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Glossary
The words you'll see in Yapii, in plain language. Terms are grouped by topic and listed A to Z inside each group. Where the app uses its own label for something, the label is shown in quotes.
Your account
Account check: The card at the top of your Dashboard that lists what still stands between your account and sending, one row per step, each with one button. See Your first day.
Admin: Can do everything except billing and ownership, including Settings and inviting people. See Team and roles.
API key: A secret code that lets other software read or change your workspace's data. A key is either "Read only" or "Read + Write", so treat it like a password. See Developer.
Backup codes: One-time codes Yapii gives you when you turn on two-step verification. Each one signs you in once if you lose your phone. See Your profile and security.
Danger Zone: The area of Settings where the owner transfers ownership or deletes the workspace.
Data Processing Agreement: An agreement about how Yapii handles the personal details of your contacts. The owner accepts it in the first step of the setup wizard, and it's required to use Yapii.
Invitation: An email that lets someone join your workspace with the role you chose. It lasts 7 days and uses a seat until it's accepted. See Team and roles.
Join link: A permanent link anyone can use to join your workspace, as a member or an admin. You can switch it off or make a new one at any time. See Team and roles.
Lender workspace: A workspace set up for mortgage lenders instead of agents. Its menu has Homeowners, Refinance Pipeline and Rate Emails in place of the selling tools.
Manager: The old name for the Team Lead role. See Team Lead.
Member: An agent. Works their own contacts and conversations. Some screens call this role "Agent".
Owner: The person who owns the workspace. Handles billing and can do everything. Not the same as the person a contact is assigned to (see Assigned agent).
Preview mode: How your account starts, before you verify your email address. You can look around but can't save changes, and a banner asks you to verify your email. See Your first day.
Profile: Your own details in Yapii: name, photo and password. Open it from the account menu at the bottom of the sidebar. See Your profile and security.
Quick search: The search box that opens when you press Ctrl+K (Cmd+K on a Mac) on any page. It finds pages, settings, contacts (including by phone number), transactions (including by address or MLS number), tasks, teammates and help answers.
Role: What a person is allowed to do in a workspace: Owner, Admin, Team Lead or Member. See Team and roles.
Seat: One person on your plan. People you've invited but who haven't joined yet also use a seat.
Sessions: The list of devices where you're signed in, shown as "Active Sessions" in Settings, under Security. You can sign out of one device or all of them.
Setup wizard: The five short steps a workspace owner goes through the first time they sign in to a new workspace. See Your first day.
Single sign-on (SSO): Signing in through your company's own login page instead of with a Yapii password. It's available on the Expansion plan.
Team Lead: A workspace role for someone who runs a team. Sees team dashboards and leaderboards for the teams they lead, but not the whole workspace, and can't open Settings, except Notifications for their own alerts. Not the same as a Team Leader, which is a star you put on a person inside one team. See Team and roles.
Team Leader: The person marked with a star on one of your teams in Settings. They see every contact assigned to or created by anyone on that team. See Team and roles.
Team workspace: A workspace set up for more than one person, such as one on the Builder or Expansion plan. Team features like inviting people and the team pages only appear in team workspaces.
Top bar: The strip across the top of the screen, with search, the Tools button, the Pause Claire button and your notifications.
Two-step verification: An extra 6-digit code from an app on your phone each time you sign in, so a stolen password alone isn't enough. Settings labels it "Two-factor authentication". See Your profile and security.
Webhook: A way to send events from Yapii to another system automatically, as they happen. It's set up in Settings, under Integrations, and is mostly for developers.
Workspace: Your Yapii account. It holds your contacts, conversations and settings. A team shares one workspace.
Workspace switcher: The control at the bottom of the sidebar for moving between workspaces, if you belong to more than one.
Contacts
Archive: How you delete a contact in Yapii. Archived contacts are hidden, not erased, and can be restored. See Working with contacts.
Assigned agent: The person on your team a contact belongs to. Some pages call this person the lead's owner, which is different from the workspace owner.
Collaborator: A teammate a single contact has been shared with, on top of the agent it is assigned to. A collaborator sees that one contact and nothing else. See Sharing one contact: collaborators.
Collection: A group of saved lists in the Lists panel on the Contacts page. You pick one, or start a new one, when you save a list. See Saved lists and sharing them.
