@adminide-stack/yantra-help-browser 12.0.191 → 12.0.192-alpha.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/components/AppStoreBadge.d.ts +9 -0
- package/lib/components/AppStoreBadge.d.ts.map +1 -0
- package/lib/components/AppStoreBadge.js +70 -0
- package/lib/components/AppStoreBadge.js.map +1 -0
- package/lib/components/HelpCenterFooter.d.ts.map +1 -1
- package/lib/components/HelpCenterFooter.js +18 -7
- package/lib/components/HelpCenterFooter.js.map +1 -1
- package/lib/components/Icons.js +0 -22
- package/lib/components/Icons.js.map +1 -1
- package/lib/components/enterprise/EnterprisePageStyles.d.ts +7 -1
- package/lib/components/enterprise/EnterprisePageStyles.d.ts.map +1 -1
- package/lib/components/enterprise/EnterprisePageStyles.js +236 -21
- package/lib/components/enterprise/EnterprisePageStyles.js.map +1 -1
- package/lib/config.d.ts +1 -2
- package/lib/config.d.ts.map +1 -1
- package/lib/config.js +3 -5
- package/lib/config.js.map +1 -1
- package/lib/hooks/useSpotlight.d.ts +7 -0
- package/lib/hooks/useSpotlight.d.ts.map +1 -0
- package/lib/hooks/useSpotlight.js +13 -0
- package/lib/hooks/useSpotlight.js.map +1 -0
- package/lib/hooks/useTilt.d.ts +10 -0
- package/lib/hooks/useTilt.d.ts.map +1 -0
- package/lib/hooks/useTilt.js +40 -0
- package/lib/hooks/useTilt.js.map +1 -0
- package/lib/pages/Blog/index.d.ts.map +1 -1
- package/lib/pages/Blog/index.js +416 -20
- package/lib/pages/Blog/index.js.map +1 -1
- package/lib/pages/BlogPost/index.d.ts.map +1 -1
- package/lib/pages/BlogPost/index.js +2 -1
- package/lib/pages/BlogPost/index.js.map +1 -1
- package/lib/pages/HelpCenter/components/Icons.d.ts +8 -0
- package/lib/pages/HelpCenter/components/Icons.d.ts.map +1 -1
- package/lib/pages/HelpCenter/components/Icons.js +222 -0
- package/lib/pages/HelpCenter/components/Icons.js.map +1 -1
- package/lib/pages/HelpCenter/mockData.d.ts +0 -2
- package/lib/pages/HelpCenter/mockData.d.ts.map +1 -1
- package/lib/pages/HelpCenter/mockData.js +22 -4
- package/lib/pages/HelpCenter/mockData.js.map +1 -1
- package/lib/pages/LandingPage/components/AppsMarquee.d.ts +8 -0
- package/lib/pages/LandingPage/components/AppsMarquee.d.ts.map +1 -0
- package/lib/pages/LandingPage/components/AppsMarquee.js +230 -0
- package/lib/pages/LandingPage/components/AppsMarquee.js.map +1 -0
- package/lib/pages/LandingPage/components/ArticleCard.d.ts.map +1 -1
- package/lib/pages/LandingPage/components/ArticleCard.js +14 -9
- package/lib/pages/LandingPage/components/ArticleCard.js.map +1 -1
- package/lib/pages/LandingPage/components/CategoriesSection.d.ts +1 -0
- package/lib/pages/LandingPage/components/CategoriesSection.d.ts.map +1 -1
- package/lib/pages/LandingPage/components/CategoriesSection.js +2 -0
- package/lib/pages/LandingPage/components/CategoriesSection.js.map +1 -1
- package/lib/pages/LandingPage/components/CategoryCard.d.ts +2 -0
- package/lib/pages/LandingPage/components/CategoryCard.d.ts.map +1 -1
- package/lib/pages/LandingPage/components/CategoryCard.js +16 -7
- package/lib/pages/LandingPage/components/CategoryCard.js.map +1 -1
- package/lib/pages/LandingPage/components/HeroSection.d.ts +3 -0
- package/lib/pages/LandingPage/components/HeroSection.d.ts.map +1 -1
- package/lib/pages/LandingPage/components/HeroSection.js +114 -21
- package/lib/pages/LandingPage/components/HeroSection.js.map +1 -1
- package/lib/pages/LandingPage/components/ProductPreview.d.ts +8 -0
- package/lib/pages/LandingPage/components/ProductPreview.d.ts.map +1 -0
- package/lib/pages/LandingPage/components/ProductPreview.js +214 -0
- package/lib/pages/LandingPage/components/ProductPreview.js.map +1 -0
- package/lib/pages/LandingPage/components/ResourceCard.d.ts.map +1 -1
- package/lib/pages/LandingPage/components/ResourceCard.js +12 -7
- package/lib/pages/LandingPage/components/ResourceCard.js.map +1 -1
- package/lib/pages/LandingPage/components/ResourcesSection.d.ts.map +1 -1
- package/lib/pages/LandingPage/components/ResourcesSection.js +1 -0
- package/lib/pages/LandingPage/components/ResourcesSection.js.map +1 -1
- package/lib/pages/LandingPage/index.d.ts.map +1 -1
- package/lib/pages/LandingPage/index.js +105 -51
- package/lib/pages/LandingPage/index.js.map +1 -1
- package/lib/templates/content/account-management/account-setup.md +17 -70
- package/lib/templates/content/account-management/connectors-and-vault.md +25 -0
- package/lib/templates/content/account-management/delete-account.md +16 -70
- package/lib/templates/content/account-management/notifications.md +25 -0
- package/lib/templates/content/account-management/organizations-and-invites.md +26 -0
- package/lib/templates/content/account-management/personalization.md +24 -0
- package/lib/templates/content/account-management/preferences.md +16 -92
- package/lib/templates/content/account-management/privacy-settings.md +15 -88
- package/lib/templates/content/account-management/profile-settings.md +19 -70
- package/lib/templates/content/account-management/scheduled-tasks-and-price-alerts.md +36 -0
- package/lib/templates/content/account-management/sign-in-methods.md +30 -0
- package/lib/templates/content/apps/ads.md +59 -0
- package/lib/templates/content/apps/apps-overview.md +133 -0
- package/lib/templates/content/apps/billing-app.md +35 -0
- package/lib/templates/content/apps/calendar.md +71 -0
- package/lib/templates/content/apps/canvas.md +80 -0
- package/lib/templates/content/apps/cards-and-wallet.md +40 -0
- package/lib/templates/content/apps/character-studio.md +39 -0
- package/lib/templates/content/apps/ci.md +23 -0
- package/lib/templates/content/apps/clips.md +61 -0
- package/lib/templates/content/apps/codezen.md +42 -0
- package/lib/templates/content/apps/computer.md +64 -0
- package/lib/templates/content/apps/contract-builder.md +59 -0
- package/lib/templates/content/apps/contract-review.md +50 -0
- package/lib/templates/content/apps/crm.md +38 -0
- package/lib/templates/content/apps/dealdesk.md +44 -0
- package/lib/templates/content/apps/design-studio.md +47 -0
- package/lib/templates/content/apps/discover.md +30 -0
- package/lib/templates/content/apps/document-sign.md +55 -0
- package/lib/templates/content/apps/expenses.md +37 -0
- package/lib/templates/content/apps/freelance.md +43 -0
- package/lib/templates/content/apps/inbox.md +43 -0
- package/lib/templates/content/apps/issue-ticket.md +35 -0
- package/lib/templates/content/apps/job-search.md +74 -0
- package/lib/templates/content/apps/kpi-motivation.md +35 -0
- package/lib/templates/content/apps/mail-campaigns.md +42 -0
- package/lib/templates/content/apps/mail.md +34 -0
- package/lib/templates/content/apps/meetings.md +70 -0
- package/lib/templates/content/apps/music-studio.md +64 -0
- package/lib/templates/content/apps/notion.md +36 -0
- package/lib/templates/content/apps/novel.md +24 -0
- package/lib/templates/content/apps/paper2poster.md +52 -0
- package/lib/templates/content/apps/payroll.md +36 -0
- package/lib/templates/content/apps/privacy-redaction.md +53 -0
- package/lib/templates/content/apps/resume-builder.md +54 -0
- package/lib/templates/content/apps/salesiq.md +33 -0
