Customer success

Cover more accounts without cloning yourself

Record the walkthrough you give on every call once, then send it to the accounts that need it instead of booking another session.

Why it works

Give every account your best walkthrough

The guide you send is the same quality whether it's your biggest account or your smallest.

Stop repeating the same call

Turn the walkthrough you give every customer into a guide you can send in seconds.

Reach the accounts you can't schedule

Smaller accounts get the same walkthrough as your top tier, without taking a slot in your calendar.

Tailor it per account

Clone an existing guide and adjust the steps that differ, rather than starting over.

How teams use it

Built for CSMs with more accounts than hours

Build a library your whole team can send from, and adjust a guide per account in minutes.

Share a guide as a link, a PDF, or embedded in your existing customer portal.

Keep everything in a shared teamspace so any CSM can send the current version.

Blur account names and data before you reuse a recording with another customer.

Capture the workflow once.
Turn it into knowledge using AI.

Capture workflows from your browser or desktop applications with the Floik Chrome extension, or simply upload an MP4. Floik turns them into interactive guides, SOPs, feature walkthroughs, and professionally narrated videos.

Free plan available · No credit card required