Use Community templates and playbooks

Community is where Yesoma owners share what works — reply templates, playbooks, Business Brain snippets, wins, and feature requests. The point isn't to read; it's to adopt — pull a vetted template or policy into your own workspace in one tap.

Find what you need

Open Community from the sidebar. The lounge is organized by:

• Rooms — Troubleshooting, Integration Recipes, Wins, Roadmap, and industry rooms (Beauty & Wellness, Food, Retail, etc.).
• Top community templates — what other owners are actually using.
• Trending discussions — what's getting attention this week.
• Playbook of the Week — a curated, official multi-step flow.

Or use the type filter at the top of the feed: Discussions, Reply templates, Brain snippets, Playbooks, Product updates, Feature requests.

Save vs. use

Every community item has two actions:

• Save — bookmarks it to your Saved list so you can find it later.
• Mark useful — signals the post helped; the more "useful" a template has, the higher it ranks for everyone.

Use both freely. A "useful" vote is also how community contributors learn what's working.

Adopt a template into your workspace

For reply templates: open the template's detail page and click Save to my templates. The template lands in your Templates library — fully editable — and is available next time you draft a reply.

For Brain snippets (policies and FAQs): click Add to Business Brain. The snippet arrives as a draft in your Brain so you can edit it, then publish.

For playbooks: read the steps. Most playbooks are workflows you implement manually; some include attached templates you can save individually.

Share something useful

Open Community → Share something useful to contribute. Public posts go through a quick review by the Yesoma team before they appear — to keep the lounge high signal. Set the visibility to Just my organization to publish without review (visible only to your workspace teammates).

Filling in a template before you send

Templates use two kinds of fill-ins, and they behave differently:

• {{double-brace}} tokens fill themselves in automatically the moment you apply the template. You never type these. Yesoma resolves them from the case and your workspace:
  • {{customer_name}} / {{customer_first_name}} — the customer's name
  • {{business_name}} — your workspace name
  • {{owner_name}} — your name
  • {{inquiry_subject}} — the inquiry's subject
  • {{review_link}} / {{review_destination}} — your saved review link and where it points (Google, Yelp, etc.)
• [square-bracket] placeholders are yours to fill in — details Yesoma can't know, like [wedding date], [venue], or [quoted price]. Replace each one with the real detail before you send.

Safety net: if you click send while a [bracket] is still in the reply, Yesoma shows a quick warning listing what's left — with Go back & edit or Send anyway. It's a soft check, not a block (sometimes brackets are intentional), so a clean reply always sends with no extra step. This works everywhere you send: the inbox preview, the case page, branded email, and WhatsApp.

Already have your own templates?

If you're migrating in templates you wrote yourself — exported from another tool or kept in a Google Sheet — skip Community and head to Templates in the sidebar. The page has an Import CSV button that takes name + category + channel + body + tone columns. See Bulk import from a spreadsheet for the full column reference.

Community vs. Help Center

Community is what's working out there — peer playbooks and templates. The Help Center (where you're reading this) is the canonical setup instructions. They cross-link, on purpose.

Related

• Build your Business Brain — what to do with adopted snippets
• Bulk import from a spreadsheet — for templates you already own
• Quickstart: set up your workspace