# 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.