How YourAI Works

Most businesses are live within a few minutes after providing their business info. We handle writing and loading your Instruction Sheet — you don't write any code. Once your assistant is live, embedding it on your site takes one line of HTML.

Your AI agent is configured through the built-in Agent Setup Wizard, accessible directly from your dashboard. After signing up for a Neural Plus or Ultra plan, you'll see a Set Up Your Agent banner at the top of your dashboard with a progress indicator — click Continue Setup to open the wizard.

The wizard walks you through each step in order: setting your custom subdomain, naming your assistant, describing your business, entering your services and pricing, configuring your business hours, adding FAQ pairs, and uploading your logo. Each step takes just a few minutes to complete. You can skip any step and return to it later — your progress is saved automatically. Once all steps are finished, your agent is fully configured and ready to go live.

Once your AI agent is live, embedding it on any website takes a single line of HTML. From your dashboard, open Account Settings and scroll down to the Chat Embed Code section. Copy the script snippet shown there and paste it just before the closing </body> tag on any page of your website. A floating chat button will appear in the bottom corner, ready for visitors.

The embed code section also has a Custom tab, which lets you set a custom assistant title and avatar image URL. On the Neural Ultra plan, you can additionally customize or hide the footer branding. Any changes you make in the Custom tab are reflected in the generated snippet instantly — just copy and re-paste to update your site.

To turn on 2FA, go to your dashboard and open Account Settings, then scroll to the Two-Factor Authentication section. Click the toggle to enable it — YourAI will immediately send a 6-digit verification code to your account email. Enter that code in the confirmation field that appears and click Confirm to activate 2FA.

Once enabled, every sign-in will require both your password and a one-time code sent to your email. To disable 2FA later, toggle the switch off and confirm with your current password. We recommend enabling 2FA for any account with an active subscription.

You can upload or replace your chatbot's logo from Account Settings in your dashboard. Once your subdomain is assigned, scroll to the Chatbot Logo section — you'll see a preview of your current logo alongside an upload control. Click Choose File to select an image from your device (PNG, JPG, or GIF, up to 2 MB), then click Upload Logo to apply it.

Your logo appears in the header of your chat widget that customers see on your website. If you haven't completed subdomain setup yet, you can also set your logo during the Agent Setup Wizard (the last step of the wizard includes a logo upload).

If a customer asks something outside the scope of your Instruction Sheet, the AI is designed to politely acknowledge the limits of its knowledge and guide them to the appropriate next step. Customers can either be provided with your contact details directly or submit a contact request within the chat so a representative can reach out to them directly.

Yes — at any time. Purchase Instruction Revision Credits when you need to add new FAQs, update your hours, introduce a new service, or change your AI's tone. One credit covers one revision request. Your initial setup is always free.

Yes — for booking, rescheduling, and cancellation flows, YourAI connects to Google Calendar via OAuth to check real-time availability and create events. You authorize once from your dashboard; the AI handles everything after that. Other tools (lead capture, intake forms, feedback) work without a calendar connection.

The Instruction Sheet is a structured configuration created and maintained by the YourAI team in a specialized format that defines your AI’s behavior, knowledge, rules, tone, and context. Businesses don’t need to understand code, formatting, or file structures — they simply submit instruction revision requests in plain language using credits, and those changes are reviewed and translated into the Instruction Sheet behind the scenes. Add-On Panels are structured data sources (such as services, pricing, staff, and availability) that connect directly to your analytics dashboard and can be updated by businesses at any time without submitting revisions. This allows the AI to instantly reflect operational changes while keeping core behavior and instructions managed separately. Together, they enable your AI to deliver both broad conversational guidance and precise, real-time, data-driven responses.

Yes. Each business account is fully isolated — your data is never shared with or visible to other tenants. Medical and legal intake data can be encrypted at rest using HIPAA-compliant field encryption. All connections are over HTTPS and credentials are stored securely.

Neural Plus plans include up to 4 Add-On Panels at no additional cost, while Neural Ultra plans include unlimited Add-On Panels. Because the base Neural plan does not include access to the Analytics Portal, Add-On Panels are not available on that plan. You can view full plan details and compare features on our Plans page.

The Knowledge Base lets you upload documents — such as a PDF menu, a policy guide, a service list, or any plain-text reference — directly to your dashboard. Your AI assistant reads and indexes these files at upload time and uses the extracted content to answer customer questions accurately, even for information that isn't covered in your Instruction Sheet.

