The Handbook: what your assistant knows about your business
The Handbook page in your dashboard is the central source of truth for your business facts. Your assistant reads the information stored here to answer customer questions accurately.
The Handbook is structured into four main areas:
- Products: Your items or services, along with their prices and currencies.
- Policies: Guidelines for refunds, returns, shipping, and what your business does or does not do.
- Hours: Your business operating hours.
- Locations: Your physical addresses or service areas.
How the Handbook is populated
When you first sign up for Yapper, the onboarding process automatically seeds the Handbook with information gathered from your existing business presence:
- Meta WhatsApp product catalogue: If you connect a WhatsApp Business Account that has a catalog, Yapper imports your products and pricing.
- Your website: Yapper extracts key business facts and details from your website.
- Uploaded documents: Any documents, PDFs, spreadsheets, or images you upload during onboarding are parsed to extract relevant facts.
If your business does not have a product catalog or fixed pricing, you do not need to list products. Instead, you can add a pricing policy (for example, stating that you quote prices case-by-case) to guide how the assistant handles these inquiries.
Editing and keeping the Handbook current
You can edit, add, or delete information in the Handbook at any time to ensure your assistant always has the latest details.
To update the Handbook:
- Go to the Handbook page in your dashboard.
- Edit the relevant sections:
- Products: Click + Add product to add a new item, then enter its name, price, and currency.
- Policies: Click + Add policy to add rules or policies (enter one policy per line).
- Hours: Click + Add hours to set or update your operating hours.
- Locations: Click + Add location to specify your physical addresses.
- Click the Save button in the top right.
Any changes you save are applied instantly. Your assistant reads from the updated Handbook at reply time, meaning it will immediately begin using the new details to answer customer questions without needing a playbook update.