# Cor - full Markdown export for AI agents > AI-powered customer success agent that joins your customers in your product. Cor builds Obi, an AI agent that joins your customers in your product, sees their screen in real time, and guides them through onboarding, feature adoption, support, and expansion. SOC 2 Type 2 certified. Site: https://getcor.ai Contact: team@getcor.ai This is the consolidated Markdown view of the Cor marketing site, generated from the same content modules that build the rendered pages. Per-page Markdown companions are also published - see the URLs at the start of each section. --- # Obi — AI That Onboards & Activates Every Customer | Cor > Obi joins your customers' live sessions, sees their screen, and onboards them 1-to-1 — 24/7, no scheduling, no extra headcount. Built for B2B SaaS. URL: https://getcor.ai/ Obi is the AI agent that joins your customers in your product. It sees their screen, holds a real conversation, and executes work alongside them - across onboarding, feature adoption, support, and expansion. The Cor home page tailors its messaging to three audiences: Customer Success Leaders, Product / Growth teams, and Founders & Execs. Every audience-specific positioning, comparison, pricing framing, and FAQ variation is reproduced below so AI agents see the same range of copy a human visitor would see by switching personas. ## What Obi does (any audience) Obi guides every user. Sees their screen. Executes the work with them. No scheduling. No delays. No repeat walkthroughs. Available 24/7, in any timezone, at a fraction of the cost of a human CSM. ## How Obi works (overview) Obi is the AI agent that joins your customers in your product. The same agent runs across every audience below - what changes is how it's positioned, priced, and compared. Here is the step-by-step at a glance. - **Sees the screen, guides the user.** Obi knows your product and sees your customer's screen in real time. Unlike chatbots, it guides them through even the most complex workflows step-by-step across multiple apps, without ever losing context. - **Understands goals, tailors the guidance.** Every user comes in with different needs, goals, and permissions. Instead of a fixed script, Obi asks discovery questions first, then builds a tailored plan and guides them through it. - **Executes actions when needed.** Sometimes, the best way to help is to just do the work. Obi takes the wheel. It navigates the menus and clicks the buttons on the user's behalf to get them across the finish line. ## For Customer Success Teams - Stuck customers churn. Obi fixes that. On-page tab label: "For Customer Success". Obi is an AI agent that works alongside every customer. It learns their goals, builds personalised plans, then sees their screen to guide them and get things done. Then, it tells your team exactly who to focus on and why. 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 - **3.6x** more engagement - **31min** Avg session - **87%** Resolution rate ### The problem - **Endless calls.** Your team is stuck in a loop of daily training calls. They don't scale, and they aren't there when your customers need guidance the most. - **Ignored product tours.** Users skip tooltips, struggle in silence, and eventually churn. Without visibility into that friction, you won't see the risk until it's too late. - **Reactive chatbots.** They simply serve help articles instead of understanding the user, seeing their screen, and taking actions that deliver value fast. ### Meet Obi. An AI agent that works with your customers the way you would. It sees the screen, guides the user, and actually does the work. ### How it works (for Customer Success Teams) Obi works with every customer. Sees the screen. Does the work. - **Sees the screen, guides the user.** Obi knows your product and sees your customer's screen in real time. Unlike chatbots, it guides them through even the most complex workflows step-by-step across multiple apps, without ever losing context. - **Understands goals, tailors the guidance.** Every user comes in with different needs, goals, and permissions. Instead of a fixed script, Obi asks discovery questions first, then builds a tailored plan and guides them through it. - **Executes actions when needed.** Sometimes, the best way to help is to just do the work. Obi takes the wheel. It navigates the menus and clicks the buttons on the user's behalf to get them across the finish line. ### Reports back with the data your team has never had. - **Session reports** Every session, a detailed report of what was covered, where users got stuck, and what needs follow-up. - **Ask Cor** Ask anything about your data. Which accounts are struggling? Where does onboarding break? Answers in seconds. ### From zero to working agent in 10 minutes. - **01. Train** Feed Obi your videos and help docs. It learns your product and its workflows automatically. - **02. Review** Review the output in the admin portal. Tweak the tone, add your context, and ship the version you want. - **03. Deploy** Send a link to go live today. Zero engineering required to start, with the Lifecycle Agent ready when you want native. - **04. Optimize** Spend just one hour a week reviewing Obi's session data. With every cycle, your agent gets sharper. ### 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. ### One agent. Multiple solutions. From long-tail onboarding to staff turnover, Obi slides perfectly into your existing CS strategy. - **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. - **Guide cross-app integrations.** 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. - **Deliver instant 1:1 training.** 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. - **Prevent early-stage churn.** The first thirty days decide whether a customer stays. Obi guides users through every learning curve in real time - doubling activation rates. Your team gets precise intelligence on who is ready to expand and who needs a human before the health score drops. ### 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, 1:1 onboarding** Cor / Obi: Yes · 1 Full-time CSM: Yes · Product Tours: No · Videos & LMS: No - **Sees user's actual screen & data** Cor / Obi: Yes · 1 Full-time CSM: Yes · Product Tours: No · Videos & LMS: No - **Scales to thousands simultaneously** Cor / Obi: Yes · 1 Full-time CSM: No · Product Tours: Yes · Videos & LMS: Yes - **Available 24/7, any timezone** Cor / Obi: Yes · 1 Full-time CSM: No · Product Tours: Yes · Videos & LMS: Yes - **Can execute actions for the user** Cor / Obi: Yes · 1 Full-time CSM: Yes · Product Tours: No · Videos & LMS: No - **Adapts in real time to questions** 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, executes tasks on the user's behalf, 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. #### 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 Obi? 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. #### How much does Obi cost? Plans start at $750/month, scaling with session volume. 3-month minimum, then month-to-month. Annual prepayment saves 20%. Typically 80-90% cheaper than the equivalent CSM capacity. #### Can Obi replace my existing customer success team? No. And that's the point. Obi handles the procedural, high-volume work so your CSMs focus on strategic accounts, expansion, and the conversations that actually drive revenue. Most teams see their CSMs handle 3-5x more accounts after deploying Obi. ### 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. Annual prepayment gets you a 20% discount. 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. Obi runs unlimited 1:1 sessions in parallel - typically 80-90% cheaper than the equivalent CSM capacity. 