Skip to main content

Opening to new businesses in stages. Join the waitlist for an invite.

Your 9pm enquiry, quoted and paid by morning.Then followed up until it’s a sale.

YodAI runs the part of your sales process that happens when nobody is at the desk. Your website answers questions from your own documents, prices the job, takes the deposit and sends the paperwork. Then it follows up by email, text and phone until the lead pays or your team marks the job won or lost.

If a customer filled in your enquiry form right now, when would they hear back?

  • Built for businesses turning over $1M to $20M a year
  • Works with WooCommerce, Shopify, Stripe, Xero and HubSpot
  • Plans from US$49 a month
Example lead, Summit RoofingAroha M.Albany, Auckland. Came from a Google ad.Deposit paid
  1. Chat“Do you cover Albany? Roughly what does a leak repair cost?”
  2. AnswerYes, Albany is in your area. Repairs run $650 to $1,100. Linked to your price guide.
  3. FormQuote form inside the chat. Roof type, leak location, two photos.
  4. Payment$150 deposit paid by card.
  5. DocumentQuote generated and signed on screen.
  6. Text“Morning Aroha, Mike from Summit here. I’ll ring at 8:30 to book your visit.”

Leads go cold while they wait for a reply.

42 hourswas the average time US companies took to answer a web lead, counting only those that answered at all. 23% never replied.

Harvard Business Review, audit of 2,241 companies, 2011

51%of consumers expect a business to reply within an hour.

Twilio consumer survey, 3,900 people, 2024

57%of people who start an online enquiry form leave before they finish it.

Zuko form analytics benchmarks, enquiry and lead-generation forms

46%of salon and spa appointments were booked while the business was closed.

Phorest, data from 5,000+ salons, 2019

YodAI sends the first reply, the second nudge and the fifth follow-up on time, whether or not anyone is at the desk.

One lead, start to finish.

Here is a roofing company’s site at 9:47 on a Tuesday night. Scroll through what happens next. Each step uses a feature that is live today.

  1. 21:47Tuesday

    She asks a question

    Aroha asks the chatbot whether you cover Albany and what a leak repair costs. It answers from your service-area page and price guide, and links the page it used.

  2. 21:48Tuesday

    The quote form opens in the chat

    When she says she wants a price, the chatbot opens your quote form as cards inside the conversation: roof type, where the leak is, and two photos from her phone.

  3. 21:49Tuesday

    The form prices the job

    A calculation turns her answers into a price band. Because she said her roof is over 20 years old, the form also offers a gutter clean at the same visit.

  4. 21:51Tuesday

    She pays the deposit

    She pays a $150 deposit by card through Stripe, without leaving the form.

  5. 21:52Tuesday

    The quote is generated and signed

    A quote PDF is generated from your template with her name, address, scope and price. She signs on screen and a copy is filed in your Google Drive.

  6. 21:52Tuesday

    Your team gets a complete lead

    Aroha becomes a lead record holding her answers, her photos, the ad that sent her and the page she landed on. Round-robin assigns her to Mike.

  7. 08:00Wednesday

    A text goes out before the office opens

    Her Follow Up Flow sends a text in Mike’s name. It uses her first name, her suburb and the job she described.

  8. 10:00Friday

    The AI assistant makes the follow-up call

    If Mike hasn’t marked the visit booked by Friday, Summit’s AI assistant calls, introduces itself, asks which day suits and logs her answer on her record.

Mike starts Wednesday with a call to someone who has already paid a deposit.

What it looks like in your business.

Pick your industry. Each example is a complete path a lead could take, with anything not live yet marked.

Trades and home services

The phone rings while you’re on the tools, and half the calls you do catch come from two suburbs outside your area.

  1. The chatbot answers “do you cover my suburb?” and “what does a callout cost?” from your price guide
  2. An emergency or quote branch: emergency jobs pay the call-out fee by card up front
  3. The quote form calculates a price band from size and materials, with photos attached
  4. Quote PDF signed on screen, deposit taken, Xero invoice raised
  5. Quotes without a deposit get a text on day 2 and an AI call on day 6
  6. Service-area and travel-time checks from Google filter out-of-area jobsComing soon

Google checks that help

Address lookup, service area, travel time, weather

What to measure

  • Enquiries answered after hours
  • Days from quote to deposit
  • Share of out-of-area enquiries filtered

Forms that quote the job and take the deposit.

A YodAI form has more than 40 question types, plus branching, scoring, calculations, payments, documents and actions that write into the tools you already use. It can work out a price, offer the add-on, take the money and get the paperwork signed before the visitor closes the tab.

