We build the systems that run your SaaS ops while you build the product.
Toolkit IQ designs and ships AI automation for support, onboarding, billing, and internal workflows, engineered and tested, then handed over as infrastructure your team owns outright.
* Illustrative sample trace, not a live customer ticket. Resolution time is a target based on typical engagements, not a guaranteed result.
Six categories of work we take off your team's plate.
Onboarding & activation
Automated setup flows that provision accounts, chase missing steps, and nudge users to first value without a CS ticket.
Learn moreAI assist for internal teams
Purpose-built assistants trained on your docs and data for sales, support, and ops teams to query directly.
Learn moreCustom workflow builds
Multi-step automations for whatever your stack doesn't have an off-the-shelf answer for.
Learn moreSupport triage & resolution
Agents classify, respond to, and resolve tickets across chat and email, escalating only what actually needs a human.
Learn moreBilling & revenue ops
Dunning, plan changes, invoice reconciliation, and usage-based billing edge cases handled without spreadsheets.
Learn moreData pipelines
Clean, sync, and enrich records across your CRM, warehouse, and product database on a schedule you don't babysit.
Learn moreThe work is engineering, not tooling.
We're not reselling a chatbot platform with your logo on it. Every system is scoped to your actual workflows, built against your actual data, and tested before it touches a real customer.
Built on your stack
No separate app for your team to log into. Everything runs through the tools you already use: Zendesk, Stripe, your CRM, your database.
Human-in-the-loop by default
Every system launches with a human reviewing its work. Autonomy is a setting we turn up once we've watched it perform, not a starting assumption.
Owned outright
When we hand off, you get the source, the credentials, and the documentation. Nothing is licensed back to us or held behind a subscription.
Measured in hours, not dashboards
We track what a system takes off someone's plate each week. If it isn't saving real time, it doesn't ship.
Built by engineers who've shipped this across more than one industry.
Toolkit IQ came out of years of building internal automation and AI-assisted tooling inside operating companies, not from selling a platform. We've seen what breaks when a workflow lives in three different tools, and what changes when it doesn't.
Support, billing, and onboarding systems for subscription products.
Intake, scheduling, and compliance-sensitive workflows.
Inventory, order processing, and supply-chain data pipelines.
A five-week build, not a six-month consulting engagement.
Audit
Week 1We map every workflow touching support, onboarding, and billing, and flag where AI removes hours, not just tasks.
Build
Weeks 2 to 4We build the agents and pipelines against your real tools and data, in a staging environment your team can poke at.
Integrate
Week 5Systems go live behind guardrails: human-in-the-loop where it matters, fully autonomous where it doesn't.
Hand off
OngoingYou get documentation, dashboards, and ownership. We stay on for tuning, not as a dependency.
Typical time from the first audit call to a live system handling real tickets.
Coverage on tickets, onboarding, and billing exceptions, including weekends.
New hires required to run what we hand off. It's built to work with your current team.
* Based on typical engagements to date. Figures are illustrative, not guaranteed, and vary by scope and starting stack.
What a first system typically looks like for a subscription SaaS team.
This is an illustrative example of the type of system we build, not an actual client engagement or case study. It reflects a common starting point: a support inbox that's grown faster than the team handling it.
- Support tickets sit in a shared inbox for hours before anyone triages them.
- Refunds and plan changes need a human to open three different tools.
- New signups get a welcome email, then silence until they ask for help.
- Tickets are classified and routed the moment they arrive, 24/7.
- Routine refunds, plan changes, and access resets are resolved automatically inside guardrails your team sets.
- New accounts are nudged through setup based on what they've actually done, not a fixed drip schedule.
* Illustrative example only. This is not an actual client case study, and results vary by scope, stack, and starting volume.
Before you book a call.
The things most teams ask before handing over access to a support inbox or a billing system.
View full FAQA chatbot answers questions. What we build takes actions: it looks up an account, issues a refund, reprovisions access, updates a CRM record. It's connected to your systems, not just trained on your docs.
Yes, scoped access to whatever the system needs to do its job (support inbox, billing platform, database) and nothing beyond that. We work in a staging environment first and move to production only once your team has signed off.
No, and that's not the goal. It resolves the repetitive volume so your team spends time on the accounts and conversations that actually need a person.
You get full ownership: the code, the credentials, and documentation written for your team, not ours. We stay on for a tuning period, then step back to an as-needed basis.
Most of what we build doesn't fit a template. We scope every system against your actual tools and edge cases during the audit, before any code gets written.
Tell us what's eating your team's time. We'll tell you what to automate first.
A 30-minute conversation, no deck, no commitment. Walk us through what's slow or manual today, and we'll give you a straight answer on what's worth building and what isn't.