Contact: A person in your database: a seller, buyer, lead or past client.
Contact visibility: The workspace setting that decides who sees which contacts. "Everyone keeps their own contacts" means everyone below admin sees only the contacts they added; "Agents see the contacts assigned to them" means leaders see everything. Owners and admins see every contact in the workspace on either setting. See Who sees which contacts.
CSV file: A simple spreadsheet file that Excel and Google Sheets can both save. Yapii imports contacts from CSV files. See Importing contacts.
Custom field: A field your workspace adds to every contact, such as "school district". They're added in Settings, under Custom Fields & Offices, and show on contact pages and as filters. See Custom fields.
Database temperature: A card on the IQ Score page that splits your contacts by score: Hot is 75 to 100, Warm is 60 to 74 and Cold is 0 to 59. See IQ Score.
Duplicate: Two contacts for the same person, matched by the same email address, the same phone number or a very similar name. Find them with Manage, then Find Duplicates, on the Contacts page. See Duplicates.
Engaged ("Opened Email 30d" or "90d"): A contact who opened or clicked one of your emails in the last 30 or 90 days. On the Contacts page, the filters are labeled "Opened Email (30d)" and "Opened Email (90d)", and "Never Opened Email" shows the opposite.
Exclusion rules: Rules that skip contacts with a certain tag or pipeline stage when you import, or stop updating them when your CRM syncs. The import summary lists anyone who was excluded.
Homeowner Intelligence card: The card on a contact's page with their seller score, home equity and mortgage details. It's also where you switch off the monthly home value email for that one contact. Some pages call it the Seller Intelligence card.
Hot: A tag Yapii adds automatically when a contact's IQ score reaches 80. The Database temperature card counts anyone from 75 up as Hot.
Insights: Cards on the IQ Score page that point out groups worth your attention, such as contacts you haven't reached in 90 days or follow-ups due this week. Click "Affects N contacts" to see who they are.
IQ score: A number from 0 to 100 showing how worth working a contact is right now. Higher means call sooner. See IQ Score.
Lead: A contact who might buy or sell soon.
Lead source: Where a contact came from, such as Website, Open House, Referral or a portal like Zillow. It shows in the Source column, and lead routing rules and Claire both use it.
Lead type: Seller, buyer, agent, Running Claire or other. It decides which emails and Claire conversations fit the contact.
Missing Address: A list on the Contacts page of contacts skipped by the monthly home value email because they have no property address.
Model adapted from N outcomes: A note on the IQ Score page meaning Yapii has tuned your scores using N real results from your own workspace. It appears once there are enough results to learn from.
My Leads: The view on the Contacts page that shows contacts assigned to you.
Permanently erase: Removing a contact and all of their history for good, for example when a person asks to be forgotten. Unlike archiving, it can't be undone.
Pond: In team workspaces, a shared pool of unassigned leads that agents can claim. "Pond Leads" on the Contacts page lists the ones you can claim. See Claiming a lead from the pond.
Saved list: A filtered view of your contacts that you saved with "Save this list", so you can open it again in one click. Saved lists are grouped into collections in the Lists panel, which the Lists button on the Contacts page opens. See Saved lists and sharing them.
Segment: A named group of contacts that match rules you set, such as a state, lead type or tag. Yapii keeps it up to date on its own, the whole team shares it, and you can send a campaign to it.
Smart Dedupe: A screen that lists possible duplicate contacts Yapii found on its own. You keep the real matches and reject the ones that aren't.
SMS Opted Out: A list on the Contacts page of contacts who asked not to be texted, for example by replying STOP.
Snoozed: Put aside until a date you choose. Snoozed contacts leave Today's calls, and snoozed tasks and hand-offs come back when their snooze ends.
Stage: Where a contact is in your Pipeline, for example New Lead or Under Contract.
Suppressed: A list on the Contacts page of contacts whose email address or phone number is on your suppression list.
Tag: A label you add to contacts to group them, such as "past client" or "open house". Tags Yapii creates itself start with "Yapii_". See Tags.
Timeline: The history on a contact: notes, texts, emails, calls and changes.
Today's calls: The Dashboard card with your call list for the day, best first. It lists your own contacts you can call, highest IQ score first. See Dashboard.
