G2

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

8/26/2025

"This is how to scale onboarding"

5/5

What do you like best about Fluidworks Onbi?

You're not forcing customers into a step-by-step, click-through tutorial that they're just going to speed through and forget. The in-product agent actually answers questions and guides customers, based on what they want to know. Not on what you think a customer wants to know.

Implementation was fairly straightforward, the team assisted us whenever we needed their guidance.

We haven't yet integrated with slack and CRM, but we'll have those live soon. Review collected by and hosted on G2.com.

What do you dislike about Fluidworks Onbi?

We were early adopters, so the product naturally had some challenges early on but the Fluidworks team were incredibly fast at understanding our use case, resolving any issues and proactively recommending solutions. Review collected by and hosted on G2.com.

What problems is Fluidworks Onbi solving and how is that benefiting you?

We sell a horizontal saas analytics product. This means that we don't have a one-size-fits-all use case. Our customers need onboarding and support to understand how to use our product to meet their needs. A static, click-through tutorial was not going to cut it for us. We've tried several of those products in the past. Fluidworks gives us a way to cater to our customers' needs at scale. Review collected by and hosted on G2.com.