Getting set up: your first conversation with Yapper
After you connect your first messaging channel, Yapper prepares your account with a starter playbook. To train your assistant, you will participate in a direct chat interview on the messaging channel itself. This process allows you to experience Yapper exactly as your customers will.
How it works
- Connect your channel: Link your WhatsApp, Instagram, or Facebook Messenger account in the dashboard under Admin → Connections.
- Start the interview: The dashboard provides a QR code and a deep link to open a chat on your phone. Send the prefilled first message to start the conversation.
- Answer business questions: Your assistant will message you on the channel to ask about your business, products, and policies. It asks one question at a time.
- React to scenarios: To train the assistant on your tone and policies, it will present a few example customer scenarios and ask how you would respond. You can select from the provided options or type your own correction.
- Let Yapper build the assistant: Once the interview and scenarios are complete, Yapper automatically builds your assistant's instructions and creates your business Handbook.
Using the Handbook
During the setup process, Yapper automatically extracts information from your website and connected sources (such as a WhatsApp product catalog) to populate your Handbook.
- What it contains: Your business facts, including products, pricing, policies, locations, and operating hours.
- Where to edit it: You can view and edit these facts at any time on the Handbook page in your dashboard.
- Immediate updates: Any edits you save in the dashboard are instantly applied to your assistant's active knowledge without needing to recompile the playbook.
Going live
While Yapper compiles your assistant, the dashboard stage indicator will show Building your assistant. When it finishes, the status updates to Ready and the chat displays a final setup link.
Your assistant is now live and will automatically respond to new customer conversations using the instructions written during onboarding. You can invite team members and configure who receives escalated messages under Admin → Access.