Fluidworks

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Fluidworks is an AI customer onboarding tool that uses voice-guided, hands-free interactions to personalize user activation. It aims to convert signups to customers in 90 seconds by mimicking a human operator.

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At a glance

Pricing

Paid

Free tier

API

Skill level

Technical

About

What is Fluidworks?

Fluidworks Onbi is an AI-powered platform designed to revolutionize customer onboarding for SaaS companies. It features a voice-guided, hands-free AI operator that personalizes each step of the onboarding process, aiming to convert signups into active customers rapidly. The tool trains on your UI, crawling screens and variants to build click-perfect playbooks that mirror human CSM walkthroughs. It offers interactive onboarding with studio-quality voice and real cursor control, making the experience feel like a live screen share. Fluidworks also includes dynamic personalization based on CRM/CDP data, real-time error recovery, and a self-service playbook editor for marketing or CS teams. It supports A/B testing for playbooks and provides drop-off analytics to optimize activation.

Best used for

Ideal for SaaS companies and product-led teams who need to automate and personalize their customer onboarding process, improve user activation rates, and reduce the burden on customer support. Especially valuable for guiding new users through complex product features and optimizing the user journey with data-driven insights.

Common actions

automate customer onboarding

improve user activation

personalize user journeys

guide product adoption

reduce support queries

live video callsconversionsSaaSCustomer SupportSalesdata analyticsonboardingAI agentUser Activationcustomer interactions+ 2 more

Capabilities

Key features

Voice-guided onboarding
Real cursor control
Dynamic personalization
Real-time error recovery
Self-service playbook editor
A/B playbook testing
Usage analytics

Target Audience

saas product managerscustomer success managersmarketing managersonboarding specialists

Integrations

Not yet documented

Pricing & Plans

Paid

Base Plan

FAQs

How does Fluidworks Onbi personalize the onboarding experience?

Fluidworks Onbi personalizes onboarding by pulling CRM/CDP data to tailor flows based on user role, plan, and lifecycle stage. It also allows defining ICPs and adding discovery questions or usage signals to create a customized 'happy flow' for each user.

What is the setup process for Fluidworks Onbi?

To set up Fluidworks Onbi, you provide a sandbox login and 5 short walkthrough videos. Onbi then maps your screens and variants to build playbooks. You define your ICP, embed a JS snippet, and the agent guides users, with ongoing optimization based on drop-off analytics.

What are the differences between the Fluidworks pricing plans?

The Voice-Only Inbound Agent plan offers a voice rep for basic discovery and onboarding. The Base Plan adds an in-app agent that clicks and speaks, with assisted setup. The Scale Plan provides full product lifecycle coverage with multi-agent support, personalized demos, and advanced analytics.

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Voice & Call Center Email & Chat Support Customer Feedback Community Management Customer Success Multilingual Support

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