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The assistant is a chat that knows your customers, owners, invoices, applications, tenancies, viewings, repairs, and reports. Ask it to look something up, run a report, brief you on a record, or propose the next step. Lookups run immediately. Writes follow agent policy and wait in Approvals when they need a person. Every team member starts on Free, with an individual monthly message allowance. Open it from Home, or from the side panel on any other page.

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Open the assistant

There are two places to chat:
  • Home — a full-page chat at Home. Use this for a morning briefing or anything that is not about the page you are already on.
  • Side panel — a chat that slides in from the right. Use this when you have a customer, owner, invoice, application, subscription, tenancy, or Inbox thread open, so the assistant can use that record as context.
To open the side panel, follow these steps:
  1. Make sure Yorlet AI is available on the account. If you do not see Assistant in the sidebar footer, go to Yorlet AI.
  2. Click Assistant in the sidebar footer, or press ⌘ / (Control / on Windows).
Click the maximize control to widen the panel, or press Esc to close it.
On Home the side panel stays closed, because the page is already the chat. Press ⌘ / from any other page when you want the assistant to see the record in front of you.
If Yorlet AI is not on the account, Home and the panel explain the product and link to Yorlet AI.

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Ask a question

Type in Ask me anything… and send. On an empty chat, suggested prompts appear — for example Who is in arrears?, Which applications are stuck on a waitpoint?, or Who is viewing today?. Click a suggestion to put it in the composer, then send. When you have a record open, the panel shows that it is Using this customer as context (or owner, invoice, application, subscription, tenancy, or thread). The suggestions then match that page, such as What’s going on with this tenant? or Draft a reply to this thread. After a reply, the assistant may offer follow-up suggestions. Click one to continue in the same chat. The composer shows how many messages you have left this month. Each send counts as one message against your plan.
Ask the assistant to look something up before it writes. For a name, email, or address, it searches first and confirms the right record if there is more than one match.

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Start or switch chats

Each conversation keeps its own history. The first reply in a new chat becomes its title. To start a new chat, click New chat. To go back to an earlier conversation, follow these steps:
  1. Click History.
  2. Optionally search in Search conversations….
  3. Click the conversation you want.
On Home, a saved chat is also in the URL as ?chat=…, so you can bookmark or share a link with yourself.

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What the assistant can look up

The assistant searches your account and shows results as cards next to its answer. It can: It can also look up a specific customer, owner, invoice, subscription, payment, application, or tenancy when it already has an ID.

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What the assistant can do

When you ask it to change something, it proposes the write instead of calling the API behind your back. Default policy: If a write is waiting, the assistant will tell you. Do not assume the action has already happened. The assistant sends one email at a time. If you ask it to email a group, it will ask who first. The assistant cannot approve an owner payout, void an invoice, mark an invoice paid, cancel a tenancy, or complete an application.

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When the assistant wants to write

Policy decides what happens next:
  • Auto-execute — the write runs immediately. The chat shows the result.
  • Require approval — an approval appears in the chat and on the Approvals page. The write has not happened yet.
  • Deny — policy blocks the action. Nothing is created.
On a pending email, the card shows the recipient, subject, and body:
  • Approve — send it from the agent address and write the message to the thread in Inbox.
  • Deny — stop the send.
  • Use in reply — put the draft in the Inbox reply box so you can edit it there. This closes the pending approval without sending.
  • Details — open the full approval.
If the assistant says an approval is waiting, check Approvals. Do not tell a customer that an email has gone out until the status is executed.

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Examples

These are prompts you can type as-is, or adapt. The assistant looks the records up first.

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Start the morning

Open Home and ask:
  • Who is in arrears?
  • Which applications are stuck on a waitpoint?
  • Who is viewing today?
  • What repairs are open, and which have breached SLA?
  • What tasks are due?
  • What’s our rent roll?
Ask a follow-up on the same chat, for example Draft a chase email for the most overdue customer or Create a task to review the waitpoint on the oldest application.

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Look someone up

  • What’s going on with Sarah Smith?
  • What’s going on with 12 High Street?
  • Find the customer with email [email protected]
  • Show invoices for this tenancy
If several people match a name, the assistant lists them and asks which one you meant.

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Chase arrears

Open a customer who is behind, then in the side panel:
  • What’s going on with this tenant?
  • What do they currently owe?
  • Draft a chase email
  • Enrol their eligible invoices in Recover
  • Leave a note that we spoke today and they will pay on Friday
Or from Home: Who is more than 14 days overdue, and does anyone already have Recover open?

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Reply to Inbox

Open a thread, then:
  • Who is this and what’s going on?
  • Draft a reply to this thread
  • Create a follow-up task
Review the email card, then click Approve to send, or Use in reply to edit it in Inbox first.

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Unblock an application

Open the application, or ask from Home:
  • What’s outstanding on this application?
  • Catch me up on this applicant
  • Have they applied with us before?
  • Progress this waitpoint — referencing is complete
Progressing an application waits for approval by default.

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Record a viewing

  • Who is viewing today?
  • Mark the 10am viewing at 12 High Street as completed
  • The 2pm viewing was a no show

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Raise or triage a repair

  • List open repairs
  • Raise a leaking radiator at 12 High Street, high priority
  • Assign this repair to Sam and put it on hold until we have access

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Ask about reports

Ask in plain English. The assistant runs the report and shows a table next to its answer. Click Open in Reports on the card to see the same report in the Dashboard.
  • What’s our rent roll?
  • How many units are vacant?
  • How much rent did we collect last month?
  • What’s the arrears total by days overdue?
  • Show pending owner payouts
  • How many lets agreed this quarter?
  • What’s our balance this month?
Use Who is in arrears? when you want the customers who are behind. Use a report when you want totals, trends, or a snapshot across the portfolio.

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Ask how Yorlet works

The assistant can search these docs:
  • How do I set up Recover?
  • What is a waitpoint?
  • How do agent approvals work?
It cites the page it used. For a walkthrough you can keep reading, open the cited doc.

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Message allowance

Each person has their own monthly allowance: 20 messages on Free, 200 on Standard, and 1,000 on Premium. It resets on the 1st of each month. When you run out, the chat explains that this month’s allowance is used and lets you request a higher plan. An admin must approve the request before billing starts.
Use Home for the questions you repeat every morning, and the side panel when you are already on a record. That keeps chats short and uses fewer messages.