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. A pop-up, Before you create your account, asks you to agree to the Terms of Service and Privacy Policy. Click I Agree to continue, or Cancel to stop.
3. You join your team's workspace and land in it, not in a separate empty one. There's nothing to pay: your workspace owner already has a plan.

If you already have a Yapii account, open the invitation link and sign in. Yapii takes you back to the invitation and you join the team, instead of landing in your own empty workspace with Finish setting up your subscription. This also works when you sign in with Google or Microsoft.

If you join through a join link instead, the same pop-up appears when you set up your account.

Always start from the link in the invitation email. If you type the address into the sign-up page yourself instead, Yapii does not add you to the team until you have verified that address, so that nobody can join a team just by guessing an email address. Signing in with Google or Microsoft counts as verified.

Invitations expire after 7 days. If yours has run out, or the workspace has no free seat, Yapii gives you your own workspace for now and tells you why in your notifications. Ask your owner or admin to send a new invitation, then use the link in that email. They get a notification too.

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. The same Before you create your account pop-up asks you to agree to the Terms before anything is created, whether you sign up with an email address or with Google or Microsoft. 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 Verify your email to save changes and upload files. It stays on every page except the Dashboard, where the same reminder is a row on the account check.

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, then press Resend verification email on the banner. It says Verification email sent. when the email is on its way. If Yapii cannot send it, the banner says We could not send the email. Try again in a few minutes. If it still doesn't come, 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 first asks them to accept the Data Processing Agreement. Then it asks How do you want to set up Yapii? You can switch at any time.

• Set it up for me (marked Recommended). Our team does the setup. You answer six short screens: Choose your CRM, Your contacts, Your email, Claire's phone number, About you and A quick hello, where you can pick a time for a call or ask us not to call. About you needs your full name, your market and your brokerage, so Continue says Enter your brokerage. if it is empty. Anything you are unsure of can be left blank and we will ask. When you press Send to the Yapii team, a confirmation stays on screen until you choose Go to my dashboard. A card on your Dashboard, We are setting up Yapii for you, then shows what we are doing and what we need from you, marked Needs you. Setup is usually done within 2 business days, and we email you when it is.
• I'll do it myself. You follow the short setup wizard below, then the checklist on your Dashboard.

The wizard has 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, your time zone and, optionally, your brokerage. The owner is always asked for the time zone, and the box starts with the one your browser reports. Search it by city, region or offset. Everything in the workspace that has a date or a schedule uses it. The owner is also asked for a Business mailing address (street, city, state and ZIP code), which is needed to continue. It starts filled in if the workspace already has one, and you can change it later in Settings (see The workspace mailing address).
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.

Steps 3, 4 and 5 have a Back link. Going back undoes nothing you saved. On the Contacts step, Skip for now, Choose a different CRM and Continue stay in view at the bottom of the screen. If your workspace already has its Claire number, the phone step says so and offers Continue, so a second number is never bought by mistake.

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

Only the workspace owner sees the setup cards on the Dashboard: the checklist, We are setting up Yapii for you, and a Claire card. The Claire card says Live only when she really is following up. Otherwise it says Claire is not working and why, with Buy credits or Review settings. Each card has a Hide button, saved for the whole workspace, and Help, then Restore hidden dashboard cards brings back everything that was hidden. An admin or a member sees only their own profile row. Page tours do not open by themselves, so no pop-up or tour interrupts the first visit.

5. Follow the account check

Your Dashboard shows an account check card that lists, one row per step, what stands between your workspace and sending. Owners and admins see rows like these, and the card opens by itself while something needs you:

• Sending domain: set up your sending domain so email goes out under your own brand (Your sending domain).
• Texting approval (optional): texts work from the start on Yapii's own registration. To text under your own business, register it with the carriers (Texting registration).
• Claire: meet Claire and start your first AI conversation (Meet Claire). Claire starts off in a new workspace, so an owner or admin turns her on first in Settings, then Billing, on the Plan tab, under Claire and Automation.
• CRM: connect yours, or say I do not use a CRM.
• Time zone, Team and Your profile.

To bring contacts in, see Importing contacts. To run your first IQ score, so you know who to call first, open IQ Score.

Each row has one button that takes you to the right screen. See Dashboard for what every row says. You can open the card again any time with Check my account on the first screen of Settings.

When every row is done the card says Your account is ready, and you can hide 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, then Profile. Check your name and photo, change your password if you were given a temporary one, set your own appointment hours, and read the Sending readiness card. It tells you whether anything is stopping your messages going out (see Your profile and security).
• 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. Click your name at the bottom of the sidebar, then Help & FAQ.

Next

Setting up Yapii is the order to do the rest in, from your sending domain through to Claire. Finding your way around explains everything on the screen.