Finding your way around

Yapii has three parts on screen:

• the sidebar on the left, where you move between pages;
• the top bar, with search, the Tools button for emailing, calling or texting someone, a notice when Claire is paused and your notifications;
• the main area, which shows the page you're on.

1. The left menu: the pages you use every day, from Dashboard to Claire.
2. Sections: Marketing, Intelligence, Team and Workspace each open a panel that lists their pages.
3. Search: find a contact, a page or an action. Press Ctrl+K from anywhere.
4. Notifications
5. AI credits: how many you have left.

Text someone and Email someone

Both are in the Tools menu in the top bar (see The top bar). Type a name, a phone number or an email address, pick the person, and write your message.

If the search finds nobody, you can add them right there. The row Add "..." as a new contact opens the same New contact form you use on the Contacts page, filled in with what you typed: a number goes in Phone, an email goes in Email, a name goes in the name boxes. When you save, you come back to the message with that person already picked.

• If the number or email already belongs to someone, the form tells you who and offers a button to Text or Email that person instead. It does not create a second contact.
• Only people who have Contacts: Add turned on see the add row. Everyone else is told to ask an owner or admin to turn it on for them.
• Adding a contact does not give you permission to text them. If a message is refused, for example because the person unsubscribed or has not agreed to texts, the reason shows in place and what you typed is kept.

The sidebar

What you see in the sidebar depends on your role and your workspace. Here is the full list for a real estate workspace.

The pages you use every day stay on the sidebar itself. The rest are grouped into four rows, Marketing, Intelligence, Team and Workspace. Each has an arrow. Click one and its pages open in a panel beside the sidebar. Click a page to go there, or press Esc to close the panel. A number on a row adds up the numbers inside it, so a count is never hidden while a row is closed. The row that holds the page you're on is highlighted. If you can reach only one page in a group, that page shows as its own row instead.

Everyday pages (always on the sidebar)

Page	What it's for
Dashboard	Your daily overview: who to call, what's due, what Claire did. See Dashboard.
Inbox	Every text, email and call with your contacts. See Inbox.
Tasks	The calls, texts, emails and to-dos you owe people. See Tasks.
Contacts	Your whole database. See Working with contacts.
Pipeline	Your contacts by stage, as a board you can drag, and a Deals board beside it for your deals. See Pipeline.
Transactions	Files for deals under contract. Only shown if your workspace has the Transactions add-on.
Claire	Your AI assistant's conversations and settings. See Meet Claire.
Calendar	Appointments Claire booked plus any you add, directly under Claire. See Calendar.

Marketing

Page	What it's for
Campaigns	One message, sent once, to every contact carrying the tags you pick. Start campaign, just under it, opens a new campaign straight away.
Automations	Your sequences: several emails, texts and tasks spaced over days or weeks. See Sequences.
Tags	Every tag in your workspace. See Tags.

Intelligence

Page	What it's for
Scripts & FAQs	Your own scripts and FAQ answers, which Claire answers from. See Scripts & FAQs.
Hand-offs	Leads Claire has passed to a person (team workspaces). See Hand-offs.
IQ Score	Your top opportunities and how warm your database is.
Market Research	Market data and trends for any neighborhood or ZIP code.

Team

Page	Who sees it
Team Dashboard, Team Activity, Organization, My Agents	Team Leads, admins and owners in team workspaces. Organization shows every agent and their leads, grouped by your Follow Up Boss teams, including agents who never joined Yapii.
Permissions	Owners and admins, in a workspace with Transactions. Per-person switches that narrow what a person's role allows, one person at a time.
Teams	Everyone, in a workspace with more than one seat. It sits in the Team row, just after My Agents. It opens the Teams page: an owner or admin sees every team, a Team Leader sees the teams they lead, and anyone else sees the teams they are on. See Running your own team.
Reporting	Everyone. Every report in one place: activity, calls, texts, emails, deals, appointments, the leaderboard and goals. Each person sees only the reports whose data they are allowed to read. See Reporting.

Workspace

Page	Who sees it
Phone Numbers	Owners and admins. A shortcut into Settings for the numbers your team calls and texts from, A2P registration and browser calling.
Integrations	Owners and admins. Your CRM and other connected tools, with a badge when one has stopped syncing.
Notifications and Alerts	Owners and admins. Each shows a count of what you haven't read.
Branding	Owners and admins, on some plans, or with the White-label add-on.
Expired Monitor and AI Feedback	Owners and admins.
Affiliates	Your own affiliate account, opened from your Yapii login. It shows Your sponsor, the person who welcomed you to Yapii, or You lead your line when nobody sits above you. Your invite link is the link you share. People you've brought in counts the people you welcomed yourself and, by level, everyone below them, each by first name and last initial. When someone has signed up through your link but not confirmed their email, Copy a reminder to send them copies a short message for you to send yourself. Yapii sends nothing.

The Workspace row only shows pages for owners and admins. Everyone else reaches their notifications from the bell in the top bar, and Affiliates shows as a plain row of its own.

Settings is not in these lists. Owners and admins open it with the gear next to your name at the bottom of the sidebar, with the gear in the top bar, or from the account menu.

Lender workspaces

Lender workspaces have a different sidebar: Homeowners, Refinance Pipeline and Rate Emails replace the selling tools.

