What is Yobi? #
An AI-driven business phone to simplify your communications, Yobi empowers your business by letting you connect and talk to customers over any channel, anywhere in the world.
Yobi unifies all your customer conversations and puts them into an intuitive mobile-first interface where you or your team can make calls, respond to text messages, Facebook Messenger, or Twitter direct messages.
When connected to your Calendly or Zoom account, you can create and share meeting links to your contacts in one app.
If you have an existing Hubspot or Shopify account, with Yobi you can follow up with leads and customers without having to log in to different websites or apps.
Yobi makes it easier for you to be an everyday rockstar.
Tour the Yobi app #
An AI-driven business phone to simplify your communications, Yobi empowers your business by letting you connect and talk to customers over any channel, anywhere in the world.
Yobi unifies all your customer conversations and puts them into an intuitive mobile-first interface where you or your team can make calls, respond to text messages, Facebook Messenger, or Twitter direct messages.
When connected to your Calendly or Zoom account, you can create and share meeting links to your contacts in one app.
If you have an existing Hubspot or Shopify account, with Yobi you can follow up with leads and customers without having to log in to different websites or apps.
The Top Bar
On the web, the top bar displays a dialer where you can make, receive, and manage calls. There is also a button for quick access to messages. The help icon ( ?) gives you direct access to Yobi Support Line. A dedicated support team will answer your questions and take note of any requests or suggestions. To log out from your account on web,click on your profile on top right corner of the screen.
The settings Menu
Settings includes 8 sections:
- Your Profile – here, you can verify your email, change your profile picture / password and see your status as either admin or user.
- General – This is the section where have the option to change the language, enable dark mode for a more comfortable viewing experience, remove the signature when using a paid plan, and switch to compact mode.
- Manage Users – If your status is “admin” you can add users by sending users invites. You can also delete users. These users are what forms your team within the same account
- Import contacts – You can import contacts from a CSV file, Google, or Zoom.
- Billing and Plans – to upgrade to a paid plan or update your payment method
- Connections – Connect your social media accounts to your Yobi account.
- Apps – Connect your apps, such as Zoom, Calendly, or Shopify.
- Notification Preferences – This is where you can set up your account’s notification preferences.