Approving, pausing and taking over

You're always in control of Claire. This page covers approving her messages, stopping her, and starting her on a contact.

Approving Claire's messages

When a message needs approval, the conversation shows Draft awaiting approval.

1. Open the conversation on the Claire page.
2. Read the draft. It shows the channel (text or email), the subject for emails, and the message.
3. Choose one:
   • Approve Draft sends it exactly as written.
   • Edit, then Approve & Send, sends your version.

Claire learns from your edits. You'll see what she picked up under My Claire, in What Claire has learned about working with me.

Before sending, Yapii checks the rules again. If the message can't go out (for example, the contact opted out, or it's outside texting hours), you'll see the reason instead.

Why do messages need approval? Because:

• your workspace is set to Hold for approval; or
• the lead is in a group that always needs approval (hot leads, by default); or
• Claire's quality check wanted a person to look first.

Stopping Claire

Everywhere, right now

Owners and admins

Only an owner or admin can pause Claire for the whole workspace. Everyone else can stand her down on their own leads with Claire works my leads.

1. Open the Claire page and click Pause Claire at the top of it.
2. Choose whose Claire to stop.
3. Choose how long for.
4. Type a short reason.
5. Click Pause Claire now.

This stops Claire's calls, texts and emails within seconds. While she is paused, a red Claire paused notice in the top bar and a banner across every page show who paused her and when, and everyone in the workspace can see them.

To start her again, an owner or admin clicks Claire paused and chooses Resume Claire, or clicks Resume Claire on the banner. Other members see that she is paused but get no Resume button. The status row in the Tools menu works the same way: owners and admins get Pause and Resume there, and members only see the status.

Whose Claire. Nothing is selected until you pick one, so the button cannot fire on muscle memory. In a team workspace "stop Claire" means two different things, and each choice says what the other side keeps doing:

Choice	What it stops	What keeps running
All agents' Claire	Claire on every lead assigned to an agent.	Claire on your unassigned leads.
My pond Claire only	Claire on your unassigned leads, your pond.	Every agent's Claire.

How long. A timed pause restarts Claire by itself, so you do not have to remember to come back for her.

Choice	When she comes back
For 1 hour	An hour from when you pause her.
Until 8 AM tomorrow	8 AM the next morning, by your workspace's clock, not 24 hours later.
Until I resume her	Not on her own. She stays off until someone presses Resume.

The banner says which it is: either the time she restarts, or "She stays off until someone resumes her."

If a lead replies while Claire is paused

Yapii creates an urgent hand-off, so a person sees the reply.

Claire also pauses automatically if your workspace runs out of AI credits. She starts again by herself, within about ten minutes, once credits are added or your monthly credits refill. Nobody has to press Resume. Only that credits pause is lifted this way: a pause a person made, or one for a compliance reason, stays until a person resumes her. The owner gets a notice in the app, and an email, once per credit period when the balance runs low and again when it reaches zero. The notices are Your credits are running low and You are out of credits and Claire is paused, and Claire's return shows in the app as Claire is back on. If you would rather not wait, the owner can top up and resume her, as before. resumes her.

On one contact

Open the contact and press Pause Claire in the header. It works even when Claire is not talking to them yet, so she cannot start on that person through another door, such as a new lead or a dashboard claim. A box asks why: I'm handling this person myself, They asked not to hear from Claire, or Other with a short note.

While she is paused, Claire does not text, call or email that person. The header shows Claire paused and a Resume Claire button, and a banner on the contact's page says who paused her, when and why, so the next person who opens the contact knows. Resume Claire picks up where she left off. A playbook, a campaign or a call you place yourself is not stopped by this.

On one conversation

Open the conversation and choose:

• Pause to stop Claire on this lead for now. Re-activate Claire starts her again.
• Take Over if you're handling this lead yourself. Claire stops and the conversation is marked as handed to a person.
• Mark handled if the lead was waiting on you and you dealt with it elsewhere. It only takes them out of Needs you (see Mark handled). Claire keeps working the lead, so use Pause or Take Over to stop her.

From a sequence or a custom agent

A sequence or a custom agent can stop or restart Claire on a lead as one of its steps, for example when a lead reaches a stage or gets a tag that means "leave this one alone". The steps are Stop Claire for this lead and Resume Claire for this lead. Neither sends anything. Stop Claire for this lead holds Claire off the lead, and it shows as paused on the contact. In a sequence you can type a number of days under Pause for this many days, then let her carry on (optional). In a custom agent the box is Resume after (days). Leave it blank and she stays off until someone resumes her. Resume Claire for this lead lifts the hold, including one a person placed, and does nothing if she is not held.

Steer Claire on one contact

Open a contact and find the Steer Claire card under Claire's plan. Click Add instructions (or Edit) and fill in any of three boxes:

• Goal: what you want to come out of this, such as booking a buyer consultation this week.
• How to steer: how she should handle the conversation, such as leading with the school-year deadline.
• Avoid: what she should stay away from, such as the old listing.

Claire follows the card in her next text, email or call to that person. A Steered badge by the contact's name tells you a card exists. Each entry shows who wrote it and when, and the card stays until someone edits or clears it. If the contact is reassigned, the card asks you to confirm it still fits with Still applies. If it hasn't been edited in a while, it asks whether it is still current.

