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What is Yesoma?

Yesoma in plain English — the AI customer desk for service businesses, and what it does that an inbox doesn't.

Quickstart: set up your workspace

Sign up, finish onboarding, and get to a working dashboard in under five minutes.

What the onboarding playbook does

The industry + business-model picker on day 1 seeds your workspace with services, policies, FAQs, reply templates, and a tone tuned to how businesses like yours actually operate. Here's what gets created + how to re-pick later.

Bulk import from a spreadsheet

Move customers, services, policies, FAQs, and reply templates into Yesoma in one pass — paste or upload a CSV.

Ask Yesoma AI and verify its sources

Learn which published Docs Ask Yesoma AI uses, what it can access, and how product guidance differs from customer Case AI.

Setting up Yesoma for a barber shop

The barber-shop playbook seeds cuts, fades, beard work, and walk-in-friendly policies. Here's what you get and how to make it fit your shop.

Setting up Yesoma for a nail salon

The nail-salon playbook seeds manicures, gels, acrylics, pedicures, and the deposit + chip-fix policies that protect long chair-time services.

Setting up Yesoma for a lash or brow studio

The lash + brow playbook seeds full sets, fills, lamination, and the deposit + retention policies built for appointment-only studios.

Setting up Yesoma for a plumbing business

The plumbing playbook seeds emergency + scheduled service flows, diagnostic-fee pricing, license + warranty messaging, and calm-under-pressure templates.

Setting up Yesoma for an electrical business

The electrical playbook seeds diagnostic + install services, permit + warranty language, and deposit rules for panel + EV + generator jobs.

Setting up Yesoma for a catering business

The catering playbook seeds per-head pricing, deposit + payment schedules, dietary handling, and the three qualifying questions every quote needs.

Setting up Yesoma for a massage therapy business

The massage-therapy playbook seeds session types, package upsells, intake + medical disclosure, and the calm reassuring tone wellness customers expect.

Setting up Yesoma for a portrait photography business

The portrait-photography playbook seeds family, newborn, headshot, and brand sessions — with 50/50 deposit schedule and gallery-delivery messaging baked in.

Setting up Yesoma for an auto repair shop

The auto-repair playbook seeds diagnostic-fee + repair pricing, parts + labor warranty messaging, and the honest-and-transparent template tone that builds shop trust.

Setting up Yesoma for a handyman business

The handyman playbook seeds the 1-hour minimum + hourly pricing model and the scope-of-work boundaries (what handyman is and is not) baked into your templates.

Setting up Yesoma for a landscaping business

The landscaping playbook seeds recurring lawn care + one-time cleanups, seasonal service reminders as a retention engine, and walk-through-then-quote workflows.

Setting up Yesoma for a bakery

The bakery playbook seeds custom cake + cupcake + dessert-table pricing, lead-time and allergen policies, and the design-change lock that protects production.

Setting up Yesoma for a tutoring business

The tutoring playbook seeds single + package session pricing, the free-consult activation play, and session-summary templates that keep parents bought-in.

Setting up Yesoma for a therapy private practice

The therapy playbook covers Yesoma's practice-management layer (intake, scheduling, billing, no-show fees) and the HIPAA-aware boundaries that keep clinical content in your EHR, not in email.

Setting up Yesoma for a moving company

The moving playbook seeds local + long-distance pricing, the in-home/virtual estimate workflow, insurance + license messaging, and peak-season booking nudges.

Setting up Yesoma for a DJ or entertainment business

The DJ playbook seeds wedding + corporate + private party packages, the date-locking retainer workflow, and the pre-event planning meeting template that earns reviews.

Setting up Yesoma for a pet grooming business

The pet-grooming playbook seeds size-based pricing, temperament + vaccination intake, and the 6-week repeat-booking nudge that drives recurring revenue.

Setting up Yesoma for a dental practice

The dental playbook covers Yesoma's practice-management layer (scheduling, insurance verification, 6-month recall, treatment-plan follow-up) and the HIPAA-aware boundaries that keep clinical content in your dental software.

Setting up Yesoma for a wellness coach business

The wellness-coach playbook seeds discovery calls + session packages, scope-of-practice messaging (not a therapist, not an RD), and session-summary templates that drive retention.