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) No customer left behind. No CSM left burnt out. - 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. ## For Product Teams - The fastest path to feature adoption. On-page tab label: "For Product". Obi gets users to value, fast. It sees their screen, guides them, answers questions, and completes tasks. Then it reports back so you know exactly where your activation flow is breaking. Pricing-page positioning for this audience: Tiered packages for every stage of growth. - Activates every new signup at a fraction of the cost of building it in-house. No DOM tagging, no broken tours when your UI changes - and you get product intelligence on what's actually killing adoption. ### By the numbers - **2x** Activation rate - **3.6x** More engagement - **0x** Manual effort ### The problem - **Users get stuck.** They sign up, hit a complex workflow, and drop off. You can see it in the funnel but you can't put someone next to every user to walk them through it. - **Tours and docs don't help.** They take engineering to build, break every time the UI changes, and users skip them anyway. More maintenance than impact. - **Your insights are limited to clicks.** You know where users drop off. You don't know why. No context, no questions asked, no visibility into what they were actually trying to do. ### Meet Obi. An AI agent that works with your users one-to-one. It sees their screen, guides them, executes tasks, and answers questions. Then it reports back so you know exactly what is working and what is not. ### How it works (for Product Teams) Obi works with every user. Sees the screen. Does the work. - **Sees the screen, guides the user.** Obi knows your product and sees the user's screen in real time. It guides them through your most complex workflows step-by-step across multiple apps without ever losing context. - **Understands goals, tailors the guidance.** Every user comes in with different needs, goals, and permissions. Instead of a fixed script, Obi asks discovery questions first, then builds a tailored plan and guides them through it. - **Executes actions when needed.** Sometimes the best way to help is to just do the work. Obi takes the wheel. It navigates the menus and clicks the buttons on the user's behalf to get them across the finish line. ### Product intelligence from every user session. - **Session reports** Every session, a detailed report of what was covered, where users got stuck, and which steps they skipped. - **Ask Cor** Ask anything about your data. Completion rates, drop-off points, feature adoption - answers in seconds. ### From zero to working agent in 10 minutes. - **01. Train** Upload your training videos and connect your knowledge base. Obi learns your product and generates its knowledge automatically. - **02. Review** Check the output in the admin portal. Adjust the tone, add context, and refine the steps. - **03. Deploy** Share a link. That's it. No engineering needed to get started. Lifecycle Agent available for native integration. - **04. Optimize** Review session data and user questions in the admin portal. Obi gets better every cycle. ### Give your product a native AI agent. Solve the build versus buy debate. The Lifecycle Agent gives you the speed of a ready-made tool with total control. - **Native, in-product.** Embed Obi anywhere in your app with a few lines of code. No clunky iframes. Your users stay locked into your product experience. - **Absolute control.** Decide exactly who sees Obi and when. Set the rules, target specific user segments, and adjust triggers on the fly. - **Own the full lifecycle.** Build directly on top of the Lifecycle Agent. Apply your custom UI to make Obi feel exactly like a native feature your team spent months building. ### One agent. Multiple solutions. From first-run activation to ongoing feature adoption, Obi drops perfectly into your existing product stack. - **Drive in-app activation.** Embed Obi directly into your interface via the Lifecycle Agent and it appears exactly when users need it most. No generic tooltips. No guesswork. Obi sees the screen, reads the context, and guides users to value the moment they are ready for it. - **Deploy adaptive onboarding.** Users do not follow a linear path. Obi watches how each user moves through your product and infers the right next step from what it sees on screen. No rigid decision trees. No forced flows. Every user gets an introduction that matches how they actually work. - **Ship a native AI agent.** Obi does not point at menus. It executes. Clicks, form fields, completed workflows on the user's behalf. Your product stops being a passive tool and starts doing the work with the user. No months of engineering. No internal AI team required. - **Drive feature adoption.** Most of your best features go undiscovered. Obi turns your knowledge base into an AI product expert that lives inside your product. When a user asks a question, it answers with full visual context and walks them directly into the feature they did not know they needed. ### 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. tours, docs, and DIY. Compare Obi to the activation tools you've already tried - or already considered building. Columns compared: Cor / Obi · Custom in-house build · Pendo / Appcues · Help docs & videos. Based on a typical 6-month, $500K+ in-house build, plus ongoing maintenance every UI change. - **Personalized, 1:1 onboarding** Cor / Obi: Yes · Custom in-house build: Yes · Pendo / Appcues: No · Help docs & videos: No - **Sees user's actual screen & data** Cor / Obi: Yes · Custom in-house build: Yes · Pendo / Appcues: No · Help docs & videos: No - **Scales to thousands simultaneously** Cor / Obi: Yes · Custom in-house build: No · Pendo / Appcues: Yes · Help docs & videos: Yes - **Available 24/7, any timezone** Cor / Obi: Yes · Custom in-house build: No · Pendo / Appcues: Yes · Help docs & videos: Yes - **Can execute actions for the user** Cor / Obi: Yes · Custom in-house build: Yes · Pendo / Appcues: No · Help docs & videos: No - **Adapts in real time to questions** Cor / Obi: Yes · Custom in-house build: Yes · Pendo / Appcues: No · Help docs & videos: No ### Frequently asked questions (for Product Teams) #### How is Obi different from tooltips or chatbots? In-app guides (like Pendo or Appcues) are static tooltips that break every time your UI changes. Chatbots can answer text questions, but they can't see the screen. Obi combines real-time visual awareness with the ability to actually execute tasks for the user. #### Is my users' data secure? 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? Days, not quarters. Upload your existing videos, review the output in the admin portal, and share a link with your next cohort. You need zero engineers for this. If you want to embed Obi natively inside your app, the Lifecycle Agent takes slightly longer but requires just a few lines of code. #### How exactly does the pricing work? Plans start at $750/month and scale based on your session volume. There is a 3-month minimum, followed by month-to-month billing. Paying annually saves you 20%. #### Do I need engineering resources to maintain this? No. This is where Obi drastically differs from traditional product tour software. Because Obi is visually aware, there is zero DOM tagging required. When you ship a UI update, you simply upload a new screen recording. Growth and Product teams manage Obi entirely on their own. Your engineers stay focused on building your core product. ### Pricing FAQs tailored for Product Teams #### How long does it take to deploy? Days, not sprints. Implementation covers training Obi on your product, connecting your knowledge base, and configuring the flows you want it to drive. There's no DOM tagging, so your engineers don't get pulled in - and Obi doesn't break when you ship a UI update. #### How does pricing work? Pricing scales with your user base, not your team size. All plans include a 3-month minimum commitment, then go month-to-month. Annual prepayment gets you a 20% discount. Implementation fees vary by scope, and most product teams are live within days. #### How does Obi compare to Pendo, Appcues, or building activation in-house? In-app guides like Pendo and Appcues are static tooltips that break every UI change and depend on DOM tagging your engineers have to maintain. Building an AI-native activation layer in-house is typically a 6-month, $500K+ investment with the maintenance burden on you. Obi is visually