Real-time screen awareness
Obi joins a live session, sees the user’s screen through screen sharing, and stays aware of what the user is doing across tabs and apps.
Obi
Cor’s Obi is an AI agent for customer onboarding and product adoption. It helps SaaS teams guide users through live workflows, answer questions in context, and capture session-level insight without adding human headcount.
Overview
Cor’s Obi is an AI agent for customer onboarding and product adoption. It works alongside users in live sessions, sees their screen, and guides them step by step through complex workflows while answering questions and, when appropriate, taking actions on their behalf.
The product is aimed at SaaS customer success, product, and lifecycle teams that want to reduce manual onboarding effort, improve activation, and surface where users get stuck. The pricing page frames Obi as a session-based service with plans that scale by usage, while the product pages show supporting tools for setup, segmentation, reporting, and analysis.
Core capabilities
Personalized guidance
The agent asks discovery questions, builds a tailored plan, and guides each user through the next steps instead of following a fixed script.
Action execution with approval
When a step is better done than explained, Obi can navigate menus, fill out fields, and complete actions after the customer confirms.
Session reporting
After each session, Cor produces a structured report covering what the user accomplished, where they got stuck, and what needs follow-up.
Ask Cor analytics
Teams can query session data in plain English through Ask Cor, which searches reports, friction points, transcripts, and Q&A logs for aggregate insight.
Admin-led setup and segmentation
The admin tools support training, segmentation, and product context setup, including knowledge base ingestion, walkthrough uploads, and live product training.
Common use cases
Customer onboarding
Guide new customers through their first complex setup, including multi-step workflows that need live help instead of static tooltips or a recorded tour.
Feature adoption
Help existing users reach value faster by answering questions in context, reducing drop-off during feature discovery and activation flows.
Live customer assistance
Support users during training or support calls by seeing their screen, explaining the next step, and taking over repetitive work when asked.
Friction analysis
Collect structured feedback on where users get stuck, then review session reports, recordings, and transcripts to improve the product and onboarding flow.
Agent setup and scaling
Train Obi on internal knowledge, walkthrough videos, or live product sessions so it can apply the same guidance across larger cohorts.
Pros and Cons
Pros
- Runs live, one-to-one onboarding and support sessions without requiring scheduled human availability.
- Works across the user’s actual screen, including steps outside the product itself such as third-party tools or desktop files.
- Can answer unscripted questions and adapt the session plan as the user’s goals or permissions change.
- Produces session reports, recordings, and transcripts that help teams see where onboarding breaks down.
- Offers setup options for knowledge bases, recorded walkthroughs, and live product training, which can reduce manual content creation.
Cons
- Pricing is session-volume based and tied to a minimum commitment, so it is not a simple self-serve free tool.
- The public pages suggest implementation and lifecycle-agent setup may take more effort than the core onboarding flow, especially for custom integrations.
- Obi relies on screen sharing and user confirmation for major actions, which keeps control with the customer but may not fit every workflow.
FAQ
What is Obi?
Obi is an AI-powered customer success agent that joins live, screen-shared sessions with users, guides them through onboarding or support workflows, and can take actions with user confirmation when needed.
How does pricing work?
Pricing is based on session volume rather than headcount. The pricing page lists Launch, Growth, and Scale plans, with Launch starting at $750/month and a two-week fully supported trial available.
How is Obi set up?
Implementation is described as taking days for most teams. Setup includes training Obi on your product, connecting your CRM, and configuring onboarding flows; the onboarding agent page also describes feeding it your knowledge base, uploading walkthrough videos, or training it through the admin portal.
What outputs do teams get after sessions?
After each session, Obi generates a session report and recording. The onboarding page also says teams can use Ask Cor to query session reports, friction points, transcripts, and Q&A logs in plain English.
Who is Obi for?
Obi is designed for customer success, product, and lifecycle teams that want to guide users through onboarding, adoption, and training without adding human headcount. It is positioned as a live, one-to-one agent rather than a static product tour or chatbot.
Quick Facts
- Category
- AI customer onboarding
- Brand
- Cor
- Product
- Obi
- Primary users
- Customer success, product, and lifecycle teams
- Pricing
- Paid plans from $750/month; contact sales for higher tiers
- Source domain
- getcor.ai
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