Building a New Agent

Create intelligent AI agents that transform your customer interactions

Creating an AI agent in Yobi is a straightforward process that can be completed in just a few steps. Whether you're using a pre-made template or building from scratch, this guide will walk you through the entire process.

1

Start Creating Your Agent

Navigate to your Yobi dashboard, go to AI Studio and then click + New Agentto begin the creation process.

AI Studio Main Page

The AI Studio main page where you can manage and create your AI agents

Quick Tip

You can create multiple agents for different purposes - one for sales, another for support, and even specialized agents for specific departments.

2

Choose Your Starting Point

Select how you want to create your agent based on your specific needs:

Use a Template

Get started quickly with pre-configured templates designed for specific industries and use cases.

Recommended for beginners

Build from Scratch

Create a completely custom agent tailored to your unique business requirements and workflows.

For advanced customization

Available Templates

Yobi provides industry-specific templates to help you get started quickly:

AI Agent Template Selection

Choose from pre-built templates designed for specific industries and use cases

3

Set the Identity

Define your agent's core characteristics to shape how it will interact with customers.

AI Agent Identity Configuration

Configure your agent's identity including name, role, industry, and other key characteristics

Agent Name

The agent's name is crucial for brand identity and personalization. Choose a name that:

  • Reflects the qualities you want to convey to customers
  • Is easy to pronounce and remember
  • Aligns with your brand personality

Role

Select or define your agent's role. Pre-made templates come with:

Pre-set instructions specific to the industry
Appropriate call transfer configurations
Industry-specific knowledge and responses

If none of the templates fit your needs, you can create a custom role for your AI agent.

Industry

Indicating your industry helps Yobi tailor the AI's responses to common questions and improves accuracy.

Dental
General Business
Healthcare
Hospitality & Hotels
Media & Entertainment
Recruiting & Staffing
Real Estate

Teammate Label

This internal-use field helps your team quickly identify the agent's role and function. Create a detailed description that makes it easy for team members to understand what this agent does.

Yobi Help Assistant

You can also start a conversation with Yobi-1 by typing a message to chat

Ask Yobi