Fluidworks

Overview

Fluidworks is a voice-guided, interactive onboarding agent that lives inside your product. Users speak in plain language, and the agent answers, clicks, and navigates the UI on screen to show exactly what to do. It feels like a helpful teammate inside the app: it can open the right page, highlight the next step, explain the “why,” and complete simple actions to move users forward. Trained on your UI, use cases, and real customer questions, Fluidworks adapts to each user’s role and stage. It combines conversation with hands-on control, so people do not hunt for buttons or fight through static checklists. The result is faster activation, fewer support tickets, and less drop-off at key moments.

Key features

• 1. Conversational control with on-screen action
• Users speak naturally. The agent answers and clicks through your UI in real time, opening pages, filling fields, and pressing buttons.
• 2. Adaptive guidance
• Personalizes by user role, plan, and stage. It detects when users are stuck and adjusts the flow instead of following a fixed checklist.
• 3. Auto-learning and insights
• Learns from real sessions to improve guidance. It surfaces FAQs, identifies drop-offs, and highlights where activation breaks without manual updates.

Use cases

• 1. New User Onboarding
• Guide new users from sign-up to “aha” moment by answering questions and navigating the UI in real time.
• Why it matters: Reduces drop-off, increases activation, and builds confidence fast.
• 2. Feature Adoption & Upsell Guidance
• Help users discover underused features or upsell paths based on their current usage and role.
• Why it matters: Drives expansion revenue and deepens product engagement.