Introducing FormBot by YodAI

Turn your website into your hardest-working employee

FormBot answers every visitor from your real business knowledge, captures and qualifies leads, takes bookings and payments, and remembers everything — 24/7, on the website you already have.

No credit card required · Set up by YodAI in an afternoon · Cancel anytime

yourbusiness.com — chat widget

4

tools in one subscription

1,000

pages read in a single crawl

24/7

every visitor answered

Zero

API keys to set up — we supply them

Your website is open 24/7. Is anyone home?

Every day your website stays silent, it quietly costs you leads, sales and hours of repeated answers. The problem isn't your traffic — it's what happens after someone arrives.

Slow replies lose the job

Research published in Harvard Business Review found companies that respond to a lead within an hour are seven times more likely to qualify it. Most enquiries sit overnight — and by morning, someone faster has already called back.

Visitors leave without a trace

You paid to get people to your website. Then it gave them nothing to do but read and leave. No greeting, no answers, no next step — just a contact page most of them will never fill in.

Generic chatbots make things up

Canned chat widgets frustrate people with scripted dead-ends, and generic AI bots confidently invent prices and policies you never had. Either way, your reputation takes the hit.

Your knowledge lives in your head

Prices in a PDF, policies in old emails, answers only you can give. Every repeated question interrupts real work — and when you are off the clock, nobody gets an answer at all.

01

Form Builder

Forms that close, not just collect

Most form tools collect answers and email you a list. FormBot runs your entire intake: it branches on what people say, scores leads as they answer, takes payments and legally-binding signatures on the spot, emails back a finished PDF quote or contract built from their answers, and delivers the result straight into the tools you already use.

  • Branching that shortens the formEach answer decides the next question, so nobody wades through fields that don’t apply to them. Shorter path, fewer abandonments, and you still collect everything you need.
  • Leads that score themselvesBudget, timeline and fit add up to a number as people type. You open your inbox already knowing who to ring first instead of reading every submission to find out.
  • Money taken in the formCharge a fixed deposit or a total calculated from their own answers, by card, before they leave the page. A paid deposit is the difference between an enquiry and a booking.
  • Terms signed on the spotTyped or drawn e-signatures with a tamper-evident audit trail, so waivers and agreements are done before the job starts — not chased by email afterwards.
  • A PDF quote back in their inboxTheir answers populate your quote, contract or welcome pack and it emails itself to them automatically — the follow-up that usually takes you an evening.
  • Photos and documents up frontUp to five files per submission, so you see the broken unit or the floor plan before quoting — and stop losing a day to “can you send a photo?”
  • Addresses that are actually correctGoogle-powered address autocomplete, plus 23 field types from star ratings to date pickers. Fewer typos means fewer wasted call-outs to the wrong street.
  • Spam that never reaches youSix CAPTCHA options, invisible honeypots and rate limits run by default. Your inbox stays real enquiries only, without making genuine customers prove they’re human.
  • Shared however you sellA hosted link for your bio, a QR code for print and counters, or embedded on your own site — one form, everywhere you meet customers.
  • Lands where you already workStraight into email, HubSpot, Mailchimp, Google Sheets, Drive, Xero or any webhook — with your own field mapping, so nothing gets retyped.
  • You can see where people quitPer-step analytics show the exact question that loses them, so you can cut it and watch the completion rate move — instead of guessing.
Site Visit Booking — Step 2 of 3

How a form runs

One form, a different path for every customer

“What can we help with?”

The only question everyone sees.

Answered “renovation”

  • Rooms, finish level and budget range
  • Photos of the space
  • Preferred start window

Answered “urgent repair”

  • What's failing, and since when
  • Address and access details
  • Call-out fee shown and accepted

Scored and qualified as they answer

Budget, urgency and fit add up to a score, so the hot ones are obvious before you pick up the phone.

Deposit taken

Card payment inside the form.

Terms signed

A tamper-evident audit trail.

PDF sent back

Their quote or contract, by email.

Lands in your inbox and your CRM, already complete

In the wild

Trades & home services

Quote requests that arrive complete

A branching job-type form collects the details you actually need — photos of the fault included — and takes a booking deposit by card before you have even picked up the phone.

