Getting Started

What Your Account Already Contains

A new Yaplet account is not an empty workspace. Before you touch anything, the signup has already created:

A brand named after the company you typed at signup, with a readable public web address derived from that name — northwind.yaplet.help, with -1 or -2 appended only if that address is already taken
A chat widget belonging to that brand, inheriting the same name and the same address
A Vex AI agent for the brand
A knowledge base, created under the name "Knowledge Base"
Two boards: Feature Requests and Bugs (a Hungarian signup gets Funkciókérések and Hibák instead)

There is deliberately no documentation space. Documentation is a paid module, so a fresh account does not get one — you add it later if you buy it.

Everything in that list except the boards belongs to the brand, and the brand is where you go to work on it: Brand → Chat widget, Brand → Vex, Brand → Knowledge. There is no separate widget list, chatbot list or knowledge base list anywhere in the dashboard.

Step 0: Let AI Set the Brand Up

The very first time the owner signs in, Yaplet takes them to Brand → Overview with the AI setup wizard already open on top of it — not to Home. This is the fastest route through everything below.

Give the wizard your website address and it fills in the brand's company name, description, website, language, icon and logo, designs the chat widget to match what it sees, and reads your site into the AI's knowledge. If the AI agent has no opening questions yet, it writes those too.

AI setup never touches a web address — not the brand's public address, not the widget's. An earlier version rewrote the public address from whatever it read off the site, which silently moved customers' live links. It does not do that any more.

Run it again whenever you like. From the second run onwards it asks Keep or Replace for each part that already has something in it: one row for the brand's details, which defaults to Keep, and one for the widget's design, which defaults to Replace. On a brand-new brand there is nothing to protect, so no choice appears.

Organizations without a subscription get three AI setup runs in total, and the wizard prints how many are left. Every launcher spends from the same pool — the first-login wizard, ＋ New brand, the widget designer's "Redesign with AI", Brand settings' "Fill from website" and the Knowledge page's "Smart import" — and a preview you don't save still counts, because it still costs a model call. Paid organizations are unlimited and billed as ordinary AI usage. Everyone is capped at five runs a minute.

Step 1: Choose a Plan

You can stay on the free plan without giving us a card, so you can explore first and come back to this. Anything paid needs one first — including the free trial.

Open Billing

Go to Settings → Organization settings → Billing in the sidebar, or open 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. A free trial also needs a card on file — the subscribe button reads "Add card & start free trial" until you have one.

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: Your Chat Widget

The chat widget is how visitors talk to you on your website. You already have one; this step is about making it yours and getting it onto your site.

Open the designer

Go to Brand → Chat widget. The designer has five tabs: Appearance · Home · Messages · Features · Install.

Customize the appearance

Set your colours and pick which corner of the screen the launcher sits in, both on the Appearance tab. Logo and avatar are chosen from your organization's shared image library rather than uploaded field by field, so the same image can be reused across brands.

Install it on your site

Open the Install tab, copy the script and paste it into your website just above the closing </body> tag, on every page where the widget should appear. Detailed platform-by-platform instructions are in the Widget Setup Guide.

Know what is not here

The widget's name is a small section at the top of Features. Its public web address and its language are not widget settings at all — they live in Brand settings → Public address and Brand settings → General. Changing the brand's language pushes the interface language down onto the widget automatically.

Need a second chat widget? You create a second brand, not a second widget: use ＋ New brand at the bottom of the Brand section. Its "Also create" block has tick boxes for a chat widget, a knowledge base, documentation and a Vex AI bot — each shown only if your plan includes that feature, and disabled with the reason "Your plan has no room for another one" when the allowance is used up. The dialog also states how many more brands your plan allows. The same dialog offers From my website (a URL box plus an optional note) or Skip — I'll set it up myself; AI is pre-selected and Create brand stays disabled until you enter a URL. On create, the brand and its companions are made first and you are moved to the new brand's Overview with AI setup already running, so you never type the address twice. If the site is slow or unreadable the brand still exists, and the offer to retry sits on its Overview.

Step 3: Teach Vex

Vex is your brand's AI agent — one per brand — and it answers from the brand's knowledge automatically. There is nothing to link.

Open Vex

Go to Brand → Vex. It has four tabs: Personality · Starters · Suggestions · Reports. The full walkthrough is in the Vex Setup Guide.

Set its personality

On Personality you set the tone, when Vex should hand a conversation to a human, and what it says when it does. The free-text field that used to be called "Custom Instructions" is now Answer instructions.

Write conversation starters

On Starters, give visitors a few opening questions to click. AI setup writes a first set for you if the agent has none.

Watch how it does

Reports shows how Vex answered over the last 30 days, including the answers that went badly, so you can fix the underlying content. Suggestions proposes improvements.

There is no Context tab on Vex any more. The company name and website Vex talks about are Brand settings, and everything it answers from is Brand → Knowledge. Vex simply reads that content — you never point it at anything.

Step 4: Fill the Knowledge

Brand → Knowledge is the single pool your AI answers from — on chat, on the phone, in the inbox's suggested replies and in AI social posts. Publishing a help article indexes it immediately: no chatbot and no widget are required.

Two columns tell you the truth about your content. In the list of knowledge sources, Indexed says how many pieces of a knowledge base or documentation set the AI has actually stored and can search — one article usually becomes several pieces, and only published ones are stored. In the list of AI sources below it, Status says whether a source worked at all, so an empty file or a page that could not be read is visible rather than silently missing.

Setup Checklist

A setup checklist guides you through the essentials, and it is split across two places. The organization steps — profile picture, visit the Inbox, visit Visitors, plus bonus steps for the newsletter, Engagement, Reports, Session Replays, Shifts and Security — are on Home → Overview. The four brand steps — customise the widget, install it, teach your AI, publish your first help article — are in a Set up this brand card at the bottom of each brand's own Overview.

Steps tick themselves off as you use the platform, and pulsing dots appear on the matching sidebar entries while a step is still outstanding. Completion is tracked once per organization, so every brand shows the same four ticks.

Both checklists are visible to the organization owner only. The brand card disappears as soon as its own four steps are done. Home's card is stricter: it stays until every step is finished, the four brand steps included, so it can linger on screen after everything it actually lists is ticked.

Next Steps

Once the basics are in place, explore these features to get even more out of Yaplet:

Knowledge Base

Publish self-service articles that answer customers directly and teach your AI at the same time.

Newsletter

Build and send email campaigns to keep your audience engaged with news, updates, and promotions.

Chat workflows

Scripted conversations that belong to your brand and run in chat, on Facebook and Instagram, and on calls.

Subscription & Billing

Manage your plan, view usage, and update payment details.