Stuck customers churn. Obi fixes that.
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.
more engagement
Avg session
Resolution rate
You've tried it all,
but it's still the same
old puzzle.
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.
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. All of this lives in Cor Admin, alongside session recordings, friction reports, and every question Obi has ever been asked.
From zero to working agent in 10 minutes.
Train
Feed Obi your videos and help docs. It learns your product and its workflows automatically.
Review
Review the output in the admin portal. Tweak the tone, add your context, and ship the version you want.
Deploy
Send a link to go live today. Zero engineering required to start, with the Lifecycle Agent ready when you want native.
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.
Your engineer adds one script tag and ships — then your team manages every audience, trigger, and session script from the Lifecycle Agent portal without touching code again.
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.
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.
- Premium for all
- Scale without hiring
- Flawless account setups
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.
- Unblock complex setups
- Faster time-to-value
- Seamless app connections
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.
- Zero scheduling delays
- 24/7 expert guidance
- Reclaim CSM time
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.
- 2× activation rates
- Secure higher retention
- Actionable account insights
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.
- Premium for all
- Scale without hiring
- Flawless account setups
Guide cross-app integrations.
Deliver instant 1:1 training.
Prevent early-stage churn.
Conversational AI Platform for Ecommerce
Accelerates onboarding for ecommerce merchants, handling platform and channel connections, support rules, and AI agent training.
Frequently asked questions.
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.
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.
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.
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.
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.
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.