Setting up Yesoma for a restaurant

The restaurant playbook handles the inquiries your POS doesn't — private events, catering, complaints, gift cards — with service-recovery templates that protect reviews.

Setting up Yesoma for a hotel or guesthouse

The hotel playbook handles direct booking inquiries, group blocks, event venues, and pre-arrival concierge — the relationship layer OTAs can't match.

Setting up Yesoma for a training center

The training-center playbook seeds cohort enrollment, free intro classes as activation, waitlist management, and graduation review requests that drive referrals.

Setting up Yesoma for a construction business

The construction playbook seeds consult-then-quote workflow, milestone payment + lien waiver patterns, change order process, and the 7-day post-completion review delay.

Setting up Yesoma for a travel agency or tour operator

The travel playbook seeds custom trip planning, group tours, visa assistance, and the 50/50 deposit + pre-departure brief workflow that builds repeat-traveler trust.

Setting up Yesoma for a fashion designer or seamstress

The fashion playbook covers bespoke + alterations + ready-to-wear, the multi-fitting deposit schedule, fabric responsibility, and tactful Pinterest-copy policy.

Setting up Yesoma for a specialty retail store

Lighting, furniture, jewelry, appliance, electronics. Inquiry handling on top of your POS — stock checks, custom orders, delivery + install, trade accounts, returns + warranty.

I was referred to Yesoma — what now?

Landed on a referral link? What Yesoma is, the free trial you get, no credit card needed to start, and how to set up in a few minutes.

Using Yesoma from your phone

Run your whole desk from a phone browser — add to home screen, the mobile inbox, voice reply, WhatsApp click-to-reply, push + tab badge, and what's easier on a bigger screen.

Day-0 checklist: your first 60 minutes

The eight setup actions, in order, that get you fully live in about an hour — onboarding, Business Brain, channels, follow-ups, branding, notifications, team.

Is my customer data safe?

Plain-English answer: your data is encrypted, isolated per workspace, owned by you (export or delete anytime), never sold, and Yesoma staff can't open your workspace unless you allow it.

When to use Yesoma vs ChatGPT + Gmail

An honest comparison: when the DIY combo is enough, and where it starts costing you bookings (every channel, business memory, follow-ups, team, quotes).

Connect customer email

Forward your business inbox to Yesoma so every customer email becomes an inquiry, ready to triage and reply.

Connect a website form

Point any contact form at Yesoma's inbound endpoint so submissions land in the inbox as inquiries.

Connect WhatsApp to Yesoma

Request an assisted WhatsApp Business connection, follow eight clear setup stages, and know when to send the verification message.

Reply to a WhatsApp customer

Review, edit, save, and send a WhatsApp reply from the Inbox without losing your approved draft.

Why can’t I send a WhatsApp reply?

Match the message in Yesoma to the safe next step when a WhatsApp reply is unavailable or uncertain.

Understanding Sent, Delivered, and Read

Understand WhatsApp delivery states, including what to do when a result is uncertain.

Pausing and resuming WhatsApp replies

Pause outgoing replies while messages keep arriving, then resume safely when your team is ready.

WhatsApp privacy and security

Learn what Yesoma checks before sending and which connection details remain restricted.

Use WhatsApp click-to-reply

Reply to WhatsApp leads in one tap — Yesoma opens the chat with your draft pre-filled.

Connect Calendly

Pipe Calendly bookings into Yesoma: each booking becomes a customer, a logged event, and an automatic post-meeting follow-up.

Managed Messaging overview

Understand assisted channel setup, honest readiness states, and which messaging options are available today.

WhatsApp setup status

Follow all eight assisted setup stages and understand Connected, Receiving only, Replies paused, and other safe states.

SMS setup status

How SMS is set up for you through Managed Messaging, and what happens before it goes live.

Click-to-reply vs assisted vs connected

Compare replying from your own app, requesting assisted setup, and using a fully connected channel.

What happens after I request setup

Follow the eight customer-visible stages from Request received to Setup complete, including the message verification step.

Instagram, Messenger & TikTok

Honest status of social channels: Instagram + Messenger early access, TikTok waitlist.

Build your Business Brain

Save your services, prices, policies, and FAQs so Yesoma's AI replies sound exactly like your business.

Set up your Business Brain from your website

Paste your site URL and Yesoma pulls your services, prices, hours, policies, and FAQs into your Business Brain — you review what to keep.

