My Agents

My Agents is where you see and control Yapii's AI agents, including Claire: what each one is doing, whether it's on, and any drafts waiting for your approval.

Owners, admins and team leads

Owners, admins and team leads can open My Agents. Only owners and admins can change anything; everyone else sees a Read-only badge.

Open My Agents from the left menu, under Team.

The tabs

Tab	What it's for
Agents	Every agent, what it's been doing, and a switch to turn it on or off.
Automations	The same view for automations.
Approval inbox	Messages the agents have drafted that need a person to approve. The number shows how many are waiting.
Analytics	Detailed numbers on how the agents are performing and what they cost.

The Agents tab

• Agent Readiness shows each agent as Fully ready, Shared plan or Needs setup. Click Connect in Settings to finish setting one up.
• Claire's card shows her active conversations and her reply rate this week. Both count only people Claire texted, called or emailed herself, and a reply that came in on a line she never texted from is left out. N ready for you means hand-offs are waiting. Open Claire takes you to the Claire page.
• All agents lists each agent with what it did in the last 24 hours and anything pending. Filter by Needs attention, On or Off. It comes right after Claire's card, so you do not scroll past the widgets to find an agent.
• Monitors and insights is a section below your custom agents that starts folded. Press it to open it. It holds First-Touch Welcome, Drip Conductor performance, Teach My AI, Call Notes, Expired Listings, Geographic Farm and Outcome Insights. Yapii remembers whether you left it open, on this browser.
• Teach My AI asks eight quick questions to set up your AI profile.

Adding a farm area

On the Geographic Farm card, owners and admins click Add farm area and fill in a name, a ZIP code and a Neighborhood. Leave the name empty and click out of the ZIP code box, and Yapii fills the name in with the city for that ZIP code. A name you typed is never replaced.

The CRM Hygiene Agent

The CRM Hygiene Agent card has an Open inbox button. It opens the CRM Hygiene Inbox, where a nightly scan leaves suggestions for you to review. Scan now runs one straight away. The tabs sort the suggestions by kind:

• Duplicates: two contacts that look like the same person, to merge.
• Gap-fill: details Yapii can fill in.
• Stale: contacts nobody has worked in a while.
• Action gaps: notes about contacts that need attention, for information.

The inbox opens on Duplicates, or on the first tab that has something waiting if there are no duplicates. A number on a tab shows how many suggestions are waiting. Settings holds the scan's options, such as whether very close duplicates are merged without review and how long a contact must be quiet to count as stale. Audit log shows what was accepted, rejected or applied automatically.

Turning an agent on or off

Owners and admins can use the switch on an agent's card. Turning an agent off stops its live outreach. You have 10 seconds to click Undo if you change your mind.

Approving drafts

In the Approval inbox, hot contacts come first. For each draft you can:

• Approve: send it as written.
• Edit & Approve: change it, then send it.
• Snooze 24h: decide tomorrow.
• Reject: don't send it.

Be careful

Approve all and Approve selected send every draft in the group. Re-generate all throws away the current drafts, including any edits you made.

See also Approving, pausing and taking over.