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Welcome to the Yapii Help Guide
This guide is for everyone who uses Yapii: agents, team leaders and workspace owners. It explains each part of Yapii in plain language, one step at a time. You don't need any technical knowledge.
If you only have 20 minutes
- What is Yapii? - the big picture in five minutes.
- Your first day - sign in, get set up and bring in your contacts.
- Finding your way around - what's on the screen and where things are.
- Meet Claire - how your AI assistant works and how you stay in control.
After that, dip into whichever section you need.
How the guide is organized
The guide follows Yapii's own left menu, in the same order and with the same names, so you can find a page by where it sits in the app.
| Section | What's in it |
|---|---|
| Getting started | What Yapii is, your first day, and finding your way around. |
| Main menu | Dashboard, Inbox, Tasks, Contacts, Pipeline, Transactions and Tags. |
| Intelligence | Claire, Hand-offs, Calendar, IQ Score and Market Research. |
| Team | Team Dashboard, Team Activity, My Agents, Statistics and Agent Performance. Most of these are for owners, admins and managers. |
| Workspace | Settings, your sending domain, billing, and your profile. |
| Help | The FAQ, how to contact support, and a glossary. |
Signs to look for
Owners and admins
Some steps are only available to workspace owners and admins. Pages say so in a box like this. If you can't find something, ask your owner or admin.
Be careful
Warnings point out things that are hard to undo, or that affect other people.
About the screenshots
The pictures in this guide are taken from the live Yapii app. We never show real people's details, so each picture with people in it has a label in the corner:
- Personal details blurred: a real workspace, with names, contact details and messages blurred out. Only the layout is shown.
- Sample data: made-up contacts that Yapii creates for demos. Their emails end in example.com and their phone numbers are fictional 555 numbers.
Most pictures show what an agent sees. Pages that only owners and admins can open, such as Settings and Billing, are shown from the owner's view.
Your screen will look the same, with your own contacts in place of the sample ones.
Help inside Yapii
Inside Yapii, click the question mark at the bottom of the left sidebar to open the FAQ. If your question isn't there, the FAQ page has a Contact support button. See Getting help and the FAQ.