> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Yorlet AI

> An assistant for every team member, with paid seats for Recover triage, an email agent, and Claude or ChatGPT — and you still in control of what runs.

Yorlet AI is an assistant that knows your customers, owners, invoices, applications, tenancies, and reports. Every team member starts on Free. Ask it to look things up, run a report, draft emails, attach notes, create tasks, and propose sending aged arrears to [Recover](/billing/recovery). Anything that changes data follows your [agent policy](/business-automation/ai/policy): it may run on its own, wait in [Approvals](/business-automation/ai/approvals), or be blocked.

Open the assistant from [Home](https://dashboard.yorlet.com/dashboard), or press **⌘ /** (Control / on Windows) from any other page.

## Plans

Every team member starts on **Free**, with 30 assistant messages each calendar month. Mix **Standard** and **Premium** seats when someone needs more messages, or when you want Recover triage, the email agent, and Claude or ChatGPT for the organisation.

Manage seats from [Yorlet AI](https://dashboard.yorlet.com/settings/plans/ai). Team members request an upgrade; an admin approves before anything is billed. See [Plans](/business-automation/ai/plans).

<Note>
  If you do not see **Assistant** in the sidebar, Yorlet AI is not available on this account yet. Open [Yorlet AI](https://dashboard.yorlet.com/settings/plans/ai) or talk to your account manager.
</Note>

## How it works

Yorlet AI has three parts you will use every day:

* **Assistant** — a chat on Home and in a side panel. 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. They run when the organisation has at least one Standard or Premium seat:

* **Email agent** — when someone replies to the agent's address, it drafts a reply for you to approve. See [Agents and Inbox](/business-automation/inbox/agents).
* **Recover triage** — when Recover is enabled as well, it reviews aged arrears, reads that customer's [Inbox threads](/business-automation/inbox/overview), and may propose enrolment, a send, or a note. See [Recover](/billing/recovery).

The same paid seat lets you connect [Claude or ChatGPT](/business-automation/ai/mcp).

## What the assistant can do

The assistant can search your account, brief you on a customer, unit, or thread, pull the queues you would open in the morning — arrears, stuck applications, upcoming viewings, open repairs, and open tasks — and answer questions about [reports](/reporting/dashboard-reports) such as rent roll, occupancy, and payment volume. When you ask, it can also propose these writes:

* **Create note** and **Create task** / **Complete task** — these auto-run unless you change policy.
* **Send email**, **Enrol in Recover**, **Progress application**, **Update viewing**, and **Create** or **Update maintenance issue** — these wait 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.

## Get started

<CardGroup cols={2}>
  <Card title="Assistant" icon="sparkles" iconType="duotone" color="#6366f1" href="/business-automation/ai/assistant">
    Open the chat, ask questions, and start a new conversation
  </Card>

  <Card title="Plans" icon="credit-card" iconType="duotone" color="#6366f1" href="/business-automation/ai/plans">
    Free, Standard, and Premium seats, message allowances, and upgrades
  </Card>

  <Card title="Approvals" icon="inbox" iconType="duotone" color="#6366f1" href="/business-automation/ai/approvals">
    Review proposed writes and approve or deny them
  </Card>

  <Card title="Agent policy" icon="sliders" iconType="duotone" color="#6366f1" href="/business-automation/ai/policy">
    Choose which actions auto-run, wait, or are blocked
  </Card>

  <Card title="Inbox" icon="comments" iconType="duotone" color="#6366f1" href="/business-automation/inbox/overview">
    Review threads in Inbox, set up the email channel, and let agents send
  </Card>

  <Card title="MCP" icon="plug" iconType="duotone" color="#6366f1" href="/business-automation/ai/mcp">
    Connect Claude or ChatGPT so they can propose writes in Yorlet
  </Card>
</CardGroup>


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