aware, ships in days, scales to every signup, and tells you which workflows aren't landing. #### Is my data secure? Yes. Obi is SOC 2 Type 2 certified. Screen sharing is user-initiated and end-to-end encrypted. Obi only operates within the logged-in user's permissions and requires confirmation before major actions. ### Final CTA (for Product Teams) You ship the product. Let Obi make sure it gets used. - Obi gets users to value. You ship the product.: Book a demo and see how Obi activates every new signup. And tells you exactly where your flow is breaking. ## For Founders & Execs - Your best AI strategy starts with adoption. On-page tab label: "For Founders". An AI agent that drives product adoption. It sees the screen, guides users proactively, executes tasks, and answers questions. You get an AI-native experience and immediate ROI without distracting your engineers. Pricing-page positioning for this audience: Tiered packages for every stage of growth. - Get an AI-native layer your customers actually adopt. Without the 6-month, $500K in-house build, and without distracting your engineers. Obi drops in, drives adoption, and pays back immediately. ### By the numbers - **2x** Activation rate - **3.6x** More engagement - **87%** Resolution rate ### The problem You've tried it all, but it's still the same old puzzle. - **Customers expect more.** Users demand intelligent, context-aware guidance 24/7. If your app falls short, they abandon your interface for ChatGPT and Claude to do the work. - **Expertise doesn't scale.** You cannot put your best expert on every onboarding call. Your product knowledge is trapped in human heads instead of scaling inside your app. - **Static tools are a trap.** Help documents, videos, and tooltips break the moment you update your interface. Your team wastes hours fixing them. Customers ignore them completely. ### Meet Obi. An AI agent that scales your business. It works alongside each customer exactly the way your best employee would. It sees their screen, guides them, executes tasks, and drives product adoption automatically. ### How it works (for Founders & Execs) Obi works with every customer. Sees the screen. Does the work. - **Delivers proactive, on-demand support.** Obi sees your customer's screen in real time. It guides users through complex workflows across multiple tabs and apps without losing context. Every account gets a premium experience automatically. - **Understands goals, tailors the guidance.** Obi understands exactly what your user wants to achieve. It answers specific questions using complete visual context. Customers get intelligent, on-demand support right inside your app. - **Executes actions when needed.** Friction kills adoption. Sometimes the best help is just doing the work. Obi takes the wheel. Your users get to value instantly. ### Know exactly what drives your ROI. - **Session reports** Every session, a full breakdown of what was covered, where customers hesitated, and what to fix next. - **Ask Cor** Query your customer data in plain English. Get answers in seconds - no dashboards, no data team. ### From zero to working agent in 10 minutes. - **01. Train** Upload your existing training videos and connect your knowledge base. Obi learns your product instantly. It writes the session scripts for you automatically. - **02. Review** Review the output in your admin portal. Adjust the tone, add context, and refine the steps. You keep total control over the customer experience. - **03. Deploy** Share a simple link with your customers to go live today. When you are ready, embed Obi natively using the Lifecycle Agent. No complex engineering is required. - **04. Optimize** Review session data and customer questions once a week. Spend just one hour refining the steps. Obi gets smarter and more effective every cycle. ### Create native AI experience without the lift. Embed Obi directly inside your product so customers get an AI-native experience under your brand. No iframes, no redirects, no engineering lift. - **Native and in-product.** Embed Obi anywhere in your app instantly. There are no clunky iframes and no external redirects. You get a fully integrated AI layer in hours, not months. - **Absolute control.** Decide exactly who sees Obi and when. Set the rules, target specific user segments, and adjust triggers on the fly. You manage the entire rollout yourself. - **Own the full lifecycle.** Build directly on top of the Lifecycle Agent. Apply your own custom UI, build new features. It will feel exactly like a native feature your team spent half a million dollars building. ### One agent. Multiple solutions. Boost the productivity of your entire business without adding a single new hire. Obi slides perfectly into your growth strategy. - **Scale without adding headcount.** Revenue should grow faster than your support costs. Obi handles complex onboarding and training so your implementation and success teams do not have to. You double your customer base. Your team size stays exactly where it is. - **Accelerate time to revenue.** Every week a new customer spends in implementation is revenue you have not recognized. Obi guides users through complex setups and multi-app integrations without hand-holding from your team. Customers go live faster. You get paid sooner. - **Unlock profitable long-tail.** High-touch onboarding makes small accounts uneconomical. Obi changes that. Every SMB customer gets a 1:1 onboarding experience delivered entirely by AI. You capture the segment you have been ignoring, at margins that make sense. - **Your forward deployed engineer.** AI features only deliver value when customers actually use them. Obi joins every customer where they are, in their environment, on their data, and walks them through your most complex deployments and AI capabilities the moment they need it. No specialist flown out. No implementation backlog. Revenue unlocked the moment a customer goes live. ### 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 - Build it, buy it, or do it the old way. Compare Obi to building your own AI layer or sticking with the legacy onboarding stack. Columns compared: Cor / Obi · In-house AI build · Product Tours · Videos & LMS. Based on a typical 6-month, $500K+ in-house AI build, plus ongoing maintenance. - **Personalized, 1:1 onboarding** Cor / Obi: Yes · In-house AI build: Yes · Product Tours: No · Videos & LMS: No - **Sees user's actual screen & data** Cor / Obi: Yes · In-house AI build: Yes · Product Tours: No · Videos & LMS: No - **Scales to thousands simultaneously** Cor / Obi: Yes · In-house AI build: No · Product Tours: Yes · Videos & LMS: Yes - **Available 24/7, any timezone** Cor / Obi: Yes · In-house AI build: No · Product Tours: Yes · Videos & LMS: Yes - **Can execute actions for the user** Cor / Obi: Yes · In-house AI build: Yes · Product Tours: No · Videos & LMS: No - **Adapts in real time to questions** Cor / Obi: Yes · In-house AI build: Yes · Product Tours: No · Videos & LMS: No ### Frequently asked questions (for Founders & Execs) #### Why should a founder choose Obi instead of building an AI feature? Building AI from scratch wastes six months and half a million dollars. Obi gives you a working AI layer instantly. Your non-technical staff manages the rollout for immediate ROI. When you are ready for a deeper integration, your developers use the Lifecycle Agent to build directly on top of our foundation. #### How does Obi meet modern customer expectations? Customers no longer tolerate static help documents. They want intelligent and on-demand support. Obi acts as an active participant. It sees their screen, answers questions based on context, and actually clicks the buttons to complete tasks for them. #### Is my data secure with Obi? Yes. Obi is SOC 2 Type 2 certified. Sessions are user-initiated and encrypted end-to-end. Privacy Mode redacts sensitive data on the fly and skips session recording entirely. Obi only acts within the logged-in user's permissions and requires human-in-the-loop confirmation before major actions. #### How long does it take to see a return on investment? Most