Clinics & practices

Intake without the clipboard

New patients complete their history, sign consent forms and confirm policies from home. Sensitive answers can be locked in encrypted fields only your practice can access.

Photographers & events

A contract in their inbox before you reply

Clients pick a package, the price recalculates from their choices, they sign your terms and pay the deposit — then a PDF contract built from their own answers lands in their inbox automatically.

02

AI Chatbot

A receptionist, sales rep and support agent in one widget

Paste one script tag and your website starts answering — accurately. The FormBot chatbot is grounded in your knowledge base and dossier by default: it quotes your real prices, cites where every answer came from, and when it genuinely does not know, it says so and takes the visitor’s details instead of guessing.

  • Live in one pasteA single script tag on WordPress, Shopify, Squarespace, Wix or a custom build — and it only runs on the domains you approve, so nobody can lift it onto their own site.
  • It cites where the answer came fromEvery reply is drawn from your own pages and data with the source named, so a visitor can check it — and so can you, in the transcript.
  • It admits when it doesn’t knowThe honest fallback is baked into guardrails you can’t accidentally edit away. It will never invent a price, a policy or a delivery date to fill a silence.
  • Captures the lead mid-sentenceYour own fields, asked conversationally at the moment interest peaks — not parked behind a contact page they were never going to open.
  • It remembers them next timeA returning visitor carries on where you both left off, with no repeated questions — the difference between a form and something that feels like service.
  • It sells inside the chatProduct cards with images, prices and buy-now buttons appear in the conversation, so interest turns into an order without ever loading another page.
  • “Is it in stock?” answered honestlyAvailability comes from your live WooCommerce or Shopify catalogue, so nobody is promised something you can’t ship — the fastest way to lose a customer twice.
  • It can offer a real discountWorking codes and pre-filled checkout links, issued in the moment — the nudge that closes a hesitant shopper while they’re still reading.
  • It talks out loudVisitors can speak instead of type, interrupt naturally, and get a spoken answer — for anyone driving, on a ladder, or who simply hates typing.
  • It hands over to your formsWhen a chat needs structure — a booking, a quote, a claim — it opens the right form inline with what it already knows, then picks the conversation back up.
  • It looks like you, not like a botColours, avatar, name, greeting, placement and when it opens — all yours, so it reads as part of your site rather than a bolted-on widget.
yourbusiness.com — chat widget

How it decides what to say

It answers from your business — or admits it doesn't know

A visitor asks something

“Do you service my area? What does it cost?”

It searches what you've given it

Your knowledge base, your business dossier, and live product and stock data — never the open internet.

Is the answer actually in there?

Yes

Answer it, and show the receipt

Your real prices, policies and availability — with the source named, so the visitor can verify it.

No

Say so — then get you the lead

It admits the gap rather than inventing an answer, offers to have you follow up, and captures their details.

Either way, nobody is guessing about your business

This behaviour is built into the guardrails, not typed into a prompt — so it can't be edited away by accident.

In the wild

Trades & home services

The 9pm lead you used to lose

A homeowner with a burst pipe asks if you can help. The bot confirms your service area and call-out fee from your own pages, then captures the address and phone number — your morning starts with a booked job.

Online stores

A storefront inside the conversation

A shopper describes what they want. The bot shows matching products as cards — image, price, in-stock — offers a first-order discount code, and hands over a pre-filled checkout link while intent is hot.

Any business with repeat customers

It remembers them

A returning visitor picks up exactly where they left off last week, with no repeated questions. Verified customers can check their own order status right in the chat.

03

Knowledge Base

Teach it once. It answers forever.

Point FormBot at your website and it does the reading for you — every page, the brochures and spec sheets linked off them, even the videos. From then on, every question gets the exact passage from your own content, with a citation to prove it.

