14 answers
Getting startedHow do I start working with a client?
Add the client in Clients, then create a proposal. Once the scope is agreed, create a connected project, contract or invoice. The + button at the top gives you quick access to new records.
DocumentsCan I upload a document I already have?
Yes. When creating a proposal, contract or invoice, choose Upload file. You can also choose an existing theme or create your own design. Review the recipient and document details before sending.
DocumentsDoes my client need a Yaai account?
No. Clients open the private link you send to review proposals, sign contracts, view invoices or respond to project updates. Keep these links private.
DocumentsWhere can I see whether a client opened or approved something?
Open the proposal or project task to see its activity and response. An email accepted by the email provider does not mean the client opened it. A page view does not prove that an attached file was read.
ProjectsHow do project tasks and client approvals work?
Open a project and add a task. Choose whether it needs client approval or is an information-only update. Sending an information-only completion marks the task complete. Approval tasks stay open until the client approves; requests for changes and meetings appear inside the task.
BillingDoes Yaai collect payments from my clients?
No. Your clients pay you directly using the payment instructions you include in your documents. Your Yaai subscription pays for access to the platform.
BillingHow do I change my plan or update my payment method?
Open Settings, then Plan & Billing. Available plan changes appear there, along with Payment & invoices for payment methods and receipts, and Cancel subscription. Review the price and timing before confirming a change.
FinanceWhy is accepted work value different from cash received?
The financial overview uses agreed proposal value and recorded expenses. It is not a bank balance or proof of collection. Invoice payment status is tracked separately.
MeetingsWhere do my AI meeting notes appear?
Open the client or project, go to Meetings, and open the meeting details. Notes appear after the meeting recording and transcript have been processed. If processing remains stuck, send support the meeting title and time. Never include API keys.
AccountHow do I change the appearance or time zone?
Open your avatar, then Settings. Appearance controls your theme. Your time zone can be managed in Settings → Defaults; automatic mode follows your browser’s time zone.
AccountChatGPT or Claude is connected but cannot access my tools. What should I do?
Open Settings → Integrations and check the connection status and permissions. Refresh or reconnect Yaai in your assistant and start a new conversation with Yaai selected. If it still fails, contact support with the error text. Do not share access tokens.
SupportHow will I receive a support reply?
Open a support conversation from your workspace. Replies appear in the conversation and are emailed to your signed-in address. You can return to add details, even if your subscription has expired.
Getting startedWhat is the difference between Advanced and Studio?
Advanced is the highest individual plan. Studio is for teams, with at least three seats including the owner, shared allowances and member permissions.
Getting startedCan I try Yaai before subscribing?
Individual plans include a 14-day trial with no card required. Visit Pricing to compare plans. Studio has separate per-seat billing.
Let’s work it out.
Together.
Choose the way that works for you.
A little less managing.
A lot more creating.
Give your best work the space it deserves.
Get started for freeWorking together? Meet Yaai Studio.