Making the sidebar smaller

You can collapse the sidebar to a narrow strip of icons and expand it again. Yapii remembers your choice on that computer. In the strip, every page shows as an icon with its name in a tooltip. At the bottom you get your picture, which opens your Profile, and small buttons for signing out, dark mode and help.

The bottom of the sidebar

The bottom of the sidebar is one row with your email address and how many AI credits you have left, in amber when they are low. Click it to open the account menu:

• your credit balance, which takes you to billing;
• Profile, where you change your details and your password;
• Settings, for owners and admins;
• Help & FAQ, which has the keyboard shortcuts as well as the answers (see Getting help);
• Help guide, which opens this guide in a new tab;
• Dark mode or Light mode;
• Sign out.

The top bar

• Search, on the left. See Search from anywhere.
• Tools: one button that holds Email, Call, Text, Add person and Agent Number settings. See The Tools menu. It is also in the header on a phone, as an icon.
• Running: appears while a background job such as an import is working. Click it to see the job.
• Pause Claire: stops all of Claire's outreach at once. See Approving, pausing and taking over.
• Help: a menu with Restore hidden dashboard cards (owners, and only while you have closed one of the setup cards), Take a tour of this page (only on a page that has a tour), Hidden tips and cards, and Message the Yapii team. See Guided tours.
• The Settings gear, for owners and admins.
• The bell: your notifications. A number shows how many are unread.

If you belong to more than one workspace, the current workspace's name also shows at the left of the top bar.

The Tools menu

• Email and Text: pick a person and write to them. An email goes from your own connected mailbox and a text from your number, into the same conversation you'd see on their page, and both are logged on their timeline.
• Call: opens a small panel. Pick a person, or type a number on the keypad. The panel says which number you're calling as, with a link to change it, and lists your recent calls. Click one to put its number in the keypad. The call rings in your browser. If the number can't be called right now, Yapii says why before it dials.
• Add person: opens the Contacts page with a new contact ready to fill in.
• Agent Number settings: choose which number your calls and texts go out from.

A small dot on the Tools button shows the state of browser calling: green when it's ready, amber while it connects or needs a look, red when it has failed. Open Call to see what it says and what to do.

If you have no number to call from, Call says Dialer inactive and the call button stays off. An owner or admin sees that the workspace has no company number yet, with Set up the company number. A team member is told to ask an admin to set up the company number, or to add their own under Agent Number settings. See The company number.

While a call is ringing, live or just over, a slim bar under the top bar shows it on every page. It shows who is calling, Mute, Hold, Keypad and Hang up during a call, and Call ended or Call failed when it's over. There is no separate floating dialer.

After a call, the bar offers one-click follow-ups: Tomorrow, In 2 days and In 1 week. Pressing one adds a task called "Follow up with" and the person's name, and the bar then closes. If it cannot save the task, it stays open so you can try again. The same buttons show on the call window during a call, and there pressing one adds the task and closes the window without ending the call.

These go through the same checks as the buttons on a contact's page, so anything that would stop a text or a call there stops it here too.

Search from anywhere

Press Ctrl+K (Cmd+K on a Mac) on any page. A search box opens that finds Yapii's pages, individual settings, contacts (by name, email, phone number, street or city), transactions (by name, address or MLS number), tasks, teammates and help answers. When a contact turns up because of their address, the address shows under their name. The last results stay on screen while you keep typing, and a thin bar under the box shows Yapii is still searching. It also lists shortcuts such as Create new Contact and Help & FAQ. Use the arrow keys and Enter to choose, or Esc to close it.

Searching a long list

Where a list has more than 10 people, a search box appears above it. You type, and the list narrows as you go. Every word you type has to match, in any order. A phone number matches however it was typed. If nothing matches, the list says No matches for what you typed, with a Clear search link. Press Esc to clear the box. In a pop-up window, Esc closes the window only when the box is already empty. People you ticked stay ticked while you search.

The boxes are on:

Where	What it searches
Reporting, Agent Activity table (Search agents by name or email...)	Name and email. The tiles above still count everyone.
Reporting, the other report tables once they have 10 or more rows: Calls (Search agents by name...), Texts (Search numbers by name or number...), Appointments, Deals, Batch Emails and the Properties inquiries	The names, titles, subjects or addresses in the rows. Only the table narrows, and the totals above still count everything.
Agent Goals (Search by agent name...)	Name
Team, the Calling settings card for owners and admins	Name and email
Team, the Add Team Members window on a team	Name and email
Settings: Team & Roles, Advanced (Team Members, on the Scoring & access tab), and Contacts, Ponds & Calls (Your team and the pond)	Name and email
The Table Users window on a contact table	Name and email
Assign, Task and Tag on the Calls and Messages lists (Search teammates...)	Name
Inboxes and email, in Phone, Texts & Calls (Search inboxes by name, email or number...). Open the section first	Inbox name, email address and number
Who can see an inbox (Search people by name or email...)	Name and email

Switching workspaces

If you belong to more than one workspace, a workspace switcher appears at the bottom of the sidebar. Choose a workspace to move into it.

On a phone

Tap the menu button to open the sidebar. Its four section rows open downward in place instead of in a panel. At the bottom is a row of buttons for Settings (owners and admins), Help & FAQ, the Help guide, the light or dark switch and Sign out. The Tools button, the tour button and the bell stay in the header.

On a phone you also get a tab bar along the bottom, a short Today screen and the Android app. See Yapii on your phone.