to value without
yet another call.
Obi is an AI onboarding agent that works directly with your customers. It understands what they need to accomplish, sees their screen, guides them through your product, and escalates to your team when something genuinely needs a human.
still depends on
human availability.
Different use cases, different technical setups, different timezones. There is no single onboarding flow that works for all of them, but your team doesn't have the bandwidth to run a custom process for each one.
Every question, every walkthrough, every stuck moment routes back to a human. Your best people spend their time repeating the same sessions instead of working the accounts that actually need strategic attention.
They hit a step they can't get past and go quiet. Your team follows up days later. By then, momentum is gone, and the window to activate them has closed.
Meet Obi. Your AI onboarding manager.
Obi works directly with your customers. It understands what they need to accomplish, sees their screen, guides them through the work, and escalates to your team when something genuinely needs a human.
Guides. Escalates.
Obi starts every session by understanding the customer's goals, their setup, and what they're trying to achieve. No fixed script. It builds a tailored plan for each customer based on their actual situation.
Obi sees the customer's screen in real time. It knows exactly where they are in your product, what they've done, and what they haven't, so it can guide them precisely, not generically.
Obi guides customers through setup, integrations, and configuration step by step. It answers questions as they come up and keeps the session moving so customers make real progress, not just promises.
When something genuinely needs a human, Obi captures exactly what the customer was trying to do, what blocked them, and what context your team needs to pick it up, so handoffs are warm, not cold.
A better way to onboard your customers.
Scheduling calls for every new customer.
Customers waiting on your team to reply.
Progress stops when customers get stuck.
Customers training their own staff.
Your team manually tracking where each account is.
Obi runs every session automatically, 24/7.
Customers get answers while they're in the product.
Obi guides customers through blockers in real time.
Obi trains every end user.
Your team sees progress without asking.
Automate the work
without losing visibility.
Obi handles the sessions. Your team keeps full visibility into what's happening: which customers are progressing, where they're getting stuck, and what needs a human to step in.
Track Progress
See exactly where every customer is in their onboarding. What they've completed, where they got stuck, and which accounts need your team's attention, without asking.
Understand Blockers
Every question Obi couldn't answer and every blocker it couldn't clear is captured and routed to your team, with full context, so your people can act immediately.
Not months.
Upload your existing training videos, help docs, and/or connect your knowledge base. Obi learns your product instantly and uses that knowledge in every customer session.
Walk Obi through your standard onboarding flow: the steps, the order, and the outcomes you're trying to drive. It builds a tailored session guide from your process, not a generic template.
Run Obi through your most common onboarding situations before it goes live. See how it handles real customer questions, complex setups, and edge cases, and refine until it's ready.
Share a link and Obi starts working with your customers immediately. Embed it natively when you're ready. No complex engineering, no long deployment cycle.
What Obi can take off
your team's plate.
Obi runs live setup sessions for every customer, 24/7. It sees their screen, walks them through configuration step by step, and keeps them moving until they're fully set up.
Obi's overlay travels with customers across your app and the tools they connect to it. Complex cross-app setup becomes self-service, with no CS call required.
Every customer gets set up the moment they're ready, in their language, in their timezone. No scheduling delays, no waiting for business hours, no coverage gaps.
Customers who complete setup immediately are far more likely to stay. Obi closes the gap between sign-up and first value without any team intervention.
Accelerates onboarding for ecommerce merchants, handling platform and channel connections, support rules, and AI agent training.
Frequently asked
questions.
High-touch onboarding
for every customer.
No extra headcount.
See how Obi could handle your existing onboarding process.