- package/lib/templates/content/apps/shared-page-viewers.md +38 -0
- package/lib/templates/content/apps/shopping.md +61 -0
- package/lib/templates/content/apps/sidecar-browser-panel.md +70 -0
- package/lib/templates/content/apps/sms-campaigns.md +38 -0
- package/lib/templates/content/apps/social-posts.md +37 -0
- package/lib/templates/content/apps/study-notebook.md +66 -0
- package/lib/templates/content/apps/templates.md +36 -0
- package/lib/templates/content/apps/timer-and-timesheet.md +55 -0
- package/lib/templates/content/apps/travel.md +64 -0
- package/lib/templates/content/apps/videox.md +56 -0
- package/lib/templates/content/apps/voice-ops.md +46 -0
- package/lib/templates/content/apps/voicebox.md +63 -0
- package/lib/templates/content/apps/web-builder.md +40 -0
- package/lib/templates/content/apps/workflow-studio.md +47 -0
- package/lib/templates/content/apps/workspaces.md +44 -0
- package/lib/templates/content/apps/yantra-live-events.md +34 -0
- package/lib/templates/content/assistant-channels/assistant-overview.md +32 -0
- package/lib/templates/content/assistant-channels/channels-overview.md +39 -0
- package/lib/templates/content/assistant-channels/connect-imessage.md +24 -0
- package/lib/templates/content/assistant-channels/connect-slack-and-discord.md +27 -0
- package/lib/templates/content/assistant-channels/connect-telegram.md +32 -0
- package/lib/templates/content/assistant-channels/connect-vs-code.md +20 -0
- package/lib/templates/content/assistant-channels/connect-whatsapp.md +34 -0
- package/lib/templates/content/blog/ads-that-never-spend-without-you.md +51 -0
- package/lib/templates/content/blog/best-ai-calendar-assistants-2026.md +116 -0
- package/lib/templates/content/blog/best-ai-coding-agents-2026.md +115 -0
- package/lib/templates/content/blog/best-ai-email-assistants-2026.md +114 -0
- package/lib/templates/content/blog/best-ai-meeting-notetakers-2026.md +124 -0
- package/lib/templates/content/blog/best-ai-resume-builders-2026.md +124 -0
- package/lib/templates/content/blog/best-ai-voice-generators-2026.md +116 -0
- package/lib/templates/content/blog/best-corporate-card-platforms-2026.md +107 -0
- package/lib/templates/content/blog/best-document-redaction-tools-2026.md +106 -0
- package/lib/templates/content/blog/best-e-signature-tools-2026.md +117 -0
- package/lib/templates/content/blog/best-expense-management-software-2026.md +114 -0
- package/lib/templates/content/blog/best-invoicing-software-2026.md +113 -0
- package/lib/templates/content/blog/best-issue-tracking-tools-2026.md +113 -0
- package/lib/templates/content/blog/best-live-chat-tools-2026.md +110 -0
- package/lib/templates/content/blog/best-price-tracking-tools-2026.md +115 -0
- package/lib/templates/content/blog/best-screen-recording-tools-2026.md +123 -0
- package/lib/templates/content/blog/best-sms-marketing-platforms-2026.md +112 -0
- package/lib/templates/content/blog/best-social-media-scheduling-tools-2026.md +114 -0
- package/lib/templates/content/blog/best-video-meeting-tools-2026.md +117 -0
- package/lib/templates/content/blog/best-workflow-automation-tools-2026.md +114 -0
- package/lib/templates/content/blog/calendar-run-google-calendar-from-a-sentence.md +49 -0
- package/lib/templates/content/blog/canvas-one-board-for-images-video-and-audio.md +63 -0
- package/lib/templates/content/blog/clips-record-review-share-in-one-minute.md +48 -0
- package/lib/templates/content/blog/design-studio-describe-annotate-compare-ship.md +46 -0
- package/lib/templates/content/blog/draft-review-and-sign-a-contract-in-yantra.md +56 -0
- package/lib/templates/content/blog/from-lecture-notes-to-podcast-with-study.md +60 -0
- package/lib/templates/content/blog/how-yantra-apps-are-built.md +54 -0
- package/lib/templates/content/blog/how-yantra-credits-work.md +57 -0
- package/lib/templates/content/blog/how-yantra-decides-which-app-opens.md +52 -0
- package/lib/templates/content/blog/introducing-yantra-apps.md +63 -0
- package/lib/templates/content/blog/meet-the-yantra-computer.md +61 -0
- package/lib/templates/content/blog/meetings-send-the-notetaker-keep-the-decisions.md +47 -0
- package/lib/templates/content/blog/music-studio-find-songs-by-how-they-sound.md +49 -0
- package/lib/templates/content/blog/notion-as-a-place-the-agent-can-write-to.md +42 -0
- package/lib/templates/content/blog/paper-to-poster-in-four-stages.md +45 -0
- package/lib/templates/content/blog/resume-nine-templates-one-document-and-an-editor-that-talks.md +52 -0
- package/lib/templates/content/blog/run-your-job-hunt-from-one-panel.md +73 -0
- package/lib/templates/content/blog/shopping-with-yantra-search-watch-buy.md +47 -0
- package/lib/templates/content/blog/spin-up-a-database-from-chat.md +56 -0
- package/lib/templates/content/blog/talk-to-yantra-from-telegram-whatsapp-slack.md +57 -0
- package/lib/templates/content/blog/travel-with-yantra-from-search-to-expense-report.md +59 -0
- package/lib/templates/content/blog/voicebox-seven-engines-one-studio.md +50 -0
- package/lib/templates/content/blog/yantra-live-find-something-to-do-tonight.md +32 -0
- package/lib/templates/content/blog/yantra-on-your-desk-the-floating-bar.md +54 -0
- package/lib/templates/content/chat/approvals-and-agent-questions.md +36 -0
- package/lib/templates/content/chat/attachments.md +40 -0
- package/lib/templates/content/chat/cards-and-widgets.md +37 -0
- package/lib/templates/content/chat/chat-overview.md +67 -0
- package/lib/templates/content/chat/connectors-skills-and-templates.md +34 -0
- package/lib/templates/content/chat/deep-search.md +30 -0
- package/lib/templates/content/chat/models-and-providers.md +51 -0
- package/lib/templates/content/chat/sharing-and-exporting-chats.md +35 -0
- package/lib/templates/content/chat/voice-input-and-read-aloud.md +29 -0
- package/lib/templates/content/connectors/cdecli-command-line.md +89 -0
- package/lib/templates/content/connectors/connectors-overview.md +40 -0
- package/lib/templates/content/connectors/managing-credentials.md +42 -0
- package/lib/templates/content/connectors/marketplace-and-extensions.md +44 -0
- package/lib/templates/content/connectors/self-heal.md +30 -0
- package/lib/templates/content/content-manifest.json +10269 -4563
- package/lib/templates/content/data-privacy/data-collection.md +10 -10
- package/lib/templates/content/data-privacy/privacy-policy.md +3 -3
- package/lib/templates/content/data-subject-privacy/privacy-requests.md +23 -83
- package/lib/templates/content/desktop-mobile/desktop-app.md +67 -0
- package/lib/templates/content/desktop-mobile/mobile-app.md +49 -0
- package/lib/templates/content/getting-started/getting-started-guide.md +31 -68
- package/lib/templates/content/openclaw/openclaw-contribution.md +1 -1
- package/lib/templates/content/openclaw/openclaw-overview.md +1 -1
- package/lib/templates/content/plans-credits/add-ons.md +36 -0
- package/lib/templates/content/plans-credits/ai-credits.md +52 -0
- package/lib/templates/content/plans-credits/managing-your-subscription.md +46 -0
- package/lib/templates/content/plans-credits/plans-overview.md +55 -0
