Appearance
Getting help and the FAQ
The FAQ inside Yapii
Yapii has a built-in FAQ with answers to the questions agents ask most. To open it:
- click the question mark at the bottom of the left sidebar; or
- on a phone, open the menu and tap Help & FAQ.
Searching the FAQ
Type your question the way you'd ask a colleague, for example "how do I stop Claire" or "why was my text blocked". You don't need the exact words:
- Small words like "how", "do" and "I" are ignored.
- Everyday words work: "sms" finds questions about texts, "delete" finds archiving, and "card" finds billing.
- Small typos are forgiven, and results appear as you type.
- If no question matches every word, you'll see the closest questions instead of nothing.
Matching words are highlighted, and each result shows a short preview of its answer.
Keyboard shortcuts on the FAQ page
| Key | What it does |
|---|---|
| / | Jump to the search box. |
| Enter | Open the top answer. |
| Esc | Clear the search. |
Other ways to find an answer
- Popular questions appear as buttons before you start typing. Click one to open it.
- Filter by topic: getting started, contacts, Claire, texts and calls, email, tasks, team, billing, integrations or your account.
- Open as many questions as you like. Each one expands in place.
Search from anywhere in Yapii
Press Ctrl+K (Cmd+K on a Mac) on any page to open the search box. It finds contacts, transactions and teammates, and now also shows matching help answers under Help. Choose one to jump straight to it in the FAQ.
The FAQ is updated as new questions come up, so check back if you didn't find something last time.
Contacting support
If the FAQ doesn't answer your question:
- Click Ask our team or Contact support on the FAQ page. If you searched first, your search is already filled in as the subject.
- Check your email, pick a topic (general question, something's broken, billing or other), and describe what's happening.
- Send it.
The team replies within one business day. You can also reach the support team at homexahelp.com, which opens a Zoom call.
Give us the details
Say which page you were on and what you clicked. A contact's name or the time something happened also helps us find it quickly.
Help & Resources
Owners and admins also have a Help & Resources page (a tile in Settings) with guides on getting started, AI features, integrations and sequences. Its search looks through both the guides and the FAQ.
For the Yapii team: editing the FAQ
The FAQ is edited in the platform console at Help FAQ, by Yapii operators. Customers can't edit it.
There are two kinds of question:
- From code: shipped with Yapii by the engineering team. They update automatically when Yapii is updated.
- Added here: written by an operator in the console.
What you can do in the console:
- Add a question: click New question and choose a topic. Write the question and the answer, add extra search words if people might search differently, and choose whether it's published.
- Edit any question. If you edit a "From code" question, it becomes Edited here, and future updates won't overwrite your wording. Reset to code takes the latest version from the engineering team again.
- Publish or unpublish a question with its switch. Unpublished questions are hidden from users.
- Archive a question to remove it from the FAQ. Show archived lets you restore it.
Formatting answers: answers are plain text.
- A blank line starts a new paragraph.
- Start a line with "- " for a bullet.
- Start a line with "1. " for a numbered step.
The editor shows a preview as you type.
Write answers the way you'd explain it to an agent on the phone: short, plain words, and the exact names of buttons.