Notifications

Notifications is your own inbox for everything Yapii wants to tell you: what needs you, what is worth knowing, and what your account is doing. Under the page title, Yapii describes it as "What Yapii tells you personally: new leads, replies, hand-offs, reminders."

Open it from the Workspace row of the sidebar (owners and admins), or click the bell in the top bar (everyone). Everyone has one, and what you see is yours alone. The number beside Notifications is how many you haven't read yet.

The bell opens a short list headed Notifications with that unread count, your latest alerts and notifications, a Mark all as read button that clears both, and View all notifications at the bottom to open this page. Urgent things come first: alerts marked Critical or Warning sit above the rest of the alerts, and unread notifications that need you to act are marked Action and sit above the other notifications. The weekly business insights notification opens the Agent Activity report.

The tabs

Tab	What's in it
All	Everything, newest first.
Unread	Only what you haven't opened yet.
Needs you	Replies, hot leads, missed calls and hand-offs. Someone is waiting on you.
FYI	Digests, reports and product news. Nothing here is urgent.
Account	Billing, security, sending health and quota notices.
Archive	What you've dismissed. Nothing is deleted.

Each tab except Archive carries its own unread count. Yapii remembers which tab you were on, so a refresh or the back button brings you back to it.

Every notification wears a colored label and its own icon saying where it came from, such as Hot Lead, Missed Call, Handoff, Mention, Billing or Security. Transaction and Claire notices have specific labels too, for example Text Reply, Email Reply, Deadline, Priority Task, Claire Call, Live Now, Unclaimed Lead, Lender Reply and Import Limit, instead of one general badge.

Reading and clearing

• Click a notification to mark it read and open whatever it's about, for example the contact or the conversation. Every notification opens a page that exists: the morning briefing opens the briefing, and the morning call list opens your call list. An older notification that pointed at a page that has since moved opens the page that replaced it. One with nowhere useful to go is plain text and does not click. Notifications name what they are about: the teammate who claimed a hand-off, or the contact behind a voicemail, a call summary or a possible opt-out, but only a contact you are allowed to see.
• Dismiss one with the x in its corner. It moves to Archive, and a message offers Undo for a few seconds. You can restore anything from Archive later.
• Mark all read clears what you're looking at. On Needs you, FYI, Account or Unread the button says Mark these read and only affects that tab, and the number on the button is exactly how many it will clear.

Your morning briefing makes one notification, Morning briefing, not a second one for the same summary. While the AI Computer is hidden, its Computer insight notifications are not sent and are left out of the list, the unread count and Mark all read. Nothing already sent is deleted, and those notifications come back if the AI Computer does.

The list loads more as you scroll, and says All notifications loaded when you reach the end.

A failed list is not an empty one

If Yapii can't load your notifications it says so plainly, with a Try again button. An empty inbox and a broken one never look alike.

If you invite someone and their invitation can't be used, you get a notification telling you who and why. See When an invitation cannot be used.

Choosing what reaches you

Click Preferences at the top of the page, or open Settings, then Notifications. It has two tabs:

• Alerts holds Quick setup, the Alerts that need you card and the Email Alerts card.
• Channels holds Where alerts reach me, In-App Inbox, the push notification choice for the device you are on, Security Notifications, and Email me a saved list, which emails you one of your saved contact lists on the days and hour you pick (see Getting a list by email).

On the Channels tab, In-App Inbox turns whole groups on or off: Scheduled digests, Calls and voice, Homeowner activity, Product and general, and Billing and quota. A group you turn off disappears from the inbox and from the unread count. Turning it back on brings its history with it, so nothing is lost. Security notifications can't be muted.

When something is muted, the Notifications page tells you at the top which groups it's hiding.

Under Quick setup at the top of the Alerts tab are three one-click presets: Everything, Just the important ones (new leads, replies, tasks and mentions) and Quiet, which turns the alert emails off. A preset changes only your email alerts, and you can still change any alert afterward. Quiet also stops the push and inbox notice for new pond leads and returning leads, because one switch covers all three. No preset touches Legal document updates, Forward lead email replies, Forward text replies to me or A lead opened my email.

Email alerts decides which events also email you:

• Forward text replies to me, which emails you a contact's text reply when you are the assigned agent. A burst of texts is one email. It is on by default. Turn it off here, or on your Profile in the Text replies card;
• Intake submissions waiting for approval, for owners, admins and team leads who can open the submission pipeline in Transactions. Once a day while submissions have waited a week or more for approval, you get an inbox notice and, unless you turn this off, an email saying how many are waiting and how long the oldest has waited. It is sent between 8 AM and 8 PM in your workspace's time zone, and the inbox notice stays even if you turn the email off;
• your morning call list is ready;
• your Reconnect list of quiet contacts, each morning. This one is switched on your Profile, with Email me my Reconnect list each morning (see Dashboard);
• a new buyer or seller intent signal is found;
• a monitored expired listing is relisted, or expires again;
• an AI-led seller readiness conversation finishes;
• a market digest is ready for review;
• a Yapii legal document is meaningfully updated;
• Forward lead email replies, which emails you a lead's reply when they answer an email sent from an address you added or, for the workspace owner, one nobody else added. This one is on by default, and the reply is saved in Yapii either way.

