read scripts — it understands context, handles objections, and adapts its pitch based on user behavior and our latest product updates. It's trained on our documentation, website, help center, and even call transcripts, all kept fresh through web scraping.

For a product like Capboard, where founders and CFOs are setting up sensitive structures like ESOPs or cap tables, having an AI that can walk them through it in plain English (or Spanish, or French) is a huge differentiator.

“For complex topics like equity management, voice is the most agile channel — and VoiceB’s AI handles it brilliantly,” says Blanca Felez, Head of Operations at Capboard.
“The web scraping delivers incredible answer quality. With a small team, we can now compete with the big players.”




Intercom’s FIN AI: Smart Support at Scale

On the support side, Fin AI by Intercom has become our first responder.

By deeply integrating our help docs, product screenshots, and UI updates, Fin can now resolve more than 70% of incoming support questions — instantly and 24/7. From "How do I create a vesting schedule?" to "Where’s the simulation tool?", it’s like having a product expert available on every screen.

This frees up our human team to focus on the edge cases — and on building the future of Capboard.



The Takeaway: AI Isn’t the Future — It’s the Present ✨

We often hear that “AI will transform SaaS someday.” At Capboard, that someday is now.

With VoiceB.ai driving sales and onboarding, and Intercom’s Fin handling support, we’ve built a customer journey that’s scalable, responsive, and deeply helpful — without needing a 50-person team.

If you’re building a SaaS product in 2025 and you're not leaning into AI… you're falling behind.

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