You can upload up to 10 documents per account (PDF, TXT, CSV, or Markdown), each up to 5 MB. Each document gets a title and optional description so you can track what's been uploaded. Your AI automatically references all uploaded documents when composing responses — no extra setup needed after the upload.

The documents are stored securely and are never publicly accessible via the web — they are only used internally by your AI assistant. You can manage, edit, or delete documents at any time from the Knowledge Base page in your dashboard.

When you upload a document to your Knowledge Base — such as a PDF menu, service policy, pricing guide, or any text-based file — your AI assistant automatically reads and indexes its contents at upload time. From that point forward, the AI can answer customer questions directly from the document's text, even if that information isn't in your Instruction Sheet.

Supported formats include PDF, TXT, CSV, and Markdown files up to 5 MB each. You can upload up to 10 documents per account. The AI references all uploaded documents when composing responses, so a customer asking "What are your deposit policies?" will receive an answer drawn from your uploaded policy PDF — no manual copy-paste needed. Documents are stored securely and are never publicly accessible.

Yes — automatically. Every time a brand-new lead is captured from a chat conversation (when a customer provides their name along with a phone number or email address for the first time), YourAI sends an instant notification email to your business address with the lead's name, contact details, and any message they provided.

If the same customer returns and their information is matched to an existing lead record, no duplicate notification is sent — only genuinely new contacts trigger an alert. A built-in spam filter also screens entries for nonsensical or test-like input, so only real leads reach your inbox. The notification uses the same branded email format as booking confirmations and contact request alerts.

The Work Order Tracking panel is a full-featured digital work order system built directly into your YourAI dashboard. It lets you create, manage, and track service jobs from the moment a customer drops something off to the day they pick it up.

Each work order captures the customer's name, email, and phone number, the intake date, expected completion date, pickup time, a work description, and internal staff notes. You can assign the job to any staff member from your existing Staff Availability roster. Work orders move through a six-stage status workflow — Open → In Progress → Awaiting Parts → Ready for Pickup → Completed → Cancelled — so you always know exactly where every job stands at a glance.

Each work order also includes an itemized cost line items table. Add as many services or charges as needed — each with a description, quantity, and unit cost — and the panel calculates the running total automatically. When the job is done, a single click generates a linked invoice in your Invoice panel, carrying over all line items and customer details automatically.

The customer lookup feature lets you search your existing Customers and Leads panels by name, email, or phone and populate the work order in one click — or enter details manually for walk-in customers. Work order numbers are auto-generated per month (e.g. WO-202606-0001). The Work Order Tracking panel is available as an add-on on any Neural plan.

Yes. YourAI provides four secure customer-facing portal pages your clients can access directly from a link you share with them. No app download or account creation required.

Customer Self-Service Portal (yourai.bot/o/{subdomain}/portal): customers log in with just their email address, verified by a one-time code. Once in, they can view all their open and completed work orders, see invoice totals and statuses, and pay outstanding balances. You can also grant additional login emails (alias access) per customer, for example letting a business's office manager log in to review invoices on behalf of the primary contact.

Service Staff Portal (yourai.bot/o/{subdomain}/service): a mobile-optimized portal for your field technicians or shop staff. They log in with their staff credentials, then view their assigned jobs, update work order statuses, attach photos from their phone's camera roll, edit line items, and generate invoices directly from the job screen.

Quote Approval Page (yourai.bot/o/{subdomain}/quote/{token}): when you send a quote, the customer receives a unique link where they can read the full estimate and approve or decline it online. No login required; the token in the URL authenticates the request. An approval automatically creates a linked invoice in your dashboard.

Conversation Share Link (yourai.bot/o/{subdomain}/c/{id}): a public, read-only view of any AI chat conversation. Share the link so customers can revisit their Q&A, look up details they discussed with your assistant, or forward the conversation to a colleague.

For full setup instructions, alias email configuration, URL structures, and sharing tips, see the Customer Portals & Shared Links guide.

Yes — you can create an account and explore the available tools, panels, and dashboard at no cost. You can also view live examples on our Examples page to see how different business types use YourAI before choosing a plan. If you'd like full access, you can start a 14-day Free Trial, which includes access to all Neural Ultra features at no charge. You can cancel anytime before the trial ends to avoid renewal charges if you decide YourAI is not the right fit for your business.