Fluidworks is an innovative AI tool specializing in automating live video calls for SaaS companies. This unique solution is a 'Human Like AI Agent' designed to add value to different stages of the customer journey, such as discovery calls, demo calls, and onboarding.

In the discovery phase, the AI agent can engage in dialogue with customers, asking and answering questions to understand their needs and pain points. During demo calls, the agent is programmed to handle day-to-day tasks of a typical Account Executive, such as providing personalized demos to clients, explaining the functionality of the software, solving business problems, and even discussing pricing using a proprietary business rule engine.

As part of the onboarding process, the AI agent can run comprehensive training sessions to familiarize new users with all software features. Fluidworks 'Agent' gains its knowledge and understanding of your software and procedures by reviewing your sales demos, tutorials, documentation, and feedback calls with your Sales Development Representatives (SDRs) or Account Executives (AEs).

This makes Fluidworks versatile and multi-dimensional, capable of delivering fully automated, interactive, and instant live product demos while saving companies' pre-sales resources.

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Fluidworks was manually vetted by our editorial team and was first featured on March 29th 2024.

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Most impacted jobs

Field Sales Representative

Independent Sales Representative

Impact: 100%

Tasks: 508

AIs: 4,232

Pros and Cons

Pros

Automates live video calls

Interactive customer dialogue

Identifies customer pain points

Performs Account Executive tasks

Delivers personalized client demos

Explains software functionality

Solves business problems

Suggests pricing with business rule engine

Runs comprehensive onboarding training

Acquires knowledge from sales demos

Learns from customer feedback calls

Delivers instant live product demos

Saves pre-sales resources

Interacts naturally in discovery calls

Customizable to your software

Automates SaaS demos

Replaces live human interaction

Improves customer engagement

Scalable sales automation

Capable of proposing discounts

24/7 customer onboarding

Easily integrates with SaaS

Smart customer experience enhancement

Provides interactive product demo

Handles customer discovery process

Continuous learning from tutorials

Understands product value proposition

Engages in customer pricing discussions

Assumes roles of SDRs/AEs

Makes use of existing documentation

Real-time customer interaction

Adaptable to different customer stages

Offers versatile customer solutions

Facilitates effortless sales demonstrations

Relieves onboarding & training pressure

Capable of addressing customer queries

Adds value through entire customer journey

Personalizes product demos

Assists with recruiting SaaS clients

Knowledgeable about client software

Sources understanding from Past Calls

Rapid deployment for immediate interaction

Mimics human-like interaction

Automates routine sales operations

Improves SaaS customer experience

Cons

Lacks human emotional understanding

Potentially intimidating for customers

Limited to predefined procedures

Depends heavily on pretraining

No real-time human intervention

Could misinterpret complex queries

Not applicable for all businesses

Undisclosed tool responsiveness time

May inherit biased sales methods

Undefined error handling capabilities

Q&A

How does Fluidworks work in automating live video calls for SaaS companies?

Fluidworks operates by deploying a 'Human Like AI Agent' for live video calls. This agent is trained to handle tasks across various stages of the customer journey, from discovery and demo calls to onboarding. The agent is capable of asking and answering questions, understanding customer needs, and conducting personalized demos of software solutions. The AI agent gains knowledge by reviewing sales demos, tutorials, documentation, and feedback calls with your Sales Development Representatives (SDRs) or Account Executives (AEs).

How is Fluidworks able to add value to different stages of the customer journey?

Fluidworks adds value to different stages of the customer journey in several ways. During discovery calls, the AI agent engages in dialogue to understand the customers' needs and pain points. During demo calls, the agent acts as an Account Executive, providing personalized demos, explaining the software's functionality, solving business problems, and even discussing pricing. For onboarding, the agent runs comprehensive training sessions, familiarizing new users with all software features.

What process does Fluidworks' agent follow during discovery calls?

During discovery calls, Fluidworks' agent interacts with customers by asking and answering questions. The work of the agent at this stage centers around understanding the needs and pain points of the customer, thereby helping them to see the value of the product.

How does Fluidworks' AI agent handle day-to-day tasks of a typical Account Executive?

Fluidworks' AI agent mimics the tasks of a typical Account Executive. This includes providing personalized software demos, explaining software functionality, discussing pricing using a business rule engine, and solving business problems that the client may face.

How does Fluidworks' AI agent engage in dialogue with customers?

