Your first day

This page gets you from "I have an invitation" to "my contacts are in and I know where things are".

1. Get into Yapii

If someone invited you

1. Open the invitation email and click the link.
2. Sign up with the same email address the invitation was sent to. Enter your full name and a password of at least 8 characters, and accept the terms.
3. You join your team's workspace right away. There's nothing to pay: your workspace owner already has a plan.

Invitations expire after 7 days. If yours has run out, ask your owner or admin to send a new one.

Can't sign up?

If the sign-up page says registration is by invitation only, you need an invitation first. Ask your workspace owner or admin.

If you're starting a new workspace

1. Choose a plan on the Yapii pricing page and click through to sign up.
2. Create your account, then complete payment on the secure checkout page.
3. If you close checkout before paying, just sign in again. You'll land on Finish setting up your subscription with your plan already selected. If you did pay, click I already paid - refresh.

2. Verify your email

Right after signing up you're in preview mode: you can look around, but you can't save changes yet. A banner at the top says Check your inbox.

Open the email from Yapii and click the verification link. After that you can use everything. If it didn't arrive, check your spam folder, or contact support.

3. Sign in

Go to the sign-in page and enter your email and password. If your workspace has it set up, you can also use Google or Microsoft.

If two-step verification is on for your account, you'll be asked for the 6-digit code from your authenticator app. You can use one of your backup codes instead.

Forgot your password? Click Forgot password on the sign-in page and follow the email.

4. The setup wizard (new workspaces)

The first time an owner signs in to a new workspace, Yapii walks them through five short steps:

1. Data Processing Agreement - enter the signer's name and email and accept it.
2. Welcome - your name, the name contacts see, your market and, optionally, your brokerage.
3. Contacts - connect your CRM or upload a spreadsheet. You can skip this and do it later.
4. Your Claire phone number - pick an area code for the number Claire texts and calls from. You can skip this too.
5. You're all set - go to your Dashboard, or take the quick tour.

If you skip the wizard, you can come back to it later, and Yapii sends a reminder email.

5. Follow the setup checklist

Your Dashboard shows a short setup checklist until you've finished it:

• Set up your sending domain so email goes out under your own brand (Your sending domain).
• Import your contacts (Importing contacts).
• Meet Claire and start your first AI conversation (Meet Claire).
• Run your first IQ score so you know who to call first.

The checklist disappears once you've finished it or dismissed it.

Importing doesn't send anything

Bringing contacts into Yapii never messages them by itself. Claire only reaches out to contacts who qualify, as explained in Meet Claire.

6. Your first hour, if you've joined a team

• Set up your profile. Click your name at the bottom of the sidebar to open Profile. Check your name and photo, and change your password if you were given a temporary one.
• Look at your contacts. Depending on your workspace's settings, you'll see either the contacts you added yourself or the ones assigned to you. See Who sees which contacts.
• Open the Claire page to see conversations Claire is having on your leads.
• Find the FAQ. It's the question mark at the bottom of the sidebar.

Next

Finding your way around explains everything on the screen.