Settings and integrations

Owners and admins

Settings is for workspace owners and admins. Agents change their own details on their Profile and set up Claire for their own leads on the Claire page.

Open Settings from the Workspace section of the sidebar. The first screen, All settings, shows every area as a tile, grouped by topic.

What's in Settings

Group	Area	What you do there
You	Profile	Your name, photo and email signature.
	My Yapii	What Claire may do for you and how she sounds.
	Notifications	Which alerts you get, and where.
Talking to people	Email & Sending	Connect Gmail or Outlook, add sending domains, and turn the monthly home value email on or off.
	Phone & Connected Services	Buy and assign phone numbers (owner).
	AI Receptionist	Who answers calls to your Yapii number.
	Calling Limits	Caps on daily call spend and call length.
	Appointment Availability	Your hours, and the workspace default.
	AI	Which AI features are on.
	Integrations	Connect your CRM and other tools.
Your business	Lead Sources	Which Claire script each lead source gets.
	Lead Routing	Who gets new leads (see How new leads arrive).
	Sequences	Follow-up drips of emails, texts and tasks.
	Market Watch	The areas you track.
	Transactions	Checklists and deadlines (with the add-on).
	Custom Fields	Your own contact fields.
Your team	Team & Roles	People, roles and teams (owner).
	CRM & Team Access	Who sees which contacts, the shared pond, and Follow Up Boss options.
Your brand	Branding	Logo, colors and sender name (Builder plan and above).
Money	Billing	Plan, usage, credits and invoices (see Plans, billing and credits).
Trust & safety	Security	Passwords, two-step verification, sessions.
	Data & Privacy	How long data is kept, exports and deletion.
	Legal	Agreements, including your Data Processing Agreement.
	Account & Billing History	A log of imports, team changes and billing events.
	Suppressions	Your do-not-contact list.
	Record Change History	Who changed what.
Rarely needed	Advanced, Help & Resources, Scheduler, Developer	Developer keys and webhooks, guides and support, background jobs.
	Danger Zone	Transfer ownership or delete the workspace (owner).

Integrations

Open Settings, then Integrations. From there you can connect:

• Follow Up Boss: two-way contact sync (see Importing contacts);
• Gmail or Outlook, to bring emails with your contacts onto their timelines and share your calendar;
• Google Workspace, for Sheets and Calendar;
• Dotloop, Meta (Facebook) lead ads and Slack;
• other CRMs and tools listed on the page.

Some integrations need extra setup on Yapii's side. If one you need isn't available, contact support.

Connecting a CRM

Yapii works with Follow Up Boss, kvCORE, Lofty, Sierra Interactive, LionDesk, Real Geeks, Chime, HubSpot and BoomTown. Open To Close is coming soon.

1. In your CRM, copy your API key. It's usually in the CRM's integration or developer settings.
2. In Yapii, open Settings, then Integrations, and choose your CRM.
3. Paste the key and connect.

After that, Yapii checks your CRM for changes about once a minute, and Follow Up Boss sends its changes straight away. To pull everything in right now, click Sync now on the Integrations page.

Before you connect Follow Up Boss

Check the CRM & Team Access settings first, especially who sees which contacts. A big database is much easier to set up correctly before the first sync than to fix afterwards.

For developers on your team

• API keys (Settings, Developer) let other software read or change your Yapii data. Keys can be read-only or read and write. Treat them like passwords.
• Webhooks (Settings, Advanced) send events from Yapii to your own systems.