Obi

Key Features

• •Proactive Outreach: Obi automatically makes first contact when assigned to a customer or looped into an email, handling routine outreach at scale so your team can focus on high-value relationships.
• •Personalized Goal Discovery: Instead of a fixed playbook, Obi runs a discovery conversation, identifies the customer's specific goals, and builds a tailored success plan that it executes automatically.
• •Real-Time Screen Guidance: Obi sees the customer's screen in real time and guides them through complex workflows step-by-step across multiple apps, maintaining full context and never losing the thread.
• •Task Execution: Obi can execute clicks and perform actions on the user's behalf, turning guidance into direct accomplishment and eliminating the need for the user to replicate instructions manually.
• •Session Reports: After every session, Obi generates a detailed report covering what was covered, where users got stuck, and what needs follow-up, giving teams actionable intelligence.
• •Ask Cor Insights: Obi's data is queriable via Ask Cor, allowing teams to ask anything about account struggles, onboarding breakpoints, or user friction and receive answers in seconds.
• •No-Code Deployment: Obi can be deployed by uploading existing content, reviewing output, and sharing a link—zero engineering required, with optional Lifecycle Agent integration for deeper native features.
• •Continuous Optimization: A weekly one-hour review of Obi's session data makes the agent sharper over every cycle, adapting to new workflows and user feedback without manual retraining.

Use Cases

• •Scale Customer Onboarding: Obi onboards hundreds of new accounts simultaneously by conversing with users, guiding their setup, and executing clicks. The outcome is premium onboarding for all customers without needing to hire additional CSMs.
• •Guide Cross-App Integrations: Obi follows users across every tab and window via screenshare, walking them through complex configurations step-by-step until integration is complete. This unblocks complex setups and accelerates time-to-value.
• •Deliver Instant 1:1 Training: Obi acts as a dedicated product expert available 24/7, reading the screen, answering contextual questions, and executing the step the user is stuck on. The outcome is zero scheduling delays and continuous expert guidance.
• •Prevent Early-Stage Churn: Obi guides users through every learning curve in the critical first thirty days, doubling activation rates. Teams receive precise intelligence on which accounts need human intervention before health scores drop, securing higher retention.
• •Optimize CSM Workload: By handling procedural, high-volume work, Obi frees CSMs to focus on strategic accounts and revenue-driving conversations. Teams typically see their CSMs handle 3–5 times more accounts after deploying Obi.

Who is this for?

Customer success managers, product managers, and startup founders responsible for user onboarding, activation, and retention. Also suitable for teams in SaaS companies that need to scale onboarding without increasing headcount, especially those handling high-volume low-touch accounts or complex cross-app integrations. The solution is built for customer success and product teams who want to replace static tooltips and reactive chatbots with an intelligent, screen-aware AI agent that delivers personalized guidance and generates actionable insights.