Playbook

Shareable content

Give your team photos, videos and documents that build trust, and measure what works.

Scroll-stopping video

Hook viewers in the first seconds and structure short videos that convert.

App design essentials

The elements every successful app needs, from onboarding to analytics.

App engagement

Keep your app active with fresh content, training and daily, weekly and monthly routines.

Push notifications vs SMS

Choose the right channel for each message you send your team.

Your app as a brand ambassador

Make every part of your app reflect your brand and serve your field team.

Customer experience

Build support, personalization and content that keep customers coming back.

Sales and marketing

Authentic conversations

Share content and write messages that start conversations instead of pitches.

Warming up cold leads

Reconnect with quiet contacts through personal, useful follow-ups.

Smart playlists

Use playlists to share a consistent sales story and tailor it to each audience.

Selling with the mobile app

Use the mobile app to connect with customers, run events and track results.

Mobile shopping

Why a mobile-first shopping experience matters, and how to optimize yours.

Landing pages

Build landing pages that earn trust and make buying easy.

Cart abandonment

Understand why shoppers leave, and recover more abandoned carts.

Frequently asked questions

How do I access and navigate the Learning feature?

Your company’s trainings are in the mobile app. Where you find them depends on how your company sets up the app. For example, a Get Started widget on the Home screen shows trainings from a category your company chooses. If your company groups its trainings into categories, you can browse them by category.Training videos remember where you stopped, so you can leave and pick up where you left off.Brand teams add trainings on the admin’s Trainings screen, under Tools, and choose where they appear in the app with Home Tabs.

What are the key elements of an effective AI prompt?

When you ask an AI assistant to draft a reply to a customer, give it three things:

Part	What to include	Example
Context	The issue, the customer’s own words, technical details and account status	”Customer reports a sign-in error in the mobile app, version 2.1. Loyal customer for two years.”
Desired outcome	The tone, what the answer must cover, and what happens next	”A friendly, step-by-step answer, with a way to check it worked and a reminder about account security.”
Special instructions	Brand voice, technical level, required elements and regional details	”Use our brand voice. Keep it simple. Include mobile-specific steps.”

Templates for common requests

Situation	Prompt structure	Example
Technical issue	Issue, technical context, what you need	”Issue: can’t open the dashboard. Context: iOS 18, app version 2.1. Need: basic troubleshooting steps.”
Feature question	Feature, customer’s experience level, focus	”Feature: analytics. Level: beginner. Focus: reading the weekly summary.”
Billing question	Account status, the problem, the resolution you need	”Account: active subscription. Problem: charged twice. Need: how a refund works.”

Make the reply fit

Technical level: simple steps for beginners, more detail for advanced users.
Tone: say whether you want it friendly (“Happy to help!”) or formal (“I’ll help you with this”).
Required elements: for example, a security reminder or a link to more information.

Always include the platform and version, the account type, what’s already been tried, and what a good answer looks like. Mention error messages, the customer’s language and any time pressure. Review every draft before you send it.

What are the essential steps for creating an effective course?

Brand teams add trainings on the admin’s Trainings screen, under Tools. Plan each course before you build it.Course checklist

Phase	What you need	Best practices	How to measure it
Planning	Learning goals, an outline, time estimates and a target audience	A clear progression, logical breaks, the right skill level	Completion, what people learn, time taken
Creating content	Videos, documents and supporting materials	Videos of 10 minutes or less, short segments, real-world examples	Engagement and feedback
Setting up	A clear title, the right category, and where it appears in the app	Consistent formatting, accessibility, works on phones	Whether people find and finish it

Content guidelines

Content type	Key elements	Production tips
Video lessons	Clear audio, good visuals, an engaging pace	Good equipment, captions, chapters
Written materials	Structured content, visual aids, practice exercises	Templates, graphics, consistency
Interactive elements	Discussion questions, case studies, practical exercises	Vary the questions, use real scenarios, give feedback

Course structure

Section	Purpose	What it includes
Introduction	Overview	Learning goals, prerequisites, time needed
Core content	The main material	Video lessons, reading, practice
Check	Confirm what people learned	Questions and practical tasks, in a live session or a follow-up
Resources	Further support	Reference materials, tools and templates

Start with a detailed outline, build in short modules, and offer downloadable resources. Fluid’s trainings don’t include quizzes, so check understanding in a live session or a follow-up.

Start here

Admin portal

Mobile app

Mist

Support

Playbook

Business development

Shareable content

Scroll-stopping video

App design essentials

App engagement

Push notifications vs SMS

Your app as a brand ambassador

Customer experience

Sales and marketing

Authentic conversations

Warming up cold leads

Smart playlists

Selling with the mobile app

Mobile shopping

Landing pages

Cart abandonment

Frequently asked questions

Get help