Yorlet AI

Yorlet AI is an assistant that knows your customers, invoices, applications, and tenancies. It can look things up, draft emails, attach notes, and propose sending aged arrears to Recover. Anything that changes data follows your agent policy: it may run on its own, wait in Approvals, or be blocked. Open the assistant from the sidebar, or press ⌘ / (Control / on Windows).

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Enable Yorlet AI

Yorlet AI is billed monthly per active team member. To enable it, follow these steps:

1. Go to Your plans.
2. Find Yorlet AI and click Get started.
3. Complete checkout.

Once enabled, Assistant appears in the sidebar footer for everyone on the account. Seats stay in sync as you add or remove team members, and adjustments are prorated on your next invoice.

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How it works

Yorlet AI has three parts you will use every day:

• Assistant — a chat in the Dashboard. Ask a question, or ask it to do something.
• Approvals — a queue of proposed writes. Approve to run them, or deny to stop them.
• Agent policy — the rules that decide whether an action auto-runs, waits, or is blocked.

Two background agents can also propose work without you opening the chat:

• Email agent — when someone replies to the agent’s address, it drafts a reply for you to approve. See Agents and Inbox.
• Recover triage — when Recover is enabled as well, it reviews aged arrears, reads that customer’s Inbox threads, and may propose enrolment, a send, or a note. See Recover.

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What the assistant can do

The assistant can look up records and, when you ask, propose these writes:

• Create note — attach an internal note. This auto-runs unless you change policy.
• Send email — email a customer or owner from a provisioned address. This waits for approval by default.
• Enrol in Recover — send eligible overdue invoices into a recovery case. This waits for approval by default.

If a write is waiting, the assistant will tell you it is in Approvals. Do not assume the action has already happened.

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Get started