Productivity

How to document a SaaS product with AI: video guides, chatbot and onboarding

By Koldo · Published on

Tools you will use

FastGPT

Free trial

Open-source platform for building RAG chatbots on your documents.

TLDR: Three AI tools get you a complete SaaS documentation setup in days: Guidde records step-by-step video guides while you use your own product, FastGPT turns that documentation into a chatbot with cited answers and Decktopus generates the onboarding decks. The fourth step is a routine that keeps the base from going stale with the next release.

Documenting a SaaS is the task every team postpones: writing steps and screenshots by hand is slow, and by the time you finish the interface has moved. This guide is for founders and small product teams who need a decent help center without hiring a technical writer. By the end you will have video guides of your main flows, a chatbot that answers from your own documentation and a welcome deck for new customers. AI produces the drafts and your job is to direct, review and maintain.

1. Record the video guides with Guidde

Start with the flows that generate the most tickets, not the ones easiest to record. Scan your support inbox from the last month: usually eight to twelve processes concentrate most of the questions. Those are your first batch.

Guidde works from the browser with a Chrome extension: you start recording, walk through the flow the way a user would and the tool generates the guide on its own, with steps, copy and voiceover. What used to be an afternoon of screenshots becomes record once and review. The free plan gives you 25 videos, enough for that first batch, and paid plans start at 16 dollars a month.

Two caveats. Fine video editing is limited, so record slowly instead of counting on fixing it later. And the synthetic Spanish voices trail the English ones: if they do not convince you, narrate over the guide yourself and keep the step copy, which is where it saves the most work. Always review that copy, because button and menu names are where the automatic transcription slips most.

2. Build the help chatbot with FastGPT

Video guides answer the “how do I do this”, but a user with a specific question does not want a three-minute video: they want an answer. That is where the chatbot comes in.

FastGPT is an open-source platform for building a RAG chatbot over your documents. You upload the text guides, the frequently asked questions and any manuals you have, and the visual editor lets you define the pipeline: how content gets chunked, how retrieval works and how the assistant responds, citing the source of each answer. That citation is what makes it useful for support. The model is freemium, from 5 dollars a month, a low cost compared with SaaS alternatives.

The trade-off: self-hosting it demands technical skills and part of its documentation is aimed at the Chinese market, which can make setup slower than expected. If nobody on the team is technical, use the hosted version and start by feeding the chatbot the answers to your twenty most repeated tickets. Teams that would rather assemble their own stack with model APIs usually also look at AIML API.

3. Create the onboarding decks with Decktopus

The customer who just paid needs context, not an index of articles. A welcome deck covers in ten slides what the product does, where to start and what they will achieve in the first week. It works in kickoff calls and as material the customer forwards to their team.

Decktopus generates the full presentation from a topic: structure, copy and coherent design, ready in minutes. It is freemium, with plans from 10 dollars a month. Create one general welcome deck and variants by role or plan: the admin and the end user do not need the same walkthrough. The built-in forms let you ask at the end of the deck where each customer gets stuck.

The editorial work is cutting: one idea per slide and real screenshots of your product. Keep in mind that the templates are somewhat rigid to customize and advanced export is reserved for higher plans, so check on the free plan whether the output format works for you. If you later want to turn this base into structured training, EverLearns converts existing content into courses, and our guide on launching an online course with AI covers that process step by step.

4. Keep the knowledge base current

An outdated knowledge base is worse than none at all, because the user trusts it and then hits an interface that no longer exists. The only defense is a routine, not a heroic effort every six months.

The minimum routine has three pieces. Every release with visible changes triggers a review of the affected video guides: with Guidde re-recording a flow takes minutes. The chatbot tells you where the gaps are: review the questions it failed to answer each week, because that list is your documentation backlog. And review the decks once a quarter.

Give the task a name and a face. In teams where “documentation belongs to everyone” it belongs to nobody, and three months later half the guides are lying. One accountable person, even spending two hours per release, keeps the whole system running. To compare these tools with other options, our ranking of productivity AI tools puts them in context.

Common mistakes

The first mistake is documenting the whole product in one go: you end up with a huge, uneven base that is old before it launches. Document the flows that generate tickets and leave the rest for when someone asks.

The second is publishing AI drafts unreviewed. Guidde’s copy, the chatbot’s answers and the slides all start from what you feed them: if the source has errors or stale screenshots, they spread them with good typography. Review is the job, not a formality.

The third is treating documentation as a project with an end date. It is an internal product with a life cycle, and you budget maintenance time for it the same way you budget development time.

Frequently asked questions

How much does this three-tool documentation setup cost?

The entry plans add up to about 31 dollars a month: Guidde from 16, FastGPT from 5 and Decktopus from 10. All three have a free plan or trial, so you can build the full first version without paying.

Do I need a developer to set up the chatbot?

To self-host FastGPT, yes: it is an open-source platform built for technical profiles. With the hosted version the work is uploading documents and configuring the pipeline in the visual editor, though it helps to have someone technical around during the first setup.

What if my product changes every week?

Do not rebuild anything wholesale: re-record only the flow that changed and re-upload the affected documents to the chatbot’s base. With per-release maintenance, the cost stays at one or two hours per cycle.

Video, chatbot or text? Which do I prioritize?

In this order: first the video guides for the flows with the most tickets, since they take the most support off your plate. Then the chatbot, which scales as the text base grows. The onboarding decks run in parallel if you have new customers coming in every week.

The steps, in short

  1. Record the video guides with Guidde

    Walk through your product's main flows with the extension on and the tool generates the video guide with steps, copy and voiceover.

  2. Build the help chatbot with FastGPT

    Load your documentation into a RAG knowledge base and ship an assistant that answers citing its sources.

  3. Create the onboarding decks with Decktopus

    Generate a welcome deck and role-based walkthroughs so every new customer starts with context.

  4. Keep the knowledge base current

    Re-record the flows that change with each release and use the chatbot's unanswered questions to find gaps.

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