- package/lib/templates/content/plans-credits/referrals.md +26 -0
- package/lib/templates/content/plans-credits/usage-dashboard.md +28 -0
- package/lib/templates/content/skills/agentic-checkout.md +39 -0
- package/lib/templates/content/skills/browser-skill.md +39 -0
- package/lib/templates/content/skills/business-and-marketing-skills.md +38 -0
- package/lib/templates/content/skills/career-and-job-skills.md +35 -0
- package/lib/templates/content/skills/creating-and-publishing-skills.md +43 -0
- package/lib/templates/content/skills/design-and-creative-skills.md +38 -0
- package/lib/templates/content/skills/engineering-skills.md +47 -0
- package/lib/templates/content/skills/flight-search.md +29 -0
- package/lib/templates/content/skills/inbox-replies.md +38 -0
- package/lib/templates/content/skills/media-and-connector-skills.md +41 -0
- package/lib/templates/content/skills/response-modes.md +29 -0
- package/lib/templates/content/skills/shopping-search.md +33 -0
- package/lib/templates/content/skills/skills-overview.md +45 -0
- package/lib/templates/content/skills/video-ai-studio.md +28 -0
- package/lib/templates/content/skills/yantra-skills-bundle.md +47 -0
- package/lib/templates/content/troubleshooting/common-issues.md +25 -92
- package/lib/templates/content/what-is-yantra/getting-started-yantra.md +16 -79
- package/lib/templates/content/what-is-yantra/how-yantra-works.md +21 -27
- package/lib/templates/content/what-is-yantra/practical-tips-yantra.md +26 -46
- package/lib/templates/content/what-is-yantra/what-is-yantra-intro.md +22 -22
- package/lib/utils/docsNavigation.d.ts.map +1 -1
- package/lib/utils/docsNavigation.js +33 -28
- package/lib/utils/docsNavigation.js.map +1 -1
- package/package.json +3 -3
- package/lib/templates/content/data-subject-privacy/data-access.md +0 -90
- package/lib/templates/content/data-subject-privacy/data-portability.md +0 -97
- package/lib/templates/content/file-uploads/file-upload-overview.md +0 -93
- package/lib/templates/content/product-features/ai-models.md +0 -89
- package/lib/templates/content/product-features/collaboration-tools.md +0 -88
- package/lib/templates/content/product-features/conversation-features.md +0 -76
- package/lib/templates/content/product-features/export-features.md +0 -87
- package/lib/templates/content/product-features/follow-up-questions.md +0 -82
- package/lib/templates/content/product-features/real-time-search.md +0 -84
- package/lib/templates/content/product-features/saved-searches.md +0 -75
- package/lib/templates/content/product-features/search-features.md +0 -82
- package/lib/templates/content/product-features/search-history.md +0 -86
- package/lib/templates/content/product-features/source-citations.md +0 -100
- package/lib/templates/content/scope-api/api-overview.md +0 -104
- package/lib/templates/content/search-modes/deep-research.md +0 -109
- package/lib/templates/content/search-modes/labs-features.md +0 -81
- package/lib/templates/content/search-modes/pro-search.md +0 -75
- package/lib/templates/content/search-modes/regular-search.md +0 -86
- package/lib/templates/content/spaces-library/spaces-overview.md +0 -89
- package/lib/templates/content/student-hub/academic-research.md +0 -106
- package/lib/templates/content/student-hub/student-discounts.md +0 -78
- package/lib/templates/content/student-hub/student-overview.md +0 -86
- package/lib/templates/content/student-hub/study-tools.md +0 -121
- package/lib/templates/content/subscription-billing/billing-cycle.md +0 -71
- package/lib/templates/content/subscription-billing/billing-overview.md +0 -72
- package/lib/templates/content/subscription-billing/billing-support.md +0 -74
- package/lib/templates/content/subscription-billing/currency-support.md +0 -57
- package/lib/templates/content/subscription-billing/enterprise-pricing.md +0 -74
- package/lib/templates/content/subscription-billing/invoice-management.md +0 -86
- package/lib/templates/content/subscription-billing/payment-methods.md +0 -77
- package/lib/templates/content/subscription-billing/promotional-offers.md +0 -81
- package/lib/templates/content/subscription-billing/refund-policy.md +0 -80
- package/lib/templates/content/subscription-billing/student-discounts.md +0 -88
- package/lib/templates/content/subscription-billing/tax-information.md +0 -86
- package/lib/templates/content/technical-questions/ai-models-technical.md +0 -87
- package/lib/templates/content/technical-questions/api-technical.md +0 -158
- package/lib/templates/content/technical-questions/data-processing.md +0 -102
- package/lib/templates/content/technical-questions/database-architecture.md +0 -120
- package/lib/templates/content/technical-questions/infrastructure.md +0 -132
- package/lib/templates/content/technical-questions/performance-optimization.md +0 -105
- package/lib/templates/content/technical-questions/search-algorithms.md +0 -105
- package/lib/templates/content/technical-questions/technical-overview.md +0 -107
- package/lib/templates/content/threads/conversation-management.md +0 -103
- package/lib/templates/content/threads/threads-overview.md +0 -92
- package/lib/templates/content/yantra-assistant/android-app.md +0 -83
- package/lib/templates/content/yantra-assistant/ios-app.md +0 -84
- package/lib/templates/content/yantra-assistant/mobile-app-overview.md +0 -68
- package/lib/templates/content/yantra-assistant/voice-assistant.md +0 -83
- package/lib/templates/content/yantra-enterprise/admin-dashboard.md +0 -83
- package/lib/templates/content/yantra-enterprise/custom-branding.md +0 -84
- package/lib/templates/content/yantra-enterprise/dedicated-support.md +0 -83
- package/lib/templates/content/yantra-enterprise/enterprise-overview.md +0 -68
- package/lib/templates/content/yantra-enterprise/sso-integration.md +0 -84
- package/lib/templates/content/yantra-enterprise/user-management.md +0 -83
- package/lib/templates/content/yantra-pro-max/billing-management.md +0 -110
- package/lib/templates/content/yantra-pro-max/cancellation-refund.md +0 -106
- package/lib/templates/content/yantra-pro-max/pro-pricing.md +0 -57
- package/lib/templates/content/yantra-pro-max/subscription-benefits.md +0 -69
- package/lib/templates/content/yantra-pro-max/upgrade-process.md +0 -104
- package/lib/templates/content/yantra-pro-max/yantra-max-features.md +0 -48
- package/lib/templates/content/yantra-pro-max/yantra-pro-overview.md +0 -47
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# Preferences
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Customize how Yantra works for you — from search behavior and notifications to display settings and AI interaction style.
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| Setting | Options | Default |
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| Default search mode | Regular, Pro Search, Deep Research | Regular |
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| Safe search | Off, Moderate, Strict | Moderate |
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description: 'The Preferences page: organization and project, appearance, interface and response language, autosuggest, homepage widgets, the default model and AI data retention.'
