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.
Your team can't keep up.
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.
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.
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 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.
One agent.
Multiple solutions.
Obi runs live 1:1 onboarding sessions for every new customer, 24/7. Your CS team gets a session report, not a queue of support tickets.
Walk customers through connecting their existing tools, step by step. Obi knows your integration flows and guides users through them without CS involvement.
Any customer can get a personalized training session on demand, day or night. No webinars, no documentation, no waiting for a CS rep to be free.
Obi proactively reaches out to dormant accounts and guides them back into the product with targeted, step-by-step help tailored to where they got stuck.
Obi runs live 1:1 onboarding sessions for every new customer, 24/7. Your CS team gets a session report, not a queue of support tickets.
Walk customers through connecting their existing tools, step by step. Obi knows your integration flows and guides users through them without CS involvement.
Any customer can get a personalized training session on demand, day or night. No webinars, no documentation, no waiting for a CS rep to be free.
Obi proactively reaches out to dormant accounts and guides them back into the product with targeted, step-by-step help tailored to where they got stuck.