@adminide-stack/yantra-help-browser 12.0.16-alpha.6 → 12.0.16

package/lib/templates/content/solutions-sales/crm-automation.md

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+---
+title: 'CRM Automation'
+---
+
+# CRM Automation
+
+Yantra's AI employee keeps your CRM perpetually up to date by automatically logging interactions, updating deal stages, and synchronizing data across your sales tools.
+
+## Why CRM Data Goes Stale
+
+The root cause of inaccurate CRM data is friction: manual data entry competes with the primary job of selling. When salespeople are busy, CRM updates are the first casualty. This creates:
+
+- **Inaccurate pipelines**: Deal stages don't reflect reality
+- **Lost context**: Call notes are incomplete or missing
+- **Forecasting failures**: Leadership decisions based on stale data
+- **Onboarding difficulties**: New reps can't trust existing records
+
+## How Yantra Automates CRM Management
+
+### Interaction Logging
+
+Every customer interaction is automatically captured and logged:
+
+**Email Conversations**:
+
+- AI employee reads email threads (with your permission) and extracts key points
+- Logs the interaction in CRM with a structured summary
+- Tags the email with appropriate deal and contact associations
+
+**Call Notes**:
+
+- For Zoom calls: Automatic transcription and summary extraction
+- Key decisions, objections, next steps, and commitments are identified
+- Structured notes logged in CRM immediately after the call
+
+**Slack Mentions**:
+
+- When deals or customers are discussed in Slack, relevant context is captured
+- Internal team discussions about prospects are linked to the CRM record
+- Competitive intelligence mentioned in conversations is flagged
+
+### Deal Stage Management
+
+Your AI employee monitors interactions and automatically updates deal stages:
+
+| Signal                      | CRM Action               |
+| --------------------------- | ------------------------ |
+| Demo scheduled via Calendly | Move to "Demo Scheduled" |
+| Pricing discussed in email  | Move to "Negotiation"    |
+| Contract sent via email     | Move to "Contract Sent"  |
+| Signed document received    | Move to "Closed Won"     |
+| No response after 30 days   | Flag as "At Risk"        |
+
+Stage transitions are based on configurable rules you define. In supervised mode, you approve each transition before it's written to CRM.
+
+### Contact Enrichment
+
+As your AI employee processes interactions, it enriches contact records:
+
+- Job titles and roles mentioned in conversations
+- Organizational hierarchy inferred from email threads
+- Decision-maker identification based on purchasing discussions
+- Communication preferences and best contact methods
+
+### Activity Timeline
+
+Your CRM's activity timeline becomes comprehensive and trustworthy:
+
+- Every email exchange summarized and logged
+- All call notes with key points highlighted
+- Meeting outcomes and next steps documented
+- Internal team discussions linked to the deal
+
+## Pipeline Accuracy
+
+With automated CRM updates, pipeline metrics become reliable:
+
+### Before Yantra
+
+- Deal stages reflect when someone last remembered to update
+- Activity logs are incomplete
+- Forecasting requires significant manual adjustment
+- Stale deals remain in pipeline indefinitely
+
+### With Yantra
+
+- Deal stages update in real time based on actual interactions
+- Complete activity history for every deal
+- Forecasting based on accurate, timely data
+- Stale deals automatically flagged and managed
+
+## Configuration
+
+### Auto-Update Rules
+
+Define which signals trigger CRM updates:
+
+- Email keywords that indicate stage changes
+- Calendar events that should move deals forward
+- Inactivity periods that flag deals as at-risk
+- Custom rules based on your sales process
+
+### Field Mapping
+
+Configure which CRM fields get updated:
+
+- Deal stage transitions
+- Revenue and deal size fields
+- Close date adjustments
+- Custom fields specific to your process
+
+### Approval Workflow
+
+In supervised mode:
+
+1. AI employee proposes a CRM update with reasoning
+2. You review the proposed change and supporting evidence
+3. Approve, modify, or reject the update
+4. AI employee learns from your decisions to improve accuracy

