Delete a case (and restore it)

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.

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, regenerate, voice-dictate, or translate the AI's draft before sending. Plus the heuristic for when to send as-is vs. tweak.

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.

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.

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.