Top Opportunities: Your highest-scoring contacts, ranked: five on the Dashboard card and 24 on the IQ Score page. Work them from the top down.
Leads, pipeline and your CRM
Claim (a lead): Take an unassigned lead from the pond so it becomes yours. If two people try at once, the first one gets it.
CRM: The software where you already keep your contacts, such as Follow Up Boss or BoldTrail (kvCORE). Yapii can connect to it and keep both up to date. See Connecting a CRM.
First to claim: A lead routing option, labeled "First to claim it", where nobody is assigned. Everyone in the group is notified, and whoever claims the lead first gets it.
From CRM: A label on a Pipeline stage that came from your connected CRM instead of being created in Yapii.
Lead routing: Rules that decide who gets each new lead, based on things like its source, type, location, tags or price. Owners and admins set them up in Settings. See Lead sources and routing and How new leads arrive.
Milestone reminders: Reminders Yapii sets up when a contact moves to Under Contract, for steps like inspection, appraisal and closing day.
No stage: A column on the Pipeline board for any contact that has no stage. Every contact now has a stage, so the column shows only while one is left.
Pipeline: A board of your contacts arranged by stage, which you drag contacts across as they move along. See Pipeline.
Round robin: A lead routing option, labeled "Evenly, in turn", where each person takes the next lead so everyone gets the same number.
Sync: Keeping Yapii and your CRM matching automatically. Yapii checks your CRM for changes about once a minute.
Weighted: A lead routing option, labeled "By share", where some people get more leads than others. A person set to 3 gets three leads for every one a person set to 1 gets.
Claire
Add Context: A short note you write on a conversation, up to 1,000 characters, that Claire uses in her next message.
AI notice: A short line in Claire's first text saying she is a virtual assistant. It's added where the rules require it, including California, Texas and Illinois, and when a lead's state is unknown.
AI Receptionist: An AI that answers calls to your Yapii number from new leads and open house callers, and can put callers through to an agent. It has its own page in the left menu under Team, where owners and admins set its hours, greeting and forwarding numbers, and it is a paid add-on. See AI Receptionist.
Approval required for tiers: The Claire setting that keeps some messages waiting for approval even in Auto-send. By default it covers messages to hot leads.
Auto-send: A setting where Claire sends on her own, within all the safety rules.
Call blocks: Optional daily times, labeled "Proactive call blocks", when Claire phones the leads who are due a call.
Claire: Your AI assistant. She follows up with leads by text, email and phone, and hands them to you when they're ready. See Meet Claire.
Claire phone number: The number Claire texts and calls leads from. You pick its area code in the setup wizard.
Claire script: The approach Claire takes with leads from one source, such as a home valuation request, a referral or a buyer. It's chosen for each source in Settings, under Leads.
Claire works my leads: A switch under My Claire. Turn it off and Claire stops working the contacts assigned to you.
Conversation status: Where a Claire conversation stands: Active, Awaiting reply, Stalled, Paused, Ready for You, Completed, DNC or Competitor. Each one, and what to do about it, is in What each conversation status means.
Daily limit: The most new leads Claire starts in one day, 50 by default. Leads over the limit wait until the next day.
Draft: A message Claire wrote but is holding until someone approves it.
Fallback transfer number: The phone number Claire puts a caller through to when the lead has no assigned agent, or that agent has no phone number saved.
Hand-off: Claire passing a lead to a person, for example after booking a meeting. See Hand-offs.
Hand-off urgency: How soon a hand-off needs you: Critical, High, Normal or Low. A hand-off left unclaimed for 4 hours is flagged "Still open" and raised to at least High. See How urgent is it?.
Needs a reply: A lead who wrote in and isn't going to get an answer from Claire, for example because she was paused or the lead asked for something only a person can give. It is listed under Needs you on the Claire page's Overview, it raises an alert that opens the contact, and it isn't counted as a hand-off. See Needs a reply.
Hold for approval: A setting where Claire writes messages but waits for you to approve them.
My Claire: Your own Claire settings, which only affect contacts assigned to you. Everyone has it, not only the owner. See Your own settings: My Claire.
Observe: The autonomy mode where Claire plans but sends nothing. New workspaces start in Observe. See Observe, Hold for approval or Auto-send.
