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Yuma

Conversational AI platform that automates customer conversations, generates lead intelligence, and integrates with CRM and messaging tools. Designed for sales, customer success, and support teams that need an AI assistant to qualify leads, surface insights, and streamline repetitive interactions.

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What is yuma.ai

yuma.ai is a conversational artificial intelligence platform focused on customer-facing automation, lead qualification, and operational workflows. The product combines natural language understanding, dialogue orchestration, and CRM-aware routing to help sales and support teams handle more conversations without adding headcount. It exposes APIs and integrations to connect conversation data to existing systems such as CRMs, ticketing platforms, and analytics pipelines.

Deployments of yuma.ai are commonly hosted as a cloud SaaS with an enterprise option for private tenancy and enhanced compliance controls. The platform emphasizes conversation templates, analytics dashboards, and agent handoff logic so teams can automate routine tasks while routing complex issues to human specialists. It also includes tools for training intent models and refining responses with human-in-the-loop review.

From a user perspective, yuma.ai can be used both as an embedded chat widget for websites and as a back-end conversational engine that connects to messaging channels (email, SMS, WhatsApp) and enterprise collaboration apps. The vendor documentation provides implementation guides and sample projects for common use cases like lead qualification forms and support triage.

Yuma.ai features

What does yuma.ai do?

yuma.ai automates and augments customer conversations across digital channels. It handles initial qualification, answers frequently asked questions with context-aware responses, books meetings, and creates or updates records in CRMs. The engine is designed to understand conversational context, persist customer state across sessions, and trigger workflows based on intent and entity extraction.

Key functional areas include dialogue flows and templates, CRM synchronization, analytics and conversion tracking, and human handoff. Teams can author conversation flows visually or via declarative YAML/JSON definitions, set up multi-step qualification flows, and map extracted data to CRM fields automatically.

The platform also supports outbound message orchestration (for follow-ups and nurture sequences), sentiment detection to prioritize escalations, and A/B testing of message variations. Administrators get role-based controls for content editing, model retraining, and access to audit logs for compliance purposes.

Yuma.ai pricing

Yuma.ai offers these pricing plans:

  • Free Plan: $0/month for a single-agent sandbox with limited conversation volume and basic templates
  • Starter: $29/month per active agent when billed monthly; $24/month per active agent billed annually ($288/year per agent)
  • Professional: $99/month per active agent when billed monthly; $79/month per active agent billed annually ($948/year per agent)
  • Enterprise: Custom pricing, typically starting around $499/month for small multi-seat deployments; enterprise annual contracts and volume discounts available

Each paid tier raises conversation quotas, increases the number of supported channels, unlocks advanced analytics, and adds integration connectors. Check Yuma.ai's current pricing tiers (https://yuma.ai/pricing) for the latest rates and enterprise options.

Yuma.ai pricing

How much is yuma.ai per month

Yuma.ai starts at $0/month with the Free Plan for evaluation and very small teams. For active deployment, the Starter plan is $29/month per active agent billed monthly; the Professional plan is $99/month per active agent billed monthly. Enterprise contracts are custom but often priced at $499/month or higher depending on seat counts and compliance requirements.

How much is yuma.ai per year

Yuma.ai costs $288/year per agent for the Starter plan when billed annually ($24/month equivalent). The Professional plan billed annually is $948/year per agent ($79/month equivalent). Enterprise annual pricing is contract-based and typically includes setup, SLAs, and optional private cloud hosting.

How much is yuma.ai in general

Yuma.ai pricing ranges from $0 (Free Plan) to $499+/month for enterprise packages. Small teams often operate within the $29–$99/month per agent band for production usage, while larger customers with integrations, SSO, and compliance needs move to enterprise agreements that carry higher monthly or annual commitments. Volume discounts and annual prepayment are common negotiation levers for larger deployments.

What is yuma.ai used for

yuma.ai is used to handle initial customer contacts, qualify leads automatically, and reduce the manual workload on reps and agents. In sales workflows it captures contact information, qualifies opportunity fit, and books discovery calls or routes hot prospects to live sellers. For support teams it triages issues, surfaces likely solutions from knowledge bases, and escalates complex tickets with enriched context.

Operationally, yuma.ai is used to standardize conversation handling and capture structured data from free-text interactions. Collected data can populate CRM records, update support tickets, and feed analytics to track conversion funnels, deflection rates, and average handling times. The system is also used to trigger downstream workflows like automated follow-ups, invoicing, or policy confirmations.

Because the platform retains context across sessions, it can manage multi-step processes such as onboarding, order adjustments, and compliance confirmations. This makes yuma.ai useful where repeated exchanges are required to complete a transaction or regulatory workflow.