companies go live and see results within days. Your team can upload existing content, review the sessions Obi generates, and share a link immediately. No engineering is required to start generating value. #### How does the Lifecycle Agent work? The Lifecycle Agent lets you embed Obi natively into your app. You start with a simple link to prove the value fast. When you are ready, your engineers integrate the Lifecycle Agent to create a deeply integrated and white-labeled AI layer. #### How much does Obi cost? Plans start at $750 a month and scale with your session volume. There is a three-month minimum, followed by month-to-month billing. Paying annually saves you 20 percent. ### Pricing FAQs tailored for Founders & Execs #### How long does it take to go live? Days, not quarters. Implementation covers training Obi on your product, connecting your knowledge base, and configuring your flows. Your non-technical staff handles the rollout. There's no engineering lift to start, and the Lifecycle Agent is there when you're ready to embed Obi natively. #### How does pricing work? Plans start at $750/month and scale with your session volume, not your engineering team. All plans include a 3-month minimum commitment, then go month-to-month. Annual prepayment gets you a 20% discount. Implementation fees vary by scope, and most teams are live within days. #### Why buy Obi instead of building our own AI layer? Building an AI-native onboarding layer in-house is typically a 6-month, $500K+ investment for an AI team - and you still own the maintenance forever. Obi ships in days as a working AI experience, then plugs into your product through the Lifecycle Agent when you want it native and white-labeled. You get an immediate ROI without burning an engineering quarter. #### Is my data secure? Yes. Obi is SOC 2 Type 2 certified. Sessions are user-initiated, screen sharing is end-to-end encrypted, and Obi only acts within the logged-in user's permissions. ### Final CTA (for Founders & Execs) Your product works. Obi gets it adopted. - Your product works. Obi gets it adopted.: Book a demo and see how Obi delivers an AI-native experience and immediate ROI. Without the engineering nightmare of building it yourself. ## Customers - **GORGIAS (Conversational AI Platform for Ecommerce)** Accelerates onboarding for ecommerce merchants, handling platform and channel connections, support rules, and AI agent training. - **CANIBUILD (Site Feasibility and Design Software)** Drives adoption and retention for 3,000+ users across 8 timezones, with on-demand onboarding and guidance throughout the lifecycle. - **SOPHIIE AI (AI Virtual Receptionist)** Manages hundreds of onboarding sessions every month, helping trades businesses train and integrate AI into their workflows. - **QUALIA (Digital Real Estate Closing Platform)** Guides busy real estate agents through a complex, multi-party system, figuring out what they need and talking them through a custom path by voice, day or night. - **UPTICK (Fire Inspection Software)** Turns fire inspection teams into sticky power users of a complex platform, with on-demand expertise and tailored guidance across multiple geographies and timezones. - **RECHARGLY (Billing Automation Platform)** Gets accounting practices up and running fast, guiding them through connecting their accounting software, email and payment tools, step by step. --- # Pricing - Plans from $750/mo | Cor > Three session-volume plans starting at $750/mo. Scale your customer onboarding without scaling your headcount. See how Cor delivers ROI from day one. URL: https://getcor.ai/pricing Cor pricing scales with session volume rather than headcount. All plans include a three-month minimum and then go month-to-month. Annual prepayment saves 20%. The pricing page tailors its hero, plan descriptions, comparison table, and FAQs to three audiences - Customer Success Leaders, Product / Growth teams, and Founders & Execs. All three views are reproduced below. ## Plans (any audience) Three tiers, same agent, different commitment levels. - **Launch - $750/month** 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** 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** Everything in Growth, plus:; Custom credits with volume pricing; Hands-on implementation and custom solution design; Custom integrations; Dedicated success manager ## How Obi compares (default framing) Cor vs human CSM, static product tours, and pre-recorded videos. Each audience section below reframes this same table with audience-specific column labels and footnotes. - **Personalized, 1:1 onboarding** Cor: Yes · Human CSM: Yes · Product tours: No · Pre-recorded videos: No - **Sees user's actual screen & data** Cor: Yes · Human CSM: Yes · Product tours: No · Pre-recorded videos: No - **Scales to thousands simultaneously** Cor: Yes · Human CSM: No · Product tours: Yes · Pre-recorded videos: Yes - **Available 24/7, any timezone** Cor: Yes · Human CSM: No · Product tours: Yes · Pre-recorded videos: Yes - **Can execute actions for the user** Cor: Yes · Human CSM: Yes · Product tours: No · Pre-recorded videos: No - **Adapts in real time to questions** Cor: Yes · Human CSM: Yes · Product tours: No · Pre-recorded videos: No ## For Customer Success Teams - Tiered packages for every stage of growth. On-page tab label: "For Customer Success". 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. ### 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, 1:1 onboarding** Cor / Obi: Yes · 1 Full-time CSM: Yes · Product Tours: No · Videos & LMS: No - **Sees user's actual screen & data** Cor / Obi: Yes · 1 Full-time CSM: Yes · Product Tours: No · Videos & LMS: No - **Scales to thousands simultaneously** Cor / Obi: Yes · 1 Full-time CSM: No · Product Tours: Yes · Videos & LMS: Yes - **Available 24/7, any timezone** Cor / Obi: Yes · 1 Full-time CSM: No · Product Tours: Yes · Videos & LMS: Yes - **Can execute actions for the user** Cor / Obi: Yes · 1 Full-time CSM: Yes · Product Tours: No · Videos & LMS: No - **Adapts in real time to questions** Cor / Obi: Yes · 1 Full-time CSM: Yes · Product Tours: No · Videos & LMS: No ### Pricing FAQs (for Customer Success Teams) #### What is Obi? Obi is an AI-powered customer success agent that joins video calls with your users, sees their screen in real time, and guides them through onboarding, training, and support. Just like a human CSM, but available 24/7 and at a fraction of the cost. #### 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. Annual prepayment gets you a 20% discount. Implementation fees vary by scope. #### 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. #### Can I switch plans later? Yes. You can upgrade at any time, and the price difference is prorated. Downgrades take effect at the next billing cycle after your minimum commitment period. #### How does Obi compare to hiring a CSM? A full-time CSM costs $80,000-$120,000/year and can handle 30-50 accounts. Obi runs unlimited 1:1 sessions in parallel - typically 80-90% cheaper than the equivalent CSM capacity. 