Yapii on your phone

Yapii works in your phone's browser, and there is an Android app you can install. On an iPhone you can put Yapii on your Home Screen. On a phone, Yapii switches to a layout built for one thumb: a bar of tabs along the bottom, a short Today screen, a simple contacts list and a Drive Mode for working through your call list. This page covers all of it.

The install banner

On an Android phone or an iPhone, a bar at the top of Yapii says Yapii works great right here in your browser. It asks if you would like Yapii as an app too, and says it is totally up to you. It has three buttons:

• Install the App opens a box called Get Yapii on your phone with two ways to do it.
• Continue with Web App closes the bar and keeps you in the browser. It stays away for a year.
• Maybe Later closes it and asks again in about three months.

Closing the box without picking anything counts as an answer too, so the bar does not come back on the next page.

You do not see the bar on a computer, inside the Yapii app, or once Yapii is already on your Home Screen. Yapii works the same in the browser either way.

On Android, the box offers The Yapii Android app, marked Best for calls and texts, and Add Yapii to your Home screen, marked No download. The first opens the download page, and the steps are in Get the Android app. The second puts a Yapii icon on your phone that opens the web app full screen. Press Add to Home screen and Chrome asks you to confirm. If Chrome does not offer that, the button says Show me how and lists the steps: tap the menu (three dots) at the top right of Chrome, choose Install app or Add to Home screen, tap Install or Add, then open Yapii from your Home screen.

On an iPhone, the box shows The Yapii iPhone app marked Coming soon, because the iPhone app is not out yet, and Add Yapii to your Home Screen, marked Works today. The steps are:

1. Tap the Share button. In Safari it is at the bottom of the screen. In Chrome it is at the top right.
2. Scroll down and tap Add to Home Screen.
3. Tap Add.
4. Open Yapii from your Home Screen.

Step 4 matters. On an iPhone, notifications only work in the Yapii icon you open from the Home Screen, not in the browser. Once it is open there, go to Settings, then Notifications, and turn on push notifications. See Notifications. Push on an iPhone needs iOS 16.4 or later. On an older iPhone, the Notifications card tells you to update first.

If the page is open inside another app, such as a link opened from a social app, that app cannot add Yapii to your Home Screen. Open the same page in Safari (on an iPhone) or Chrome (on Android) first.

Get the Android app

The Android app is the same Yapii you use on the web, with notifications and calling built in. To install it:

1. On your Android phone, open the download page at yapii.com/download and tap Download for Android.
2. If Chrome warns that this type of file can harm your device, choose Download anyway. It says this about every app that does not come from the Play Store.
3. Open the downloaded file. When Android asks, allow installs from this browser, then go back and tap Install.
4. Open Yapii and sign in with the same email and password you use on the website. The app keeps you signed in, even after you close it.

There is no iPhone app yet. On an iPhone, open yapii.com in Safari and add Yapii to your Home Screen.

If you open the app with no signal, it says Yapii needs a connection. Check your internet, then tap Try again. Once you are back online, you land back in Yapii.

The tab bar

On a phone, six tabs run along the bottom of the screen:

Tab	What it opens
Today	Your Dashboard, starting on the Today screen.
Contacts	A phone-sized list of your contacts.
Calls	Your Call List, so you can dial between showings in one tap.
Inbox	Your texts, emails and calls. A red dot means something is unread.
Pipeline	Your contacts and deals by stage.
Claire	Claire, your AI teammate.

On a workspace that has only Claire and none of the CRM pages, Calls, Inbox and Pipeline are left out.

Everything else, such as Tasks, Calendar and Team, is behind the round button at the top right of the header. It shows your initials and opens the menu from the left. That is the same menu as the sidebar on a computer. The Tools button, the tour button and the bell stay in the header next to it.

The tab bar is hidden while you are in Drive Mode.

Today and Overview

At the top of the Dashboard on a phone is a switch with two sides.

• Today is a short list of what to do right now: a greeting, then a green Start calling button that says how many people are ready, a row showing your unread inbox count (or Inbox is clear), the people to call next, and your next tasks. Tap the circle beside a task to mark it done, or View all to open the full Tasks page. Tap the green phone beside a name to call that person.
• Overview is the full Dashboard, with every card the computer version has.

Yapii remembers which side you chose on that phone. If you open Today with no signal, it shows the last list you saw, with a short note saying it is updating.

Contacts on a phone

The Contacts tab shows one row per person, with their initials, their name and a line under it such as lead type and city. Tap a row to open the person's page.

• Search looks across name, phone and address.
• The chips under the search box filter the list: All, New, Follow up, Hot, Sellers and Buyers.
• Tap the green phone on a row to call that person. The button only appears on people who have a phone number.
• Show more loads the next batch.
• Open the full table at the bottom switches to the same Contacts page you see on a computer, with its columns, saved views and bulk actions.

Calling from your phone

A Call button on a phone rings your own phone first. When you answer, Yapii connects the person you are calling. The call is recorded and logged on their page, the same as any other call. This keeps working when the screen locks and over Bluetooth, so you can use it in the car. It needs your phone number to be saved under How I take calls (see How you take calls).

• In the Android app, the person's page has one green Call button. It asks no question first. While your phone rings, the bar shows who you are calling.
• If a call cannot be placed, a message says why.
• In the app, Call in the Tools menu opens a dial pad. Type a number or pick a person, then press Call. Yapii rings your own phone first, then connects the person, so it works with the screen locked and over Bluetooth. It says "Calling now" and asks you to check your phone. A typed number must be a US or Canadian number. Yapii will not ring a premium-rate number, or a number in another country that shares the +1 code, and it applies the same Suppressions, Do Not Contact and calling hours checks as a call from a computer. A call to a typed number is not added to any contact's page, because no contact is attached. You need your own phone number saved under how you take calls.

Drive Mode

Drive Mode takes your call list one person at a time, with big buttons you can hit at a glance. Open it by tapping Start calling on Today.

1. The screen shows the person's name, their number and why they are on your list.
2. Tap Call. Your phone rings first (Answer your phone), then the person's phone rings. When you are connected the screen says Connected.
3. When the call ends, Yapii asks How did it go? Tap one of Spoke with them, Voicemail, No answer, Wrong number or Call back later. That is logged on the person, and the next person appears.
4. To move on without logging, tap Skip logging. To pass on someone before calling, tap Skip.

The screen shows where you are, for example Drive Mode 3 of 20. If a call cannot be placed, the screen says why, and Next person moves on. When the list runs out you see All done and Back to Today. Tap Exit at any time to go back to Today.

Nothing in Drive Mode needs typing. Pull over to write a note or send a text.

A person's page on a phone

Under the person's name are three buttons, Text, Email and Note. Tap one to open the writing box for that channel and jump to it. Text shows only if the person has a phone number, and Email only if they have an email address.

When you write a text on a phone, your first five saved texts appear as one-tap chips above the box. Tap one and its words go into the box, with the person's name filled in, ready for you to read and send. Nothing is sent by the tap. They are the same saved texts as the template picker, so there is one list to keep. See Inbox for how to send a text.