Pause Claire: The button on the Claire page that stops all of Claire's outreach in your workspace. Only owners and admins see it.
Quality check: An automatic check on each message before Claire sends it on her own, looking for mistakes such as a wrong language or pushy wording. If a message fails twice, it waits as a draft for a person.
Quiet hours: The hours Claire won't text or email. By default, 8 PM to 9 AM in the lead's own local time. Change them on the Claire page, under Settings, in When she reaches out. The legal calling hours are separate: 8 AM to 9 PM in the lead's own time zone.
Re-engage: Claire reaching out again to an older lead. Conversations started this way show a "Re-engage" label.
Ready for You: The list of hand-offs on the Claire page.
Scripts & FAQs: The page under Claire where you write up your own scripts and FAQ answers. When a contact's message mentions the same words, Claire is handed what you wrote and answers from it. Not the same as a "Claire script", which is the approach she takes with leads from one source. See Scripts & FAQs.
Signals: Things Yapii noticed about a contact or their property, such as a change to the property, shown as small labels on conversations. The "Signals this week" tile counts conversations with one.
Take Over: Stop Claire on one conversation because you're handling it yourself.
Warm transfer: Putting a live caller straight through to a person during the call, instead of hanging up and calling back. Claire does this when she closes a call by handing the lead to you.
Writing style: How Claire learns to sound like you, from the messages you send and the drafts you edit. Nothing is used until you confirm with "Yes, that's me".
Other AI tools
Agent Readiness: A card on My Agents showing whether each AI agent is "Fully ready", on a "Shared plan" (running on Yapii's shared setup, such as its shared sending domain, instead of your own) or "Needs setup".
AI agents: The AI helpers on the My Agents page, such as Claire. They are software, not people on your team. See My Agents.
AI Computer: An assistant you give tasks to in plain English, such as drafting emails or researching sales. See AI Computer.
AI Team: A tab in the AI Computer listing ready-made AI helpers for jobs like lead nurture or follow-up.
Approval inbox: The tab on My Agents where messages the AI agents drafted wait for a person to approve them.
Automation: A task that runs on its own, on a schedule or when something happens, such as a new contact arriving.
Human review: An AI Computer switch labeled "Human Review", described as "Review actions before they are sent". With it on, you approve each action before anything is sent or changed.
Morning briefing: A summary card in the AI Computer's Insights tab that arrives at the start of your business day.
Past Runs: A tab in the AI Computer listing what it has done recently, with the results.
Playbook: A ready-made series of steps that moves contacts through emails, texts and tasks on a schedule. Messages sent by a playbook aren't credited to any person on Agent Performance.
Teach My AI: Eight quick questions on My Agents about you and your writing style, used to set up your AI profile.
Texting, calling and email
Bad Number: A tick on one of a contact's phone numbers meaning it does not reach them. Yapii stops texting and calling that number for that contact, but keeps using it for any other contact who shares it. See Phone numbers, emails and addresses.
Bounce: An email that couldn't be delivered. A "hard bounce" means the address doesn't work, so Yapii suppresses it right away; a "soft bounce" is a temporary problem, and the address is only suppressed after several in a month.
Call coaching: Notes Yapii adds to a recorded call: what went well ("Winning Moments"), what to improve ("Improvement Areas") and a "Suggested Follow-up".
Calling hours: 8 AM to 9 PM in the contact's local time (9 to 9 in Texas, 9 to 8 in Connecticut). Texts and automated calls follow them; a call you place yourself is not held to them. See Calling hours.
Campaign: One message, sent once, by email, text or both, to every contact carrying the tags you pick. Open Campaigns in the left menu. A "draft" campaign hasn't been sent yet. A campaign that would reach a large number of people asks you to confirm before it goes. For several messages spaced over days or weeks, use a sequence instead.
Carrier: A phone company, such as Verizon, AT&T or T-Mobile, that delivers your texts and calls. Carriers set their own rules and can filter messages that look like spam.
Claim (a dashboard): When a homeowner confirms the dashboard is theirs, and often agrees to be contacted.
Claire-only workspace: A workspace set so that only Claire texts and calls contacts. Agents reach a contact through Claire instead.
CMA: A comparative market analysis: an estimate of a home's value based on recent sales of similar homes nearby.
Consent: A contact's permission to be texted or called, for example ticking a box on your website form. See Consent.