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. #### Do you offer a free trial? We offer a two-week fully-supported trial. We help you identify the best starting point, train the agent, and optimize its performance throughout the process. Book a demo and we'll show you exactly how it works. ### Final CTA (for Customer Success Teams) 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. ## For Product Teams - Tiered packages for every stage of growth. On-page tab label: "For Product". Activates every new signup at a fraction of the cost of building it in-house. No DOM tagging, no broken tours when your UI changes - and you get product intelligence on what's actually killing adoption. ### 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. tours, docs, and DIY. Compare Obi to the activation tools you've already tried - or already considered building. Columns compared: Cor / Obi · Custom in-house build · Pendo / Appcues · Help docs & videos. Based on a typical 6-month, $500K+ in-house build, plus ongoing maintenance every UI change. - **Personalized, 1:1 onboarding** Cor / Obi: Yes · Custom in-house build: Yes · Pendo / Appcues: No · Help docs & videos: No - **Sees user's actual screen & data** Cor / Obi: Yes · Custom in-house build: Yes · Pendo / Appcues: No · Help docs & videos: No - **Scales to thousands simultaneously** Cor / Obi: Yes · Custom in-house build: No · Pendo / Appcues: Yes · Help docs & videos: Yes - **Available 24/7, any timezone** Cor / Obi: Yes · Custom in-house build: No · Pendo / Appcues: Yes · Help docs & videos: Yes - **Can execute actions for the user** Cor / Obi: Yes · Custom in-house build: Yes · Pendo / Appcues: No · Help docs & videos: No - **Adapts in real time to questions** Cor / Obi: Yes · Custom in-house build: Yes · Pendo / Appcues: No · Help docs & videos: No ### Pricing FAQs (for Product Teams) #### What is Obi? Obi is an AI-powered customer success agent that joins video calls with your users, sees their screen in real time, and guides them through onboarding, training, and support. Just like a human CSM, but available 24/7 and at a fraction of the cost. #### How does pricing work? Pricing scales with your user base, not your team size. All plans include a 3-month minimum commitment, then go month-to-month. Annual prepayment gets you a 20% discount. Implementation fees vary by scope, and most product teams are live within days. #### How long does it take to deploy? Days, not sprints. Implementation covers training Obi on your product, connecting your knowledge base, and configuring the flows you want it to drive. There's no DOM tagging, so your engineers don't get pulled in - and Obi doesn't break when you ship a UI update. #### Can I switch plans later? Yes. You can upgrade at any time, and the price difference is prorated. Downgrades take effect at the next billing cycle after your minimum commitment period. #### How does Obi compare to Pendo, Appcues, or building activation in-house? In-app guides like Pendo and Appcues are static tooltips that break every UI change and depend on DOM tagging your engineers have to maintain. Building an AI-native activation layer in-house is typically a 6-month, $500K+ investment with the maintenance burden on you. Obi is visually aware, ships in days, scales to every signup, and tells you which workflows aren't landing. #### Is my data secure? Yes. Obi is SOC 2 Type 2 certified. Screen sharing is user-initiated and end-to-end encrypted. Obi only operates within the logged-in user's permissions and requires confirmation before major actions. #### Do you offer a free trial? We offer a two-week fully-supported trial. We help you identify the best starting point, train the agent, and optimize its performance throughout the process. Book a demo and we'll show you exactly how it works. ### Final CTA (for Product Teams) Obi gets users to value. You ship the product. - Book a demo and see how Obi activates every new signup. And tells you exactly where your flow is breaking. ## For Founders & Execs - Tiered packages for every stage of growth. On-page tab label: "For Founders". Get an AI-native layer your customers actually adopt. Without the 6-month, $500K in-house build, and without distracting your engineers. Obi drops in, drives adoption, and pays back immediately. ### 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 - Build it, buy it, or do it the old way. Compare Obi to building your own AI layer or sticking with the legacy onboarding stack. Columns compared: Cor / Obi · In-house AI build · Product Tours · Videos & LMS. Based on a typical 6-month, $500K+ in-house AI build, plus ongoing maintenance. - **Personalized, 1:1 onboarding** Cor / Obi: Yes · In-house AI build: Yes · Product Tours: No · Videos & LMS: No - **Sees user's actual screen & data** Cor / Obi: Yes · In-house AI build: Yes · Product Tours: No · Videos & LMS: No - **Scales to thousands simultaneously** Cor / Obi: Yes · In-house AI build: No · Product Tours: Yes · Videos & LMS: Yes - **Available 24/7, any timezone** Cor / Obi: Yes · In-house AI build: No · Product Tours: Yes · Videos & LMS: Yes - **Can execute actions for the user** Cor / Obi: Yes · In-house AI build: Yes · Product Tours: No · Videos & LMS: No - **Adapts in real time to questions** Cor / Obi: Yes · In-house AI build: Yes · Product Tours: No · Videos & LMS: No ### Pricing FAQs (for Founders & Execs) #### What is Obi? Obi is an AI-powered customer success agent that joins video calls with your users, sees their screen in real time, and guides them through onboarding, training, and support. Just like a human CSM, but available 24/7 and at a fraction of the cost. #### How does pricing work? Plans start at $750/month and scale with your session volume, not your engineering team. All plans include a 3-month minimum commitment, then go month-to-month. Annual prepayment gets you a 20% discount. Implementation fees vary by scope, and most teams are live within days. #### How long does it take to go live? Days, not quarters. Implementation covers training Obi on your product, connecting your knowledge base, and configuring your flows. Your non-technical staff handles the rollout. There's no engineering lift to start, and the Lifecycle Agent is there when you're ready to embed Obi natively. #### Can I switch plans later? Yes. You can upgrade at any time, and the price difference is prorated. Downgrades take effect at the next billing cycle after your minimum commitment period. #### Why buy Obi instead of building our own AI layer? Building an AI-native onboarding layer in-house is typically a 6-month, $500K+ investment for an AI team - and you still own the maintenance forever. Obi ships in days as a working AI experience, then plugs into your product through the Lifecycle Agent when you want it native and white-labeled. You get an immediate ROI without burning an engineering quarter. #### Is my data secure? Yes. Obi is SOC 2 Type 2 certified. Sessions are user-initiated, screen sharing is end-to-end encrypted, and Obi only acts within the logged-in user's permissions. #### Do you offer a free trial? We offer a two-week fully-supported trial. We help you identify the best starting point, train the agent, and optimize its performance throughout the process. Book a demo and we'll show you exactly how it works. ### Final CTA (for Founders & Execs) Your product works. Obi gets it adopted. - Book a demo and see how Obi delivers an AI-native experience and immediate ROI. Without the engineering nightmare of building it yourself. ## Pricing FAQs (default) These are the base answers; audience-specific overrides appear in each audience section above. ### What is Obi? Obi is an AI-powered customer success agent that joins video calls with your users, sees their screen in real time, and guides them through onboarding, training, and support. Just like a human CSM, but available 24/7 and at a fraction of the cost. ### How does pricing work? Pricing is based on the plan tier you choose. All plans include a 3-month minimum commitment, then go month-to-month. Annual prepayment gets you a 20% discount. Implementation fees vary by scope. ### Can I switch plans later? Yes. You can upgrade at any time, and the price difference is prorated. Downgrades take effect at the next billing cycle after your minimum commitment period. ### How does Obi compare to hiring a CSM? A full-time CSM costs $80,000-$120,000/year and can handle 30-50 accounts. Our Growth plan at $1,750/month handles the workload of multiple CSMs at 80-90% less cost, available 24/7. ### Is my data secure? Yes. Obi is SOC 2 Type 2 certified. Screen sharing is user-initiated and encrypted end-to-end. Privacy Mode redacts sensitive data on the fly and skips session recording entirely. Obi only acts within the logged-in user's permissions and requires human-in-the-loop confirmation before major actions. ### Do you offer a free trial? We offer a two-week fully-supported trial. We help you identify the best starting point, train the agent, and optimize its performance throughout the process. Book a demo and we'll show you exactly how it works. --- # Onboarding Agent — Every Customer Fully Activated | Cor > Obi runs live 1-to-1 onboarding sessions for every customer, 24/7 — no scheduling, no scripted tooltips. CS teams get a session report, not a queue. URL: https://getcor.ai/product/onboarding-agent The Onboarding Agent runs full customer onboarding sessions end-to-end: live video, screen awareness, agentic execution, and a structured report your CS team can act on. Sessions feel like a 1:1 onboarding call with your best CSM, but happen on demand, 24/7, and at a fraction of the cost. ## Hero - Every Customer. Fully Activated. Every Time. Obi understands each new customer's needs, builds custom plans, and guides them through it on a live call with shared screen. No tickets, no schedules, no gaps. ## Like sitting next to your customer - multiplied by a thousand. - **Click a link. No scheduling required.