  • Reads your whole site, not just the homepageUp to 1,000 pages, found by sitemap or by following your own links. The buried service page nobody can navigate to still answers questions.
  • Opens the documents tooPDFs, Word, PowerPoint and spec sheets linked anywhere on your site — so the brochure with the real numbers in it becomes answerable, not just decorative.
  • Watches your videosEmbedded YouTube walkthroughs are transcribed and made searchable, so the answer you recorded once can be quoted at 2am without anyone rewatching it.
  • Runs straight off Google DrivePoint it at the folder your team already maintains. Edit a file there and it re-indexes itself — no separate content system for anyone to keep up to date.
  • Never quietly goes staleIt re-checks on a schedule and when your site changes, so last season’s pricing stops being quoted the moment you update the page.
  • Updates without going darkThe current knowledge keeps answering until the new set is verified, so a re-index never leaves visitors talking to a bot that suddenly knows nothing.
  • Catches your own contradictionsWhen an old PDF disagrees with your live page about the same product, it flags the conflict for you instead of silently picking one and telling customers.
  • Tells you what it couldn’t readA per-source health report — coverage, failed pages, a green/amber/red verdict — so gaps are visible to you rather than discovered by a customer.
  • Finds it by meaning, not keywordsSomeone asking “how long till it turns up?” gets your delivery page even though they never used the word delivery — and it names the source.
Knowledge Base — sources

How it learns

Everything you've already published becomes an answer

  • Your website

    Up to 1,000 pages, crawled by sitemap or by following links

  • Linked documents

    PDFs, Word, PowerPoint and spec sheets wherever they sit

  • Your videos

    Embedded YouTube walkthroughs, watched and transcribed

  • Google Drive

    A folder your team already keeps — re-indexed when edited

Indexed and kept fresh

Split into passages, understood in context, and re-checked on a schedule so nothing goes stale.

A grounded answer

Quoted from your own words, in your own tone.

Cited back to the page it came from

In the wild

Equipment & manufacturing

Manuals that answer back

Spec sheets and how-to videos become a searchable brain. “What oil does the X-200 take?” gets the exact line from the manual — cited — instead of a support ticket.

Professional services

Your team’s Drive folder, answering clients

Point it at the shared Drive folder your team already maintains. Guides, checklists and policy documents start answering client questions — and when someone edits a file, the answers update themselves.

Software & apps

Support deflection with receipts

Your help center and walkthrough videos handle the how-do-I questions with linked sources. Your team only sees the tickets that genuinely need a human.

04

Business Dossier

Your business, written down the way AI needs it

This is your business dossier — the single source of truth your chatbot consults before every answer it gives: what you sell, who you serve, how you talk, and who you’re up against. Fill it in once, or simply tell YodAI about your business in chat and it files everything for you.

  • Your business, written down onceValue proposition, key messages, tone of voice and who you serve — the brief you’d give a new employee, except this one reads it before every single reply.
  • Products that are real inventorySynced from WooCommerce, Shopify or eBay with live stock and pricing, so “do you have it?” is answered from your warehouse, not from a stale list.
  • Personas that change the answerA first-time buyer and a trade customer get pitched differently, because the AI knows who it’s likely talking to and what each of them cares about.
  • Competitors handled with classTheir strengths and weaknesses on file, so “how are you different from them?” gets a confident, specific answer instead of an awkward dodge.
  • This month’s offer, everywhere at onceAdd a promotion here and every conversation starts mentioning it — no rewriting the chatbot, the forms and the site separately, then forgetting one.
  • Updated by just saying so“We’ve added a winter service at $180” becomes structured records you can see and edit. No forms to fill in, no fields to learn.
  • It keeps its facts straightDuplicates merge and contradictions get surfaced for you rather than silently overwritten — so it never quietly forgets the correct price.
  • Nothing vanishes without a traceShort-lived context ages out on a policy while decisions and preferences persist, and everything is archived rather than deleted — auditable when it matters.
Business Dossier — Harbour Heat Pumps

In the wild

Salons & studios

Sounds like you, not a robot

Your tone of voice and key messages live in the dossier, so every chatbot reply and form ending reads like your best front-desk person wrote it — warm, specific, on-brand.

Online retail

Recommendations that fit the customer

Personas teach the AI who it’s talking to. A “sensitive skin” shopper gets pointed at the right product line — with live stock and prices from your synced catalog.

B2B & IT services

Positioning without trash talk

Competitor strengths and weaknesses are on file, so when a prospect says “how are you different from X?”, the answer is confident, specific and classy.

Included with every plan

You don't set this up. YodAI does.

This is the part most businesses never get past: the blank dashboard. So FormBot comes with YodAI, an assistant that doesn't just advise — it does the work. Tell it about your business in plain English and it builds the forms, configures the chatbot, writes your dossier and connects your knowledge. You review and approve; it does the clicking.

