YESOS Documentation

Learn How to Run Your Business on YESOS

Explore setup guides, product walkthroughs, integration resources, API information, security details, and best practices for getting the most out of YESOS.

Getting Started

Set up your workspace, invite users, and configure YESOS.

✅ Create your company workspace
✅ Invite team members
✅ Set roles and permissions
✅ Complete your first setup checklist

YESS AI

Learn how to use YESS as your intelligent business assistant.

✅ Ask business questions
✅ Create tasks and reminders
✅ Summarize customer records
✅ Generate insights across your workspace

Sales Hub

Manage leads, customers, pipelines, territories, and activity.

✅ Create and manage leads
✅ Track customer activity
✅ View pipeline performance
✅ Manage sales territories

Operations Hub

Turn customers into completed work with organized workflows.

✅ Assign work
✅ Track service activity
✅ Monitor customer health
✅ Manage operational follow-ups

Customer Records

Keep contacts, notes, files, history, and documents together.

✅ Create customer profiles
✅ Upload documents
✅ Add notes and activity history
✅ Find records faster with YESS

Team Management

Control users, roles, permissions, and organizational access.

✅ Invite users
✅ Assign teams
✅ Manage role-based permissions
✅ Control workspace visibility

Integrations

Connect YESOS with Google, Microsoft, and OpenAI.

✅ Connect Google account
✅ Connect Microsoft account
✅ Use OpenAI-powered workflows
✅ Sync email, calendar, contacts, and files

API Reference

Review API-powered services used across the platform.

✅ Resend API
✅ OpenAI API
✅ Google APIs
✅ Microsoft APIs

Security

Understand how YESOS approaches security and data protection.

✅ Access control
✅ Secure authentication
✅ Protected records
✅ Responsible AI workflows

Popular Guides

📘 How to invite your team
📘 How to connect Google Workspace
📘 How to connect Microsoft 365
📘 How to upload customer documents
📘 How to ask YESS questions

Developer Resources

⚙️ API overview
⚙️ Authentication basics
⚙️ Google API connection notes
⚙️ Microsoft API connection notes
⚙️ OpenAI workflow usage

Need More Help?

Visit the Help Center or contact support for setup help, troubleshooting, training, and account questions.

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