Getting Started
A step-by-step guide to setting up your Yaplet workspace after signing in for the first time — from subscribing to a plan to configuring your AI chatbot.
Overview
After creating your Yaplet account and logging in, there are a few essential steps to get your workspace up and running. This guide walks you through the recommended setup order so you can start engaging with your customers as quickly as possible.
Step 1: Subscribe to a Plan
If you plan to use paid features, the first thing to do is add a payment method and choose a subscription plan.
Go to Subscription & Billing
Navigate to Settings → Billing in the sidebar, or visit the Subscription & Billing page directly.
Add a payment method
Click Add payment method and enter your card details. Yaplet uses Stripe for secure payment processing.
Choose a plan
Review the available plans and select the one that fits your needs. Your subscription activates immediately and unlocks the corresponding features.
Step 2: Set Up Your Widget
The chat widget is how visitors interact with you on your website. Setting it up takes just a few minutes.
Open Widget Settings
Navigate to Widgets in the sidebar to manage your chat widgets.
Install the widget on your site
Copy the embed code and paste it into your website's HTML. For detailed installation instructions for different platforms, see the Widget Setup Guide.
Customize appearance
Upload your logo, pick your brand colors, and configure the widget's look and feel. You can set:
- Logo and avatar — displayed in the widget header
- Primary color — matches your brand identity
- Welcome message — the greeting visitors see when they open the widget
- Position and style — bottom-right, bottom-left, or custom placement
- Dark mode — automatic or manual theme switching
Step 3: Configure Vex (AI Chatbot)
Vex is your AI-powered chatbot that can answer customer questions automatically, 24/7. Teaching it about your business is the key to getting great results.
Open Vex Settings
Navigate to Automation → Vex in the sidebar, or read the full Vex Setup Guide.
Add context and content
Give Vex the information it needs to help your customers:
- Company information — your business name, description, and key details
- Knowledge base articles — Vex can reference your help articles when answering questions
- Public URLs — point Vex to your website pages so it can learn about your products and services
- Custom instructions — set the tone, language, and boundaries for how Vex responds
Configure behavior
Set up how Vex interacts with visitors:
- Auto-reply — choose when Vex should respond automatically vs. handing off to a human agent
- Fallback behavior — what happens when Vex can't answer a question
- Conversation limits — control how many messages Vex handles before escalating
Step 4: You're Ready
With billing, widget, and Vex configured, your workspace is ready to handle customer conversations. Visitors can now chat on your website, get instant AI-powered answers, and seamlessly connect with your team when needed.
Next Steps
Once the basics are in place, explore these features to get even more out of Yaplet:
Knowledge Base
Create a self-service help center where customers can find answers without waiting for an agent.
Newsletter
Build and send email campaigns to keep your audience engaged with news, updates, and promotions.