Your dashboard — chatting with YodAI

Things you can just ask for

“Read my website and fill in my business dossier.”

It crawls your site, then writes up your services, tone of voice and key messages for you to check.

“Build me a quote request form for bathroom renovations.”

A working multi-step form appears — the right questions, branching, photo uploads and a deposit step.

“Set up a chatbot for my site and make it sound friendly.”

It creates the bot, wires it to your knowledge base, sets the greeting and hands you the embed snippet.

“Add our new winter service and this month’s offer.”

Your products, pricing and promotion are filed into the dossier — and every answer reflects them immediately.

“What am I missing? How do I get more out of this?”

It reviews your setup and names the gaps — an unanswered FAQ, a form worth adding, an offer worth promoting.

No blank-page setup

You never start from an empty dashboard wondering what to configure first.

No writing from scratch

It drafts your dossier, greetings and form questions; you edit rather than invent.

No settings to hunt for

Ask in plain English and it changes the setting for you, wherever it lives.

No guessing what’s next

It watches what visitors keep asking and tells you what to improve.

Better together

Four tools that behave like one employee

Standalone tools each see a fragment of your customer. FormBot's tools share one brain — here's what that looks like on an ordinary Tuesday night.

  1. 9:47 PMChatbot

    A visitor lands from Google

    Tuesday night, long after close. The chat widget greets them in your brand voice — no forms, no friction, just “how can we help?”

  2. 9:48 PMKnowledge Base

    “Do you install heat pumps on the north side?”

    The bot answers from your own service pages — accurately, with a link to the source. No guessing, no “please call during business hours.”

  3. 9:50 PMBusiness Dossier

    “Roughly what does it cost?”

    It quotes your real from-pricing and mentions this month’s promotion — both pulled straight from your dossier, not invented.

  4. 9:52 PMForm Builder

    “Can someone come take a look?”

    The bot opens your site-visit form right inside the chat: address, photos of the space, preferred times — and a booking deposit paid by card.

  5. 9:55 PMDelivery

    The lead lands where you work

    Scored, complete and paid, it’s already in your inbox and your CRM. The full transcript is saved alongside the form answers.

  6. 8:02 AMYou

    Your morning starts with a booked job

    One record: the conversation, the answers, the payment. You call back a customer who already feels looked after — and if they return with questions, the chat picks up right where it left off.

The brain

Knowledge Base

Everything you’ve published — pages, PDFs, videos — indexed and searchable.

Business Dossier

What you sell, who you serve, how you talk, current offers.

The front desk

AI Chatbot

Grounded conversations that answer, cite sources, capture leads and talk out loud.

Form Builder

Structured capture with logic, scoring, signatures and payments.

Your visitor:answeredqualifiedcapturedpaidin your CRM

This is the compounding effect: every page you publish makes the chatbot smarter, every dossier update sharpens every answer, and every conversation ends in a structured, contactable lead instead of a closed tab. Point solutions can't do this — because each one only ever sees its own slice.

Put FormBot on your website this week — start free

Put it to work

Three jobs. The same four tools, played differently.

Marketing, sales and support aren't separate products here — they're different arrangements of the same brain. Here's exactly how the pieces combine for each.

For marketing

Turn attention into pipeline

You already pay for attention — ads, socials, SEO, signage. FormBot makes sure the attention you win actually turns into contactable, qualified people, instead of a bounce you paid for.

The play

  1. Business Dossier

    Holds this month’s offer, your tone of voice and who you’re targeting

  2. AI Chatbot

    Greets every campaign click and leads with that offer, in your voice

  3. Form Builder

    Runs the quiz or lead magnet that segments people as they answer

  4. Knowledge Base

    Answers the follow-up questions that would otherwise end the visit

Every campaign lands on a front desk that already knows the offer — and every click becomes a named, segmented contact instead of anonymous traffic.

Businesses running this play

Fitness & wellness

Lead magnets that qualify themselves

A gym runs a “find your program” quiz built in the form builder. Scoring buckets each lead by goal and budget, branching asks the right follow-ups, and every entry lands in Mailchimp already segmented — while the chatbot promotes the quiz to every site visitor.

