Specialized business specific workflows for Receptionist, Sales, and Customer Service.
Purpose-built tools that transform how your business handles calls, scheduling, customer support, and internal operations through intelligent automation.
Specialized Workflows, Infinite Possibilities
Each tool is engineered for specific business functions, working together to create a comprehensive AI-powered business intelligence system.
Appointment Scheduler Tool
Intelligent meeting coordination
Sophisticated appointment scheduling with calendar integration, email/SMS confirmations, and intelligent time slot optimization that converts prospects into qualified meetings.
Key Capabilities
Real-time calendar integration & availability
Email & SMS confirmation automation
Time zone management & optimization
Meeting type customization (demos, consultations)
Prospect information collection
Cancellation & rescheduling workflows
Perfect For
Sales demo scheduling for prospects
Customer consultation bookings
Support meeting coordination
Product demonstration requests
External Support Tool
Customer support automation
Comprehensive external customer support with intelligent ticket creation, categorization, and email workflows that resolve issues faster while capturing structured feedback.
Key Capabilities
Interactive support ticket creation
Intelligent issue categorization
Customer information collection
Email notification automation
Ticket cancellation & lookup
Has access to all your uploaded data
Perfect For
Customer issue resolution
Product support requests
Billing inquiry management
Technical troubleshooting
Internal Support Tool
Team productivity enhancement
Streamlined internal support for authenticated team members with smart ticket management, knowledge base integration, and workflow automation that keeps teams productive.
Key Capabilities
Authenticated user ticket creation
Knowledge base integration
Function call automation
One-ticket-per-user workflow
Dashboard integration
Email notification system
Perfect For
IT support requests
HR policy questions
Internal process documentation
Equipment and software issues
General Search Tool
Pure knowledge retrieval assistant
Advanced internal document search assistant, for instant access to your business data.
Key Capabilities
Document search & extraction with source links
Connect and upload all of your data
Search refinement & query optimization
Hybrid search with multiple data Sources
Access validation for users and prospects
Multi-format document support
Perfect For
Instant FAQ responses from documentation
Policy and procedure lookups
Product information retrieval
Compliance documentation access
Why Choose Yardee's Specialized Approach
While others offer generic chatbots, we deliver purpose-built tools that solve specific business challenges with surgical precision.
Precision-Engineered Solutions
Each tool is specifically designed for distinct business workflows, ensuring optimal performance and user experience for every interaction type.
Instant ROI Acceleration
Deploy sophisticated automation that immediately reduces manual workload while capturing more qualified leads and resolving customer issues faster.
Enterprise-Grade Reliability
Built with robust error handling, graceful degradation, and comprehensive monitoring to ensure consistent performance at scale.
Seamless Integration Architecture
Native integration with existing business systems through provider patterns for email, calendar, SMS, and knowledge management platforms.
Measurable Impact Across Every Business Function
Each tool delivers quantifiable results that compound across your entire organization.
85%
Reduction in information search time
3x
Faster meeting scheduling conversion
65%
Improvement in support resolution time
40%
Increase in internal productivity
Frequently Asked Questions
Learn how our AI receptionist workflows work together to handle your business needs.
What workflows does the AI receptionist support?
Our AI receptionist includes four specialized workflows: Appointment Scheduling (for booking meetings and consultations), External Support (for customer service and phone support), Internal Support (for team assistance), and General Search (for instant access to your business information). Each workflow is purpose-built for specific business needs.
Can the AI handle phone orders and appointment bookings automatically?
Yes! The Appointment Scheduler workflow integrates with your calendar to book appointments automatically via phone or chat. It handles time zone management, sends email/SMS confirmations, and collects customer information. For restaurants and service businesses, it can take orders and schedule service calls 24/7.
How does the External Support workflow help with customer service?
The External Support workflow handles customer inquiries via phone and chat, creates support tickets automatically, categorizes issues, and sends email notifications to your team. It has access to all your uploaded data, so it can answer questions about your products, services, pricing, and policies instantly.
What's the difference between External and Internal Support workflows?
External Support is for customer-facing interactions - answering calls, taking orders, resolving issues, and creating support tickets. Internal Support is for authenticated team members only - handling IT requests, HR questions, and internal documentation. Both reduce manual workload but serve different audiences.
Can I use multiple workflows at the same time?
Absolutely! Most businesses use all four workflows together. For example, a dental practice might use Appointment Scheduling for patient bookings, External Support for answering patient questions, Internal Support for staff HR inquiries, and General Search for quick access to office policies and procedures.
How quickly can I set up these workflows?
Each workflow can be configured in minutes. Upload your business documents, connect your calendar (for scheduling), and configure your preferences. The AI immediately starts handling calls, bookings, and customer inquiries. No coding or technical expertise required.
Ready to Transform Your Business?
Deploy specialized AI workflows that work together to create a comprehensive intelligent business system. Start with AI Phone, Chat, or Both.