Create and manage follow-ups

Schedule reminders so quiet inquiries get a nudge before they go cold.

Mark inquiries as won or lost

Close cases with an outcome and a deal value so Yesoma can show you real revenue impact.

Understand Revenue Impact

What the four Revenue Impact tiles mean: won revenue, recovered from follow-ups, revenue at risk, and lost.

Set up automated quote follow-ups

Turn on the hands-off engine that nudges stuck quotes — sent-not-viewed, viewed-not-accepted, accepted-not-paid — with AI-personalized copy in your voice.

Share your customer portal

Every customer gets a personal /c/<token> page with their quotes, receipts, current conversation, and files — here's how to share, brand, and toggle it.

Send quotes & get paid via invoice

Send a structured quote, customer accepts → invoice with your payment instructions, customer pays you directly (bank, MoMo, anything), you mark it paid in Yesoma. Yesoma doesn't process the money — it tracks the trail.

Run a referral program

Each customer gets a personal share link. When a friend books, the case shows up tagged as a referral and the original referrer is credited automatically when it closes Won.

Record a refund

Refund the customer through whatever channel they paid on, then record it in Yesoma so the invoice, case status, and revenue stats stay accurate. Full refunds only in v1.

Get listed on Yesoma Marketplace

Yesoma Marketplace is the public directory at /find where customers browse service businesses. Turn on your listing, add a tagline + cover photo + gallery, and start receiving inquiries tagged 'marketplace' straight to your inbox.

Manage marketplace reviews

How customer reviews work on your marketplace profile, what you can do with reviews you don't like (Hide / Restore), what staff can do, and why you can't edit the words.

Customer Hub: documents, in-portal reply, privacy

The /c/[token] portal has a doc vault you upload to, a Reply Here composer the customer types into, and a privacy card where they can export everything or request deletion. Here's how each piece works + how to approve a deletion.

Communication permissions and consent receipts

See who agreed to email, calls, text messages, or WhatsApp, review the exact permission and timestamp, download evidence, and revoke one channel without changing the others.

Quick Send + Ask for Review

Two branded-email templates that fire outside the normal reply flow — Quick Send for any one-off message to a customer, Ask for Review for the post-service nudge that asks for a Google/Facebook/Yelp review.

Auto-reopen returning customers

When a past customer messages again, Yesoma auto-reopens their last case instead of creating a duplicate. Includes the 90-day window, the Business-plan AI classifier, and how to turn it off if it's wrong for your business.

Attach files to messages

Drop images, PDFs, and documents onto any compose surface in the inbox. 10 MB per file, 30 MB total, drag-and-drop anywhere on the panel.

Get notified about new messages

Four ways Yesoma can tell you a new customer message landed — browser tab badge (automatic), Web Push (one-click), opt-in email, opt-in audio chime.

Use the AI suggested reply

Edit, format, undo, redo, regenerate, voice-dictate, or translate the AI draft before sending.

See who's read a case

Unread cases show a dot in the inbox, and each case shows who opened it last — so teammates don't reply to the same customer twice.

Voice reply and language translation

Dictate quick replies via your browser's mic; let the AI polish + translate into 30 languages including Pidgin, Twi, Yoruba, and Patois.

Add internal notes on a case

Team-only annotations on a case or customer — supports attachments via drag-drop. The customer never sees them.

Track a customer's annual value (ACV)

Set what each customer relationship is worth per year (managers+). Turns your customer list into a book of business and surfaces the annual value sitting in at-risk leads.

Assign cases to teammates

Manual assignment from the case page, auto-assign rules in Settings (round-robin or by category), and how reassignment + notifications work.

Escalate Cases to leadership

Request a leadership decision without losing ownership, hand over a Case safely, and track acknowledgement and resolution.

Reopen a closed case

Three ways a closed case comes back to active — auto-reopen on inbound message, manual reopen button, or via Log customer response.

Tour of the Insights dashboard

Walk through every block on /insights — outcomes, revenue + Customer Hub, quotes funnel, referrals, channels, categories, regulars.

Merge duplicate Cases safely

Choose the surviving Case, review what moves, and verify a permanent Case consolidation without losing the audit trail.

Delete a case (and restore it)

Admins can soft-delete a case so it leaves the workspace but is retained by Yesoma. Restore it any time, or request permanent deletion from Yesoma support.

