Welcome to Yuna.
Let's Get You Set Up.
Everything you need to configure your solar AI agent, connect your calendar, customize qualification rules, and start handling solar calls.
- Step-by-step documentation
- DIY and guided onboarding options
- Direct support from Maximos AI
Your First Three Steps
Follow these steps before activating Yuna on your business phone number.
Open the Documentation
Start with the complete Yuna setup guide. It explains the required business settings, custom values, calendar connections, qualification rules, and call actions.
Open Setup GuideConfigure Your Business
Complete your Business Profile under Settings, add your 12 Yuna custom values, review your solar Knowledge Base, and configure your appointment calendar and transfer numbers.
Run a Test Call
Test a qualified homeowner, an unqualified prospect, and an existing customer. Confirm that Yuna captures the right information, books appointments correctly, and follows your qualification requirements.
Yuna must be configured for your business before handling live customer calls.
Everything Included With Your Yuna Installation
Preconfigured Solar Voice Agent
Handles inbound inquiries, lead qualification, objections, booking conversations, and customer routing.
Solar Qualification System
Evaluates ownership, service area, monthly electricity bill, and buying timeline using your configured rules.
CRM Data Capture
Captures structured lead information including motivation, objections, previous quotes, decision-makers, and qualification outcomes.
Calendar Appointment Booking
Checks connected calendar availability and books consultations when the caller qualifies and confirms an appointment.
Solar Knowledge Base
Provides general solar guidance and supports business-specific information when properly configured.
Call Transfers
Routes callers to configured sales or support phone numbers when appropriate.
Post-Call Notes
Records useful call information for your team to review.
Setup Documentation
Includes configuration guidance and optional automation instructions.
Some features require additional configuration, including calendars, phone numbers, business values, and automations.
Yuna Setup Checklist
Use this checklist to make sure Yuna is ready before going live.
0 of 18 steps completed
Check off each step as you complete it.
Need Help With Your Yuna Setup?
Your support options depend on the Yuna plan you purchased.
Yuna DIY Install
$67one-timeFor customers who prefer to configure Yuna independently using the documentation.
- Preconfigured Yuna voice agent
- Solar qualification and booking logic
- CRM extraction actions
- Knowledge Base framework
- Complete setup documentation
- Personal onboarding session
- Done-for-you configuration
- Custom workflow development
Want personal help? Upgrade to Done With You for $130.
Request $130 UpgradeYuna Done With You
$197one-timeFor customers who purchased Yuna with a 60-minute guided onboarding session.
- Everything in DIY Install
- One 60-minute guided setup session
- Business settings and qualification review
- Calendar, call routing, and CRM field review
- Live test calls and launch-readiness guidance
This is a hands-on guided onboarding session, not unlimited implementation work.
Claim My Included OnboardingAlready included with your $197 purchase. No additional session fee.
Your 60-Minute Guided Onboarding Is Included
If you purchased Yuna Done With You for $197, your plan includes one hands-on 60-minute guided onboarding session with Maximos AI. This is a practical, collaborative review of your setup, business requirements, qualification rules, and launch readiness. To claim it, contact us using the agency email associated with your Marketplace purchase.
Proposed 60-Minute Session Structure
Suggested AgendaA structured agenda to keep our time focused and high-impact. Times are flexible based on your specific setup needs.
Understand Your Business
- Review your solar business, service area, and lead handling needs.
- Understand your goals and how you want Yuna to handle incoming calls.
Review Yuna's Configuration
- Check essential business settings.
- Review qualification criteria and appointment preferences.
- Identify missing or incorrect configuration values.
Calendar, Knowledge & CRM Review
- Review calendar availability and booking configuration.
- Check company-specific knowledge and FAQs.
- Review key CRM fields and lead qualification outcomes.
Live Testing & Adjustments
- Conduct a guided test call.
- Review how Yuna responds, qualifies, and handles booking.
- Help identify and correct important setup issues.
Launch Readiness & Next Steps
- Review remaining action items.
- Explain how to complete any outstanding setup tasks.
- Answer final questions.
* Note: This is presented as a suggested agenda, not a promise that every configuration issue or external dependency can be solved within 60 minutes.
How to claim your session
- 1
Email Maximos AI
Send an email to support@maximosai.com using the agency email associated with your Yuna purchase.