Pros and cons of yuma.ai

Pros:

  • Rich automation capabilities for lead qualification and support triage reduce manual workload and accelerate response times.
  • CRM-aware integrations keep customer records synchronized and preserve conversation context for downstream processes.
  • Visual flow builder and template library allow non-engineers to build and iterate conversation logic quickly.

Cons:

  • As with any conversational AI, initial configuration and training require investment in content design and intent tuning to avoid misunderstanding edge cases.
  • Advanced compliance or private deployment options typically require an enterprise contract and additional setup time.
  • Costs can scale with conversation volume and number of active agents, so careful planning is needed for high-traffic deployments.

Yuma.ai free trial

yuma.ai offers an evaluation path via the Free Plan which provides a sandboxed environment for testing conversation flows and basic integrations. The Free Plan is intended for proof-of-concept work and small pilot projects and includes limited conversation volume and access to starter templates.

The trial experience typically allows connection to one messaging channel and includes sample conversation flows for lead qualification and support triage. Most teams use the Free Plan to confirm accuracy of NLU models and to validate CRM synchronization before upgrading to a paid tier.

For enterprise pilots, yuma.ai also provides time-limited access to Professional features through a trial arrangement that can include hands-on onboarding help. To get a pilot environment with production-scale traffic, contact sales through the vendor's deployment contact channels.

Is yuma.ai free

Yes, yuma.ai offers a Free Plan intended for evaluation and small pilots. The Free Plan includes limited conversation volume, one channel connector, and access to a subset of conversational templates. For production-grade usage, teams typically move to the Starter or Professional plans.

Yuma.ai API

yuma.ai exposes a RESTful API and SDKs to allow programmatic control over conversations, user profiles, and integration data. Typical API endpoints include message ingestion, session management, intent classification queries, and event hooks to push structured extraction results into third-party systems. The API supports JSON payloads, OAuth 2.0 authentication, and rate limiting appropriate to the contracted plan.

Developers can also use a webhook model for asynchronous notifications when a conversation reaches a certain state (for example, a qualified lead or a negative sentiment alert). In addition to REST, the platform offers SDKs and sample code in Python and Node.js for embedding the conversational engine into web back ends and serverless functions.

For automation and deeper integration, yuma.ai provides a developer portal with API reference, example integrations for popular CRMs, and prebuilt connectors. See the yuma.ai developer documentation for integration guides and API keys (https://yuma.ai/docs).

10 Yuma.ai alternatives

  • Drift — Real-time conversational marketing platform that focuses on B2B lead qualification and meeting booking.
  • Intercom — Customer messaging platform with product tours, chatbots, and support routing tailored for growth teams.
  • Zendesk — Support-focused platform with integrated chat and knowledge-base automation for customer service teams.
  • HubSpot — CRM and conversational tools that tie chats directly into marketing and sales pipelines.
  • Ada — Conversational AI for customer service with low-code bot building and strong multi-channel coverage.
  • Freshchat — Messaging platform from Freshworks for customer engagement and conversational workflows.
  • LivePerson — Enterprise conversational platform with AI and rich routing for large-scale contact centers.
  • Kustomer — Customer service CRM with built-in messaging and automation for support teams.
  • Driftbot — Conversational bot platform specialized in revenue acceleration and sales handoff flows.
  • Tidio — Chatbots and live chat focused on SMBs and ecommerce teams.

Paid alternatives to yuma.ai

  • Drift: B2B conversation-driven marketing with meeting routing and revenue attribution. Good for mid-market and enterprise sales teams that want a marketing-to-sales conversation flow.
  • Intercom: Combines product messaging, chat, and support automation. Useful for product-led teams that need in-app messaging and onboarding flows.
  • Zendesk: Offers chat and automated responses integrated with ticketing. Best for teams prioritizing support workflows and knowledge base deflection.
  • HubSpot: Conversational tools tied to CRM workflows and marketing automation. Attractive for teams already on HubSpot CRM who want seamless lead capture.
  • LivePerson: High-scale enterprise solution with strong telemetry and contact center routing. Appropriate for organizations needing global scale and custom compliance features.

Open source alternatives to yuma.ai

  • Rasa: Open source conversational AI framework that provides intent classification, entity extraction, dialogue management, and on-premise deployment options.
  • Botpress: Modular open source bot building platform with a visual flow editor and extensible modules for integrations.
  • DeepPavlov: NLP library and conversational framework with pretrained models suitable for research and custom deployments.
  • Open Assistant: Community-driven conversational assistant projects that can be adapted for specific use cases with custom training.
  • Microsoft Bot Framework (open components): SDK and runtime components that can be assembled into conversational solutions and hosted on-premises.

Frequently asked questions about Yuma.ai

What is Yuma.ai used for?

Yuma.ai is used for automating customer conversations and qualifying leads. Sales and support teams deploy it to handle initial contacts, capture structured data, and route complex issues to humans. It is also used to integrate conversational data into CRMs and analytics systems for better pipeline visibility.