Collect customer satisfaction (CSAT) ratings

Send customers a 1 to 5 star survey when a case closes — auto-email it or share the link/WhatsApp yourself. Ratings and comments feed the Team Performance dashboard.

Case numbers

Every case gets a unique YS-000123 number — where it shows, how to copy it, searching by the full value or just the digits, and the optional reference line in replies.

Understanding case status

The seven statuses (Needs reply, Awaiting customer, Follow-up due, On hold, Won, Lost, Archived), when they change automatically vs by hand, and how to run your inbox by status.

When Yesoma flags 'pricing stuck'

Yesoma spots conversations where a customer keeps asking about price and hasn't been given one. What triggers the flag, what the colors mean, and the two ways to fix it.

Build your first quote

Use the quote builder: add line items, pull in your services, set a deposit, write your payment instructions, and add a due date before you send.

How Yesoma flags urgent replies

Fresh-reply pulses, stale-reply alerts (team plans), and the calm-inbox idea — so you reply fast to what matters without watching your inbox all day.

Recognize new vs returning customers

The 'New prospect' and 'Returning' badges in the inbox — what they mean, why first impressions matter, and how to treat each.

Yesoma Marketplace: how customers find you

How the public directory works — discovery by category/search/featured, why fast responders rank higher, and how to make your profile (photos, tagline, reviews) convert.

Automated follow-ups without being pushy

Worried follow-ups will annoy customers? Why Yesoma's three-nudge, AI-personalized follow-ups read as service, not spam, and how to keep them feeling personal.

Manage reusable reply templates

Build, review, publish, and apply versioned Email and WhatsApp replies from the governed Templates workspace.

Invite team members

Invite a teammate, choose the right role, request Admin access, and understand the protected Workspace Owner workflow.

Two-factor authentication and account security

Enroll an authenticator app, reset a forgotten password, recover from a lost phone, and require 2FA for your whole team.

Yesoma Support Access

Control when Yesoma support can reproduce an issue in your workspace, approve a time-limited operational repair, revoke access, and review every visit.

Brand emails and manage signatures

Set the company email identity, manage teammate signature overrides, and understand which signature customers receive.

Track team performance

Per-member KPIs — cases handled and closed, win rate, response time, follow-ups, and CSAT — over 7/30/90-day windows. Managers see the team; agents see only themselves.

Train your team with Yesoma Academy

In-product courses and certificates for customer service and business security — how courses and assessments work, and how certificates verify.

Team roles and permissions

The five workspace roles (Workspace Owner, Admin, Manager, Agent, Viewer) and exactly what each can see and do, plus how to set and change them.

Review replies before they send

Have a manager approve an agent's reply in the situations you choose (complaints, refunds, low-confidence AI, missing Brain info) without slowing the rest of the inbox.

Billing and plan limits

Plans, what's included on each tier, and how to upgrade, change payment, or cancel.

Delete your workspace

Permanently purge a workspace + all its data. 30-day grace period to undo, Workspace Owner-only, what gets deleted vs preserved.

Use Community templates and playbooks

Save reply templates and playbooks from the Community into your own workspace, with one tap.

Refer another business to Yesoma

Activate your referral link on the Referrals page (Referral & Partner tab), share it by copy, WhatsApp, or email, track the businesses you have referred, and earn a reward when one signs up and becomes a paying customer.

Self-train with Yesoma Academy

Academy for solo owners: free professional development between clients, and a real certificate (with a public verification link) for your LinkedIn, business cards, and proposals.

Website form endpoint

Yesoma's inbound HTTP endpoint that turns form submissions into inquiries. Reference for the URL, payload shape, and field aliases.

Supported form providers

Provider-specific walkthroughs for Web3Forms, Tally, Jotform, Formspree, Netlify Forms, Webflow, and plain HTML.

Webhook events

Outbound webhook destinations: which events Yesoma sends, the payload shape, and signing.

API authentication

Create an API key, scope it to the right permissions, and call the /api/v1/* endpoints from your tools.

Slack alert recipe

Wire a Yesoma outbound webhook to Slack so urgent inquiries and approvals ping the right channel.

Email forwarding setup

Per-provider forwarding for Gmail, Google Workspace, Outlook, iCloud, and Fastmail — point your business email at Yesoma.