Intelligent Forms That Work for You

Part of your AI workforce — forms that understand responses, route intelligently, and automatically sync with your CRM and business systems. Build with AI Studio.

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Yobi Forms

Traditional Forms Create Bottlenecks

Forms collect data but can't act on it. Information gets trapped in spreadsheets or email instead of flowing to your CRM, scheduling system, or business workflows.

Without AI, forms create work instead of eliminating it. Learn how Yobi One orchestrates your systems.

AI-Powered Forms That Take Action

Smart Response Processing

Smart Response Processing

AI agents analyze every submission to understand intent and urgency. High-priority leads get routed to your team immediately.

Automatic System Updates

Automatic System Updates

Form data flows directly into your CRM, triggers workflows, and schedules appointments automatically.

Intelligent Follow-up

Intelligent Follow-up

Based on form responses, Yobi automatically sends personalized follow-up emails, schedules calls, or assigns tasks to team members.

Dynamic Form Logic

Dynamic Form Logic

Forms adapt based on responses. Ask different questions for different customer types, show relevant options, guide users to the right outcomes.

Powerful Forms for Every Business Need

From customer intake to payment collection, Yobi Forms adapt to your workflow

Customer Intake

Customer Intake

Streamline onboarding with smart intake forms that automatically create customer profiles in your CRM.

Agent Integration

Agent Integration

Your AI agents can text forms directly to customers during phone calls or follow-up conversations.

Dynamic Display

Dynamic Display

Forms appear dynamically on your website based on visitor behavior, page content, or customer history - showing the right form at the right time.

Payment Collection

Payment Collection

Securely collect payments with integrated payment processing. Perfect for deposits, service fees, or full transactions with automatic receipt generation.

AI Workforce vs. Static Forms

❌ Traditional Forms

Collect data then create manual work for you

✓ Yobi Intelligent Forms

Part of your AI workforce — collect and act automatically

❌ Static Questions

Same questions for everyone, regardless of context

✓ Dynamic Logic

Built with AI Studio — adapts based on responses

❌ Dead End

Forms end when submitted, no follow-up

✓ Orchestrated Action

Yobi One triggers workflows, updates CRM, schedules follow-ups

Key Features

Dynamic Form Builder

Dynamic Form Builder

  • Drag-and-drop interface with AI suggestions
  • AI Powered logic
  • Mobile-responsive design with offline capability
AI-Powered Processing

AI-Powered Processing

  • Automatic response categorization and prioritization
  • Smart field validation and error correction
  • Sentiment analysis of responses
Business Integration

Business Integration

  • Auto-populate CRM records
  • Trigger workflow automations
  • Schedule follow-ups with calendar

Form Types That Work

Lead Capture Forms

Qualify prospects automatically with AI agents, route high-value leads to sales immediately, schedule demos based on interest level.

Customer Service Forms

Categorize issues, route to appropriate team, create support tickets with priority levels, trigger resolution workflows.

Appointment Booking Forms

Check availability, send confirmations, add to calendar, prepare team with customer context from your CRM.

Add Forms to Your AI Workforce

Part of your complete AI workforce platform. Build intelligent forms with AI Studio and see them work alongside your CRM, voice agents, and workflows.

Perfect for dental practices, chiropractors, HVAC companies, and any business that wants forms that actually work. Explore all platform features.