package/lib/templates/content/solutions-sales/lead-management.md

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+# Lead Management and Follow-Up
+
+Yantra's AI employee ensures 100% follow-up coverage on every lead in your pipeline — no more missed opportunities due to forgotten tasks or overloaded schedules.
+
+## The Follow-Up Gap
+
+Research consistently shows that most sales are lost not due to poor pitches, but due to inadequate follow-up:
+
+- Prospects require 5-12 touchpoints before making a decision
+- Most salespeople give up after 2-3 attempts
+- The ideal follow-up window is within 24 hours, but compliance rates are low
+- Manual task management breaks down as pipeline size grows
+
+## How Yantra Manages Lead Follow-Up
+
+### Automated Follow-Up Tracking
+
+Your AI employee maintains a real-time follow-up schedule for every active lead:
+
+- **Interaction monitoring**: Tracks the last touchpoint for each lead across all channels
+- **Cadence enforcement**: Ensures follow-up intervals match your defined cadence
+- **Smart timing**: Recommends optimal follow-up times based on past engagement patterns
+- **Escalation**: Flags leads approaching critical follow-up deadlines
+
+### Personalized Draft Messages
+
+When a follow-up is due, your AI employee drafts a personalized message using:
+
+- Summary of the last interaction and key discussion points
+- Any commitments or deliverables that were promised
+- Relevant company news or product updates since the last contact
+- Contextual references that demonstrate continuity and attention
+
+You review, edit if needed, and send — or approve auto-send for routine check-ins.
+
+### Lead Scoring and Prioritization
+
+Your AI employee continuously scores and ranks leads based on:
+
+- **Engagement level**: Frequency and quality of responses
+- **Deal size**: Revenue potential
+- **Fit indicators**: How well the prospect matches your ideal customer profile
+- **Activity signals**: Website visits, email opens, content downloads
+- **Time sensitivity**: Approaching decision dates or contract renewals
+
+The daily priority list tells you exactly who to focus on and why.
+
+### Cold Lead Re-Engagement
+
+When leads go cold, your AI employee:
+
+1. Identifies the longest-inactive prospects still in pipeline
+2. Researches any new company developments or triggers
+3. Drafts re-engagement messages with relevant hooks
+4. Suggests the optimal channel (email, LinkedIn, phone)
+5. Schedules follow-ups at intervals proven to maximize response rates
+
+## Pipeline Hygiene
+
+### Stale Deal Detection
+
+- Deals with no activity beyond your defined threshold are flagged
+- AI employee suggests: close, defer, or re-engage
+- Prevents pipeline bloat that distorts forecasting
+
+### Duplicate Contact Detection
+
+- Identifies potential duplicate contacts across your CRM
+- Suggests merge candidates with supporting evidence
+- Prevents multiple team members from pursuing the same prospect
+
+### Win/Loss Pattern Analysis
+
+Over time, your AI employee identifies patterns in your pipeline:
+
+- Which deal types convert fastest
+- Common drop-off stages and reasons
+- Competitive dynamics that affect close rates
+- Messaging approaches that correlate with success
+
+## Configuration
+
+### Follow-Up Cadence Rules
+
+Define follow-up expectations by deal stage:
+
+- **New Lead**: Follow up within 24 hours, then every 3 days
+- **Discovery**: Follow up within 48 hours of meetings
+- **Negotiation**: Follow up within 24 hours of proposals
+- **Closed Won**: Onboarding check-in at 7 and 30 days
+
+### Priority Weights
+
+Adjust how leads are scored and prioritized:
+
+- Deal size weight
+- Engagement recency weight
+- Fit score weight
+- Custom criteria weights
+
+### Auto-Send Rules
+
+For semi-autonomous and autonomous modes, define which follow-ups can be sent without approval:
+
+- Routine check-in templates
+- Meeting confirmation messages
+- Thank-you notes after calls
+- Resource sharing based on expressed interests