|
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author: 'Yantra Team'
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6
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Control when and how Yantra contacts you.
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### Email notifications
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| Notification | Description | Default |
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| ----------------- | --------------------------------------------------- | ------- |
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| Morning briefing | Daily summary from your AI employee | On |
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| Alert escalations | High-priority alerts that need your attention | On |
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| Weekly digest | Summary of activity and insights from the past week | On |
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| Product updates | New features, improvements, and tips | Off |
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| Billing reminders | Upcoming payments and subscription changes | On |
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### In-app notifications
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- **Action approvals** — When your AI employee needs approval to execute an action (always on in supervised mode).
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- **Search alerts** — Notifications for saved searches that match new content.
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- **Team mentions** — When a team member references you in a shared workspace.
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### Notification schedule
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- **Quiet hours** — Set hours when non-critical notifications are held for batched delivery.
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- **Time zone** — Notifications are scheduled based on your configured time zone.
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---
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## Display Preferences
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| Setting | Options | Default |
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| ------------------ | -------------------------------------------- | ----------- |
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| Theme | Light, Dark, System | System |
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| Font size | Small, Medium, Large | Medium |
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| Density | Compact, Comfortable, Spacious | Comfortable |
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| Code highlighting | Language-specific syntax highlighting themes | One Dark |
|
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| Markdown rendering | Rendered or raw markdown view | Rendered |
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|
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-
---
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## AI Interaction Preferences
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Customize how your AI employee communicates with you.
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- **Response length** — Choose between concise (2–3 sentences), balanced (default), or detailed (comprehensive with examples).
|
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- **Response style** — Professional, casual, or technical tone.
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- **Source citations** — Always show inline citations, show on hover, or show at the end.
|
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- **Auto follow-up** — Let the AI suggest follow-up questions after each response (on/off).
|
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-
|
|
71
|
-
---
|
|
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## Data & Privacy Preferences
|
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| Setting | Description | Default |
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| --------------- | ----------------------------------------------------------- | ------- |
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| Search history | Save your search queries for quick access | On |
|
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| Usage analytics | Share anonymous usage data to help improve Yantra | On |
|
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|
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| Personalization | Use your activity to improve AI recommendations | On |
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| Data retention | Automatically delete search history older than a set period | 90 days |
|
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To adjust: **Settings > Preferences > Privacy**.
|
|
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|
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|
|
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-
---
|
|
85
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-
|
|
86
|
-
## Keyboard Shortcuts
|
|
7
|
+
# Preferences
|
|
87
8
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|
88
|
-
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|
9
|
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Open **Preferences** under your account settings, or `/account/preferences`.
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| Setting | What it does |
|
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|
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| ------------------------------- | ---------------------------------------------------------------------------------------------------------------- |
|
|
13
|
+
| **Organization and project** | Switch the organization and project your work is scoped to |
|
|
14
|
+
| **Appearance** | Light or Dark |
|
|
15
|
+
| **Language** | The interface language: English, Spanish or German |
|
|
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|
+
| **Preferred response language** | The language the agent answers in, independent of the interface |
|
|
17
|
+
| **Autosuggest** | Suggestions while you type |
|
|
18
|
+
| **Homepage widgets** | What appears on your home screen |
|
|
19
|
+
| **Model** | Opens the model selector to set your default. See [Models and providers](/help-center/chat/models-and-providers) |
|
|
20
|
+
| **AI data retention** | Whether your conversations are retained for the AI to reference |
|
|
97
21
|
|
|
98
|
-
|
|
22
|
+
How the agent writes and what it remembers about you are on the [Personalization](/help-center/account-management/personalization) page.
|
|
@@ -1,94 +1,21 @@
|
|
|
1
|
-
# Privacy Settings
|
|
2
|
-
|
|
3
|
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Take full control of your data. Yantra's privacy settings let you decide what's collected, how it's used, and when it's deleted.
