Your team can't hand-hold every customer. Obi can.
Obi is an AI agent that works alongside every customer. It sees their screen, guides them through your product step by step, and gets things done - so your team can stop running daily training calls and start focusing on the accounts that actually need them.
Work automated
More accounts per CSM
Availability
Based on aggregate session data across Cor customers, Q2 2026
Your customers need hand-holding.
Your team can't keep up.
Daily training calls that don't scale.
Your team runs the same sessions on repeat, every single day, for every single customer. It's the bottleneck you can't hire your way out of.
Training material nobody uses.
You record the Looms. You write the articles. Customers skip them and book a call anyway, because they want someone to walk them through it, not a video to watch alone.
Customers go quiet. Your team chases. Nothing moves.
They hit a step they don't understand and stop. Your team follows up, reschedules, waits. Meanwhile the clock is ticking on activation, and by the time you get them back, they've lost momentum entirely.
Meet Obi.
An AI agent that works with your customers the way your best employee would. It sees the screen, guides the user through your product step by step, and actually does the work - so every customer gets white-glove onboarding, at any scale.
Obi works with every customer. Sees the screen. Does the work.
Reaches out proactively.
Obi makes first contact the moment it's assigned to a customer or looped into an email thread. No trigger needed from your team. Every customer gets a personal touchpoint, automatically.
Learns their goals, builds a plan.
Instead of a fixed script, Obi runs a discovery conversation, identifies what the customer is actually trying to achieve, and builds a tailored success plan. Then gets to work executing it.
Sees the screen, guides the user.
Obi knows your product and sees the customer's screen in real time. It walks them through even the most complex workflows, step by step, across multiple apps, and answers the contextual questions that static docs never could. "How would I use this in my situation?" Obi answers that.
Finally know which accounts need you, and which ones don't.
Session reports
After every session: what was covered, where the user got stuck, and what needs follow-up. No more chasing customers to find out where they are.
Ask Cor
Ask anything about your data in plain English. Which accounts are struggling? Where does onboarding break down? Why are users dropping off at step three? Answers in seconds. All of this lives in Cor Admin, alongside session recordings, friction reports, and every question Obi has ever been asked.
From zero to working agent in a day.
Train
Upload your existing training videos and connect your knowledge base. Obi learns your product and writes the session scripts automatically.
Review
Check the output in the admin portal. Adjust the tone, add context, and refine the steps. You keep total control over the customer experience.
Deploy
Share a link with your customers to go live today. When you're ready, embed Obi natively using the Lifecycle Agent. No complex engineering required.
Optimize
Review session data and customer questions once a week. Spend just one hour refining the steps. Obi gets smarter every cycle.
One agent. Multiple solutions.
Every new customer deserves a proper welcome - regardless of contract size. Obi onboards hundreds of accounts simultaneously. It converses with users, guides their setup, and executes clicks on their behalf. Your team scales revenue without scaling headcount.
- Premium for all
- Scale without hiring
- Flawless account setups
Your software is most valuable when connected to the tools your customers already use. Via screenshare and a browser-based overlay, Obi follows users across every tab and window without losing context. It sees exactly what they see and walks them through every configuration until the job is done.
- Unblock complex setups
- Faster time-to-value
- Seamless app connections
Give every customer a dedicated product expert available the moment they need one. New hire or seasoned user - Obi reads the screen, answers the question in front of them, and executes the step they are stuck on. No scheduling. No delays.
- Zero scheduling delays
- 24/7 expert guidance
- Reclaim CSM time
When an account goes quiet, assign Obi and it picks up the thread. It reaches out proactively, clears blockers, and walks users back through the steps they left unfinished -- so your CSMs spend their time on accounts that are close to expanding, not chasing the ones that went cold.
- Accounts activated
- Churn mitigated
- CSMs focused
Scale customer onboarding.
Every new customer deserves a proper welcome - regardless of contract size. Obi onboards hundreds of accounts simultaneously. It converses with users, guides their setup, and executes clicks on their behalf. Your team scales revenue without scaling headcount.
- Premium for all
- Scale without hiring
- Flawless account setups
Guide cross-app integrations.
Deliver instant 1:1 training.
Re-engage disengaged accounts.
Conversational AI Platform for Ecommerce
Accelerates onboarding for ecommerce merchants, handling platform and channel connections, support rules, and AI agent training.
Frequently asked questions.
Obi is an AI agent that works with your customers, joining live sessions, seeing their screen in real time, and walking them through your product. It answers questions contextually, executes tasks on the user's behalf, and generates a detailed session report so your team knows exactly what happened.
In-app guides are static tooltips that can't adapt. Chatbots answer questions but can't see the screen or do the work. Obi combines real-time screen awareness with conversational guidance and task execution, and generates session intelligence that tells you where users struggle and which accounts need attention.
That's exactly who Obi is built for. Restaurant owners onboard late at night. Builders work weekends. When both Obi and a human agent are available, more than half of users choose Obi, because it's available on their schedule, not yours.
Yes. Obi is SOC 2 Type 2 certified. Screen sharing is always user-initiated and encrypted end-to-end. Privacy Mode redacts sensitive data on the fly and skips session recording entirely. Obi operates within the logged-in user's permissions and requires human-in-the-loop confirmation before major actions.
Most teams go live within days. Upload your existing content, review the generated sessions, and share a link with your next cohort. No engineering required. Lifecycle Agent integration is optional and takes longer.
No, and that's the point. Obi handles the procedural, high-volume work so your team focuses on strategic accounts, expansion, and the conversations that actually drive revenue. Most teams see their CSMs handle 3-5x more accounts after deploying Obi (Based on aggregate session data across Cor customers, Q2 2026).
Plans start at $750/month, scaling with session volume. 3-month minimum, then month-to-month. Yearly contracts with rolling usage are available. Typically 80–90% cheaper than the equivalent CSM capacity (vs. median US CSM salary, LinkedIn Salary 2025; as of Q2 2026).