package/lib/templates/content/solutions-sales/sales-overview.md

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+# Sales Solutions Overview
+
+Yantra equips sales teams with an AI employee that eliminates administrative overhead — automatically updating CRMs, preparing call briefs, tracking follow-ups, and ensuring no lead ever falls through the cracks.
+
+## The Sales Productivity Problem
+
+Sales professionals spend a disproportionate amount of time on non-selling activities:
+
+- **Manual CRM entry**: Logging call notes, updating deal stages, and recording activities
+- **Follow-up management**: Remembering to follow up with prospects at the right time
+- **Call preparation**: Searching through CRM, email, and Slack for context before meetings
+- **Pipeline maintenance**: Keeping deal stages accurate for forecasting
+- **Data synchronization**: Ensuring information is consistent across tools
+
+These administrative tasks consume hours every day — time that should be spent building relationships and closing deals.
+
+## Key Capabilities for Sales
+
+### Automatic CRM Updates
+
+After every interaction — calls, emails, meetings — your AI employee:
+
+- Logs detailed notes in HubSpot or Salesforce
+- Updates deal stages based on conversation outcomes
+- Records action items and commitments
+- Sets appropriate follow-up dates
+- Tags contacts with relevant attributes
+
+### Call Preparation Briefs
+
+Before every scheduled call, your AI employee sends a prep brief:
+
+- Summary of all previous interactions with the prospect
+- Current deal stage and recent changes
+- Key concerns or objections raised in past conversations
+- Promises made and their fulfillment status
+- Relevant company news or changes since the last contact
+- Suggested talking points based on where the deal stands
+
+### 100% Follow-Up Coverage
+
+Your AI employee tracks every active lead and ensures follow-up:
+
+- Automatic reminders when follow-up dates approach
+- Draft personalized messages for check-ins
+- Alerts when leads go cold based on configurable inactivity thresholds
+- Prioritized lists of who to contact next, based on deal value and engagement
+
+### Pipeline Intelligence
+
+With automatically accurate CRM data, your pipeline becomes trustworthy:
+
+- Deal stages reflect reality, not what someone remembered to log
+- Forecasting accuracy improves from industry-average 60% to 90%+
+- At-risk deals are flagged before they slip
+- Win/loss patterns become visible and actionable
+
+## Real-World Scenarios
+
+### Scenario: Sales Call Ends with a Prospect
+
+**Without Yantra**:
+Great call — but now you need to open HubSpot, write up the notes before you forget, update the deal stage, set a follow-up task, and draft the recap email. You do half of it, the rest never happens.
+
+**With Yantra**:
+Your AI employee captures the call details (via Zoom transcription or your notes), updates HubSpot automatically with key points, moves the deal to the right stage, and drafts the follow-up email. You review and send.
+
+### Scenario: Lead Goes Cold
+
+**Without Yantra**:
+That promising prospect from 3 weeks ago? You forgot to follow up. They signed with a competitor.
+
+**With Yantra**:
+Your AI employee tracked the lead from day one. After 5 days of no activity, it sent you a reminder with a draft personalized check-in email. The follow-up went out on time.
+
+### Scenario: Pre-Call Scramble
+
+**Without Yantra**:
+You have a call in 10 minutes with someone you spoke to 2 months ago. You scramble through HubSpot, email, and Slack trying to piece together the context.
+
+**With Yantra**:
+Your AI employee sent you a prep brief 30 minutes before the call with a full history summary, key points from past conversations, and suggested discussion topics.
+
+### Scenario: CRM Data Rot
+
+**Without Yantra**:
+Pipeline meetings are unreliable because deal stages are weeks out of date. Forecasting is guesswork.
+
+**With Yantra**:
+Every interaction is automatically reflected in your CRM. Deal stages are always current, activity logs are complete, and your forecast is built on real data.
+
+## Sales Tool Integrations
+
+| Tool           | Capabilities                                                    |
+| -------------- | --------------------------------------------------------------- |
+| **HubSpot**    | Auto-update deals, log calls, track activities, manage contacts |
+| **Salesforce** | Sync contacts, update stages, record interactions               |
+| **Gmail**      | Track email threads, draft follow-ups, log correspondence       |
+| **Slack**      | Surface deal-related mentions, team collaboration               |
+| **Zoom**       | Transcribe calls, extract key points and action items           |
+| **Calendly**   | Prep briefs before scheduled meetings                           |
+
+## Metrics Improvement
+
+| Metric               | Before Yantra | With Yantra |
+| -------------------- | ------------- | ----------- |
+| CRM accuracy         | ~60%          | 95%+        |
+| Follow-up rate       | Variable      | 100%        |
+| Admin time per day   | 2+ hours      | Near zero   |
+| Forecast reliability | Low           | High        |
+
+## Getting Started
+
+1. Connect your sales tools via [Integrations](/help-center/integrations/integrations-overview)
+2. Select "Sales" as your AI employee type during setup
+3. Configure call preparation preferences and follow-up thresholds
+4. Start in supervised mode — review CRM updates and email drafts before they execute
+5. Expand autonomy for routine updates as trust builds
+
+For setup details, see [Getting Started with AI Employees](/help-center/ai-employees/getting-started-ai-employees).

