YesomaDocs
Back to Docs
Getting started·Setup5 min read

Quickstart: set up your workspace

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

In this guide

A working Yesoma workspace takes about five minutes. Here's the path.

1. Sign up

Head to /sign-up and pick email or Google. The 5-step onboarding walks you through business type, workspace name, team mode, services, and a sample inquiry. You'll land on your dashboard at the end.

2. Save the services you sell

Open Business Brain → Services and add the services you actually quote (with prices or a price range, when you can). Yesoma uses this to draft accurate replies — if a service isn't here, the AI flags the question instead of guessing.

Even three or four services is enough to start. You can add the rest as customers ask.

3. Connect at least one channel

In Settings → Channels, pick the channel customers reach you on first:

You don't have to connect everything on day one. One channel is enough to start seeing real inquiries flow in.

4. Try a sample inquiry

If you are the Workspace Owner and the workspace is still empty, open Settings → Workspace and choose Load demo data. Yesoma adds one clearly labeled sample customer, Case, message, and follow-up. Every teammate sees a muted steel-blue Demo badge beside that Case in the Inbox, Preview, and Full Case. Use Hide demos in the Inbox when you want to focus only on real work; demo Cases remain excluded from unread counts, performance metrics, SLA alerts, and operational notifications. The sample is shared with the workspace and can be removed later from the compact Demo data tools entry.

Choose Not now to collapse the introduction for this visit or Never show again to stop showing it to your Workspace Owner profile. The management entry remains available either way. The introduction also retires automatically once customer data exists. Admins and other teammate roles do not see or control demo data.

To use your own example instead, continue with the manual path below.

In Inbox → New inquiry, paste a recent message a real customer sent you. Yesoma will draft a reply using your Business Brain. Edit it, send it (or just close the case), and you'll see exactly how the desk feels day to day.

5. Optional: invite your team

If you don't run the desk solo, Settings → Team → Invite member (or the Invite a team member card in the sidebar) lets you add admins, managers, and agents. Roles control who can reply, who can approve, and who can change settings.

What's next

More in Getting started

Was this article helpful?

If something was unclear or missing, tell us and we'll fix it.

Still stuck?

We'll help you get this working. Send us a message, or ask about Managed Setup.

Contact supportAsk about Managed Setup