  • Describe a form to Master YodAI in a sentence and it builds and publishes it
  • Address lookup, photo and file uploads, video and voice answers, line items, signatures and one-time codes
  • Branching with 12 operators, weighted scoring, calculations, lookup tables and 2 to 5 way split tests
  • Product offers and cart review, plus WooCommerce coupon codes and share-to-unlock rewards
  • Stripe deposits, full payments and subscriptions
  • Quotes and agreements from your own template, signed by one person or several
  • Embed with one script tag, share a link or QR code, or run the form inside your chatbot
  • Build a form from your website address or an existing PDFComing soon
  • Ask one follow-up question when an answer is vagueComing soon
  • Book a time in Google Calendar, Microsoft 365, Cal.com and booking platformsComing soon

Try a quote form

An example roofing form. Change an answer and watch the price, the score and the next step update.

What do you need?
Roof size
When do you need it done?

Price shown to the visitor

$650 to $1,100

Lead score: 85 of 100, hot

What the form does next

  • Ask for a $150 deposit to hold a visit
  • Offer a gutter clean at the same visit for $120
  • Text the owner and assign the lead by round-robin

A chatbot that answers from your own price list and policies.

It is set to answer from the pages and documents you give it, and links the source it used. When someone is ready to act, it opens the right form inside the conversation, shows products from your catalogue with live stock, or hands out a WooCommerce coupon. Visitors can type or talk.

  • Set to answer only from your knowledge base by default, with a link to the page it used
  • Forms and question cards inside the conversation
  • Product cards, catalogue search and stock checks from WooCommerce or Shopify
  • Unique WooCommerce coupon codes, capped per day and per conversation
  • Realtime voice conversations
  • Leads and transcripts sent to email, HubSpot, Mailchimp or Google Sheets
  • Recognise returning customers who opt inComing soon
  • Book appointments from the chatOn the roadmap
Trailhead Outdoor, a WooCommerce storeExample conversation

Visitor: Is the Ridge 45 pack OK for carry-on? And do you ship to Wellington by Friday?

Chatbot: The Ridge 45 is 55 × 35 × 23 cm, which fits most domestic carry-on limits. Orders placed before 2pm ship the same day, and Wellington usually takes one to two working days.

Visitor: Anything lighter?

Chatbot: These two are lighter and in stock now:

Ridge 38 Ultralight$219, 14 in stock
Ferry 40 Travel Pack$189, 6 in stock

Visitor: Is there a discount for first orders?

Chatbot: Here is a single-use code for 10% off your first order. It expires in 7 days.

TRAIL-7KQ4M2XD10% off, one use, expires in 7 days

Connected to your store and your books.

Connect WooCommerce or Shopify and your catalogue syncs both ways, including stock by location. Forms and the chatbot sell from that catalogue. WooCommerce orders and coupons, and Xero invoices, are created in the systems your team already uses.

  • Two-way product sync with WooCommerce and Shopify, with stock by location and sales history
  • A form cart becomes a WooCommerce order that pays through your store’s checkout
  • WooCommerce coupons: percentage or fixed discounts, product targeting, spend limits, expiry, unique or shared codes
  • Coupon redemptions tracked back from the store
  • Xero invoices raised from a form cart, as drafts or approved
  • WooCommerce and Shopify customers imported as leads, and a purchase can start a follow-up flow
  • Shopify storefront cart and checkoutComing soon

Follow-up by email, text and phone, on a schedule nobody has to remember.

Follow Up Flows chain emails, texts, social messages and AI phone calls, with waits and branches between them. Every message can use what that lead told you, so the third email about a roof quote talks about their roof.

  • Email and SMS steps, plus social messages on Facebook, Instagram, WhatsApp, X and Telegram in conversations the lead has already started, through your Zernio account
  • AI phone calls with a voice and script you choose, inside the calling hours you set, with voicemail and retries
  • Waits, goals, split tests, and branches on opens, clicks and purchases
  • Messages that use each lead’s own answers: their job, their quote, their product
  • A flow starts the moment a form is submitted
  • A lesson a day by email, with each lead’s own answers merged in
  • A personalised landing page for each lead, with their quote, offer or estimateComing soon
  • Branch the moment a lead repliesComing soon
  • Hosted course pages with lesson progressOn the roadmap
  1. Starts when
    Quote form finished, deposit not paid
  2. Text message: Day 1, 9amText: “Hi Sam, any questions on the deck quote? Reply here and I’ll answer.”
  3. Wait: Wait 2 daysLeave the flow if they join your Deposit paid list
  4. Email: Day 3Email with photos of two decks the same size, and the quote link
  5. Branch: Clicked the quote?Clicked: an AI call that afternoon. Not clicked: one more text on day 5
  6. AI phone call: Inside calling hoursThe AI assistant introduces itself, asks what is holding them back and logs the answer
  7. Goal: GoalDeposit paid

Local knowledge from Google, inside the conversation.