The card never overrides the rules: opt-outs, Do Not Contact, consent, quiet hours, fair housing and Claire's quality check all still win. If a draft would repeat a dollar figure from the card or name a time inside quiet hours, Claire writes it again without the card.

Anyone who can edit the contact can use the card. When Yapii has switched steering off for everyone, the card says Claire is not following steering cards right now. Your card is kept and applies again when it is back on.

Give Claire some context

Add Context lets you write a short note (up to 1,000 characters) that Claire uses in her next message. For example: "She's relocating for work in March and wants a 3-bed near the river."

On all of your leads

On the Claire page, open Settings, then My Claire, and turn off Claire works my leads. This only affects contacts assigned to you, and it can't switch Claire on if the workspace has her turned off.

Starting Claire on a contact

One contact: open the contact and click Start Claire (or Re-engage if she talked to them before).

Many contacts:

1. On the Contacts page, select the contacts.
2. Choose Start Claire.
3. Pick Seller or Buyer mode:
   • Seller mode focuses on equity, timeline and readiness to sell.
   • Buyer mode focuses on what they're looking for, financing and neighborhoods.

Yapii reports how many started, how many already had Claire, and how many weren't eligible.

Claire can't start on a contact who:

• is marked Do Not Contact;
• has no way to be reached: no phone number she can text and no working email address, or they opted out of every channel;
• is another real estate agent;
• has an agent assigned to them in your CRM. Unassign the agent in the CRM to let Claire work them;
• is in a CRM stage on Claire's excluded list. Move them to another stage, or an owner or admin can change the list in the Stages Claire never contacts card (Claire page, Settings, Basics);
• already has an active Claire conversation.

One way to reach them is enough. A missing mailing address doesn't stop Claire.

Why hasn't Claire contacted my new lead?

Check these, in order:

1. Is Claire turned on? An owner or admin turns her on by picking a Claire plan in Settings, then Billing, on the Plan tab, under Claire and Automation. New workspaces start with Claire off. See Turning Claire on.
2. Is your workspace in Observe mode? In Observe, Claire plans but sends nothing. The Claire page shows Claire is in Observe mode at the top. New workspaces start this way. An owner or admin switches to Hold for approval or Auto-send (see Observe, Hold for approval or Auto-send).
3. Is Claire paused? Look for Claire paused in the top bar.
4. Is the lead's source switched on? The workspace owner chooses which sources Claire works, on the Claire page under Settings.
5. Is a draft waiting for you? In Hold for approval, nothing goes out until someone approves it.
6. Is it quiet hours where the lead lives? She'll reach out in the morning. You can change the quiet hours on the Claire page, under Settings, in When she reaches out.
7. Has the lead agreed to be contacted? Is the lead opted out, or marked Do Not Contact?
8. Can Claire reach them? She needs a phone number she can text or a working email address.
9. Was today's new-lead limit reached? The lead is first in line tomorrow.

Why did Claire stop following up?

Common reasons:

• The lead replied STOP, opted out, or was added to your suppression list.
• You or a teammate paused the conversation or took it over.
• The lead asked for a call. By default nobody dials automatically: the callback sits on the agent's task list, and Claire waits until after it. If the owner has switched on Call back when she promises to, Claire places that call herself on the day she booked it.
• The lead was ready, so Claire handed them to you.
• The lead answered a bare No to Claire's question "Is this [name]?". Yapii treats that as a wrong number and ends the conversation, without sending anything more. A reply such as "No, this is his wife" or "No thanks" is handled normally.
• The lead told Claire on a call that they already have an agent, are under contract or have made an offer. The follow-up ends, and a later reply from them is still answered. An owner or admin can turn this off.
• The lead speaks Spanish and asked for it on a call. Claire pauses on them and a task is created for a person to call back in Spanish. If your workspace has turned on the setting that hands Spanish speakers to Sofia, Claire does not pause and no task is created: Sofia takes the same call, and the contact is saved as a Spanish speaker. See How she behaves.
• A person on your team has an open CRM task on the contact that is due soon or only a little overdue. A task overdue by more than the grace setting (2 days by default) no longer holds her back.
• The contact is a website visitor your site identified in Follow Up Boss, who never asked to be contacted.
• The lead was assigned to an agent. When a lead moves from your pond to an agent, including when Follow Up Boss assigns it, the workspace's automations and Claire stop on it. From then on the lead follows that agent's Claire settings instead of the pond's. Unassigning the lead later doesn't restart what was stopped.
• Your CRM marked them Do Not Contact, or moved them to a stage Claire doesn't work, such as Closed or Appointment Set. This applies to her calls as well as her texts. The only calls that still go to a contact in a stage she doesn't work are a call back the contact asked for and a call a person starts by hand. Neither goes to a contact marked Do Not Contact.
• The lead reached the limit on how often one person can be messaged, so Claire is waiting before the next message.
• Claire is paused, for example because AI credits ran out.
• Claire's messages to the lead kept failing to go out. After 5 failed sends in a row, she stops following up with that lead. Check the lead's phone number and email address, then start Claire again if you want her to keep trying.