Build an AI Competitive Analysis Agent for SaaS Tools

Ever felt like keeping tabs on your SaaS competitors is like playing detective—with endless tabs open, spreadsheets flying everywhere, and caffeine becoming your best friend? Let’s change that! This quick tutorial will walk you step-by-step through creating your own AI-powered competitive analysis assistant with Omnimind.ai.

No technical skills? No worries! With Omnimind’s intuitive platform, you’ll transform complex competitive research into quick, automated insights, saving hours of manual work. Ready to become the Sherlock Holmes of SaaS competition? Let’s dive in!

Step 1: Begin Your AI Journey

Sign up or log in to Omnimind.ai and start creating your first AI Agent! Click on the “Get Started” button in the Create AI Agent section.

Step 2: Define Your Agent’s Goal

For your SaaS Competitive Analysis Agent, select “Answer with knowledge” as your agent’s primary goal.

This option is perfect for creating a comprehensive competitive analysis tool because it will:

• Analyze and compare SaaS competitors using extracted data
• Present structured comparisons of pricing and features
• Generate insights based on market research
• Provide strategic recommendations

Step 3: Choose Your Tools and Integrations

For your SaaS Competitive Analysis Agent, select “Yes, my agent needs to use specific APIs, services, scrapers, or tools” and add these two essential tools:

• Google Search ✓ – This tool will help your agent find official pricing pages, feature lists, and competitor information online
• Scrape Webpage ✓ – This will allow your agent to extract structured data from competitor websites

These two tools work together perfectly for competitive analysis:

1. Google Search locates the official pricing and feature pages
2. Scrape Webpage extracts detailed information from those pages

This combination enables your agent to automatically research any SaaS competitor when prompted with “Run the full competitive analysis on [Competitor 1] and [Competitor 2]” – eliminating hours of manual research.

Select these two tools by clicking on them, then press “Next” to continue setting up your agent.

Step 4: Set Up Your Data Access

Empower your AI with comprehensive analysis capabilities:

• Official pricing pages
• Feature documentation
• Comparison frameworks
• SaaS industry insights
• Market positioning data

Step 5: Choose Your Interaction Channel

Get direct access to all your analysis in real time via the chatbot, choose “I will use the agent on my own”:

• Seamless chat interface
• Multi-device functionality
• Instant analysis delivery
• Consistent reporting format
• Integration with your workflow tools

Wait for Omnimind to craft the perfect AI Agent for you!

Step 6: Define the Agent Workflow

In this step, you’ll need to provide a clear description of how your SaaS Competitive Analysis Agent should work. This helps Omnimind craft the perfect workflow for your agent.

Enter a description like this:

“This agent automatically analyzes SaaS competitors when prompted. When a user types ‘Run the full competitive analysis on [Competitor 1] and [Competitor 2]’, the agent searches for pricing and feature information online, then extracts detailed data from the official websites. It creates comprehensive comparison tables showing pricing tiers and features side by side, highlighting differences and similarities. The agent also provides insights about market positioning, competitive advantages, and strategic recommendations.”

This simple explanation tells Omnimind exactly what your agent needs to do without technical jargon or complex formatting. It covers the trigger command, research process, and expected output in straightforward language.

Click “Next” after entering your description to continue setting up your agent.

Step 7: Choose Your Tools & Services

For your SaaS Competitive Analysis Agent, you’ll need to select the essential tools that will enable automatic competitor research. From the available options, select:

1. Google Search
   • This tool will allow your agent to find official pricing pages and feature documentation for each competitor
   • Perfect for discovering the most recent and accurate competitor information
2. Scrape Webpage
   • This tool will extract detailed pricing and feature data from competitor websites
   • Essential for converting unstructured website content into organized comparison data

Click on both Google Search and Scrape Webpage to add them to your agent. These two tools work together seamlessly – Google Search locates the relevant competitor pages, and Scrape Webpage extracts and structures the data from those pages.

Once you’ve selected these two tools, click “Next” to continue building your competitive analysis agent.

Step 8: Add Knowledge Sources

In this step, provide your AI agent with the knowledge it needs to perform effective competitive analysis. You’ve already uploaded a valuable resource:

“Competitive Analysis Report.pdf” – This template will guide your agent in formatting its output and ensure consistent, professional reports every time.

This PDF template is crucial as it teaches your agent how to structure pricing comparisons, feature matrices, and strategic recommendations. Your agent will follow this format when generating reports, maintaining a consistent, professional presentation.

If you have additional resources like SaaS market reports, industry benchmarks, or feature categorization frameworks, you can add them by clicking “Upload Files” or adding links in the URL field.

The knowledge you provide helps your agent understand:

• How to structure comparison tables
• Which metrics are most important to highlight
• How to format competitive insights
• What strategic recommendations to include

Click “Next step” to continue building your competitive analysis agent.

Step 9: Workflow generation

Omnimind will generate a sample workflow for your agent, to fully utilize the ai agent, we recommend using this workflow. 

Step 10: Final Configuration and Launch

We’re at the last step!

Final Touches: Name your AI Agent:

• Choose an icon that represents Competitive Analysis
• Name your bot “SaaS Competitor Analyzer” or something business-friendly

Configure Your Selected Tools:

• Google Search Settings
  • Choose the Omnimind Shared Account if you don’t have your own access
• Scrape Webpage
  • Configure for pricing page extraction
  • Set up feature list identification
  • Enable table recognition for pricing data

And Voila!

Review Your Complete Setup: 

✅ Agent Type: Competitive Analysis

✅ Tools Connected: Google Search, Scrape Webpage

✅ Knowledge Sources: Analysis templates and frameworks

✅ Interaction Widget: Popup Chat

✅ Activation: “Run the full competitive analysis on [Competitor 1] and [Competitor 2]”

Once everything is configured, hit the “Launch” button, and your AI competitive analysis assistant will be ready to transform hours of research into seconds of insights!

And that’s it—you’ve officially turned from overwhelmed analyst into AI-powered competitive strategist! With your SaaS Competitor Analyzer live and ready, say goodbye to tedious manual comparisons and hello to actionable insights delivered instantly. Whether you’re preparing for a pitch, tweaking your pricing, or simply keeping an eye on the competition, your AI agent has your back. Time to grab another coffee, sit back, and watch your new assistant do the heavy lifting. Happy analyzing!