# AI Customer Success Agent to Scale Onboarding | Cor > Scale customer onboarding without scaling headcount. Obi handles repetitive setup and training work while your team focuses on strategic accounts and exceptions. URL: https://getcor.ai/for-customer-success Obi for Customer Success Leaders: scale onboarding, training, and adoption guidance without scaling headcount. Obi handles every routine customer call so your CS team can focus on strategic relationships and expansion. ## For Customer Success Teams - Scale onboarding without scaling one-on-one 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. Pricing-page positioning for this audience: Tiered packages for every stage of growth. - Typically 80-90% cheaper than the equivalent CSM capacity. Obi runs 1:1 sessions at any volume and reports back so your team focuses on the accounts that actually drive revenue. ### By the numbers - **80%** Work automated (Based on aggregate session data across Cor customers, Q2 2026) - **3-5x** More accounts per CSM (Based on aggregate session data across Cor customers, Q2 2026) - **24/7** Availability (Based on aggregate session data across Cor customers, Q2 2026) ### The problem - **The same onboarding call, every time, for every customer.** 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. - **Customers get stuck between calls and go quiet.** 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. - **More customers means hiring more people.** 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. ### How it works (for Customer Success Teams) Understands the goal. Sees the screen. Works alongside the customer. - **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. ### 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. ### From zero to working agent in a day. - **01. Train** Upload your existing training videos and connect your knowledge base. Obi learns your product and writes the session scripts automatically. - **02. 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. - **03. 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. - **04. Optimize** Review session data and customer questions once a week. Spend just one hour refining the steps. Obi gets smarter every cycle. ### Start with a link. Embed when you're ready. Most CS teams go live by sharing a link. When you want Obi inside your product natively, the Lifecycle Agent makes it native. - **Link-based deployment.** Stand up an Obi session behind a single link. Share it over email, drop into docs, or pop it open in-app. - **Native, in-product.** When you're ready to go deeper, embed Obi anywhere in your app with a few lines of code. No redirects. - **Absolute control.** Decide exactly who sees Obi and when. Set the rules, manage user segments, and adjust triggers on the fly. You manage the rollout without waiting on engineering. ### What Obi takes off your team's plate. From initial setup to re-engagement, Obi handles the high-volume, repetitive work so your team can focus on the accounts that actually need them. - **Initial setup.** 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. - **Integrations.** Obi guides customers through connecting their existing tools to your product, seeing their screen in real time and completing each step alongside them. - **Implementation workflows.** 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. - **Product training.** 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. - **Re-engagement.** Obi proactively reaches out to dormant accounts and guides them back into the product with targeted help tailored to where they got stuck. ### Pricing for this audience 80-90% cheaper than the equivalent CSM capacity, and 10× more effective than training videos or in-app guides. - **Launch - $750/month** Best for early-stage startups guiding a growing base of new customers. Includes: Voice, chat, and screen-aware agent; 1,000 credits/month; Unlimited training; Knowledge base integration; Session reports & recordings; Standard support. - **Growth (Most Popular) - $1750/month** Best for scaleups managing onboarding and retention as they grow. Includes: Everything in Launch, plus:; 3,000 credits/month; Audience segmentation (tailor guidance by user type); Ask Cor (user analytics agent); APIs for customer context and reporting; Dedicated support. - **Scale - Custom pricing** Best for companies automating onboarding and lifecycle management across large customer bases. Includes: Everything in Growth, plus:; Custom credits with volume pricing; Hands-on implementation and custom solution design; Custom integrations; Dedicated success manager. ### Comparison - Obi vs. the alternatives See how Obi stacks up against adding CSM headcount or relying on static onboarding. Columns compared: Cor / Obi · 1 Full-time CSM · Product Tours · Videos & LMS. - **Personalized to each user** Cor / Obi: Yes · 1 Full-time CSM: Yes · Product Tours: No · Videos & LMS: No - **Works across apps, tabs, and windows** Cor / Obi: Yes · 1 Full-time CSM: Yes · Product Tours: No · Videos & LMS: No - **Scales to thousands at once** Cor / Obi: Yes · 1 Full-time CSM: No · Product Tours: Yes · Videos & LMS: Yes - **Available in every timezone** Cor / Obi: Yes · 1 Full-time CSM: No · Product Tours: Yes · Videos & LMS: Yes - **Speaks multiple languages** Cor / Obi: Yes · 1 Full-time CSM: No · Product Tours: No · Videos & LMS: No - **Proactive and context aware** Cor / Obi: Yes · 1 Full-time CSM: Yes · Product Tours: No · Videos & LMS: No ### Frequently asked questions (for Customer Success Teams) #### What is Obi and how does it work? 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, works through the task with the customer in real time, and generates a detailed session report so your team knows exactly what happened. #### How is Obi different from in-app guides or chatbots? 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. #### What about customers who work odd hours or weekends? 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. #### Is my data secure with Obi? 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. #### How long does it take to implement? 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. #### Can Obi replace my existing customer success team? 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). #### How much does Obi cost? 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). ### Pricing FAQs tailored for Customer Success Teams #### How long does it take to roll Obi out? Most CS teams go live within days. Implementation covers training Obi on your product, connecting your CRM, and configuring your onboarding flows. No engineering required to share a link with your next cohort. The Lifecycle Agent is optional and takes longer. #### How does pricing work? Pricing scales with your session volume, not your headcount. All plans include a 3-month minimum commitment, then go month-to-month. Yearly contracts with rolling usage are available. Implementation fees vary by scope. #### How does Obi compare to hiring a CSM? A full-time CSM costs $80,000–$120,000/year and can handle 30–50 accounts (vs. median US CSM salary, LinkedIn Salary 2025). Obi runs unlimited 1:1 sessions in parallel — typically 80–90% cheaper than the equivalent CSM capacity (Based on aggregate session data across Cor customers, Q2 2026). Your CSMs get structured session reports and focus on the accounts that need a human. #### Is my data secure? Yes. Obi is SOC 2 Type 2 certified. Screen sharing is user-initiated and end-to-end encrypted. Obi operates within the logged-in user's permissions and requires human-in-the-loop confirmation before major actions. ### Final CTA (for Customer Success Teams) Every customer deserves your best. Obi makes that possible. - Obi handles the volume. Your team drives the revenue.: Book a demo and see how Obi covers the procedural 80%. At a fraction of the cost of adding CSM headcount.