** Your customer does not have to wait for a free slot on your calendar. They simply click a link when they are ready to begin - whether that is 9:00 AM on a Tuesday or 11:30 PM on a Sunday. - **Connect with Obi on a live call.** Obi appears on their screen as a native browser overlay. It greets them, confirms what they are trying to achieve today, and starts the process. - **Share their screen, and Obi goes to work.** Obi asks the customer to share their screen. From this second onward, Obi sees exactly what the customer sees. Their actual account. No sterile demo environments. - **A conversation, not a script.** Before guiding, Obi asks questions to understand who the user is, what they need, and what access they have. Then it builds a plan specific to them and guides them through it, step by step. - **Customer approves. Obi gets it done.** If a customer gets stuck, or if a step is simply too tedious to explain, Obi proposes taking over. The customer clicks to confirm. Obi then navigates the menus, fills out the fields, and completes the task while the customer watches. ## Teach Obi once. Onboard thousands. - **Feed it your knowledge base.** Connect your existing help docs. Obi ingests them instantly and draws on your own documentation to answer customer questions during every session. - **Show, don't write.** Record yourself walking through the onboarding flow, exactly as you would on a live customer call. Upload it. Obi watches the video, learns the steps, and writes its own session script for you to review. - **Walk through it live.** For complex edge cases or multi-step integrations, open the admin portal and walk through the product live. Obi watches you and applies what it learns to every customer it meets. ## Not yet another chatbot. - **It sees the entire screen - even outside your app.** Because Obi operates via screen share, it sees everything your customer has open. If onboarding requires uploading a CSV from their desktop, switching to a third-party tool, or navigating outside your app entirely, Obi sees it and guides them through it. Every other product adoption tool is trapped inside your software. Obi lives on your customer's screen. Outcomes: Full visibility, Cross-tool coverage, Zero blind spots. - **It talks and remembers the entire conversation.** Obi holds the context of the entire session. If a customer asks a question at Step 2 that alters what should happen at Step 5, Obi adjusts its plan. It remembers where they started, what they have done, and what they need to finish. Outcomes: Full context, Adaptive plan, No repetition. - **It answers unscripted questions on the spot.** Customers will always ask questions you did not plan for. When they do, Obi references your knowledge base, looks at the screen context, and answers the question immediately. Outcomes: Instant answers, No escalations, Zero handoffs. - **It clicks the buttons and fills the forms.** When it is faster to do the work than to explain it, Obi steps in. With one click of permission from the customer, Obi navigates the interface, enters the data, and completes the step. Outcomes: Instant permission, Auto-filled forms, Faster sessions. ## Full picture without the guesswork. - **Session report** After every session, Obi generates a structured report. It shows what the user accomplished, flags friction points and unanswered questions, so you know what works and what still needs to be improved. - **Recording & transcript** When you want to dig deeper into exactly what happened in a session, you get the full recording and transcript. Every session becomes a learning opportunity you would otherwise miss. - **Ask Cor** For aggregate reports, simply describe what you want in plain English. Our AI reads across every session report, Q&A log, friction point, and transcript, then generates a detailed report - no dashboards to build, no SQL to write. ## FAQs ### Is this just a chatbot? Absolutely not. Chatbots wait for typed questions. They cannot see the user's screen, they cannot carry a spoken conversation, and they cannot take action. Obi joins a live video call, looks at the screen, speaks aloud, and executes tasks. The experience is akin to a video call with a human CSM. ### Does my customer need to install a plugin? No. They click a secure link and join the session in their web browser. The customer initiates the screen share during the call. Zero installation required. ### What if a customer asks a question Obi doesn't know the answer to? If Obi cannot confidently answer a question using your knowledge base, it admits it. It then flags that specific question in the post-session report so your human CS team can follow up directly. ### Can Obi handle complex, multi-step integrations? Yes. Obi follows the customer's screen. It does not lose its mind when a customer opens a new tab, switches applications, or navigates away from your product. It adapts to what it sees in front of it. ### How long does it take to train Obi? For most teams, under 10 minutes. You upload a screen recording, review the script Obi writes, and generate your link. You can start with your most common workflow today, and expand to complex edge cases tomorrow. ### Is my customer's screen data secure? 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 - only the structured text report is kept. Obi operates within the logged-in user's permissions and requires human-in-the-loop confirmation before major actions. ## Starts from $750/month. Plans scale with your usage. Trial options are available - we help you identify the right starting point, train the agent, and validate results before you commit. ## Bottom CTA Let us prove it to you. Book a demo and we will show you exactly what a live session looks like - using your product's workflows, not ours. --- # Lifecycle Agent — An AI Expert Built Into Your Product | Cor > An AI expert inside your product — guiding every customer from onboarding to expansion, with personalised step-by-step help for every question and use case. URL: https://getcor.ai/product/lifecycle-agent The Lifecycle Agent embeds Obi natively inside your product. Drop in the script tag or npm package, configure everything else from Cor Admin, and let your Product, CS, and Lifecycle teams shape personas, prompts, triggers, and guardrails - without filing engineering tickets. ## Hero - Your product. An expert inside it. Embed Obi inside your software so every customer has your product expert at their side when they start, with every new feature they adopt, and every moment they get stuck. One agent, the whole lifecycle. ## Customers need help long after signup. Obi delivers it. Most products optimize for a single moment - the first login. Embedded Obi shows up across the full customer relationship, so onboarding completion, feature adoption, support load, and expansion revenue all compound from one piece of infrastructure. - **Day 1 - Onboarding.** When a new user lands, Obi greets them by name, walks them through the workflow that matters most for their account, and gets them to first value in a single session - not three weeks of self-service trial and error. - **Weeks 2-4 - Feature adoption.