Cafés & hospitality

QR campaigns from table to list

A café prints the form’s QR code on table tents. Guests join the VIP list in 20 seconds, spam never gets through the built-in protection, and this month’s special — managed in the dossier — is what the chatbot leads with all month.

Online retail

Feedback loops that sharpen targeting

A skincare store runs post-purchase opinion-scale surveys, then folds what it learns into dossier personas. From then on, the chatbot recommends by skin type and the whole funnel speaks to real segments instead of “everyone.”

Local services

One brain for every campaign

A landscaping company keeps seasonal offers, service areas and key messages in the dossier. Every channel that points at the website — ads, GBP, socials — arrives at a front desk that already knows this month’s story and captures the click while it’s warm.

For sales

Answer fast, qualify hard, take the money

Speed and specificity win deals. FormBot answers in seconds with your real prices and live availability, qualifies with scoring instead of gut feel, and can take the deposit before a competitor has even replied.

The play

  1. AI Chatbot

    Catches the enquiry the moment it lands — 2pm or 2am

  2. Business Dossier

    Supplies live pricing, stock and the current discount code

  3. Knowledge Base

    Handles the objections and spec questions that stall a decision

  4. Form Builder

    Scores the lead, takes the deposit and gets the terms signed

The lead is answered, qualified, paid and in your CRM before you have picked up the phone — and your first call starts at “when can we start?”

Businesses running this play

Trades & home services

The after-hours quote machine

An electrician’s chatbot fields the 9pm “do you do switchboard upgrades?”, answers from indexed service pages, then hands over a quote form that collects photos, access details and a card deposit. Monday’s diary fills itself.

B2B & consulting

Qualification before the call

An IT provider’s assessment form branches by company size and stack, scores urgency and budget, and pushes hot leads into HubSpot with fields mapped. The first human call starts at “when can we start?”, not “so what do you need?”

Online stores

From product question to paid cart

A shopper asks about sizing and stock. The bot answers from the live catalog, cites the size guide from the knowledge base, offers the current discount code from the dossier — then links a pre-filled checkout. Four tools, one sale.

Studios & agencies

Proposals that sign themselves

A photography studio sends one form link: package selection recalculates the price, terms get e-signed with a full audit trail, and the deposit is paid — before the enquiry has time to go cold or shop around.

For support

Give instant answers, keep the human moments

Most support questions have been answered before — somewhere. FormBot puts that “somewhere” to work around the clock, absorbs the repetitive load, and gathers clean details for the cases that genuinely need a person.

The play

  1. Knowledge Base

    Reads your help docs, manuals and how-to videos once

  2. AI Chatbot

    Answers instantly and cites the page, or says honestly that it doesn’t know

  3. Business Dossier

    Lets verified customers check their own orders and warranty status

  4. Form Builder

    Turns the genuinely hard ones into a complete ticket, not a vague email

The repetitive questions answer themselves at 2am, and the tickets that reach you arrive with the serial number, the photos and the history already attached.

Businesses running this play

Software & apps

Deflect the repetitive 80%

Help docs and walkthrough videos get indexed once. “How do I reset my password?” gets an instant, cited answer at 2am; anything unknown becomes a structured ticket via a support form instead of a dead end.

Online retail

“Where’s my order?” handles itself

Returning customers verify with email and PIN, then check their own order status right in the chat — no inbox ping-pong, no “please allow 2 business days,” and no support hire just to answer tracking questions.

Clinics & practices

Pre-appointment questions, answered

Parking, preparation, cancellation policy, what to bring — the knowledge base answers it all before the visit, while intake forms with encrypted sensitive fields and e-signatures replace the waiting-room clipboard.

Equipment & manufacturing

Product support from the actual manual

A dealer indexes every spec sheet and maintenance video. Customers ask in plain language and get the exact answer, cited from the right document — and when it’s a genuine fault, a warranty form captures serials and photos properly.

Plays nicely with your stack

It connects to what you already run

FormBot isn't another island of data. Your store, your CRM, your mailing list and your spreadsheets stay exactly where they are — FormBot reads from them and writes back to them.

