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How to Set Up Your First AI Helper

Watch this step-by-step tutorial. See how easy it is to set up and customize your AI assistant—no computer skills needed, just talk to it naturally.

What You'll Learn in This Tutorial

Train your AI helper just by talking to it
Show it how you like to talk to patients
Add your business information and common questions
Customize how it responds to patients
Test your AI helper before it starts working
Use it for phone calls, texts, and emails

Train It Like a New Staff Member

Set up your AI helper by talking to it—just like training a new receptionist. No complicated computer setup needed.

Tell Us What You Need

We guide you through setup with simple questions and templates made for practices like yours.

Tell Us What You Need

Just talk to Yobi about your practice. Tell us about your business and how you want your AI helper to talk to patients.

Train & Customize

Customize how it sounds and responds by giving examples. Make it match your practice style.

Train & Customize

Add your common questions, procedures, and information. Show your AI helper how you like to talk to patients—it learns from you.

Start Using It

See how it is doing anytime. It learns from each conversation and gets better automatically.

Start Using It

Turn on your AI helper for phone calls, texts, and emails. Yobi watches over it and helps it get better at its job every day.

Watched Over by

Every AI helper you set up is watched 24/7 by Yobi One, your AI office manager. It makes sure everything works right and helps your AI helpers do their job better—so everything runs smoothly.

What Your AI Helpers Can Do For You

Real results from practices that use Yobi AI helpers every day

Automate Calls

Handle inbound calls 24/7 with intelligent voice AI

Automate Calls

Natural conversations that resolve issues instantly

Close Tickets

Resolve support tickets with context-aware AI

Close Tickets

Seamless escalation when human touch needed

Route Leads

Qualify leads with intelligent conversation

Route Leads

CRM integration routes to perfect sales rep

Different AI Helpers for Different Jobs

Choose from ready-made helpers to get started fast, or create your own custom helper for exactly what you need. Each one learns about your practice and how you like to do things.

New Patient Helper

Welcome new patients, collect their information, and make sure they have a great first visit. Helps with forms, paperwork, and answering first-time questions.