# AI Customer Success Agent | Cor > A customer success agent for every account. Obi learns what each customer needs, sees their screen and works through onboarding with them step by step. URL: https://getcor.ai/product/customer-success-agent Obi learns what each customer needs to accomplish, sees their screen, and works through onboarding with them step by step. ## Hero - A customer success agent for every account. Obi learns what each customer needs to accomplish, sees their screen, and works through onboarding with them step by step. ## Like a real CSM multiplied by a thousand. - **Your user sets the goal.** The user starts a session from a link, any time it suits them. They tell Obi what they want to accomplish, and Obi asks questions to build a plan specific to them, in their preferred language. - **Obi invites them to 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. - **They share their screen.** Obi asks them to share their screen. From this second onward, Obi sees exactly what they see. Their actual account. No sterile demo environments. - **Obi works through it with them.** Obi walks them through the process step by step, answering questions along the way. It stays with them as a browser-based picture-in-picture overlay, a digital companion for the whole journey. - **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. ## Start with what you already have. Improve as you go. - **Connect your existing knowledge.** Give us the link to your help docs and we build a knowledge repository Obi draws on in every session. Direct integrations available for Intercom and Zendesk. - **Teach the important workflows.** Upload screen recordings or walk through your key flows once. Obi maps them into structured session guides you can review and refine before going live. - **Test before you launch.** Run a session yourself before any customer sees it. Verify Obi follows the right steps, handles edge cases, and escalates gracefully when it is unsure. - **Improve from real sessions.** Every session generates a report and an issue log. Spot gaps, patch them in the portal, and watch completion rates climb with each iteration. ## Built for real customer success work, not just answering questions. - **Builds tailored plans.** Obi maps each session to the customer's specific goal, then leads them through it step by step, adjusting in real time as things change. Outcomes: Adaptive sessions, Goal-aligned guidance. - **Asks clarifying questions.** When Obi needs more context to guide correctly, it asks. And when a customer asks something you didn't plan for, it answers on the spot using your knowledge base and the screen in front of it. Outcomes: Instant answers, No unhandled questions. - **Guides proactively.** Obi doesn't wait to be asked. It drives the customer forward, deciding the next best step instead of sitting back and retrieving answers on demand. Outcomes: Faster completion, No stalled sessions. - **Across tabs and windows.** Obi's browser-based picture-in-picture tech guides customers everywhere they work, not just inside your app, making it ideal for integrations, data migrations, and desktop workflows. Outcomes: Cross-app coverage, Zero blind spots. ## Full picture without the guesswork. - **Session reports.** Every session generates a structured report showing what the user accomplished and where they hit friction, plus the full recording and transcript when you want to dig deeper. - **Issue log.** A running list of knowledge gaps and blockers from every session, each linked to the relevant materials and session moments. Patch a temporary fix in our portal, or resolve it at the source. - **Ask Cor.** Describe what you want in plain English. Cor reads across every report, Q&A log, friction point, and transcript, then writes the report. No dashboards, no SQL. ## FAQs ### Can AI run customer onboarding calls? Yes. Obi runs the onboarding session your team would otherwise run on a call. Your customer clicks a link, shares their screen and tells Obi what they want to get done. Obi builds a plan, guides them through each step by voice and chat, and, where permitted, completes tasks on their behalf. When something needs a person, it hands off to your team with the full context. ### Does Obi need an engineering team to test or deploy? No. Your customer success or product team can connect a knowledge base, record a workflow, and run a test session without writing a line of code. Engineering is never required to get started, and only needed if you choose to build deeper custom integrations later. ### Does Obi require UI tagging or click-path recording? No. Obi reads the screen in real time and navigates based on what it sees. There is nothing to tag, no click sequences to maintain, and no selectors that break when your UI changes. Setup is done through knowledge and workflow guidance, not brittle automation scripts. ### What happens when our product changes? Obi adapts. Because it reads live screens rather than following hardcoded click paths, most UI changes do not break sessions at all. When a workflow does need updating (a renamed menu, a new step), you update the guide in the portal, not a fragile tag map across your entire app. ### Who maintains Obi once it is live? Your CS or onboarding team. The portal is built for non-technical users: review session reports, patch knowledge gaps, update workflow guides, and monitor completion rates, all without engineering involvement. We provide onboarding support and a dedicated success contact for the first 90 days. ### 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 works through the task with the user. 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, a day or less. 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 See what a live session with your content looks like. Book a demo and we will show you exactly what a live session looks like - using your product's workflows, not ours.