A voice AI agent purpose-built for mid-market SaaS onboarding. Obi calls your new customers, detects friction, and routes real problems to your CS team — without a single manual touchpoint.
Mid-market SaaS and subscription businesses onboarding 50–500 new customers monthly face a consistent gap: customer success teams spend 60–70% of activation time on manual check-in calls and follow-up emails that most new customers ignore.
The result is a 35–50% activation gap in the first 30 days. CS reps work through queues of 60–80 new customers every Monday morning, and by noon, fewer than half have picked up. The other half silently stall and fall off onboarding.
The problem is not that CS teams are under-resourced. Voice is the only channel that reliably gets new customers to articulate what is actually blocking them — and voice has been too labor-intensive to scale. Until now.
Email open rates on activation sequences average 12%. A two-minute phone conversation resolves the same friction instantly. Cor built Obi to close that gap — at the scale of your entire new-customer list, every week.
Obi connects to your CRM, listens for new-customer events, places outbound calls, and writes outcomes back — with no manual steps in between.
A new customer signs up. Cor receives the event from Salesforce, HubSpot, or Segment. Obi adds the account to the active playbook queue instantly.
At the configured milestone (day 1, first feature use, day 7), Obi places an outbound voice call. The conversation is tailored to the customer's onboarding stage and product usage data.
Acoustic and semantic signals during the call are scored 1–5. Accounts with high friction scores are flagged as same-day escalation items for your CS team.
Obi writes a structured call summary, activation status, and friction score to your CRM. Escalations include a pre-briefing with transcript and account health data.
Obi places proactive voice calls triggered via CRM events or time-based milestones. Each call follows a conversation tree tailored to the customer's product usage data and onboarding stage. Obi adapts phrasing in real time based on customer responses, avoiding scripted robocall patterns. Average call duration is 3.5 minutes with a 78% completion rate across beta accounts.
During each Obi call, acoustic and semantic signals flag customers expressing confusion, hesitation, or dissatisfaction. These signals are scored 1–5 and surfaced in the CS rep dashboard as same-day escalation items. Beta data shows that early friction detection at day 7 reduces 30-day churn by 22% relative to no-intervention cohorts.
CS managers define onboarding milestones such as day 1, first feature use, and day 14 check-in in a no-code playbook editor. Each milestone has a call template, fallback SMS, and escalation rule. Playbooks can be cloned across customer segments, modified per plan tier, and tested against historical usage data before going live.
After each call, Obi writes a structured call summary, activation status update, and friction score directly into your connected CRM (Salesforce or HubSpot). CS reps arrive at their shift with a pre-populated feed of customer states. No manual note-taking or status updates needed. Supports custom field mapping per CRM instance.
When Obi detects a customer who needs human help based on explicit request, friction threshold, or high-value account rules, it schedules a callback with the assigned CS rep and sends the rep a pre-briefing summary: call transcript, friction score, and account health indicators. Handoff latency averages 4 minutes during business hours.
Obi is designed for a specific window: the first 30 days of a new customer relationship, at companies where that window is large enough to matter but small enough to get personal.
Mid-market SaaS and subscription businesses onboarding 50–500 new customers per month. Companies with 5–30 CS reps and $2M–$20M ARR. Teams where CS reps currently handle more than 50 new accounts per week manually.
Enterprise customers with dedicated onboarding teams of 20 or more reps handling high-touch accounts individually. Pure self-serve products with no human touchpoints in the customer journey.
Cor connects to the tools your CS team already uses. No migration required.
Book a 20-minute call with the Cor team. We'll show you exactly how Obi would run your first activation playbook.