You've completed the basics — account created, widget configured, first message sent. The checklist below covers the highest-impact things to set up next. None of them take more than 30 minutes, and each one meaningfully improves the experience for your customers or your team.
1. Run AI setup on your brand's Overview
This is the most valuable five minutes a new account can spend. Go to Brand → (your brand) → Overview and click AI setup in the top-right. Give it your website address and it fills in your brand's identity, designs the chat widget to match your site, and reads your most useful pages into what the AI knows — in one run.
Free accounts get a limited number of these runs in total, and the wizard prints how many are left before you start. Let AI set up your brand from your website →
2. Check the "Needs your attention" card
On that same Overview page, a card appears whenever something is actually wrong — your chat widget has never loaded on any page, nothing is published on your public address, a product feed failed to refresh, your free indexed-item allowance is used up, your AI agent is paused. Each line comes with a button that takes you straight to the fix.
The card only appears when there is something in it, so an empty Overview means nothing needs you. Below it you'll also find this brand's own setup checklist — make the widget yours, install it on your site, teach your AI, publish your first help article — which disappears once you finish it.
3. Connect an email inbox
Customers who email your support address should land in the same inbox as your live chat conversations. Set up an email channel so you never miss a message regardless of where customers contact you.
To connect an email address, go to Settings → Organization settings → Emailing and follow the forwarding instructions. You can receive email with a forwarding rule from your existing support address (e.g. [email protected]) and reply directly from Yaplet.
4. Write your first five knowledge base articles
Every question your support team answers more than once is a candidate for a knowledge base article. Your articles live at Brand → (your brand) → Knowledge.
The thing worth knowing: publishing an article is what makes the AI able to answer from it. There is no separate step, no chatbot to attach it to, and no widget required. Unpublish it and the AI stops using it; edit it and just that article is re-read.
Start with the five questions your visitors ask most often. Common first articles: "How do I reset my password?", "What are your pricing plans?", "How do I cancel?", "Where's my order?", "How do I contact you?".
Create your first knowledge base article →
5. Turn on Vex AI
Vex is Yaplet's built-in AI agent — on these screens it is simply called an AI agent. Once your brand has some knowledge, Vex can answer common questions automatically, around the clock, in whatever language the visitor writes in, and pass conversations to a human when you configure it to. By default it politely declines questions it has no information about; automatic handoff is something you switch on.
Go to Brand → (your brand) → Vex. There is nothing to connect — Vex reads everything the brand holds. What is left to do is on the Personality tab: turn on Enable this agent under General, and write your Answer instructions under Answers (tone, rules, anything it should always know). If the brand has no AI agent yet, the page offers a single Add Vex button.
Set up Vex AI for the first time →
6. Enable bug reporting
Bug reporting lets your users report issues with a single click — attaching a screenshot, a session replay, console logs, and device metadata automatically. It takes the guesswork out of reproducing bugs and routes reports to a dedicated board where your team can triage and track them.
Yaplet creates a default bug-report form on signup. To surface it in the widget, open the widget designer, go to the Home tab, click Add Card, and pick Form / Bug Report — the default bug-report form auto-fills in. Save. Submissions land on your Bugs board, which you open from Communications → Tickets in the sidebar, where every board has its own row.
7. Try engagement or a product tour
Once your support is sorted, try reaching out to visitors proactively. Engagement lets you show a banner or a chat message triggered by visitor behaviour (time on page, specific URL, custom events). Product tours let you guide new users through your product with step-by-step tooltips anchored to your UI.
Both features live under Marketing → Engagement in your dashboard's left sidebar.
Send a proactive message → Build your first product tour →
You don't have to do all of this at once. Even completing the first three items in your first week will put you ahead of most new Yaplet accounts. Come back to this list whenever you have a spare 30 minutes.