|
|
4
|
-
|
|
5
|
-
---
|
|
6
|
-
|
|
7
|
-
## Data Collection Controls
|
|
8
|
-
|
|
9
|
-
### What Yantra collects by default
|
|
10
|
-
|
|
11
|
-
| Data type | Purpose | Can you disable it? |
|
|
12
|
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| -------------------------- | ------------------------------------------- | ------------------------- |
|
|
13
|
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| Account info (name, email) | Account management and authentication | No (required for account) |
|
|
14
|
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| Search queries | Display search history, improve results | Yes |
|
|
15
|
-
| AI conversations | Maintain conversation context | Yes |
|
|
16
|
-
| Usage analytics | Aggregate statistics to improve the product | Yes |
|
|
17
|
-
| Error reports | Diagnose bugs and improve reliability | Yes |
|
|
18
|
-
|
|
19
|
-
### How to adjust collection
|
|
20
|
-
|
|
21
|
-
1. Go to **Settings > Privacy > Data Collection**.
|
|
22
|
-
2. Toggle each data category on or off.
|
|
23
|
-
3. Changes take effect immediately for new data. Existing data is retained until you manually clear it.
|
|
24
|
-
|
|
25
|
-
---
|
|
26
|
-
|
|
27
|
-
## Data Usage Preferences
|
|
28
|
-
|
|
29
|
-
Control how your data is used beyond basic functionality:
|
|
30
|
-
|
|
31
|
-
- **Personalization** — Allow Yantra to use your search history and preferences to improve AI recommendations. _Default: On._
|
|
32
|
-
- **Model training** — Your data is **never** used to train AI models. This is not a toggle — it's a guarantee.
|
|
33
|
-
- **Analytics sharing** — Share anonymized, aggregated usage data to help improve the product. _Default: On._
|
|
34
|
-
- **Marketing communications** — Receive product updates, tips, and feature announcements via email. _Default: Off._
|
|
35
|
-
|
|
36
|
-
---
|
|
37
|
-
|
|
38
|
-
## Data Retention
|
|
39
|
-
|
|
40
|
-
### Automatic cleanup
|
|
41
|
-
|
|
42
|
-
| Data type | Default retention | Options |
|
|
43
|
-
| ---------------- | ----------------- | -------------------------------- |
|
|
44
|
-
| Search history | 90 days | 30, 60, 90, 180 days, or Forever |
|
|
45
|
-
| AI conversations | 90 days | 30, 60, 90, 180 days, or Forever |
|
|
46
|
-
| Error reports | 30 days | Not configurable |
|
|
47
|
-
| Audit logs | 1 year | Enterprise: configurable |
|
|
48
|
-
|
|
49
|
-
### Manual data deletion
|
|
50
|
-
|
|
51
|
-
You can delete specific data at any time:
|
|
52
|
-
|
|
53
|
-
1. **Clear search history** — **Settings > Privacy > Clear Search History**
|
|
54
|
-
2. **Clear conversations** — **Settings > Privacy > Clear Conversations**
|
|
55
|
-
3. **Clear all data** — **Settings > Privacy > Clear All Data** (keeps your account active)
|
|
56
|
-
|
|
57
1
|
---
|
|
58
|
-
|
|
59
|
-
|
|
60
|
-
|
|
61
|
-
Yantra shares data with third parties only as needed to deliver the service:
|
|
62
|
-
|
|
63
|
-
| Third party | What's shared | Why |
|
|
64
|
-
| -------------------------------------- | ----------------------------------------- | --------------------------- |
|
|
65
|
-
| AI model providers (OpenAI, Anthropic) | Query content (without PII when possible) | To generate AI responses |
|
|
66
|
-
| Payment processor (Stripe) | Billing info | To process payments |
|
|
67
|
-
| Error tracking (Sentry) | Anonymized error reports | To diagnose and fix bugs |
|
|
68
|
-
| Analytics (PostHog) | Anonymized usage events | To understand product usage |
|
|
69
|
-
|
|
70
|
-
> **Important:** Yantra never sells your data to advertisers, data brokers, or any third party.
|
|
71
|
-
|
|
72
|
-
---
|
|
73
|
-
|
|
74
|
-
## Cookie Preferences
|
|
75
|
-
|
|
76
|
-
Manage cookies from your browser or via **Settings > Privacy > Cookies**:
|
|
77
|
-
|
|
78
|
-
- **Essential cookies** — Required for authentication and core functionality. Cannot be disabled.
|
|
79
|
-
- **Analytics cookies** — Used for anonymous usage statistics. _Default: On._
|
|
80
|
-
- **Preference cookies** — Remember your settings across sessions. _Default: On._
|
|
81
|
-
|
|
2
|
+
title: 'Privacy Settings'
|
|
3
|
+
description: 'The controls that decide what the AI can keep and reference: AI data retention, memory of past searches, temporary chats, on-device redaction and activity tracking.'
|
|
4
|
+
author: 'Yantra Team'
|
|
82
5
|
---
|
|
83
6
|
|
|
84
|
-
|
|
7
|
+
# Privacy Settings
|
|
85
8
|
|
|
86
|
-
|
|
9
|
+
Yantra's privacy controls live in a few places rather than one page.
|
|
87
10
|
|
|
88
|
-
|
|
89
|
-
|
|
90
|
-
|
|
91
|
-
|
|
92
|
-
|
|
11
|
+
| Control | Where | What it does |
|
|
12
|
+
| ---------------------------- | ------------------------------------------------------ | ------------------------------------------------------------------------------------------------------- |
|
|
13
|
+
| **AI data retention** | Preferences | Whether conversations are retained for the AI to reference |
|
|
14
|
+
| **Reference search history** | Personalization, under Memory | Whether the assistant may use your previous searches |
|
|
15
|
+
| **Temporary chat** | The chat | A conversation that is never saved to history and disappears when the tab closes |
|
|
16
|
+
| **Redact before sharing** | The [Privacy](/help-center/apps/privacy-redaction) app | An AI-safe copy of a document, made on your device |
|
|
17
|
+
| **Tab access** | The Chrome side panel settings | Only tabs you pick, the tab you are looking at, or every tab |
|
|
18
|
+
| **Privacy mode** | The desktop bar's eye icon | Stops activity tracking |
|
|
19
|
+
| **Delete account** | Account | Removes your account and its data. See [Delete Account](/help-center/account-management/delete-account) |
|
|
93
20
|
|
|
94
|
-
For
|
|
21
|
+
For what Yantra collects and how long it is kept, see [Data Collection](/help-center/data-privacy/data-collection) and the [Privacy Policy](/help-center/data-privacy/privacy-policy).
|
|
@@ -1,78 +1,27 @@
|
|
|
1
|
-
# Profile Settings
|
|
2
|
-
|
|
3
|
-
Your profile is how you appear to team members and how Yantra personalizes your experience.
|
|
4
|
-
|
|
5
|
-
---
|
|
6
|
-
|
|
7
|
-
## Personal Information
|
|
8
|
-
|
|
9
|
-
Edit your profile at **Settings > Profile**.
