Obi

What is Obi?

Obi is a voice AI agent for customer onboarding and user activation. Its core purpose is to guide users through training and early product use by using conversation plus awareness of what’s happening on screen.

According to the site, Obi studies a team’s existing onboarding materials (such as training videos and workflows) and then proactively guides users during onboarding—aiming to reduce repetitive support and make onboarding more consistent across customers and segments.

Key Features

• Learns from your onboarding materials (videos and workflows): Obi studies existing training videos and workflows so it can reflect the product and training your team already uses.
• Guides users through a conversational experience: Obi understands user needs and provides proactive guidance in a video-call or in-app integration flow.
• Uses on-screen awareness to direct users: Obi can guide users with what it sees happening on screen, helping users follow the correct steps.
• Adapts guidance by user segment: Obi tailors onboarding paths so different user groups receive the guidance most relevant to them.
• Shows where users get stuck: The product provides visibility into drop-offs, blockers, and common questions to support faster onboarding improvements.
• Available across languages and schedules: Obi supports self-serve onboarding whenever users need it (including evenings, weekends, and multiple time zones) and in multiple languages.

How to Use Obi

1. Book a demo and discuss your onboarding setup so Obi can be configured for your product and training materials.
2. Provide or point Obi to your existing onboarding content, such as training videos and workflows.
3. Deploy Obi for customer onboarding, where it can guide users via a voice/video call experience or an in-app integration.
4. Use the onboarding insights (drop-offs, blockers, and common questions) to refine your training over time.

Use Cases

• Reducing repeat onboarding calls for customer success: Obi can guide new customers through onboarding with a conversation-based flow, addressing repeated basic questions without requiring the same level of live hand-holding.
• Supporting self-guided onboarding when users get stuck: Instead of relying only on static docs, videos, tooltips, or product tours, Obi can proactively step in during user confusion and guide them forward.
• Handling UI change sensitivity: The site frames traditional walkthroughs and tooltips as breaking when UI changes; Obi is positioned to adapt by learning from updated training materials and guiding users through an awareness-based experience.
• Segmented onboarding for different roles or customer types: Teams can tailor the onboarding path so each user segment gets the right flow, rather than using one generic walkthrough for everyone.
• Improving activation by identifying drop-offs and blockers: Obi provides visibility into where users stop progressing and what issues cause delays, helping teams focus product and onboarding changes on the highest-impact problems.

FAQ

• How does Obi learn what to teach users? Obi studies your training videos and workflows to understand your product and onboarding content.

• Does Obi guide users through voice only, or with the screen too? The site describes guidance via conversation plus on-screen awareness, delivered through a video-call style experience or in-app integration.

• Can Obi tailor onboarding for different types of users? Yes. Obi adapts the experience to each user segment so different groups can follow different guidance paths.

• What onboarding issues can Obi help teams see? Obi provides visibility into drop-offs, blockers, and common questions so teams can improve onboarding quickly.

• When is Obi available to users? The site states customers can onboard themselves whenever it suits them (including nights, weekends, and across time zones) and that onboarding is available in multiple languages.

Alternatives

• Self-guided learning with static docs, help center articles, and recorded videos: These can scale content, but they typically don’t provide real-time, conversation-based guidance when users get stuck.
• Product tours and tooltip-based walkthroughs: These offer guided steps inside the UI, but the site notes walkthroughs can break when the UI changes.
• Human-led customer onboarding (CS-led training sessions and calls): Live onboarding can handle nuance, but it can become repetitive and limit scalability as customer volume grows.
• Nurture campaigns and onboarding email sequences: These can support activation messaging, but they may not prevent churn when users still don’t understand how to use the product.