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Getting started·Beginner4 min read

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.

In this guide

Ask Yesoma AI is the product guide available across Yesoma's public pages and Docs. It answers from Yesoma's published documentation so setup steps, permissions, channel availability, and product behavior come from the same source customers can read and verify.

Ask a product question

Open Ask Yesoma AI, describe what you want to accomplish, and include the screen or setting you are using. Good questions include:

  • What is the process for changing a teammate's role?
  • Where do I connect customer email?
  • Which roles can approve a reply?
  • What happens after I request managed messaging setup?

When the Docs contain an answer, Ask Yesoma AI uses the relevant article and links factual guidance to the relevant article or section. Follow that source for the complete workflow. If no published article answers the question, the assistant should say so and direct you to support@getyesoma.com instead of inventing a step or feature. In a follow-up conversation, Yesoma retrieves against the recent user questions together so a short follow-up such as "What about Managers?" keeps the subject of the earlier question.

Choose Expand Ask Yesoma AI when you want more room to read. It opens full-screen on mobile and as a larger centered window on desktop while keeping your current question, draft, conversation, sources, and feedback state. Press Escape to restore the normal-sized assistant without clearing it.

When a response begins, Yesoma shows the beginning of the answer first and keeps that position while the answer streams. If you scroll with a mouse, trackpad, touch, or keyboard, you take control and Yesoma will not pull you back. Choose Jump to latest when you want to move to the end.

Review the answer and its evidence

Every completed answer includes the notice AI-generated answer. Verify important details before using or sending. This is a reminder to review the wording and linked evidence; Ask Yesoma never sends an answer for you.

Open Sources used below the answer to see:

  • Fully supported, Partially supported, or No approved source found.
  • The published article and closest matching section.
  • The source owner and its recorded last-review date. A missing date is shown as missing rather than guessed.
  • Open source and Copy link actions.

When coverage is partial, a source is stale, or retrieved articles conflict, Ask Yesoma keeps that limitation visible and lists the point that needs human review. No approved source found means the assistant should not invent an answer. Open the suggested support path instead.

Use Copy to copy the answer. On product-help surfaces, Use in reply also copies it and labels the result for review; it does not place content into a customer Case or send anything automatically. Suggested follow-up questions continue the same conversation and retrieve the Docs again.

Choose Helpful when the answer worked. Choose Report an issue, then Incorrect, Outdated source, or Missing information, when it did not. Yesoma staff review these signals as documentation gaps; visitors cannot open the staff-only question log. Yesoma removes common contact and secret-shaped values before retaining the public question and evidence signal. An hourly retention job removes records older than 90 days. The log does not store an account, workspace, customer, or IP address.

What product Ask AI can access

Public Ask Yesoma AI can read the published Yesoma Docs selected for your question and the messages in your current Ask AI conversation. It cannot open your workspace, inspect a private Case, see customer information, or verify a change made to your account.

Do not paste passwords, authentication codes, payment information, or private customer conversations into Ask AI. Contact Yesoma Support when an answer depends on private workspace state.

Source links are permission-safe by design: public Ask Yesoma only returns published /docs/... sources. It does not expose internal notes, private Business Brain records, customer data, or staff-only documentation.

How Case AI is different

AI inside an ordinary customer Case uses the Case conversation, permitted customer context, and your workspace's reviewed Business Brain. Your Business Brain—not public Yesoma Docs—is the authority for your services, prices, policies, FAQs, and business voice. The reply remains a draft for human review unless an eligible automation was deliberately enabled.

Cases handled by Yesoma's own Support workspace can additionally use retrieved published Docs for Yesoma product facts. A Workspace governance Case is an exception: it is a protected authorization record, so Yesoma does not create a customer-facing AI reply for it. Staff use the structured request and secure review workflow instead.

Keep answers current

Yesoma rebuilds its searchable Docs index from the complete published article library during each application build. This gives the Docs assistant, public Ask AI, and eligible Yesoma Support Case analysis one shared retrieval source. When product behavior changes, Yesoma updates the applicable Docs article in the same release.

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