Fluidworks
Fluidworks automates live video sales calls for SaaS firms, using AI to assist in customer engagement, from discovery to onboarding, saving pre-sales resources.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Cloud-based service that processes user-generated content.
- Data may be shared with third parties.
- No clear opt-out for training on user data.
Recommendations
4- Disclose AI presence to call participants per local law
- Request SOC 2 and DPA before pilot
- Use least-privilege CRM integration scopes
- Review recording retention and consent workflows
Data handling
- Storage
- Not publicly documented
- Retention
- Not publicly documented
- Training on inputs
- Not publicly documented
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