How to Create a New AI Agent in Yobi (Step-by-Step Video Tutorial)

Your first AI agent in Yobi takes minutes to set up, not weeks. No code, no consultants, no lengthy onboarding. This walkthrough covers the whole process, and the video below shows every click.

Step 1: Open AI Studio and start a new agent

From your Yobi dashboard, open AI Studio and click + New Agent.

You can create as many agents as your business needs. Many teams run one agent for sales, another for support, and specialized agents for specific departments.

Step 2: Choose your starting point

Yobi gives you two paths:

• Use a template. Industry-specific templates come with pre-set instructions, appropriate call transfer configurations, and industry knowledge built in. Templates are available for dental, healthcare, hospitality and hotels, real estate, recruiting and staffing, media and entertainment, and general business.
• Build from scratch. If none of the templates fit, you can define a custom role and instructions for your agent.

Templates are the faster path for most teams. You can customize everything after you start, so choosing a template does not lock you in.

Step 3: Set the identity

This is where your agent becomes yours. You will define:

• Agent name. Pick a name that is easy to pronounce and remember, and that fits your brand personality. Your customers will hear it on every call.
• Role. Select a pre-made role or create a custom one. The role shapes the agent's instructions and how it handles transfers.
• Industry. Setting your industry helps Yobi tailor responses to the questions your customers actually ask, which improves accuracy from day one.
• Teammate label. An internal description so your team can tell at a glance what this agent does. Useful once you are running more than one.

What happens after setup

Once your agent is created, you can connect it to your channels, tune its voice and communication style, and give it skills like appointment booking and call transfers. The AI Studio help center has guides for each of those steps.

For the full written version of this walkthrough with screenshots of every stage, see the Building a New Agent guide.

FAQs about creating AI agents in Yobi

Do I need technical skills to build an agent?

No. The entire process happens in the Yobi dashboard through guided steps. If you can fill out a form, you can build an agent.

How long does it take?

A template-based agent can be up and running in minutes. Building from scratch takes longer only because you are writing your own instructions.

Can I change the agent after it is created?

Yes. Name, role, instructions, voice, and channel connections can all be edited at any time from AI Studio.

How many agents can I create?

You can create multiple agents for different purposes. Teams commonly separate sales, support, and department-specific agents.