How Yardee Works
From setup to going live in 4 simple steps. AI Phone and Chat that answers calls, books appointments, and handles customer inquiries 24/7.
15-Minute Strategy Session • No Sales Pitch • See Real Results
4 Simple Steps to AI Automation
No technical expertise required. Most businesses are live within 24-48 hours.
Upload & Connect Your Business Data
Upload your business documents, service menus, pricing, FAQs, policies—anything your team would need to answer customer questions. Our hybrid RAG system automatically processes and indexes all data types.
Upload Documents
PDFs, Word docs, spreadsheets, images
Connect Databases
Real-time data from your existing systems
Automatic Indexing
AI processes everything instantly
What You Can Upload
Service Information
Menus, service lists, pricing, packages
Customer FAQs
Common questions and answers
Business Policies
Hours, locations, cancellation policies
Staff Schedules
Availability, calendar integrations
Configure AI Workflows
Choose from pre-built specialized workflows for appointment scheduling, customer support, lead qualification, and general inquiries. Train the AI on your specific business processes.
Appointment Scheduler
Calendar integration, SMS/email confirmations
Customer Support Tool
Ticket creation, issue categorization, escalation
General Knowledge Base
Answer questions from your uploaded data
Available Workflows
Appointment Booking
Schedule consultations, demos, service calls
Support Tickets
Create, categorize, and route customer issues
Lead Qualification
Capture and qualify prospects automatically
General Q&A
Answer questions from your knowledge base
Deploy AI Phone & Chat Interfaces
Get a phone number for incoming/outgoing calls, add a chat widget to your website, or create a standalone portal. Deploy instantly with zero coding required.
AI Phone Number
Instant provisioning, inbound & outbound calls
Website Chat Widgets
Inline, popup, or standalone—fully customizable
Custom Branding
Match your brand colors, fonts, and messaging
Deployment Options
AI Phone Agent
Answers and makes calls 24/7
$5/line + $0.10/minInline Chat Widget
Embedded directly in your page
Popup Chat Widget
Bottom-right corner chat bubble
Standalone Portal
Custom URL for businesses without websites
Go Live with 24/7 AI Automation
Your AI is now live, answering calls, responding to chats, booking appointments, creating support tickets, and handling customer inquiries around the clock. Monitor, control, and optimize in real-time.
Live Transcription
Watch every conversation in real-time
One-Click Takeover
Jump into any call or chat instantly
AI Coaching
Guide the AI during live conversations
Complete Analytics
Track performance, satisfaction, and ROI
What You Get
24/7 Availability
Never miss a call or inquiry again
Full Visibility
Monitor all conversations in real-time
Complete Control
Take over any time, coach the AI live
Enterprise Security
All conversations recorded and encrypted
AI Phone System: How It Actually Works
From chatbot to fully autonomous phone agent in 3 steps
Enable Voice
Turn on voice for any existing chatbot or create a new one. Your knowledge base and tools become phone-accessible instantly.
Get Your Number
Receive your phone number instantly. No provisioning delays, no carrier negotiations, no complicated setup.
Go Live
Your AI phone agent is ready. It answers calls, makes calls, and you can monitor or take over anytime.
Live Transcription
Watch conversations in real-time as words are spoken
Call Takeover
Jump in with one click, switch to human control instantly
AI Coaching
Guide your AI during calls with live instructions
Location Search
AI finds businesses on Google Maps and calls automatically
Chat Deployment Options
Same AI intelligence, four different ways to deploy on your website or standalone
Inline Widget
Embedded directly in your page content
Best For: Perfect for dedicated support pages
Popup Widget
Bottom-right chat bubble that expands
Best For: Best for non-intrusive site-wide access
Standalone URL
Custom hosted portal with your branding
Best For: Ideal for businesses without websites
Internal Portal
Authenticated access for team members
Best For: Great for internal support and IT help
Handles Both Inbound & Outbound
One AI agent for all your phone communication needs
24/7 AI Receptionist
Answers your phone with full access to your knowledge base
AI Sales & Outreach
Makes calls for you, including location search and auto-dial
Frequently Asked Questions
Everything you need to know about setting up and using Yardee
How long does it take to set up?
Most businesses are live within 24-48 hours. Upload your business information (menus, services, FAQs), configure your phone number or chat widget, and you're ready to go. No coding required, no IT team needed.
Can I control the AI during live calls?
Absolutely. Watch every call with live transcription, jump in to take over at any moment, and coach the AI in real-time. You maintain complete control while the AI handles the heavy lifting 24/7.
What happens if the AI doesn't know something?
The AI will politely acknowledge it doesn't have that information and can transfer to a human team member, take a detailed message, or schedule a callback. You can review these conversations and train the AI on new information.
How does pricing work?
We have different options and packages available depending on your custom workflow. No long-term contracts. Our custom solutions help companies from small to enterprise scale and save money.
Can I use both phone and chat together?
Yes! The same AI knowledge base powers both phone calls and chat conversations. Deploy a phone number for calls, add a chat widget to your website, and create a standalone portal—all using the same intelligent system.
What kind of business data can I upload?
Upload any business documents: service menus, pricing sheets, FAQs, policies, product catalogs, appointment availability, staff schedules, and more. Our system processes PDFs, Word docs, spreadsheets, and connects to databases for real-time information.
Ready to Stop Losing Leads?
Book a 15-minute consultation. See how Yardee can capture every call and grow your revenue.
15-Minute Call • Custom Demo • No Obligations • Real ROI Discussion