Forms and the chatbot will be able to check the facts a good receptionist would look up. Each check runs on your own Google Maps Platform key and quota. Address lookup is live in every form today. The other eleven checks are built and coming soon.

  • Address lookupClean, complete addresses in every quote form, so nobody drives to the wrong street.
  • Service area and call-outComing soon“Do you come to Albany, and what’s the call-out fee?” answered from your own map.
  • Travel time and distanceComing soonQuote travel charges, or tell a guest how long the drive to the pickup point takes.
  • WeatherComing soonAnswer “will it rain on Saturday’s tour?” with the forecast for the right place.
  • Local timeComing soonReply in the customer’s time zone, and send reminders at a sensible hour.
  • Nearby placesComing soonFind the hotel a guest is staying at, or the nearest parking to your clinic.
  • Opening hoursComing soonGive the right hours for each of your locations, public holidays included.
  • Air qualityComing soonTell a visitor whether today’s air suits an outdoor class or tour.
  • PollenComing soonAnswer “is the pollen bad today?” for allergy clinics and pharmacies.
  • ElevationComing soonAdd flood and slope context to insurance, landscaping and construction enquiries.
  • Solar roof estimateComing soonEstimate usable roof area and sunshine hours inside a solar quote form.
  • Map cardComing soonShow the visitor a map of the route, the venue or the service area in the chat.

Describe what you need. Master YodAI builds it.

Master YodAI is the assistant in your dashboard. Ask for “a quote form for roof repairs that takes a $150 deposit and emails me the details” and it builds the form, sets up the chatbot and drafts the follow-up flow. Load your website into the knowledge base first, up to 1,000 pages, and the questions and answers use your own wording.

  • Builds and edits forms, chatbots and follow-up flows from a conversation
  • Message it from the dashboard or from Telegram
  • A REST API and an MCP server let your own systems and AI agents do the same

Add up what you pay for today.

A typical setup joins six to eight subscriptions with Zapier. Tick what you pay for. Tools YodAI cannot replace yet, or that you would keep, start unticked.

Tools you pay for today

Your tools today, per month

$376

YodAI Growth, per month

$99

A difference of $277 a month, or $3,324 a year.

List prices checked October 2026 in US dollars, on the smallest plan that covers the job. Text messages and phone calls are billed by your phone provider, such as Twilio, whichever tools you use.

What runs today, and what comes next.

Each capability on this page carries one of these labels, checked against the product on 2 October 2026.

Live today

  • Forms with more than 40 question types, branching, scoring and calculations
  • Stripe deposits, payments and subscriptions inside forms
  • Quotes and agreements generated and signed on screen
  • Chatbot answers from your knowledge base, with forms, products and coupons in the chat
  • WooCommerce and Shopify product sync, WooCommerce orders and coupons
  • Follow Up Flows with email, SMS, social messages and AI phone calls
  • HubSpot, Mailchimp, Xero, Google Sheets, Slack, Teams, Airtable and Notion actions
  • Master YodAI building forms, chatbots and flows from a conversation

Coming soon

  • Calendar and booking steps: Google, Microsoft 365, Cal.com, Cliniko, Rezdy and more
  • Google service area, travel time, weather, solar and seven other checks
  • Personalised landing pages for each lead
  • Forms built from a website address or a PDF, and AI follow-up questions
  • AI lead qualification, document reading and voice fill
  • Pipedrive, ActiveCampaign, Klaviyo, Salesforce and GoHighLevel actions
  • Recognising returning customers who opt in

On the roadmap

  • Booking appointments from the chatbot
  • Hand-off from the chatbot to a person on your team
  • Hosted course pages with lesson progress
  • A Zapier app
  • Automatic nudges for half-finished forms

How we look after your customers’ data.

Each business kept apart

Every workspace is isolated in the database with row-level security, and team members see only what their role allows.

Encrypted by the application

Chat transcripts and lead contact details are encrypted by the application. Sensitive form fields stay out of exports and logs.

Ten spam controls

A hidden honeypot, a minimum time on the form, three versions of reCAPTCHA, Cloudflare Turnstile, hCaptcha, two built-in challenges and daily submission caps.

Your domains only

Forms and the chatbot load only on websites you approve.

Retention you choose

Set how long each form keeps its responses, from one day to ten years.

People control their data

Leads can verify with a one-time PIN, then download or erase what you hold about them.

Plans for when your invite arrives.

A conversation is one form response or one chatbot session. Each plan starts with a 14-day free trial and no card.