DNS records: Short lines of text you add wherever your web address is managed, such as GoDaddy or Cloudflare. They prove to email services that Yapii may send email for your domain; the app may name some of them SPF, DKIM or DMARC. See Adding a domain.
Do Not Contact: A flag on a contact that stops all outreach to them.
Do-not-call list: A list of phone numbers that must not get sales calls, such as the national Do Not Call Registry. Yapii checks numbers against these lists before calling.
Homeowner dashboard: The personal page a homeowner opens from the monthly home value email. It shows their home's estimated value and nearby sales.
Mailbox: One of the inboxes on the left of the Inbox page. Your personal mailbox ("Me") is only yours; team and shared mailboxes are open to owners, admins and the people added to them.
Monthly home value email: A monthly email to each homeowner with an estimate of their home's value. See Monthly home value email.
Opt-out: A contact asking you to stop, for example by replying STOP. Replying START, YES or UNSTOP opts them back in. See Opting out.
Parking lot: The list of phone numbers that ring nobody. Park number moves a number there and keeps it, so it is not released and your workspace keeps paying for it until you give it to a person or inbox, or delete it. See Phone lines.
Phone line: One of your workspace's phone numbers. Texts show the name of the line they arrived on, such as "Yard signs".
Sender reputation: How much email services like Gmail and Outlook trust the domain your email comes from. A good reputation means more of your email reaches the inbox instead of spam.
Sending domain: The web address your email is sent from, such as mail.yourbrokerage.com. See Your sending domain.
Sending limit: A cap on how many messages your workspace can send in an hour or a day. When you reach it, Yapii tells you when you can send again.
Sequence: A series of follow-up emails, texts and tasks sent over time. See Sequences.
Spam complaint: When someone marks one of your emails as spam. Yapii adds them to your suppression list so they don't get more email.
Subdomain: A name added in front of your main web address, like "mail" in mail.yourbrokerage.com. Using one for Yapii email keeps your everyday email safe.
Suppression list: Your do-not-contact list. Yapii never messages anyone on it. An opt-out on one channel blocks the other. See Suppressions.
TCPA: The US law with rules about calling and texting people, including when you may do it and the permission you need.
Template: A saved text message you can reuse when replying from the Inbox.
Text messaging registration (A2P 10DLC): A registration US phone carriers require from businesses that text customers. Your texts use Yapii's own registration by default, so you can text without doing anything, and registering your own is optional. See Text messaging registration, and Texting registration for how to register your own.
Unsubscribe: The link at the bottom of every marketing email that lets a person stop getting your email. It never expires, and people who use it are suppressed automatically.
Verified: The status a sending domain shows once Yapii has found all its DNS records. Other statuses are "Partial", "Pending DNS" and "Failed".
Warming up: The status of a new sending domain while Yapii sends a limited amount of email from it, increasing over the first few weeks. It protects the domain's reputation. See New domains start slowly.
Tasks, appointments and transactions
Appointment availability: The hours when appointments can be booked with you, including by Claire. Anyone who hasn't set their own hours uses the workspace default. See Your availability.
Contingency: A condition in the contract, such as an inspection, that has to be settled by a date. In Transactions each one is "pending", "met", "waived" or "missed".
Health rating: A score out of 100 for each transaction, based on its checklist, documents, contingencies, tasks and closing date. 80 and above is "On track", 60 to 79 is "Needs attention" and below 60 is "At risk".
No-show: An appointment where the person did not come. Someone records it as the result of the appointment. Yapii does not mark one on its own: an ended appointment with no result shows Result needed.
Side: Which side of a deal you're on in Transactions: buyer, listing or both. It decides which checklist and tasks Yapii sets up.
Task dependency: A task whose due date is counted from another task, such as "3 days after inspection".
Transaction: A file for one deal under contract, with its documents, checklist, key dates, people and money. See Transactions.
Reports and numbers
Business Intelligence Reports: Ready-made reports on the Batch Emails tab of Reporting, for owners and admins, that you can run, download or have emailed to you on a schedule. See Running a report.
Change from the period before: The small figure under a number on Agent Performance, such as "+3 (+20%)". "no change" means the numbers are equal, and "(new)" means the earlier period was zero.
