Obi

Product Introduction

1. Definition: Obi is a conversational voice AI agent specializing in automated customer onboarding and product activation. Technically categorized as a SaaS-based AI customer success platform, it uses natural language processing (NLP) and real-time screen awareness to simulate human-led training sessions.
2. Core Value Proposition: Obi eliminates scalability bottlenecks in user onboarding by replacing manual walkthroughs, static videos, and fragile tooltips with 24/7 AI-driven voice conversations. Its primary keywords: AI customer onboarding, voice AI agent, scalable user activation, automated product training.

Main Features

1. Adaptive Conversation Engine: Guides users through workflows via voice/video calls or in-app chat. Uses NLP to interpret queries and computer vision for on-screen context awareness (e.g., identifying UI elements). Proactively resolves blockers without human intervention.
2. Segment-Specific Personalization: Dynamically tailors onboarding paths using user segmentation (e.g., by role, product tier). Leverages reinforcement learning to optimize flows based on drop-off patterns and session feedback.
3. Automated Knowledge Integration: Self-trains by analyzing existing resources (videos, docs, knowledge bases). Auto-updates via API connections to CRM/product databases, ensuring guidance stays current after UI/feature changes.
4. Multilingual Analytics Dashboard: Tracks activation metrics (e.g., time-to-value, drop-off points) across user segments. Generates session transcripts with sentiment analysis and provides actionable insights in 15+ languages.

Problems Solved

1. Pain Point: Manual onboarding strains teams, while passive resources (videos, tooltips) fail to drive adoption. Result: high support volume, low user retention, and scalability limits.
2. Target Audience:
   • Customer Success Managers: Reduce repetitive training calls.
   • Product Managers: Ensure feature adoption without UI-dependent tours.
   • Growth Teams: Scale onboarding for global users across time zones.
   • SaaS Founders: Lower customer acquisition cost (CAC) via automated activation.
3. Use Cases:
   • Technical product training (e.g., H2X’s engineering onboarding).
   • High-volume SME onboarding (e.g., Canibuild’s 35-minute AI-led sessions).
   • 24/7 multilingual support for global user bases.

Unique Advantages

1. Differentiation: Unlike static tooltips (e.g., WalkMe) or chatbots, Obi uses bidirectional voice conversations with live screen interaction. Outperforms video academies with real-time Q&A and workflow-specific guidance.
2. Key Innovation: Proprietary "AI Training Mode" – teach Obi workflows via live demonstration (like training a human agent), eliminating manual content updates. Patented screen-context engine prevents breakage during UI changes.

Frequently Asked Questions (FAQ)

1. How does Obi handle complex onboarding workflows?
   Obi breaks workflows into step-by-step voice instructions, using screen awareness to validate user actions. For technical products (e.g., H2X), it adapts explanations to the user’s progress, escalating unresolved issues to human agents.
2. What’s the implementation timeline for Obi’s AI agent?
   Deployment takes under a day: upload training videos (5–10 minutes processing), embed via JavaScript snippet or Google Tag Manager. Proof-of-concept testing uses shareable links without coding.
3. Can Obi replace human customer success teams?
   No—it automates repetitive onboarding tasks (handling 80% of queries), freeing CSMs for high-value strategy sessions. Customers report 30% higher adoption rates and 2x faster activation with hybrid human-AI workflows.
4. How does Obi’s pricing model work?
   Tiered usage-based pricing starts at $750/month. Costs scale with active user conversation minutes, with custom plans for enterprise features like SSO, advanced analytics, and dedicated support.
5. Does Obi support non-English onboarding sessions?
   Yes, Obi delivers real-time conversations in 15+ languages (including Spanish, Mandarin, German) and adapts to regional dialects, enabling 24/7 onboarding for global user bases.