Obi

Obi is an AI onboarding manager that works with customers to understand goals, see their screen, and guide them through setup step by step. It operates as a live, browser-based overlay that collaborates with the customer during the onboarding journey and hands off to a human when necessary. Obi is designed for B2B software providers seeking to automate onboarding while maintaining quality and context.

Obi starts by understanding the customer’s goals, their setup, and what they’re trying to achieve. It builds a tailored plan for each session based on the actual situation, and it sees the customer’s screen in real time to guide them precisely. It answers questions as they arise and keeps sessions moving toward progress.

Obi guides customers through setup, integrations, and configuration, answering questions as they come up and escalating when something genuinely needs a human. It captures context about blockers and what the customer is trying to accomplish to ensure handoffs are warm and well-informed.

Obi is deployed to run sessions automatically, 24/7, in the customer's timezone and language. It can be embedded or used via a link, and it generates reports and logs from each session to support continuous improvement.

Use cases

• Guide every customer through initial setup
• Handle multi-step cross-app workflows
• Onboard in any timezone/language
• Reduce time to first value