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.
Every case in Yesoma gets a short, unique case number like YS-000123. It is assigned automatically when the case is created, it never changes, and it is unique within your workspace. Case numbers make it easy to find a specific case, quote it to a customer, or refer to it with your team.
Where you see it
The case number shows up across the app:
- On each inbox card.
- In the case detail header (with a copy button).
- On the customer timeline (the customer's list of inquiries).
- In the follow-up queue.
It is shown in a subtle style, for example "Case YS-000123".
Copy a case number
Open a case and click the Case YS-000123 badge in the header. The number is copied to your clipboard and you'll see a "Case number copied." confirmation. Paste it into a chat, a note, or anywhere you need it.
Search by case number
Use the search bar at the top of the app (or press ⌘K) and type a case number. It works with either form:
- the full value, like
YS-000123 - just the number, like
123
You can also search there by customer name, email, or phone to jump to their cases.
Show the reference in replies (optional)
If you want customers to be able to quote the case number back to you, turn on Settings, then Notifications, then Reference number in replies. When it is on, branded email replies include a tidy "Reference: YS-000123" line. It is off by default.
More in Inbox & follow-ups
- Beginner5 min
Create and manage follow-ups
Schedule reminders so quiet inquiries get a nudge before they go cold.
Read guide - Beginner4 min
Mark inquiries as won or lost
Close cases with an outcome and a deal value so Yesoma can show you real revenue impact.
Read guide - Beginner4 min
Understand Revenue Impact
What the four Revenue Impact tiles mean: won revenue, recovered from follow-ups, revenue at risk, and lost.
Read guide - Setup5 min
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.
Read guide - Setup5 min
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.
Read guide - Setup7 min
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.
Read guide - Setup6 min
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.
Read guide - Setup3 min
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.
Read guide - Setup6 min
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.
Read guide - Setup4 min
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.
Read guide - Setup5 min
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.
Read guide - Setup4 min
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.
Read guide - Setup4 min
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.
Read guide - Beginner4 min
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.
Read guide - Beginner5 min
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.
Read guide - Beginner6 min
Use the AI suggested reply
Edit, regenerate, voice-dictate, or translate the AI's draft before sending. Plus the heuristic for when to send as-is vs. tweak.
Read guide - Beginner5 min
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.
Read guide - Beginner4 min
Add internal notes on a case
Team-only annotations on a case or customer — supports attachments via drag-drop. The customer never sees them.
Read guide - Team3 min
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.
Read guide - Beginner5 min
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.
Read guide - Beginner4 min
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.
Read guide - Beginner8 min
Tour of the Insights dashboard
Walk through every block on /insights — outcomes, revenue + Customer Hub, quotes funnel, referrals, channels, categories, regulars.
Read guide - Team3 min
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.
Read guide - Team4 min
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.
Read guide - Setup5 min
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.
Read guide - Setup3 min
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.
Read guide - Setup5 min
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.
Read guide - Setup3 min
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.
Read guide - Beginner2 min
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.
Read guide - Setup4 min
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.
Read guide - Setup3 min
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.
Read guide
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