without scaling
1-on-1 calls.
Obi is an AI agent that handles onboarding alongside every customer. It understands their goals, sees their screen, and works through setup, integrations, and training without a call from your team. Your CSMs stop repeating the same work and start focusing on the accounts that actually need them.
Your team runs the same sessions on repeat, day after day, customer after customer. It's high-effort, low-leverage work that grows linearly with every account you add.
They hit a step they don't understand, stop, and wait. Your team follows up, reschedules, waits again. Momentum drops, activation stalls, and the clock keeps ticking.
There's no way to serve 10x the accounts with the same team. So you hire. Then hire again. The cost of onboarding scales with headcount, not software.
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 works through every step with the customer, so every customer gets white-glove onboarding, at any scale.
Sees the screen.
Works alongside customers.
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.
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.
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.
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.
in a day.
Upload your existing training videos and connect your knowledge base. Obi learns your product and writes the session scripts automatically.
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.
Review session data and customer questions once a week. Spend just one hour refining the steps. Obi gets smarter every cycle.
What Obi takes
off your team's plate.
Obi walks every new customer through your initial product configuration, step by step. No setup call needed from your team. Every customer starts right, every time.
Obi guides customers through connecting their existing tools to your product, seeing their screen in real time and completing each step alongside them.
Complex, multi-step workflows that used to require a dedicated call now run with Obi. Your team stays focused on the accounts that need strategic attention.
Any customer can get a personalised training session on demand, day or night. No webinars, no documentation, no waiting for a CSM to be free.
Obi proactively reaches out to dormant accounts and guides them back into the product with targeted help tailored to where they got stuck.
Obi walks every new customer through your initial product configuration, step by step. No setup call needed from your team. Every customer starts right, every time.
Obi guides customers through connecting their existing tools to your product, seeing their screen in real time and completing each step alongside them.
Complex, multi-step workflows that used to require a dedicated call now run with Obi. Your team stays focused on the accounts that need strategic attention.
Any customer can get a personalised training session on demand, day or night. No webinars, no documentation, no waiting for a CSM to be free.
Obi proactively reaches out to dormant accounts and guides them back into the product with targeted help tailored to where they got stuck.