Creating Your Account

Get your Yobi account set up and your first AI agent ready to help your customers in just a few minutes

Welcome to Yobi!

Creating your Yobi account is quick and easy. Follow this step-by-step guide to get your account set up and your first AI agent ready to help your customers in just a few minutes.

Getting Started

1

Access the Registration Page

Navigate to Yobi and start the signup process

Click the "Get Started" button located in the top right corner of the Yobi homepage.

⚠️Popup Blocker Notice

If you don't see our registration form appear, check if your browser is blocking popups. Temporarily allow popups for yobi.com to continue with registration.
2

Select Your Industry

Choose the industry that best describes your business

Select the industry that best matches your business. This helps us customize your experience and provide relevant templates.

Industry selection screen showing various business categories
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Click "Next" to continue.

3

Create Your Login Credentials

Set up your email and password

Enter your information:

  • Email Address: Use your business email address
  • Password: Create a secure password (minimum 8 characters)
  • Confirm Password: Re-enter your password to confirm
Create account form showing email, password, and confirm password fields
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Click "Next" to proceed.

4

Complete Your Profile

Provide your personal and company details

Fill in the following information:

Personal Information:
  • • Your full name
  • • Phone number
Business Information:
  • • Company name
  • • Industry (if not selected earlier)
Profile completion form showing personal and company information fields
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5

Verify Your Email

Enter the verification code sent to your email

Check your email inbox for a verification code from Yobi and enter it in the verification field.

Email verification code entry screen
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If you don't see the email, check your spam folder. The email will come from a Yobi address.

Setting Up Your First AI Agent

6

Choose Your Agent Creation Method

Select between templates or building from scratch

You have two options for creating your first AI agent:

Use Templates

Templates come with preset:

  • • Avatar appearance
  • • Agent name
  • • Personality traits
  • • Role and responsibilities

Best for: Quick setup and getting started fast

Build from Scratch

Complete customization of:

  • • Agent appearance
  • • Name and personality
  • • Communication style
  • • Specific capabilities

Best for: Unique brand requirements

Template selection vs. build from scratch options
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7

Customize Agent Personality

Fine-tune how your agent communicates

Use the personality sliders to adjust how your AI agent talks to customers:

Personality Settings:

You can adjust the personality from:

  • Communication Style: Friendly, Professional, Witty, Empathetic, Assertive, Neutral
  • Cognitive Style: Analytical, Creative, Curious, Supportive
  • Tone: Cheerful, Soothing, Serious, Enthusiastic
Personality slider controls for customizing agent communication style
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8

Add Your Business Information

Provide details about your company and services

There are two ways to add your business information:

Automatic Import (Recommended)

If you entered your company website earlier, our AI can automatically gather and prefill your business information.

💡Website URL Tips

  • • Include the full URL: https://www.yourwebsite.com
  • • If there are errors, try the complete URL format
  • • Review the imported information for accuracy

After import:

  • • Click "Edit" to modify any incorrect information
  • • Click "Confirm" if the information looks good

Manual Entry

Prefer to enter your business information manually? You can add all details yourself for complete control.

Business information import/entry interface
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Payment and Plan Selection

9

Choose Your Plan

Select the plan that fits your business needs

Free Trial

7-Day Free Trial

  • • Test all features
  • • No commitment
  • • Perfect for evaluation

Non-Integrated Plan

Monthly subscription

  • • Standard AI features
  • • Basic integrations
  • • Great for most businesses

Integrated Plan

Monthly subscription

  • • Industry-specific integrations
  • • Healthcare systems
  • • MLS systems
  • • Specialty platforms
Plan selection interface showing different subscription options
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10

Enter Payment Information

Provide payment details to secure your account

Payment Information Required

We collect payment information for all accounts, including free trials, to prevent platform abuse and ensure account security.

  • • Your card will not be charged during the free trial
  • • Billing begins only after your trial period ends
  • • You can cancel anytime during the trial
Payment information form for entering credit card details
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Yobi-1 Assistant

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

Ask Yobi