|
|
10
|
-
|
|
11
|
-
| Field | Details | Visibility |
|
|
12
|
-
| ------------- | ----------------------------------------------------------------------------- | ------------ |
|
|
13
|
-
| Display name | Your name as shown in the app and to teammates | Team members |
|
|
14
|
-
| Email | Primary email for login and notifications (changing requires re-verification) | Private |
|
|
15
|
-
| Profile photo | Upload a JPG or PNG (max 5 MB), or connect Gravatar | Team members |
|
|
16
|
-
| Job title | Your role (e.g., "Senior Engineer", "VP of Sales") | Team members |
|
|
17
|
-
| Organization | Your company or team name | Team members |
|
|
18
|
-
| Time zone | Used for notification scheduling and morning briefings | Private |
|
|
19
|
-
| Bio | A short description (max 280 characters) | Team members |
|
|
20
|
-
|
|
21
|
-
---
|
|
22
|
-
|
|
23
|
-
## Changing Your Email
|
|
24
|
-
|
|
25
|
-
1. Go to **Settings > Profile > Email**.
|
|
26
|
-
2. Enter your new email address.
|
|
27
|
-
3. Click **Update Email**.
|
|
28
|
-
4. Verify the new email by clicking the link sent to the new address.
|
|
29
|
-
5. Your old email will receive a notification that the change was made.
|
|
30
|
-
|
|
31
|
-
> **SSO users:** If you signed up with Google or GitHub SSO, your email is managed by your identity provider.
|
|
32
|
-
|
|
33
1
|
---
|
|
34
|
-
|
|
35
|
-
|
|
36
|
-
|
|
37
|
-
1. Go to **Settings > Security > Change Password**.
|
|
38
|
-
2. Enter your current password.
|
|
39
|
-
3. Enter a new password (minimum 12 characters, must include uppercase, lowercase, and a number).
|
|
40
|
-
4. Confirm the new password.
|
|
41
|
-
|
|
42
|
-
Password changes take effect immediately and sign out all other sessions.
|
|
43
|
-
|
|
2
|
+
title: 'Profile Settings'
|
|
3
|
+
description: 'The Account page: avatar, name, email, phone numbers, date of birth, gender, your subscription, support contact and account deletion.'
|
|
4
|
+
author: 'Yantra Team'
|
|
44
5
|
---
|
|
45
6
|
|
|
46
|
-
|
|
47
|
-
|
|
48
|
-
Link external accounts for SSO and integration convenience:
|
|
49
|
-
|
|
50
|
-
| Provider | Purpose |
|
|
51
|
-
| -------- | --------------------------------------------- |
|
|
52
|
-
| Google | Single sign-on, Google Workspace integrations |
|
|
53
|
-
| GitHub | Single sign-on, repository access |
|
|
54
|
-
| Slack | Direct messaging with your AI employee |
|
|
55
|
-
|
|
56
|
-
Manage connections at **Settings > Profile > Connected Accounts**. Disconnecting a provider does not delete your Yantra account.
|
|
57
|
-
|
|
58
|
-
---
|
|
59
|
-
|
|
60
|
-
## Profile Visibility
|
|
61
|
-
|
|
62
|
-
Control what team members can see:
|
|
7
|
+
# Profile Settings
|
|
63
8
|
|
|
64
|
-
|
|
65
|
-
- **Private** — Email, time zone, and security settings are never shared.
|
|
66
|
-
- **Hidden mode** — On Enterprise plans, admins can enable hidden mode where profiles are not visible to other workspace members.
|
|
9
|
+
Open **Account** under your settings, or `/account/details`.
|
|
67
10
|
|
|
68
|
-
|
|
11
|
+
| Field | Notes |
|
|
12
|
+
| ----------------------------- | ------------------------------------------------------------------------------------------------- |
|
|
13
|
+
| **Avatar** | **Change avatar** uploads a new photo |
|
|
14
|
+
| **Name** | Shown to teammates |
|
|
15
|
+
| **Email** | Changing it sends a one-time code to the new address |
|
|
16
|
+
| **Phone numbers** | Verified by SMS code |
|
|
17
|
+
| **Date of birth**, **Gender** | Optional |
|
|
18
|
+
| **Your Subscription** | Your plan, with **Upgrade plan**. See [Plans overview](/help-center/plans-credits/plans-overview) |
|
|
19
|
+
| **Support** | **Contact** opens the support form |
|
|
20
|
+
| **Delete account** | Permanently removes the account after a confirmation |
|
|
69
21
|
|
|
70
|
-
|
|
22
|
+
On mobile the Account screen holds name, email, username, profile picture and Delete Account.
|
|
71
23
|
|
|
72
|
-
|
|
73
|
-
| ---------- | ----------------------------------------------------------------- | ----------------------------------------- |
|
|
74
|
-
| Deactivate | Your account is hidden and paused. No charges. Data is preserved. | Yes — log back in to reactivate |
|
|
75
|
-
| Delete | All data is permanently removed within 30 days. | Only within 30 days by contacting support |
|
|
24
|
+
## Related
|
|
76
25
|
|
|
77
|
-
|
|
78
|
-
|
|
26
|
+
- [Sign-in methods](/help-center/account-management/sign-in-methods)
|
|
27
|
+
- [Preferences](/help-center/account-management/preferences)
|
|
@@ -0,0 +1,36 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: 'Scheduled Tasks and Price Alerts'
|
|
3
|
+
description: 'Create recurring tasks such as a daily news digest or weekly market forecast, manage them, and set price alerts on a target price or percentage move.'
|
|
4
|
+
author: 'Yantra Team'
|
|
5
|
+
---
|
|
6
|
+
|
|
7
|
+
# Scheduled Tasks and Price Alerts
|
|
8
|
+
|
|
9
|
+
Open **Tasks** under your account settings, or `/account/tasks`.
|
|
10
|
+
|
|
11
|
+
## Create a task
|
|
12
|
+
|
|
13
|
+
Choose **Create a Task** and describe what you want and how often. Or start from a preset:
|
|
14
|
+
|
|
15
|
+
| Preset | What it delivers |
|
|
16
|
+
| ------------------------ | ------------------------------------------------------------------------------ |
|
|
17
|
+
| **News Digest** | A morning roundup of the most impactful stories from around the world |
|
|
18
|
+
| **Market Forecast** | A weekly portfolio of stocks to watch based on performance and upcoming events |
|
|
19
|
+
| **Tech Insights** | A weekly analysis of emerging technologies and AI developments |
|
|
20
|
+
| **Science Explorer** | A monthly digest of scientific breakthroughs, papers and space news |
|
|
21
|
+
| **Sports Roundup** | A daily summary of major sports events, scores and news |
|
|
22
|
+
| **Entertainment Weekly** | A weekly roundup of streaming releases and trending shows |
|
|
23
|
+
|
|
24
|
+
Your **Scheduled Tasks** list shows everything you have created. Scheduled tasks run within your plan's online hours per day.
|
|
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## Price alerts
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Set an alert on a **target price** or a **percentage movement**. For product prices, ask [Shopping](/help-center/apps/shopping) to watch a product instead.