  • WooCommerce

    Live products, stock, coupons and pre-filled checkout links in chat

  • Shopify

    Sync your catalogue so answers quote real prices and availability

  • HubSpot

    Leads land in your CRM with your own field mapping

  • Mailchimp

    New contacts join the right audience, already segmented

  • Google Sheets

    Every submission appended to a sheet your team already lives in

  • Google Drive

    Point at a folder — documents become knowledge and stay current

  • Xero

    Turn a completed form into a draft or authorised invoice

  • Stripe

    Take deposits and payments inside the form itself

Plus signed webhooks and a full REST API for anything custom — so the tools you already depend on keep working exactly as they do today.

The math

Replace a stack, don't add another tool

Doing this the usual way means four subscriptions, four logins, and four tools that have never met your business — or each other.

The usual stack

Four vendors, none of them talking

  • Form builder subscription$25–59
  • AI chat widget$39–120
  • Per-AI-answer “resolution” fees$0.99 each
  • Knowledge base software$49–99
  • AI provider account & API keysmetered
  • Glue, connectors & automations$20–50
Typical monthly total$150–$300+

Typical published pricing for comparable paid tiers, August 2026. Your data stays scattered across every one of them.

One subscription

FormBot

Four tools, one brain, one login

  • Form builder with payments & e-signatures
  • AI chatbot with voice, grounded in your content
  • Knowledge base with site, PDF & video ingestion
  • Business dossier, promotions & live product data
  • AI access included — no keys, no second bill
FormBot, all infrom $49/month
Start Your Free Trial

What genuinely sets it apart

Grounded by default, honest by design

Strict grounding is the default, not a premium toggle. Answers come only from your content, cite their sources, and fall back to a graceful “let me take your details” — the guardrails aren’t even editable, so they can’t be broken by accident.

Nothing to wire up — the AI is included

No OpenAI account, no API keys to generate, no second bill to reconcile. We supply the model access and it’s built into your plan. Pick a plan that matches your traffic and you’re done — one subscription, one invoice.

Privacy engineering, not privacy promises

Chat transcripts and lead details are encrypted at rest, visitors are pseudonymized before anything touches the database, retention is yours to set (1–730 days), and secure form fields get AES-256 encryption with a deny-all storage design.

One brain across every touchpoint

The form, the chatbot, the knowledge and the dossier share one picture of your business. Change a price, add a promotion, update a policy — every tool is correct within the hour, everywhere, at once.

Small-business simple. Enterprise-grade underneath.

You shouldn't need a security team to put AI in front of your customers. FormBot ships hardened by default.

  • AES-256 encryption for designated secure form fields
  • Chat transcripts and lead details encrypted at rest
  • Visitors pseudonymized, with retention windows you control
  • Widgets locked to your approved domains — enforced by the browser itself
  • Rate limits and daily caps that fail closed under attack
  • Clear AI disclosure to visitors, built in from the first message

Pricing

Pay for use, not for features

Every plan includes all four tools in full — nothing is held back to sell you later. The only difference is how many conversations your bot handles each month. The AI is included; there are no API keys to set up and no second bill.

Starter

A single location finding its feet online

$49/month

500 AI conversations a month

Start Free Trial
Most popular

Growth

Busy sites and multi-service businesses

$99/month

2,000 AI conversations a month

Start Free Trial

Scale

High-traffic stores and multi-location groups

$249/month

6,000 AI conversations a month

Start Free Trial

Included on every plan, from $49

  • All four tools, in full — forms, chatbot, knowledge base and business dossier
  • AI included: no API keys, no provider account, no second bill
  • Unlimited forms with logic, scoring, e-signatures, payments and PDF documents
  • Unlimited chatbots, with realtime voice conversations and lead memory
  • Knowledge base with 1,000-page crawls, Drive sync and video transcription
  • WooCommerce, Shopify, HubSpot, Mailchimp, Google Sheets, Drive, Xero and Stripe
  • YodAI, your setup assistant, to build and tune it all with you
  • Spam protection, encryption and approved-domain lockdown throughout
  • Unlimited team seats and a shared dashboard
  • Email support from real humans

14-day free trial · No credit card required · Cancel anytime · Founding rates locked in while you stay subscribed

Need boards, AI agents and the full platform? Compare YodAI plans

Questions, answered

The things business owners ask us before they switch their website on.

Your next customer is on your website right now

Give them an answer, a reason and a next step — before they close the tab. FormBot is live on your site this afternoon.

No credit card · No developers needed · Founding price locked in