Help Center

For owners

• Billing, credits, and auto-recharge

  Manage your Yapper subscription, update your payment details, view AI usage costs, configure auto-recharge settings, cap how much you are charged per month, or close your account.

• Deleting your account and data

  How to permanently delete your Yapper account, cancel your billing subscription, and remove all workspace data.

• Getting set up: your first conversation with Yapper

  Complete your initial setup, activate your plan, and build your assistant with Yapper's setup assistant in a chat from your own WhatsApp, Instagram, or Messenger, or in your browser.

• Team members, roles, and who sees what

  Invite team members, assign owner, admin, or member roles, and control which senders and customer conversations they can access.

• The Yapper API: connect your own software

  Connect Yapper to your CRM or external software to sync data and automate customer workflows.

• Webhooks: get notified in your own systems

  Push conversation events and phase transitions to your CRM or other systems in real time.

• WhatsApp blocked my account or number — what now

  What to do when your WhatsApp Business account or phone number is blocked, restricted, or disabled by Meta.

For admins

• Add and manage API keys

  Add, replace, or delete a key used to connect Yapper to another service without sharing the key in chat.

• Choose reply quality

  Choose Standard or Best reply quality for a playbook and individual conversations.

• Connect a Facebook Messenger sender

  Connect a Facebook Page to Yapper so the assistant can automatically receive and reply to Messenger DMs.

• Connect a Web Chat sender

  Add Web Chat to your website, fix an offline widget, and configure its visitor form, appearance, greeting, and launcher.

• Connect a WhatsApp sender

  Connect a new WhatsApp Business phone number to Yapper to start automatically replying to customer messages.

• Connect an Instagram sender

  Connect your Instagram professional account to Yapper so your assistant can reply to direct messages and comments.

• My sender isn't replying — checklist

  Troubleshoot why your assistant has stopped responding to customer messages on your connected channels.

• Phases: the stages of a customer conversation

  Organize customer conversations into custom stages, track where customers are, and automate follow-ups.

• Playbooks: how your assistant knows what to do

  Create, customize, and manage playbooks to instruct your assistant on how to handle customer conversations.

• Reports and conversation analysis

  Run a report for a customer, follow its progress, view the result, and remove completed or failed reports.

• Review Consultant proposals

  Approve, reject, or resolve a Consultant recommendation that shows a before-and-after account change.

• Routines and checklists

  Set up conversational or report routines, collect fixed customer details with checklists, and find live or completed checklist results.

• Senders: your connected numbers and profiles

  Manage your connected phone numbers, social profiles, and website widgets, assign playbooks, and understand how Yapper routes messages across multiple channels.

• Template paused or rejected; quality rating drops

  Resolve templates that are paused or rejected by Meta, and protect your sender quality rating from customer reports.

• The Handbook: what your assistant knows about your business

  Update the facts, products, prices, and policies your assistant uses to answer customer questions.

• Use the Yapper consultant

  Review your account setup, prompts, phases, conversations, and usage with guided recommendations from Yapper.

• WhatsApp templates: message approval for outreach

  Create and send WhatsApp templates to message customers outside the 24-hour reply window.

For team members

• Contact Yapper support

  Reach Yapper's support team, ask the built-in assistant a question, and get a human to help when the assistant can't.

• Customize the customer table on the Phases page

  Choose which columns show on the Phases page, sort them, add your own custom fields, and edit values for a customer.

• Escalations: when the assistant hands off to you

  Respond to conversations that require human help, configure escalation notifications, and resolve account-level alert issues.

• Maintenance windows

  Understand why the dashboard is temporarily unavailable or why the assistant has paused replies.

• Opt-outs and contact preferences

  Stop automated messages to a customer, manage opt-outs, or pause template and follow-up updates.

• Scheduled messages and follow-up batches

  Schedule automatic follow-up messages for individual customers or send bulk template message batches.

• The Inbox: reading and joining conversations

  Read customer conversations live, reply as a human, pause the assistant for a customer, and find older conversations.