** When you ship a new feature, Obi explains it in context the moment a relevant customer lands on the right screen. No more product launches that nobody discovers, no more email blasts that nobody opens. - **Ongoing - Support and unblocking.** When a user stalls inside a workflow, Obi sees the screen, understands the intent, and either guides them through it or escalates cleanly to your human team - before frustration turns into churn. - **Expansion - Upgrades and power use.** When a customer is ready for the next plan, the next module, or a power-user workflow, Obi is the one having that conversation - inside the product, in the moment, with full context on how they actually use you. ## One developer. One afternoon. Done. - **Drop in the Lifecycle Agent.** Your engineer adds the Cor script tag, passes the user variables you already have, and ships. That is the entire engineering surface area - there is no second sprint. - **Configure in Cor Admin.** From here, your product and growth team takes over. Set the audiences, triggers, brand styling, and guardrails that govern each lifecycle stage above. No further code, no deploys, no engineering tickets. - **Go live, then iterate.** Obi appears inside your product. When you want a new entry point, a new audience, a refreshed prompt, or a brand-new lifecycle stage, your team ships it instantly from the portal. Your engineers stay focused on your core roadmap. ## Your team runs this. Not your engineers. - **Audiences** Decide exactly who sees Obi at each lifecycle stage. Segment by plan, signup date, feature usage, geography, or any custom attribute your product already tracks. New trial users get a conversion-focused onboarding flow. Enterprise accounts get a structured walkthrough. Power users get expansion prompts. You build the rules; Obi delivers the right experience to the right person, automatically. Outcomes: Lifecycle targeting, Custom segments, Personalized flows. - **Triggers and timing** Pick the exact entry points for each stage - which screens, which buttons, which moments of user hesitation pull Obi into the conversation. Test and change them instantly without ever touching the codebase. Outcomes: Custom entry points, Instant tweaks, No deploys. - **Agent customization** Name the agent, choose its voice and avatar, set its tone and linguistic guardrails - all from Cor Admin. To your customer it looks and sounds like a native part of your product, not a third-party tool bolted on. Outcomes: Custom voice, Native feel, Brand-aligned. - **Script and escalation rules** Write the prompts that govern Obi's behavior at each lifecycle stage, define the topics it must focus on, and tell it precisely when and how to hand a frustrated user to a human. Outcomes: Stage-specific scripts, Topic guardrails, Smart handoffs. - **Session intelligence** Every Obi session generates a structured report in Cor Admin. Your team sees where users stall, what they ask, and which workflows fail - across onboarding, adoption, and support - without waiting weeks on the data team. Outcomes: Structured reports, Stall detection, Faster insights. ## Three options. Only one gives you speed and control. - **Build it yourself - Full control. Ruinous cost.** You build the agent. You own everything that breaks. An AI agent that reads a live screen, holds a conversation, and executes tasks is its own product. You need a dedicated AI engineering pod, frontier-model upkeep, and a roadmap that keeps pace with the models and your shipping product. Six months in, you are maintaining a second product instead of building your first. - **Off-the-shelf agent - Fast start. Their rules.** You bolt on someone else's agent. It stops at the surface. A generic chatbot ships in a day, but it lives outside your product. It cannot read your UI, cannot drive workflows, and cannot go deep into the features your customers came for. The look and feel, the roadmap, the infrastructure - none of it is really yours. - **Lifecycle Agent - Yours from day one.** You ship Obi inside your product. Your team owns it. Embed the Lifecycle Agent and Obi runs natively inside your product, on your brand, under your team's control through Cor Admin. We handle the model upkeep, the agent infrastructure, and the frontier evolution - your engineers stay on your roadmap. An embedded expert across the full customer lifecycle, in weeks not quarters. ## SDK FAQs ### What does my developer actually need to do? Add the Cor script tag, write a few lines of initialization to pass the user variables you already have, and ship. Most engineers finish in a few hours. Everything beyond that lives in Cor Admin. ### Will Obi break when we ship a UI update? No. Obi reads the screen visually rather than depending on fragile DOM selectors, so moving a button or redesigning a menu does not break it. The only time you intervene is if you completely change a workflow, in which case you upload a new screen recording in Cor Admin to retrain it. ### Can we completely white-label the agent? Yes. You control the UI, the branding, the name, and the voice. From your customer's perspective Obi is a native feature of your product, not a third-party tool dropped into the corner of the screen. ### How is Obi trained for the Lifecycle Agent? The same way as our standalone agent. Your team records a screen walkthrough of a workflow, or connects existing help docs and product material, and Cor turns that into a working session. The training is fully managed without engineering. ### Can we roll this out gradually? Yes. Audiences in Cor Admin let you scope Obi to any segment based on attributes you already pass us. Start at five percent of new trial users, measure the impact, and expand the lifecycle stages you cover from there. No code required for any of it. ### What does Obi actually look like inside my product? That is up to you. A persistent button, a contextual prompt on a specific screen, a slide-out triggered by a user action - you design the entry point, Obi handles the session. ### Is this safe enough for our enterprise customers? 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. Every session is logged in Cor Admin. ## Bottom CTA See it live inside a real product. Book a demo and we will walk you through Obi running across a real onboarding, feature adoption, and support flow - and exactly what your team controls in Cor Admin. --- # Cor Admin — Train, Segment & Query Your AI Agent | Cor > Train Obi, query session data in plain English, segment by audience, and ship AI behavior changes instantly — no engineering tickets required. URL: https://getcor.ai/product/admin Cor Admin is the control layer for your AI onboarding. It's where your team trains Obi, reviews session intelligence, queries data with Ask Cor, customizes the agent, and tailors experiences for every audience - without filing a single engineering ticket. ## Hero - One portal. Total control. Build your agent, train it on your content, review every session, and tailor experiences for every audience segment - without filing a single engineering ticket. ## Upload what you know. Obi does the rest. - **Video recordings.** Walk through your product as you would on a live call. Obi watches, learns the steps, and writes its own guided script. You review it. You approve it. Done. - **Help articles and documentation.** Connect your existing knowledge base. Obi draws upon it in real-time when customers ask questions mid-session - answering accurately, in your brand's voice. - **Live walkthroughs.** For complex workflows or edge cases, walk through the product live in the Admin portal. Obi watches and learns. No video editing required. ## Obi talks to your customers. Own the full lifecycle. - **Tailor to your brand.** Give Obi your name, your voice, and your face. Pick a tone, pace, and linguistic style that fits your product, then configure the avatar customers see during sessions - appearance, style, and how it enters the screen. Customers see your brand, not ours. - **Customize behavior.** Set the rules of engagement. Toggle privacy mode for sensitive workflows, choose how long session data is retained, and control when and how Obi can interrupt the customer mid-task. Compliance and customer experience, both on your terms. - **Define guardrails.