Fluidworks Onbi

Fluidworks Onbi is a voice-guided onboarding platform designed for SaaS products, offering interactive onboarding experiences that combine real-time narration and cursor control. The tool aims to increase user activation without adding to customer support teams by providing an onboarding guide that talks and demonstrates actions, making the experience similar to a live screen share but without scheduling. Onbi is built specifically for SaaS applications and has been used across more than 10,000 user sessions.

The onboarding agent is trained by mapping every screen, variant, and edge case of a product, using a sandbox login and walkthrough videos provided by the team. It can personalize onboarding flows by defining ideal customer profiles and incorporating discovery questions or usage signals, tailoring the experience to user roles, plans, and lifecycle stages by pulling data from CRM or CDP systems. The platform is embedded via a single JavaScript snippet, automatically surfacing for each new user. During onboarding, the agent guides users through tasks using both voice and cursor, answers context-specific questions, and adapts dynamically with smart nudges and adaptive paths to promote deeper adoption of advanced product features. The system also detects off-script user actions and reroutes the flow seamlessly.

Onbi offers a self-service playbook editor, allowing marketing or customer success teams to update onboarding steps without developer involvement. It supports A/B testing of onboarding playbooks to determine which flows achieve the highest completion rates. Analytics are provided to identify drop-off points, and weekly playbook updates are delivered to optimize user activation. 3 in transit, scoped API tokens for least-privilege access, and offers optional on-premises deployment for sensitive industries.

Pricing is structured in three main tiers: the Voice-Only Inbound Agent plan at $82 per month (billed yearly) for teams needing a voice representative and capped at 1,000 unique monthly active users; the Grow Base Plan at $499 per month (billed yearly) for single-use-case teams, providing a full in-app agent with analytics, automatic updates, and email support, capped at 3,000 unique monthly active users; and the Scale Full Product Cycle Plan at $999 per month (billed yearly), which includes multi-agent support, personalized demos, advanced analytics, and Slack support, capped at 10,000 unique monthly active users. A free 7-day trial is available for new users.