package/lib/templates/content/spaces-library/spaces-overview.md

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+# Spaces & Library
+
+Spaces are your personal and shared workspaces for organizing research, saved searches, and AI conversations in one place.
+
+---
+
+## What Are Spaces?
+
+A Space is a dedicated area for collecting and organizing related content. Think of it as a project folder that's connected to Yantra's AI:
+
+- **Personal Spaces** — Private to you. Organize research by topic, project, or client.
+- **Shared Spaces** — Visible to your team. Collaborate on research in real-time.
+- **Smart Spaces** — Automatically populated based on rules you define (e.g., "add all searches about competitor X").
+
+---
+
+## Creating a Space
+
+1. Click **+ New Space** in the sidebar.
+2. Give it a name (e.g., "Q1 Market Research," "Thesis Chapter 3").
+3. Choose privacy: **Private** or **Shared** (if on a Team plan).
+4. Optionally add a description and color tag.
+
+---
+
+## What You Can Add to a Space
+
+| Content type   | How to add                                                   |
+| -------------- | ------------------------------------------------------------ |
+| Search results | Click **Save to Space** on any result card                   |
+| Conversations  | Click **⋯** > **Save to Space** on any thread                |
+| Web links      | Paste a URL into the Space — Yantra indexes it automatically |
+| Notes          | Click **+ Add Note** for freeform text, markdown, or code    |
+| Files          | Drag and drop PDFs, docs, or images into the Space           |
+| Saved searches | Bookmark a search directly to a Space                        |
+
+---
+
+## Organizing Content
+
+### Tags
+
+Add tags to any item in a Space for quick filtering:
+
+- Click the tag icon on any item.
+- Type a tag name or select from existing tags.
+- Filter the Space view by tag.
+
+### Sections
+
+Divide a Space into sections (like headings in a document):
+
+- **Sources** — Reference materials and links
+- **Key findings** — Important takeaways
+- **To review** — Items that need further analysis
+- **Archive** — Completed or outdated items
+
+### Sorting
+
+Sort items by:
+
+- Date added (newest/oldest)
+- Relevance score
+- Custom order (drag and drop)
+- Alphabetical
+
+---
+
+## Library
+
+The Library is your central hub for all Spaces and saved content:
+
+- **Quick access** — Pin your most-used Spaces to the top.
+- **Search** — Search across all Spaces simultaneously.
+- **Recent** — See recently added or modified items.
+- **Shared with me** — View Spaces shared by teammates.
+
+Access the Library from the sidebar or press ⌘ + L (Mac) / Ctrl + L (Windows).
+
+---
+
+## Collaboration
+
+On Team and Enterprise plans, Shared Spaces enable:
+
+- **Real-time editing** — Multiple users can add and organize content simultaneously.
+- **Comments** — Discuss specific items within the Space.
+- **Activity log** — See who added, modified, or removed items.
+- **Permissions** — Set members as Viewer, Editor, or Admin per Space.