Starter

$49per month

  • 500 conversations a month
  • 25 forms and 2 chatbots
  • 1 GB of storage
  • One location and a steady trickle of enquiries.
Join the waitlist
Recommended

Growth

$99per month

  • 2,000 conversations a month
  • 25 forms and 2 chatbots
  • 5 GB of storage
  • Several services, paid traffic and a team that needs leads routed.
Join the waitlist

Scale

$249per month

  • 6,000 conversations a month
  • Unlimited forms and chatbots
  • 20 GB of storage
  • Busy sites, several locations or brands, and agencies.
Join the waitlist
  • Forms, chatbot and knowledge base
  • Follow Up Flows with email, SMS, social messages and AI calls
  • Payments, documents and signatures
  • Products, WooCommerce coupons and Xero invoices
  • Lead records, round-robin and reports
  • Master YodAI, the REST API and the MCP server

Prices in US dollars. Text messages and AI phone calls need a number from a phone provider such as Twilio, billed by them.

Questions owners ask us.

Anything else? Email sales@yodai.app or ask the chat in the corner.

Why is there a waitlist?

We are opening YodAI to new businesses in stages, so each group gets proper help connecting their website, store and accounts. Join the list and we will email you when your invite is ready. Your place is held, and you can still change your mind.

Who is YodAI built for?

Established businesses turning over roughly $1M to $20M a year that win customers through their website: trades and home services, clinics, salons, property, professional services, tourism, education, ecommerce and wholesale. If your enquiries wait for someone to get back to the office, or your quotes sit unsigned, it is built for you.

Which features are live today and which are still coming?

Each capability on this page carries a label. Forms, payments, documents and signatures, the chatbot, WooCommerce and Shopify product sync, WooCommerce coupons, Xero invoices, Follow Up Flows with email, SMS, social messages and AI phone calls, and Master YodAI are live. Calendar booking, the Google checks beyond address lookup, personalised landing pages and several AI form features are built and coming soon. The status list above was checked on 2 October 2026.

Do I have to replace HubSpot, Xero or my online store?

No. YodAI sends leads, answers and scores into HubSpot and Mailchimp, raises invoices in Xero, and creates orders and coupons in WooCommerce. It takes over the front of your sales process: the form, the chat, the paperwork and the follow-up. Your system of record stays where it is.

How does the chatbot avoid making things up?

By default it is instructed to answer only from the pages and documents in your knowledge base, to link the source it used, and to say so when it does not know. For an exact price, point people to a quote form, where the number comes from your own calculation. You can read every transcript.

Is it legal for an AI to phone my leads?

It depends on where you and your customers are, and on consent. In the US the FCC treats AI-generated voices as artificial voices under the TCPA, so you need prior consent. In New Zealand and Australia commercial texts and emails need consent and an easy opt-out, and Australian calls must respect the Do Not Call Register. Use calls for people who asked to be contacted, collect that consent in your form, have the assistant say it is an automated assistant, and keep to calling hours. Calls run 9am to 5pm in the lead’s time zone with no weekends unless you change it.

How much work is the setup?

Most of it is a conversation. Load your website into the knowledge base, up to 1,000 pages. Describe your first form and follow-up to Master YodAI and it builds them for you to check. Then add one script tag to your site, or share the form link or QR code. Payments need a Stripe account, and SMS and calls need a phone number from a provider such as Twilio.

What happens when someone starts a form and leaves?

You can keep partial answers for up to 90 days, and visitors can pick up where they stopped from the same link. Automatic reminders for half-finished forms are on the roadmap. Anyone who reaches the end becomes a lead with their source attached, so the follow-up starts straight away.

Does it work on my website?

Yes. One script tag adds forms and the chatbot to WordPress, Shopify, Squarespace, Wix or a custom site, and they load only on the domains you approve. Forms also work as a hosted link, a QR code or a secure link sent to one person.

Can I run it for several locations, brands or clients?

YodAI keeps each location, brand or client in a separate workspace with its own forms, knowledge base, integrations and leads, and your team sees only the workspaces their role allows. The Scale plan removes the limits on forms and chatbots. Tell us how many you run when you join the waitlist and we will confirm how the plans apply.

What will I pay besides the plan?

Card fees go to Stripe. Text messages and AI call minutes are billed by your phone provider, such as Twilio or Retell, at their rates. Social messages go through your own Zernio account. Your existing tools, such as HubSpot or Xero, keep their own subscriptions if you keep them.

What does a conversation mean on the plans?

One form response or one chatbot session. Plans differ by monthly conversations, storage and the number of forms and chatbots. Payments, documents, follow-up flows and integrations are on every plan.

Get your invite.

Tell us a little about your business. We invite businesses in small groups and email you when it is your turn.

  1. Join the list. It takes under a minute.
  2. We email your invite when your group opens.
  3. Start a 14-day free trial. No card needed.
What do you want to fix first? (choose any)