Fluidworks AI

What is Fluidworks AI?

Fluidworks AI is a really interesting tool built to automate live video calls, especially for SaaS companies. It is a ‘Human Like AI Agent’ that can jump in at different points in your customer’s journey. It’s super helpful during discovery calls, demo calls, and even onboarding. When you’re just starting out with a potential customer, this AI agent chats with them to really get a handle on what they need and what problems they’re facing. Then, during demo calls, it steps into the shoes of a typical Account Executive. It can give personalized demos, explain how the software works, help solve business challenges, and even talk about pricing, all thanks to its own business rule engine. For onboarding new users, the AI agent makes things much smoother by running thorough training sessions, making sure everyone knows all the software features inside and out. By studying sales demos, tutorials, documentation, and feedback calls, Fluidworks AI learns and adapts to different software and processes, which means it can deliver automated, interactive product demos really efficiently.

Who created Fluidworks AI?

Fluidworks AI was actually started by Josekuttan B M, who handles the business and go-to-market side of things, and Hadeeb Farhan, who’s in charge of all the tech. The company’s main focus is on automating live video calls for SaaS businesses using their special ‘Human Like AI Agent.’ The goal is to make those key customer interactions—like discovery calls, demo calls, and onboarding—much better. Fluidworks AI officially launched on March 27, 2024, and it offers a really flexible solution. It provides product demos that are fully automated, interactive, and instant, all while helping to make the most of your pre-sales resources.

What is Fluidworks AI used for?

• It handles the whole customer discovery process.
• It keeps learning by going through tutorials.
• It figures out what makes your product valuable.
• It can talk to customers about pricing.
• It steps in as an SDR or AE.
• It uses your existing documentation.
• It interacts with customers in real-time.
• It can adapt to customers at different stages.
• It offers flexible solutions for customers.
• It makes sales demonstrations super easy.
• It takes the pressure off onboarding and training.
• It can answer customer questions.
• It personalizes product demos.

Who is Fluidworks AI for?

• Sales Representatives
• Customer Success Managers
• Training Coordinators
• Account Executives
• Product Managers
• Technical Support Staff
• Marketing specialists
• Onboarding Specialists
• Business analysts
• SaaS product developers

How to use Fluidworks AI?

Getting started with Fluidworks AI is pretty straightforward. Here’s a simple breakdown of the steps:

1. Registration/Login:
   • First, head over to the Fluidworks AI website. You can either sign up for a new account if you’re new, or just log in if you’ve already got one.
2. Dashboard Navigation:
   • Once you’re in, take a moment to look around the dashboard. It’s designed to give you easy access to all the different tools and functions.
3. Project Creation:
   • Ready to start? Create a new project. You’ll need to provide some basic details and pick the settings that best fit what you need.
4. Data Input:
   • Now, upload the data or any documents you want Fluidworks AI to work with.
5. Tool Selection:
   • Fluidworks AI has several tools. Choose the specific one you want to use for your analysis – maybe it’s text summarization, sentiment analysis, or data visualization.
6. Customization:
   • Tailor the settings for the AI tool. You can adjust things like language preferences or how you want the output to look, depending on your specific needs.
7. Analysis:
   • Hit the button to start the analysis! The AI will then process your data and generate insights.
8. Review Results:
   • When the analysis is done, take a look at what Fluidworks AI came up with. You might see summaries, sentiment scores, or helpful visualizations.
9. Export and Save:
   • You can download the insights you’ve generated or save them right there on the platform for later.
10. Feedback and Iteration:
    • If you want to make things even more accurate, you can give feedback on the results. You might also want to try the process again with slightly different settings if needed.

By following these steps, you can really make the most of Fluidworks AI for your data analysis and get some great insights from your documents.