Obi

Introduction to Obi

Obi is a voice-based AI agent designed to automate and scale 1:1 user onboarding through natural, real-time voice conversations. It guides users through product setup, answers contextual questions, and provides personalized training without requiring live human facilitation. Obi is intended for SaaS companies—particularly those serving technical or enterprise users—who face challenges scaling consistent, high-quality onboarding across growing customer bases.

Unlike static onboarding methods such as video tutorials, tooltips, or documentation, Obi operates as an interactive, screen-aware conversational interface. It integrates either via web link (for immediate use) or directly into applications using a lightweight JavaScript snippet. The system supports multilingual delivery and operates 24/7, enabling users to onboard at their convenience across time zones.

Key Takeaways

• Replicates human-led onboarding calls with voice-based, real-time interaction
• Learns from existing training videos, documentation, and knowledge bases without manual scripting
• Adapts guidance dynamically based on user role, segment, and behavior
• Provides session-level analytics including drop-off points, common questions, and engagement metrics
• Deploys in minutes via link or embeds natively into web applications
• Supports multilingual onboarding without additional configuration
• Requires no UI modifications—avoids the maintenance burden of tooltips or tours
• Generates post-session insights to inform product and onboarding improvements

How Obi Works

Obi begins by ingesting training materials—primarily recorded onboarding videos or structured documentation—to build a contextual understanding of workflows, terminology, and product logic. This training process is automated and typically completes within 5–10 minutes after video upload. Users can also refine Obi’s knowledge using AI Training Mode, where team members interactively correct or expand its responses, similar to coaching a new hire.

During onboarding, Obi engages users via voice conversation, either through a standalone web call interface or embedded directly in the application. It maintains awareness of the user’s screen state (via optional integration), allowing it to guide actions contextually—for example, prompting a user to click a specific button or interpret dashboard metrics. Obi dynamically adjusts pacing and content depth based on user queries, hesitation, or navigation patterns.

After each session, Obi generates structured reports detailing completion rates, friction points (e.g., repeated questions, session abandonment), and qualitative feedback. These insights are accessible to product, customer success, and growth teams to iteratively improve both the AI agent and underlying product experience.

Core Benefits and Applications

Obi addresses onboarding bottlenecks across multiple functions: Customer success teams reduce repetitive manual calls, freeing bandwidth for strategic engagement; product teams gain empirical data on where users struggle, informing UI improvements and feature adoption strategies; and marketing and growth teams observe higher activation and retention due to improved time-to-value.

Practical applications include technical onboarding for complex tools (e.g., engineering design platforms), SME-focused workflow training (e.g., construction software), and scalable AI agent integration support (e.g., guiding users through customizing AI assistants). Companies like Sophiie AI, Canibuild, and H2X use Obi to replace manual onboarding, increase average session duration (e.g., 35 minutes of engaged learning), and eliminate dependency on human facilitators for foundational training.