Fluidworks' agent engages in dialogue with customers by asking and answering questions. It tries to understand their needs and pain points to recommend appropriate solutions. The agent aids in exploring the value of the product for the customer.

In what ways can Fluidworks' agent help during demo calls?

During demo calls, Fluidworks' agent provides personalized demos to clients. The agent can address any queries clients may have, explain in detail how the software solves their business problems, and discuss pricing using a business rule engine to propose discounts.

How does Fluidworks' agent discuss pricing using a proprietary business rule engine?

In the course of discussing pricing, Fluidworks' agent uses a proprietary business rule engine. This engine helps the agent propose discounts and talk through the pricing details with the customer, thus providing a customized pricing discussion based on the customer's requirements and the business rules defined.

How comprehensive are Fluidworks' agent's training sessions during onboarding?

During the onboarding process, Fluidworks' agent conducts comprehensive training sessions. These sessions are designed to get the customer up to speed with all the features of the software, ensuring a smooth transition and effective utilization of the software by the customer.

How does the Fluidworks 'Agent' gain knowledge and understanding of my software and procedures?

Fluidworks 'Agent' gains knowledge and understanding of your software and procedures by reviewing your sales demos, tutorials, documentation, and feedback calls with your SDRs or AEs. This active learning process arms the agent with the necessary information to handle queries and conduct demonstrations and trainings.

How does Fluidworks save companies' pre-sales resources?

Fluidworks saves companies' pre-sales resources by automating the process of discovery calls, demo calls, and onboarding. This AI Agent can handle routine tasks, give demos, explain software functionality, solve business problems, handle pricing discussions, and conduct comprehensive onboarding sessions.

What makes Fluidworks' agent versatile and multi-dimensional?

Fluidworks' agent is versatile and multi-dimensional by virtue of its ability to handle various tasks at different stages of a customer's journey with a product or software. From engaging in discovery calls and running product demos to conducting onboarding training sessions, Fluidworks' agent handles tasks typically assigned to human account executives, thus displaying a broad functional scope.

Can Fluidworks' agent deliver fully automated, interactive, and instant live product demos?

Yes, Fluidworks' agent can deliver fully automated, interactive, and instant live product demos. By leveraging its learnt knowledge of the software, the agent can run personalized demonstrations that allow potential customers to experience the product first-hand.

How does Fluidworks' 'Agent' learn the software?

Fluidworks' 'Agent' learns the software by watching sales demos and tutorials, looking at documentation, and analyzing feedback calls with SDRs/AEs. This process enables the agent to understand the software and its usage comprehensively.

Does Fluidworks' agent provide personalized demos to clients?

Yes, Fluidworks' agent provides personalized demos to clients. These demos are meant to address the unique needs and queries of each client, explaining in detail how the software can solve their business problems.

What kind of business problems can Fluidworks' agent solve?

Fluidworks' agent is capable of solving a variety of business problems, largely by leveraging the product or software it is demonstrating. The agent can discuss how the software can specifically address users' pain points and requirements, providing an effective solution to their business problems.

How does Fluidworks handle customer engagement?

Fluidworks handles customer engagement through its AI agent. This agent interacts with customers in live video calls, joining discovery calls, engaging in dialogue to understand their needs, and giving personalized demos to showcase the value of the product.

How efficient is Fluidworks' Account Executive Automation?

Fluidworks' Account Executive Automation is highly efficient. The agent is capable of performing all tasks typical of an Account Executive, which include providing personalized software demos, solving business problems, guiding customers through pricing discussions, and running comprehensive onboarding sessions.

What use cases does Fluidworks cover?

Fluidworks covers a range of use cases, including discovery calls, demo calls, and onboarding. In discovery calls, the agent understands the customer's needs. In demo calls, the agent behaves like an Account Executive, providing software demos, discussing pricing, and solving business problems. For onboarding, the agent provides comprehensive training sessions to familiarize new users with all software features.

How can Fluidworks benefit the onboarding process?

During the onboarding process, Fluidworks' AI agent runs comprehensive training sessions that help customers become familiar with the software. This AI-led approach to onboarding ensures that new users are provided with a thorough understanding of all the software features, resulting in an efficient and smooth transition process.

What is Fluidworks' approach towards sales automation?

Fluidworks' approach to sales automation involves the implementation of a 'Human Like AI Agent' that can take on the roles typically handled by human sales representatives. This includes tasks like engaging in discovery and demo calls, and running product demos, all the way to conducting comprehensive onboarding sessions.