Channel Breakdown: A card on the Marketing tab of Reporting (owners and admins) showing how many messages went out on each channel, such as email or text, and their open rate. The text row has no open rate and reads "Not tracked (SMS)", because texts have no open tracking.
Click: When someone clicks a link in one of your emails.
Connect rate: The share of calls a person dialed that became a conversation.
Conversation (on a call): On Agent Performance, a connected call that lasted at least 2 minutes.
Dials: Calls a person placed themselves, not counting calls Claire made.
Email Deliverability: The section of the Batch Emails tab in Reporting showing how well your email gets through: delivered, bounced, spam complaints and unsubscribes.
Engagement: How active your contacts have been: emails and texts sent and received, opens, clicks, calls, tasks done, form submissions and appointments booked. The Dashboard card compares the last 30 days with the 30 days before.
Intelligence reports: Monthly reports about your database on the Dashboard, such as seller scores that went up or down and hot homeowners. Owners and admins see them.
Last 7, 30 or 90 days: On Agent Performance, a period made of that many whole days, counting today. It's compared with the same number of days just before.
Leaderboard: A table on Agent Performance ranking everyone on the team. Click a column heading to rank by it. See Agent Performance.
Leads worked: On Agent Performance, how many of the contacts assigned to a person they reached during the period, out of all their assigned contacts.
Median: The middle value when numbers are put in order, so a few very high or very low ones don't skew it.
Monthly Broker Reports: Branded PDF reports Yapii creates at the start of each month, which you can download from the Batch Emails tab of Reporting.
Open: When someone opens one of your emails. Some email apps open emails automatically, so open counts are a guide, not an exact number.
Open rate: The share of delivered emails that were opened.
People reached: How many different contacts a person reached by calling, texting or emailing them during the period.
Scheduled Deliveries: The reports you've set to arrive by email every week or every month.
Speed to Lead: How long a new lead waits before anyone, including Claire, first calls, texts or emails them. It's shown as a median.
Talk time: The total time a person spent on their own calls during the period.
Today: On Agent Performance, "Today" and the other periods follow your workspace's time zone, not your computer's. Weeks run Monday to Sunday.
Top Performing Segment: The segment whose emails had the best average open rate. Only campaigns whose opens could be measured count, and the segment needs at least 50 people across them.
Market data
12-month price trend: The median sold price in a ZIP code over the past year, month by month.
Days on market: How long homes in the area typically take to sell, worked out from ZIP code data.
Estimated value: Yapii's estimate of what a home is worth, with a likely low-to-high range. If no source has a confident value, Yapii shows no number.
Market Watch: The ZIP codes or neighborhoods your workspace tracks, and what counts as news worth telling you. It's set up in Settings. See Market Watch.
Median $/sqft: The middle price per square foot of homes in the area.
Property data provider: The outside service Yapii gets home values and sales from. Without one connected, market numbers show "N/A".
Plans and billing
Add-on: An extra paid feature, such as Transactions.
AI credits: What AI features spend, such as Claire's calls and texts. Plans don't include them: you buy them as top-up packs or a monthly Boost. See AI credits.
Billing portal: The page, opened from Settings under Billing, where the owner updates the card, downloads invoices and manages the subscription.
Boost: A monthly add-on that gives you more AI credits every month.
Branding: Your logo, colors and sender name on what Yapii sends. It's available on the Builder plan and above, or with the White-label add-on. See Branding.
Claire Number Warmup: An add-on that gives Claire 25 phone numbers of her own for calls. Yapii brings them into use gradually so carriers don't mark them as spam.
Contact limit: The most contacts a plan includes. Today's plans have no contact limit. Some older plans do, and on those extra contacts are billed monthly instead of being blocked. See When you reach a limit.
Operator, Builder, Expansion: Yapii's paid plans, from solo agent up to large brokerage. They include 1, 10 and 30 seats, and extra seats can be added. See The plans.
Pause (billing): A free 30-day break from billing, offered when the owner cancels. Your workspace stays as it is, and you can pause once every 12 months.
Preview: The free starting plan before you choose a paid one. You can look around, but you need a plan to add contacts and put Claire to work.
Read-only: What happens to a workspace when payment has failed for more than 7 days: you can look, but not change anything.
Top-up: A pack of extra AI credits that never expires.