A lead opened my email is on the same list but works differently, and it is off until you turn it on. When it is on, you get a push to your devices and an inbox notice when a contact assigned to you opens an email Yapii sent them. It never sends an email, it fires at most once a day for each email, and it ignores opens made by a mail scanner instead of a person.

Push notifications sends alerts to the device you're on, even when Yapii isn't open. You turn it on per device, so your laptop and your phone are separate choices.

On an iPhone, push only works from the Yapii icon on your Home Screen, not in Safari. If you open this card in the browser, it says On an iPhone, notifications only work once Yapii is added to your Home Screen and shows the steps. Your iPhone needs iOS 16.4 or later. See Yapii on your phone.

Security Notifications, near the bottom of the Channels tab, has four switches for emails about your account: New sign-in from an unrecognized device, Password changed, API key created or deleted and Team member added or removed. Each email has a one-click link to end all your sessions if it was not you. These switches used to be on the Security page in Settings.

Where each alert reaches you

On the Channels tab, the Where alerts reach me card lists the same alerts again, this time with a box for each way an alert can reach you: In app, Email and Push. A row shows only the boxes that alert really uses. A lead opened my email, for example, has In app and Push and no Email, because it never sends an email.

• An alert's own switch in the Email Alerts card on the Alerts tab is its master. When that switch is off, the row is grayed out, says Turned off above, and nothing arrives for that alert by any way.
• With the switch on, tick or untick a box to choose how that alert reaches you. A small Reset appears beside a box you changed, and it puts that box back the way Yapii sets it by default. An alert you never touch keeps working exactly as it did before.
• Listed (Not With Us) home off market is on by default and goes to the contact's own agent, whatever their role. It tells you when a home on the Listed (Not With Us) stage expires, is canceled, sells or goes off the market.
• Property relisted and Property re-expired go only to owners and admins. Anyone else sees Only owners and admins get this alert on those rows and can't change them.
• There is no Text box on this card. Text alerts for urgent items are chosen under Alerts that need you.
• If a change can't be saved, the card says Could not save that change. Try again. If the list can't load, it says Could not load your alert channels. and offers Try again.

Your choices here are yours alone. They don't change what a teammate gets.

Settings is for owners and admins, with one exception: everyone can open Notifications, because every card in it is about your own alerts. If you are not an owner or admin, open it with Preferences at the top of the Notifications page.

Alerts that need you

In Settings, Notifications, on the Alerts tab, the Alerts that need you card sets how Yapii reaches you when something is waiting on you. It has:

• Send me these alerts: turn it off to stop all of them. Urgent items still show in the app.
• Default channels: In the app, Email, Push and Text. Text is off until you add and verify a mobile number.
• Mobile number for text alerts: type the full number with country code, like +15555550100, press Text me a code, then enter the 6-digit code and press Verify. The code expires in 10 minutes. Texts are for urgent alerts only, and your workspace needs a registered texting number for them to go out. Without one, alerts reach you by the other channels. Change and Remove are beside a verified number.
• By kind of alert: a grid with a switch for each channel, per kind of alert: Work that needs you, Appointments, missed calls and handoffs and Billing (owners and admins).
• Send me a test alert, which sends you one test over every channel you have set up.
• Quiet hours: a start and an end. Email, push and text wait until the window ends. Urgent items still show in the app straight away.

Three alerts reach everyone, in every workspace, with nothing to switch on. They only tell people who chose to be told: anyone with push turned on, and anyone who verified a mobile number and turned Text on.

• Appointment booked and Appointment changed go to the agent the appointment is assigned to, when it is booked, moved or canceled. A text carries the contact's first name and the time only, because it is read on a lock screen. The bell shows more than the text does. It names the contact in full and gives their phone number, for example New appointment booked, Appointment moved or Appointment canceled, then the appointment, the time, where it is and Phone:.
• Missed call goes to each person who was meant to take the call, as Missed call from the caller's first name. The name appears only if that person is allowed to see the contact. The button is Call back.
• Callback due reminds the person who owns a promised callback ten minutes before it is due: Call back the contact's first name soon. Nothing is sent if the callback is less than two minutes away, and the reminder is dropped if the callback task is finished, deleted or moved first.

Each of these is told once and never chased. The bell and the email you already got for an appointment or a missed call are unchanged. These alerts add the push and the text.

To keep your phone from filling up, Yapii sends you at most 6 alert texts in an hour. After the sixth, one more text says more alerts are waiting, and then no more alert texts go to you until the hour is over. The alerts still show in the app and by push.

The other kinds on the card, such as overdue tasks and leads nobody has contacted, start only once Yapii switches them on for your workspace. Until then the card says so, and you can still set up your phone and send yourself a test.

Notifications or Alerts?

They're two different lists. Notifications is what Yapii tells you personally: new leads, replies, hand-offs and reminders. Alerts is a shorter list. Yapii describes it as problems the whole workspace needs to fix, such as numbers, delivery and connections, and it also holds things your contacts and your automations have done that are worth a look.