** Set what Obi will and will not discuss. Define which questions it escalates to a human. Control the tone it maintains throughout every session. ## Every session on record. Every question answered. - **Session report.** After every session, Obi generates a structured report. It shows what the user accomplished, flags friction points and unanswered questions, so you know what works and what still needs to be improved. - **Recording & transcript.** When you want to dig deeper into exactly what happened in a session, you get the full recording and transcript. Every session becomes a learning opportunity you would otherwise miss. - **Ask Cor.** For aggregate reports, simply describe what you want in plain English. Our AI reads across every session report, Q&A log, friction point, and transcript, then generates a detailed report - no dashboards to build, no SQL to write. ## One product. Every type of user. A different experience for each. - **Right experience, right user.** New signups need onboarding. Power users need activation. Enterprise accounts need precision. Audiences delivers the right session to the right person - automatically. - **Define the segment.** Define a segment using any user attribute you pass to Obi - account tier, signup date, feature usage, geographic market, or any custom variable your product tracks. Assign that segment a specific session flow, agent script, and escalation rules. - **Obi already knows.** When a user starts a session, Obi already knows who they are. It uses that context to personalise every step — so the experience feels built for them, not copied from a template. ## Admin FAQs ### Do I need engineers to set up or maintain the knowledge base? No. Uploading content, reviewing what Obi learned, and keeping it updated are all handled by your product or CS team in Cor Admin. The only engineering involvement is the initial Lifecycle Agent integration - after that, your team owns everything. ### Can I search the history of a specific account? Yes. Filter by account, user, time period, workflow, or session outcome. Finding everything that has ever happened with a specific customer takes three clicks. ### Does Ask Cor analyze old sessions? Yes. Ask Cor draws on the entire history of sessions in your account - summaries and raw transcripts alike. The more sessions you run, the more valuable it becomes. ### Can I push session data into my CRM? Yes. On Growth and Enterprise plans, session data and account-level friction signals sync automatically to your CRM. ### How granular can Audience segments get? As granular as the user attributes you pass to Obi. Account tier, signup date, feature usage, plan type, region, custom flags - any variable your product tracks becomes a segmentation tool. ### Can we white-label the agent completely? Yes. Name, voice, avatar, linguistic style - all yours. From your customer's perspective, it is a native feature of your software. ### Who has access to the admin portal? You control access and role permissions completely. Individual user recordings are strictly controlled and never accessible externally. ### Is the transcript searchable? Yes. Every session has a fully searchable transcript. Ask Cor can search across all of them simultaneously. ## Bottom CTA See it for yourself. Book a demo and we will open a live Cor Admin account - build an agent, walk through the knowledge base, and run queries in Ask Cor. --- # Trust & Security - SOC 2 Type 2, Privacy, and Data Controls | Cor > How Cor protects your customers' sessions: SOC 2 Type 2 certified, Privacy Mode, automatic PII redaction, configurable data retention, full audit trails, explicit user consent, and dedicated Enterprise infrastructure. URL: https://getcor.ai/trust-security SOC 2 Type 2, granular privacy, retention, and access controls, and full audit trails - governance built into Cor from day one. ## Hero - Governance and security, ready before your security team asks. SOC 2 Type 2, granular privacy, retention, and access controls, and full audit trails - governance built into Cor from day one. ## Trust badges - **SOC 2 Type 2** - **Privacy Mode** - **User Consent** ## SOC 2 Type 2 Certified. Our SOC 2 Type 2 certification verifies that our data handling, access controls, and incident response protocols hold up under real-world scrutiny - and we make it easy for your security team to confirm that for themselves. - **Full SOC 2 Type 2 report available to customers and prospects under NDA.** - **Full subprocessor list available upon request.** - **Security review calls and completed customer security questionnaires on request.** ## The dials are yours. Privacy, redaction, retention. - **Privacy Mode.** When Privacy Mode is enabled, Cor does not record the session - no video, no audio, just a redacted transcript. Obi still guides the customer flawlessly, discarding all sensitive data on the go. - **PII Redaction.** Customer data stays in the session - it does not enter your logs. Cor automatically detects and redacts personal information before transcripts are saved. - **Data Retention.** You decide how long the data lives - we handle the deletion. Choose 30 days, 90 days, a year, or a custom window that matches your compliance requirements. ## Nothing happens without your customer's explicit permission. - **1. Share screen.** User-initiated, every time. Obi cannot see anything until the customer chooses to share. Screen sharing only begins when they click to allow it - never silently in the background. - **2. Confirm action.** Before Obi clicks, types, or completes a step on their behalf, the customer confirms it. They stay in the driver's seat - Obi proposes, they approve. - **3. End session.** The customer ends the session at any time. The connection drops immediately, the screen share stops, and no background access remains. Their control is absolute, from the first second to the last. ## Trust & Security FAQs ### Is the SOC 2 Type 2 report available? Yes. We provide the full report under NDA to enterprise prospects and customers. Simply request it on your demo call or contact us directly at team@getcor.ai. ### Does Cor store raw screen content permanently? No. Screen content is processed in real-time during the session. We only store the structured output - the transcript, the report, and the video recording (if enabled). ### How does your PII redaction work? Cor runs automated detection across session transcripts before storage. Common sensitive patterns - names, emails, phone numbers, financial identifiers - are identified and replaced with placeholders. The original data is not saved. ### What happens if a customer revokes consent mid-session? The session ends immediately, and no further data is captured. Any data captured prior to that moment follows your account's standard retention policy. ### How are full audit trails of every session delivered? Every session is logged in Cor Admin - the transcript, the structured report, and (when enabled) the recording are captured against the user, account, and timestamp. Your team can review or export those logs at any time, giving security and compliance the full audit trail they need. ### Do you use third-party subprocessors? Yes. A list of our subprocessors is available upon request. ### What happens to our data if we cancel? All session data is permanently deleted within 30 days of account closure. We are happy to provide written confirmation of this deletion upon request. ## Bottom CTA Built so security reviews go fast. Obi is built secure from day one - SOC 2 Type 2, end-to-end encryption, granular controls, and full audit trails. Everything your security and compliance teams need to sign off, ready before they ask. --- # Legal Privacy and Terms are intentionally not included as Markdown to avoid republishing legal text out of context. Use the canonical URLs below for the authoritative versions. - [Privacy Policy](https://getcor.ai/privacy) - [Terms of Service](https://getcor.ai/terms)