Glossary

The words you'll see in Yapii, in plain language.

Your account

Word	What it means
Workspace	Your Yapii account. It holds your contacts, conversations and settings. A team shares one workspace.
Owner	The person who owns the workspace. Handles billing and can do everything.
Admin	Can do everything except billing and ownership, including Settings and inviting people.
Manager	A team leader. Sees team dashboards and leaderboards.
Member	An agent. Works their own contacts and conversations.
Seat	One person on your plan. People you've invited but who haven't joined yet also use a seat.
Workspace switcher	The control at the top of the sidebar for moving between workspaces, if you belong to more than one.

Contacts

Word	What it means
Contact	A person in your database: a seller, buyer, lead or past client.
Lead	A contact who might buy or sell soon.
Lead type	Seller, buyer, agent or other. It decides which emails and Claire conversations fit the contact.
Stage	Where a contact is in your Pipeline, for example New Lead or Under Contract.
IQ score	A number from 0 to 100 showing how worth working a contact is right now. Higher means call sooner.
Hot	A tag Yapii adds automatically when a contact's IQ score reaches 80.
Tag	A label you add to contacts to group them, such as "past client" or "open house".
Timeline	The history on a contact: notes, texts, emails, calls and changes.
Archive	How you delete a contact in Yapii. Archived contacts are hidden, not erased, and can be restored.
Pond	In team workspaces, a shared pool of unassigned leads that agents can claim.
Contact visibility	The workspace setting that decides whether people see only their own contacts or the ones assigned to them.

Claire

Word	What it means
Claire	Your AI assistant. She follows up with leads by text, email and phone, and hands them to you when they're ready.
Draft	A message Claire wrote but is holding until someone approves it.
Hold for approval	A setting where Claire writes messages but waits for you to approve them.
Auto-send	A setting where Claire sends on her own, within all the safety rules.
Hand-off	Claire passing a lead to a person, for example after booking a meeting.
Ready for You	The list of hand-offs on the Claire page.
Take Over	Stop Claire on one conversation because you're handling it yourself.
Pause Claire	The button in the top bar that stops all of Claire's outreach in your workspace.
Quiet hours	The hours Claire won't text or email. By default, 8 PM to 9 AM in the lead's own time.
AI credits	What AI features spend, such as Claire's calls and texts. Your plan includes a monthly amount.

Texting, calling and email

Word	What it means
Consent	A contact's permission to be texted or called, for example ticking a box on your website form.
Opt-out	A contact asking you to stop, for example by replying STOP.
Suppression list	Your do-not-contact list. Yapii never messages anyone on it.
Do Not Contact	A flag on a contact that stops all outreach to them.
Calling hours	8 AM to 9 PM in the contact's local time (9 to 9 in Texas, 9 to 8 in Connecticut).
Text messaging registration (A2P 10DLC)	A registration US phone carriers require from businesses that text customers.
Sending domain	The email address domain your email is sent from, such as mail.yourbrokerage.com.
Monthly home value email	A monthly email to each homeowner with an estimate of their home's value.
Homeowner dashboard	The personal page a homeowner opens from that email.
Claim (a dashboard)	When a homeowner confirms the dashboard is theirs, and often agrees to be contacted.
Sequence	A series of follow-up emails, texts and tasks sent over time.

Plans and billing

Word	What it means
Operator, Builder, Expansion, Enterprise	Yapii's paid plans, from solo agent up to large brokerage.
Preview	The free starting tier before you choose a plan.
Top-up	A pack of extra AI credits that never expires.
Boost	A monthly add-on that gives you more AI credits every month.
Read-only	What happens to a workspace when payment has failed for more than 7 days: you can look, but not change anything.
Add-on	An extra paid feature, such as Transactions.