First Steps | Yaplet

The Fastest Way to Get Started

Yaplet comes with Copilot, an AI assistant built right into your dashboard. Instead of clicking through settings pages and filling out forms, you can tell Copilot what you need in plain English and it handles the rest.

One conversation is all it takes. Open Copilot in the sidebar and say something like: "Set up my workspace: create a widget with my brand color #3B82F6, create an AI chatbot called Support Bot, add a document about our product, and link the chatbot to the widget." Copilot will do it all for you.

What Copilot Can Set Up for You

Widgets

Create and customize your chat widget — colors, logo, welcome message, position, pre-chat forms — all through conversation.

AI Chatbot

Build an AI chatbot, add knowledge documents, configure behavior, and connect it to your widget in a single prompt.

Knowledge Base

Create a help center, generate articles with AI, organize categories, and publish — all without leaving the chat panel.

Newsletter & Email

Set up email campaigns, build automated workflows, manage contacts and segments — describe what you want and Copilot builds it.

Outreach

Create banners, surveys, product tours, and announcements with targeting rules — just describe your goal.

Analytics

Ask about agent performance, chatbot stats, visitor data, and AI usage in plain language — no dashboards to navigate.

Try These Prompts to Get Started

Here are real prompts you can paste into Copilot right now:

Set up your chat widget

"Create a widget called Customer Support. Set the primary color to match my brand, add a welcome message saying 'Hi there! How can we help?', and give me the install code."

Create an AI chatbot

"Create an AI chatbot called Support Bot. Add a document explaining that we offer a 30-day money-back guarantee and free shipping on orders over $50. Link the chatbot to my widget and activate it."

Build a knowledge base

"Create a knowledge base called Help Center. Write and publish 3 articles: one about getting started, one about billing and payments, and one about account settings."

"Create a newsletter campaign called 'Welcome to Our Platform'. Generate a friendly welcome email with AI. Target all active subscribers."

Multi-step is no problem. Copilot can chain actions together. Ask it to "Set up my entire support system" and it will create the widget, chatbot, knowledge documents, and connect everything — all in one go.

Use External AI Tools with MCP

Already using AI tools like Claude Desktop, Cursor, VS Code, or Windsurf? Connect them to your Yaplet account through the MCP Server and manage everything from your preferred environment.

Your AI assistant gets full access to the same tools Copilot uses — create widgets, manage chatbots, send campaigns, and more, all without opening the Yaplet dashboard.

Prefer the Manual Route?

If you'd rather set things up step by step through the dashboard UI, these guides walk you through the process:

Dashboard Setup Guide

Subscribe to a plan, configure your widget, and set up your AI chatbot — the traditional way.

Widget Installation

Platform-specific instructions for installing the chat widget on your website.

Learn More About Copilot & MCP

Copilot Guide

Full documentation on everything Copilot can do, with example prompts for every feature category.

MCP Server Setup

Connect Claude Desktop, Cursor, VS Code, and other AI tools to your Yaplet account.