Obi

Key Features

• •Proactive Outreach: Obi initiates contact as soon as it is assigned or looped into an email, handling routine scheduling and follow-ups automatically. This allows your team to concentrate on high-value relationships while every customer receives timely, personalized engagement.
• •Personalized Goal Discovery: Instead of a generic flow, Obi conducts a discovery conversation, identifies each user's unique objectives, and builds a tailored success plan that adapts as they progress, increasing relevance and accelerating time-to-value.
• •Real-Time Screen Guidance: Obi sees the customer's screen via secure screenshare and provides visual, step-by-step navigation through your product. It can highlight elements, explain features, and execute clicks on the user's behalf, eliminating confusion during complex workflows.
• •Cross-App Integration Assistance: By following users across browser tabs and applications, Obi maintains full context and guides them through setting up integrations with the tools they already use. This unblocks multi-step configurations that often cause drop-off.
• •Session Reports and Insights: After every session, Obi generates a detailed report covering what was accomplished, where users encountered friction, and what requires follow-up. The Ask Cor interface lets you query aggregated data to spot trends and at-risk accounts instantly.
• •Zero-Engineering Setup: Teams can go live in days by simply uploading existing training content. The admin portal allows tone and context adjustments without any coding, and deployment is a shared link—making it accessible for customer success and product teams alike.

Use Cases

• •Scale Customer Onboarding: A growing SaaS company simultaneously onboards hundreds of new accounts without adding headcount. Obi converses with each user, guides their initial setup, and performs clicks on their behalf, ensuring a consistent premium experience that drives expansion revenue.
• •Guide Cross-App Integrations: A customer needs to connect your platform to their CRM and analytics tools. Obi shares their screen, follows them across tabs, and walks through every configuration step, reducing a complex, multi-hour task to a seamless, error-free session.
• •Deliver Instant 1:1 Training: When a new team member at a client organization gets stuck, Obi is available immediately—no schedule required. It sees their screen, understands their question, and provides real-time, hands-on guidance, boosting competency without burdening your CSMs.
• •Prevent Early-Stage Churn: In the first thirty days after signup, Obi monitors user behavior and intervenes the moment friction appears. It resolves blockers on the spot, doubles activation rates, and gives your team precise intelligence on who needs a human touch before they churn.

Who is this for?

Obi is designed for customer success managers, implementation specialists, and product managers at B2B SaaS companies who need to scale onboarding, reduce churn, and accelerate product adoption. It is equally valuable for founders and heads of product who want a data-driven view of the user journey without adding engineering overhead. Teams responsible for customer training, user activation, and retention will find Obi immediately useful, as will anyone looking for a secure, SOC 2 compliant alternative to static product tours and basic chatbots.