Does Yuma.ai integrate with Salesforce?

Yes, Yuma.ai offers native Salesforce integration. The connector maps extracted lead data and conversation transcripts into Salesforce objects like Leads and Contacts, and it can create or update opportunities based on qualification rules. Integration supports two-way synchronization so changes in CRM can influence subsequent conversation logic.

How much does Yuma.ai cost per user?

Yuma.ai starts at $29/month per active agent for the Starter plan when billed monthly, with a Free Plan available for evaluation. The Professional plan is $99/month per active agent billed monthly, and annual billing reduces per-agent costs for both tiers.

Is there a free version of Yuma.ai?

Yes, Yuma.ai has a Free Plan that provides a sandbox environment with limited conversation volume and access to starter templates. The Free Plan is intended for proof-of-concept testing, not high-volume production use.

Can Yuma.ai handle multiple channels like WhatsApp and email?

Yes, Yuma.ai supports multiple messaging channels. Standard connectors include web chat, email, SMS, and WhatsApp, and paid plans unlock additional channels and higher concurrency. Channel coverage allows businesses to meet customers where they prefer to communicate.

What kind of analytics does Yuma.ai provide?

Yuma.ai provides conversation analytics and conversion tracking. Dashboards surface metrics such as lead qualification rate, conversation-to-meeting conversion, average handling time, and deflection rates. Reports can be exported or pushed to BI tools for deeper analysis.

Can I train custom language models in Yuma.ai?

Yes, Yuma.ai supports custom intent and entity training. Administrators can upload training utterances, label examples, and run retraining jobs. The platform also offers human-in-the-loop review workflows to refine model accuracy over time.

Does Yuma.ai offer role-based access and SSO?

Yes, enterprise plans include role-based access controls and SSO support. Organizations can configure teams, assign permissions for flow editing and analytics, and integrate SAML or OAuth-based single sign-on for centralized identity management.

How secure is Yuma.ai for customer data?

Yuma.ai implements standard enterprise security controls. Features typically include encrypted data in transit (TLS), encryption at rest, audit logs, and optional VPC/private tenancy for enterprise customers. For specific certification details, review Yuma.ai's security documentation (https://yuma.ai/security).

Does Yuma.ai offer a developer API and SDKs?

Yes, Yuma.ai exposes a REST API and provides SDKs for common languages. The API covers message ingestion, session management, webhooks, and CRM synchronization. Sample code and integration walkthroughs are available in the developer documentation (https://yuma.ai/docs).

Yuma.ai careers

yuma.ai hires across product, engineering, data science, customer success, and sales functions. Teams focused on conversation design, machine learning, and integrations are common, so roles often seek experience building production-grade NLP systems, data pipelines, and scalable SaaS services. Candidates with backgrounds in dialogue systems, applied ML, and enterprise integrations are particularly relevant.

The company typically lists openings on its careers portal and on major job platforms; roles range from individual contributor engineers to client-facing technical account managers. Interview processes focus on technical problem solving, design of conversational flows, and scenario-based assessments where applicants demonstrate how they'd tune intents and handle edge-case dialogues.

Compensation and benefits vary by role and geography; enterprise-facing roles often include quota-oriented compensation, while engineering roles emphasize equity and technical growth plans. For current openings and hiring details, check the vendor's careers page (https://yuma.ai/careers).

yuma.ai affiliate

yuma.ai operates a partner and referral program to incentivize agencies, implementation partners, and technology integrators. Affiliate partners typically receive referral fees or revenue share for introducing customers who sign multi-seat contracts. Implementation partners may get access to co-marketing resources, priority technical onboarding, and sandbox environments for building bespoke connectors.

The partner program distinguishes between referral partners (focused on lead introductions) and certified implementation partners (who perform integration and customization work). Certification usually requires completing vendor training and demonstrating successful client deployments. Interested partners can review program terms and sign-up details on the partner portal.

For publishers and influencers, yuma.ai occasionally runs referral campaigns with tracked links and partner dashboards to monitor conversions and payouts. Contact the vendor partnerships team for up-to-date program terms and commission schedules.

Where to find yuma.ai reviews

Independent reviews for yuma.ai can be found on technology review sites and community forums that cover conversational AI and customer engagement tools. Look for in-depth reviews that describe conversation accuracy, integration ease, and support responsiveness to get an unbiased view of the platform's strengths and weaknesses.

Vendor case studies and customer testimonials are also useful to understand practical outcomes such as lead conversion lift, ticket deflection rates, and time saved per agent. For verification, compare these vendor-provided case studies with independent reviews on software marketplaces and industry analyst write-ups.

For the most current user feedback and benchmarked comparisons, consult aggregated review pages and product comparisons specific to conversational AI platforms.

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Yuma: AI-driven conversational agent and workflow automation for sales and support teams – Livechatsoftwares