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Yobi

A team of AI agents, with contacts, calls and messages in sync with Salesfo

Overview

Yobi is the business phone app that you share with your team so you never again miss important texts, calls, or direct messages from your social media accounts. By having a second phone number you don't need to worry about missed opportunities.

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See How Yobi Works

  • Contacts stay in sync: create, update or delete in Salesforce and Yobi follows

  • Calls made in Yobi are logged as Salesforce Tasks with the recording link

  • Messages sent from Yobi sync to the Salesforce Conversation object

  • Kate, the AI receptionist, answers calls day and night and books appointments

  • Anything that spends money waits for your yes

Yobi gives your business a team of AI agents. Kate, the AI receptionist, answers calls day and night, books appointments, and leaves your team a task with a recording and a summary when a caller needs a person. Janet asks happy customers for Google reviews, and Ads, Social, Website, SEO, Tracking and Analyst agents handle marketing for your review. Anything that spends money waits for your yes. The Yobi app for Salesforce keeps your records in step with Yobi: - Bulk sync: bring your org's contacts into Yobi - Contact changes: create, update or delete a contact in Salesforce and Yobi follows - Calls: a call made in Yobi creates a Salesforce Task with the call recording link - Messages: messages sent from Yobi sync to the Salesforce Conversation object Built first for dental practices, and ready for any business that runs on calls. Support: support@yobi.com or 408-676-2003.

Categories

Business Needs
Collaboration
Industries
Communications
Professional Services
Retail
Personas
Business Operations Manager
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package