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 customers
- Add your business information and common questions
- Customize how it responds to customers
- 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
Just talk to Yobi about your practice. Tell us about your business and how you want your AI helper to talk to customers.
Train & Customize
Add your common questions, procedures, and information. Show your AI helper how you like to talk to customers—it learns from you.
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 Yobi One
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.
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.
New Patient Helper
Welcome new patients, collect their information, and make sure they have a great first visit.
Custom Helper
Make your own AI helper that does exactly what you need for your practice.
Healthcare Helper
Book appointments, answer health questions, and collect patient details safely.
Information Collector
Ask customers questions, gather feedback, and collect important information.
Practice Representative
Tell customers about your practice and answer questions about your services.
Staff Helper
Answer staff questions, schedule interviews, and help with HR paperwork.
20+ ready-made AI helpers • Trusted by 10,000+ practices
Trusted by Business Owners
"Yobi is the future of practice management. It handles the busy work so we can focus on our patients."
Dr. Ed Zuckerberg
Pioneer in Dental Tech & Social Media
Kate: Employee of the Month
Watch Dr. Soni's Story
