Screen-aware guidance
Obi watches the customer’s screen in real time and uses that visual context to guide them through complex workflows across tabs and apps.
Obi
Obi is an AI agent from Cor for customer onboarding and product adoption in SaaS products. It guides users through workflows, answers questions in context, and can complete tasks on their behalf.
AI agent for onboarding and adoption
Obi is an AI agent from Cor for customer onboarding and product adoption inside SaaS products. It works alongside each user in real time, sees the screen, guides them through workflows, answers questions, and can execute tasks when that is the fastest way to get them to value.
The product is positioned for customer success and product teams that want to reduce manual onboarding work, improve activation, and spot where users get stuck. Cor also provides an admin portal for training the agent, reviewing session data, and tailoring behavior by audience segment.
Core capabilities
Task execution
When a workflow is better completed directly, Obi can click, navigate, and carry out steps on the user’s behalf.
Goal-based assistance
Obi asks discovery questions, learns the user’s goal, and adjusts its guidance instead of following a fixed script.
Session reporting and review
Cor Admin lets teams review session reports, recordings, transcripts, and friction points to understand where users get stuck.
Natural-language analytics
Ask Cor lets teams query session history in plain English across reports, transcripts, and friction logs.
Audience-specific experiences
Teams can define segments, assign session flows, and set escalation rules based on user attributes they already track.
Common use cases
Onboarding new customers
Use Obi to guide new users through a complex first-run experience, answer questions in context, and complete steps without requiring live human handholding.
Guided product workflows
Use the agent to walk users through multi-step workflows that span multiple tabs or tools, where static tours and help articles are too limited.
Activation analysis and follow-up
Use session reports and Ask Cor to see where users drop off, what they asked, and which friction points need product or CS follow-up.
Audience-specific experiences
Use segmentation rules to give different onboarding or escalation paths to new signups, power users, or enterprise accounts based on attributes you already track.
Branded in-app assistance
Use white-label controls to present Obi as a native part of the product, with your own voice, avatar, and tone.
Pros and Cons
Pros
- Combines screen guidance, question answering, and task execution in one agent.
- Provides session reports, recordings, and searchable transcripts for follow-up and analysis.
- Supports audience segmentation and custom escalation rules for different user groups.
- Can be branded to match the product rather than appearing as a separate tool.
- Offers plain-English querying through Ask Cor for cross-session analysis.
Cons
- The source does not list third-party integrations beyond CRM syncing on higher plans.
- The platform depends on an initial Lifecycle Agent integration before teams can fully manage content and behavior in Cor Admin.
FAQ
Do teams need engineers to maintain Obi’s knowledge base?
Yes. Cor says the only engineering involvement is the initial Lifecycle Agent integration; after that, product or customer success teams handle content updates, review, and maintenance in Cor Admin.
Can I search the history of a specific account?
Yes. The admin portal supports filtering by account, user, time period, workflow, and session outcome so you can find what happened with a specific customer.
Does Ask Cor analyze past sessions?
Yes. Ask Cor uses the full session history in your account, including summaries and raw transcripts, to answer questions in plain English.
Can session data be pushed to a CRM?
Yes, on Growth and Enterprise plans, session data and account-level friction signals sync automatically to a CRM.
Can the agent be white-labeled?
Yes. Cor says Obi can be named and styled to match your product, including voice, avatar, linguistic style, and how it enters the screen.
Quick Facts
- Category
- AI agent
- Primary use
- Customer onboarding and product adoption
- Audience
- Customer success, product, and founder teams
- Platform
- Cor
- Source domain
- getcor.ai
- Pricing
- Paid plans start at $750/month
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