- 2
We Verify Your Purchase
We'll check your agency details, active installation, and purchased plan against our Marketplace customer records.
- 3
Receive Your Booking Link
Once verified, we'll send your private onboarding calendar link so you can choose an available time.
Email request details
Please include the following in your email:
- Agency name
- Sub-account name
- Purchase email
- Brief description of what you need help configuring
- One 60-minute guided onboarding session is included with your $197 Done With You purchase.
- Please install Yuna and complete the basic setup checklist before the session to make the most of our time together.
- The session covers hands-on review, troubleshooting, testing, and reasonable configuration adjustments.
- It does not include unlimited implementation work, custom workflow development, or ongoing technical support.
- Additional implementation work or custom AI systems can be quoted separately with Maximos AI.
No additional payment is required for your included onboarding session.
What We'll Review Together
Clear expectations on what fits inside your included guided onboarding session.
Included in Your Session
- Review Yuna's business configuration
- Check qualification rules
- Review calendar connection and booking behavior
- Check sales and support routing
- Review CRM field capture
- Answer setup questions
- Perform guided live test calls and adjustments
- Recommend next steps before launch
Not Included
- Building custom workflows from scratch
- Creating unrelated automations
- Developing third-party integrations
- Full done-for-you system implementation
- Custom software development
- Unlimited ongoing technical support
Additional implementation work can be discussed separately with Maximos AI.
Recommended Automations for Yuna
Yuna handles conversations and captures information. These optional workflows help your team follow up after calls.
Appointment Confirmations & Reminders
Send appointment confirmations and scheduled reminders after a successful booking.
Qualified Lead Notifications
Notify your sales team when Yuna identifies a qualified solar prospect.
Not Ready to Book Follow-Up
Organize prospects who want more information or need to speak with another decision-maker.
Missed or Cancelled Appointment Recovery
Follow up with customers who missed or cancelled their consultation, where appropriate.
Human Callback Requests
Notify your team when a caller requests human assistance or a callback.
Opt-Out & Do Not Disturb
Ensure customers requesting no further contact are marked appropriately and excluded from future messaging and calling workflows.
These workflows are not automatically installed with Yuna. Follow the documentation to configure the automations your business needs.
Frequently Asked Questions
Yuna comes with preconfigured solar conversation and qualification logic. You still need to configure your business information, custom values, calendar, phone number, and any optional transfer or workflow settings before going live.
Open the Yuna Setup Guide linked throughout this page. It covers configuration, custom values, CRM fields, calendars, Knowledge Base settings, and recommended automations.
No. Yuna includes the voice agent and its supported actions. Appointment reminders, lead alerts, callbacks, and other workflows must be configured separately using the documentation.
Do not assume that the custom values are installed. Review your account after installation and manually create any missing values using the exact names and keys in the setup guide.
Yes, when the appointment booking action is properly connected to an available calendar and the caller meets your configured booking requirements.
Yes, when the appropriate transfer actions and valid destination phone numbers are configured.
Yes. Yuna can identify leads that do not meet your business's qualification requirements. Strict or soft qualification behavior depends on your configured settings.
Yuna can capture an opt-out request. You must also configure the appropriate Do Not Disturb and suppression workflows so the request is enforced across future communications.
Email support@maximosai.com using the agency email associated with your $197 Yuna purchase. Include your agency and sub-account names. Once verified, Maximos AI will provide the booking link.
Yes. You can request a $130 upgrade to Done With You by contacting support@maximosai.com. The upgrade is arranged separately.
No. It includes one 60-minute guided onboarding session focused on configuration review, troubleshooting, testing, and launch guidance. Custom workflows and additional implementation outside this scope are quoted separately.
Install Yuna in your sub-account and complete as much of the basic setup checklist as possible (Business Profile, custom values, and calendar connection). Having this done allows us to spend the session testing and fine-tuning your agent.
Each installation should be configured for the specific business, including its service area, calendar, business information, and qualification rules. Additional installations and licensing are subject to Marketplace availability and purchase terms.
Still Have Questions?
If the documentation doesn't answer your question, our team can help with Yuna-related setup and product issues.
When contacting support, include your agency name, purchase email, and a brief description of the issue. Screenshots are helpful when troubleshooting.
Need a Custom AI Solution?
Looking for a fully customized AI agent or a more advanced automation system for your business? Explore Maximos AI's custom services.
Visit Maximos AI