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## Notifications
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Turn on email for **Scheduled Tasks** under [Notifications](/help-center/account-management/notifications) so results reach your inbox.
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## Bigger automations
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Multi-step pipelines with connectors, models and code belong in [Workflow Studio](/help-center/apps/workflow-studio).
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---
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title: 'Sign-in Methods'
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description: 'Sign in with email and password, Google or Apple, verify changes to your email by code and your phone by SMS, and what to do if you forget your password.'
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author: 'Yantra Team'
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---
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# Sign-in Methods
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## Ways to sign in
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- **Email and password**, with **Remember me**.
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- **Google**.
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- **Apple**, including Sign in with Apple on iOS.
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- Additional providers can be enabled for a workspace, and an SMS passwordless option exists where it is configured.
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Choose **Forgot password?** on the sign-in page to reset by email. **Create one** starts a new account.
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## Verifying changes
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- Changing your **email** sends a one-time code to the new address.
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- Adding a **phone number** sends an SMS code.
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## Profile
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The Account page holds your avatar, name, email, phone numbers, date of birth and gender, your subscription, a support contact, and **Delete account** with a confirmation step.
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## Related
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- [Account Setup](/help-center/account-management/account-setup)
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- [Delete Account](/help-center/account-management/delete-account)
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---
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title: 'Ads'
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description: 'Run your own advertising accounts on Meta, Google, LinkedIn, X and TikTok: draft campaigns, review them, go live on your say-so, pause, and check spend and performance.'
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author: 'Yantra Team'
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---
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# Ads
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Ads runs the advertising accounts you already own. The agent drafts campaigns first, shows you the account, objective and budget, and only goes live when you say so. Nothing spends without an explicit "go live".
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## Open it
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Pick **Ads** in the apps launcher, or open `/c/<chat-id>/ads`. The main chat stays on the left with the Ads panel on the right. Connect your ad accounts in the panel's **Accounts** view.
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## What each network supports
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| Network | What the agent can do |
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| ------------ | ------------------------------------------------------------------ |
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| **Meta** | Create, update and delete campaigns, create ads, read insights |
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| **Google** | Read campaigns by id or name, customer lists |
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| **LinkedIn** | Read-only reporting |
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| **X** | Create, update and delete campaigns, line items and promoted posts |
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| **TikTok** | Drafts only. Launch happens in TikTok Ads Manager |
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## How a campaign is made
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1. You describe the campaign.
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2. The agent creates it **paused** and stores a draft.
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3. You get a review block with the account, draft id, objective and budget.
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4. Say "go live" to start spending.
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Deletes are permanent and always need an explicit yes.
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## Ask in chat
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- "Run ads for my new product on Meta."
|
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- "How are my ad campaigns doing this month?"
|
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- "Pause the Launch week campaign."
|
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- "Go live with the campaign."
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## Before you start
|
|
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- One connected credential per network.
|
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- X requires Ads API Standard Access.
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+
|
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## Not for
|
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- Researching other companies' ads in public ad libraries: ask in chat.
|
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- Designing the ad creative itself: [Design](/help-center/apps/design-studio) or [Canvas](/help-center/apps/canvas).
|
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- Email marketing: [Mail Campaigns](/help-center/apps/mail-campaigns).
|
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## Known limits
|
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Drafts made by the agent and drafts made in the panel are stored separately for now, so the panel's drafts list may not show agent drafts.
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## Related
|
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- [Social Posts](/help-center/apps/social-posts) for organic posts.
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- [Apps Overview](/help-center/apps/apps-overview)
|
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1
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---
|
|
2
|
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title: 'Apps Overview'
|
|
3
|
+
description: 'Every app you can open beside a Yantra chat, grouped the way the launcher groups them, how an app opens, how it shares the conversation, and how to use one on its own.'
|
|
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|
+
author: 'Yantra Team'
|
|
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|
+
---
|
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6
|
+
|
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|
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# Apps Overview
|
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8
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|
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9
|
+
Yantra is one chat plus a set of apps that open beside it. Each app is a real working tool with its own screens, and the agent in your chat can drive it. This page lists every app and explains how apps and the chat work together.
|
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+
|
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11
|
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## How an app opens
|
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12
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+
|
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13
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1. **The Apps launcher** in the chat top bar. Search apps by name and pick one.
|
|
14
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+
2. **Automatically.** Yantra classifies what you asked for and opens the matching app when it is confident. "Find flights to Lisbon" opens Travel. "Is the iPhone 16 worth it" stays in chat.
|
|
15
|
+
3. **A direct link** of the form `/c/<chat-id>/<app>`. Every app works on a brand-new chat at `/c/new/<app>`.
|
|
16
|
+
|
|
17
|
+
Apps ship on their own schedule. New ones appear without an update on your side, and an app that is not enabled for your workspace shows a "not configured" placeholder instead of an error.
|
|
18
|
+
|
|
19
|
+
## One chat, two layouts
|
|
20
|
+
|
|
21
|
+
Only one chat is ever on screen. An app uses one of two layouts:
|
|
22
|
+
|
|
23
|
+
- **The app owns the chat.** The conversation moves inside the panel, usually with prompt templates and a toolbox that fit that app. Canvas, Clips, Computer, DealDesk, Design, Job Search, Study, Paper2Poster, Resume, Shopping, yantra.live, Travel, VideoX, Voice Ops, Voicebox and most business apps work this way.
|
|
24
|
+
- **The main chat stays beside the panel.** Buttons inside the app send requests into your chat. Meetings, Contract Builder, Contract Review, Document Sign, Privacy, Timer, Timesheet, Ads and Templates work this way.
|
|
25
|
+
|
|
26
|
+
Viewers such as the chat export page, published Notion pages and HTML plans have no chat of their own.
|
|
27
|
+
|
|
28
|
+
Some apps also appear as a card inside the conversation itself. Design, Study, Paper2Poster, Shopping, Travel, yantra.live and Resume render results inline in the chat, with a detail panel you can open from the card.
|
|
29
|
+
|
|
30
|
+
## Using an app on its own
|
|
31
|
+
|
|
32
|
+
Most apps also run outside the chat, as a standalone page or inside the desktop app. Standalone, the app shows its own agent chat beside it, with a composer, voice input, templates, a model picker and suggestion chips.