package/lib/templates/content/student-hub/academic-research.md

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+# Academic Research with Yantra
+
+Yantra helps students and researchers find, analyze, and cite academic sources with the speed of AI and the rigor of scholarly research.
+
+---
+
+## Finding Academic Sources
+
+### Search with academic focus
+
+Yantra's search includes academic papers, preprints, and scholarly articles from:
+
+- **arXiv** — Physics, mathematics, computer science, and more
+- **PubMed** — Biomedical and life sciences
+- **Semantic Scholar** — Multi-discipline academic search
+- **Google Scholar** — Broad academic coverage
+- **University repositories** — Institutional research databases
+
+### Filter for academic results
+
+When searching, use the **Source type** filter and select **Academic** to prioritize scholarly sources over web results.
+
+Or include it in your query naturally: "Find peer-reviewed studies on the impact of social media on teen mental health."
+
+---
+
+## Research Workflow
+
+### Step 1 — Explore the topic
+
+Start with a broad question in Regular or Pro Search mode:
+
+> "What are the current theories on dark matter?"
+
+Yantra provides a synthesized overview with cited sources to help you understand the landscape.
+
+### Step 2 — Deep dive
+
+Switch to **Deep Research** for a comprehensive literature review:
+
+> "Provide a literature review of CRISPR gene editing applications in agriculture published after 2020"
+
+Yantra will analyze 20–50+ sources and produce a structured report with key findings, methodology comparisons, and citation data.
+
+### Step 3 — Save and organize
+
+- **Bookmark** important sources to a collection (e.g., "Thesis Chapter 2 — Literature Review").
+- **Tag** sources by theme, methodology, or relevance.
+- **Export** your collection as BibTeX for LaTeX or formatted citations for Word.
+
+### Step 4 — Write with citations
+
+As you write your paper, reference your saved sources:
+
+1. Open your collection.
+2. Click **Cite** on any source.
+3. Select your citation format (APA, MLA, Chicago, IEEE, Harvard).
+4. Paste the formatted citation into your paper.
+
+---
+
+## Citation Management
+
+### Supported formats
+
+| Format               | Typically used in                      |
+| -------------------- | -------------------------------------- |
+| APA 7th edition      | Psychology, social sciences, education |
+| MLA 9th edition      | Humanities, literature, arts           |
+| Chicago 17th edition | History, some humanities               |
+| IEEE                 | Engineering, computer science          |
+| Harvard              | General academic use (UK/Australia)    |
+| Vancouver            | Medical and scientific journals        |
+
+### Bibliography export
+
+Export your entire source collection as a formatted bibliography:
+
+1. Open a collection.
+2. Click **Export > Bibliography**.
+3. Select format.
+4. Download as a .bib (BibTeX), .docx, or .txt file.
+
+---
+
+## Evaluating Sources
+
+Yantra helps you assess source quality:
+
+| Indicator                 | What it tells you                            |
+| ------------------------- | -------------------------------------------- |
+| **Peer-reviewed badge**   | The paper has been through peer review       |
+| **Citation count**        | How often the paper has been cited by others |
+| **Publication date**      | Whether the research is recent or seminal    |
+| **Journal impact factor** | The reputation of the publishing journal     |
+| **Open access**           | Whether the full text is freely available    |
+
+---
+
+## Tips for Academic Research
+
+1. **Use specific queries** — "Effects of mindfulness meditation on cortisol levels in college students" gets better results than "mindfulness benefits."
+2. **Check references** — Use Yantra to look up papers cited in your sources for a more complete literature review.
+3. **Compare methodologies** — Ask Yantra to compare the methodologies used across studies on your topic.
+4. **Track the conversation** — Academic fields are ongoing conversations. Ask about "recent developments" and "open questions" to find the cutting edge.
+5. **Verify before citing** — Always click through to the original source to confirm the claim matches what Yantra reported.

package/lib/templates/content/student-hub/student-discounts.md

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+# Student Discounts
+
+Students get 50% off Yantra Pro — the same powerful features, at a price designed for student budgets.
+
+---
+
+## Discount Details
+
+|                    | Free Plan   | Student Pro                      |
+| ------------------ | ----------- | -------------------------------- |
+| **Price**          | $0          | **$10/month** or **$100/year**   |
+| Searches/day       | 20          | Unlimited                        |
+| Pro Search         | 5/day       | Unlimited                        |
+| Deep Research      | 3/day       | Unlimited                        |
+| AI models          | GPT-4o mini | All models                       |
+| Academic citations | Basic       | APA, MLA, Chicago, IEEE, Harvard |
+| Export formats     | Plain text  | PDF, Markdown, BibTeX, CSV       |
+
+---
+
+## How to Get the Discount
+
+### Option 1 — .edu email verification (instant)
+
+1. Go to **Settings > Billing > Student Discount**.
+2. Enter your .edu email.
+3. Click **Verify** and check your inbox.
+4. Click the verification link — discount applied immediately.
+
+### Option 2 — Manual verification (2 business days)
+
+For students without .edu emails:
+
+1. Go to **Settings > Billing > Student Discount > Manual Verification**.
+2. Upload proof of enrollment: student ID photo, enrollment letter, or current tuition receipt.
+3. We verify within 2 business days and email you when the discount is active.
+
+---
+
+## Duration & Renewal
+
+- Valid for **12 months** from verification date.
+- You'll receive a reminder email 30 days before expiration.
+- Re-verification is quick if you're still enrolled.
+- After graduation, your plan converts to the standard Pro rate at next billing cycle.
+
+---
+
+## Stacking with Annual Billing
+
+| Billing | Standard Pro | Student Pro   |
+| ------- | ------------ | ------------- |
+| Monthly | $20/month    | $10/month     |
+| Annual  | $200/year    | **$100/year** |
+
+Annual + student discount = **$8.33/month** — the best deal available.
+
+---
+
+## Eligibility
+
+- High school students (16+)
+- Undergraduate students
+- Graduate and PhD students
+- Post-doctoral researchers
+- Continuing education students
+
+Must be enrolled at an accredited institution.
+
+---
+
+## FAQ
+
+**Can I use this on a Team plan?** No, student discount is for individual Pro plans only.
+
+**Can I combine with a promo code?** No, but annual billing discount does stack.
+
+**I graduated — what happens?** Standard Pro pricing applies after your next re-verification date. No surprise charges.