|
|
33
|
+
|
|
34
|
+
A standalone app starts with a sign-in gate. Sign in with your normal Yantra account, pick your project and environment on the consent screen, then authorize. Access renews silently while your app session is valid. Many apps offer **Continue without signing in**, which runs a demo agent on sample data.
|
|
35
|
+
|
|
36
|
+
## Open links
|
|
37
|
+
|
|
38
|
+
The agent can hand you a link that opens an app on your phone, or in a browser that has never signed in. A confirmation code arrives separately, by email, SMS or chat. You need both the link and the code. The link works once, within 10 minutes, and gives you a session of 12 hours by default. Five wrong codes burn the link.
|
|
39
|
+
|
|
40
|
+
## Where your things live
|
|
41
|
+
|
|
42
|
+
Each app stores its own files. A separate index keeps track of which canvases, trips, designs, meetings and resumes exist, who owns them, and where they live, so "my canvases" or "my trips" can list them anywhere you sign in.
|
|
43
|
+
|
|
44
|
+
## Create
|
|
45
|
+
|
|
46
|
+
| App | What it does |
|
|
47
|
+
| ------------------------------------------------ | -------------------------------------------------------------------------- |
|
|
48
|
+
| [Canvas](/help-center/apps/canvas) | Arrange, edit and generate images, video and audio on one board |
|
|
49
|
+
| [Voicebox](/help-center/apps/voicebox) | Speak any script in preset or cloned voices, transcribe, mix voice-overs |
|
|
50
|
+
| [Clips](/help-center/apps/clips) | Record your screen or camera, share the link, import Loom videos as MP4 |
|
|
51
|
+
| [VideoX](/help-center/apps/videox) | Start a video meeting and meet in the browser |
|
|
52
|
+
| [Design](/help-center/apps/design-studio) | Web pages, mockups and brand visuals from a prompt |
|
|
53
|
+
| [Paper 2 Poster](/help-center/apps/paper2poster) | Turn a research paper into a conference-ready poster |
|
|
54
|
+
| [Web Builder](/help-center/apps/web-builder) | Prompt-to-website with a live preview beside the chat |
|
|
55
|
+
| [Characters](/help-center/apps/character-studio) | Create AI personas and talk to them anywhere |
|
|
56
|
+
| [Resume](/help-center/apps/resume-builder) | Draft, polish and export a resume |
|
|
57
|
+
| [Codezen](/help-center/apps/codezen) | A cloud coding agent on your GitHub repositories |
|
|
58
|
+
| [Templates](/help-center/apps/templates) | Browse and pick templates for design, decks, sites, carousels and media |
|
|
59
|
+
| [Workspaces](/help-center/apps/workspaces) | Provision databases, auth, model servers and observability for a project |
|
|
60
|
+
| [Novel](/help-center/apps/novel) | The novel-writing studio |
|
|
61
|
+
| [Music Studio](/help-center/apps/music-studio) | Generate tracks, find songs by sound or lyrics, build and export playlists |
|
|
62
|
+
|
|
63
|
+
## Sell
|
|
64
|
+
|
|
65
|
+
| App | What it does |
|
|
66
|
+
| -------------------------------------------------- | ---------------------------------------------------------------- |
|
|
67
|
+
| [Ads](/help-center/apps/ads) | Run your own ad accounts on Meta, Google, LinkedIn, X and TikTok |
|
|
68
|
+
| [Social Posts](/help-center/apps/social-posts) | Write, schedule and publish posts on your own social accounts |
|
|
69
|
+
| [Inbox](/help-center/apps/inbox) | A unified mail inbox your agent can read and act on |
|
|
70
|
+
| [Mail Campaigns](/help-center/apps/mail-campaigns) | Audiences, sends and campaign stats |
|
|
71
|
+
| [SMS Campaigns](/help-center/apps/sms-campaigns) | Text campaigns, two-way replies and opt-outs on your own number |
|
|
72
|
+
| [CRM](/help-center/apps/crm) | Contacts, deals and pipelines the agent keeps current |
|
|
73
|
+
| [SalesIQ](/help-center/apps/salesiq) | Live visitor tracking and sales chat on your site |
|
|
74
|
+
| [Voice Ops](/help-center/apps/voice-ops) | An AI phone agent on your own number |
|
|
75
|
+
| [DealDesk](/help-center/apps/dealdesk) | AI agents negotiate prices by phone in San Francisco |
|
|
76
|
+
|
|
77
|
+
## Money
|
|
78
|
+
|
|
79
|
+
| App | What it does |
|
|
80
|
+
| ---------------------------------------------------- | ------------------------------------------------------- |
|
|
81
|
+
| [Cards & Wallet](/help-center/apps/cards-and-wallet) | Issue and manage spend cards from the conversation |
|
|
82
|
+
| [Expenses](/help-center/apps/expenses) | Receipts scanned, reports filed, reimbursements tracked |
|
|
83
|
+
| [Billing](/help-center/apps/billing-app) | Invoices, subscriptions and payments for your business |
|
|
84
|
+
| [Payroll](/help-center/apps/payroll) | Pay runs, employees, pay stubs and tax forms |
|
|
85
|
+
|
|
86
|
+
## Team
|
|
87
|
+
|
|
88
|
+
| App | What it does |
|
|
89
|
+
| ------------------------------------------------------------ | --------------------------------------------------------- |
|
|
90
|
+
| [Study](/help-center/apps/study-notebook) | Notebooks, sources and AI study guides |
|
|
91
|
+
| [Notion](/help-center/apps/notion) | Your Notion workspace as a chat app |
|
|
92
|
+
| [Meetings](/help-center/apps/meetings) | A notetaker bot for Meet, Zoom and Teams |
|
|
93
|
+
| [Calendar](/help-center/apps/calendar) | Your Google Calendar, in full |
|
|
94
|
+
| [KPI Motivation](/help-center/apps/kpi-motivation) | Scoreboards, targets, contests and TV dashboards |
|
|
95
|
+
| [Issue Ticket](/help-center/apps/issue-ticket) | Tickets, triage and sprints without leaving chat |
|
|
96
|
+
| [Job Search](/help-center/apps/job-search) | Find roles, tailor applications and track the hunt |
|
|
97
|
+
| [Timer and Timesheet](/help-center/apps/timer-and-timesheet) | Clockbook time tracking and weekly timesheets |
|
|
98
|
+
| [Freelance](/help-center/apps/freelance) | Hire someone for a task, or find freelance work to bid on |
|
|
99
|
+
|
|
100
|
+
## Automate
|
|
101
|
+
|
|
102
|
+
| App | What it does |
|
|
103
|
+
| ---------------------------------------------------- | ---------------------------------------------------------- |
|
|
104
|
+
| [Computer](/help-center/apps/computer) | Watch the agent drive a real browser and desktop |
|
|
105
|
+
| [Workflow Studio](/help-center/apps/workflow-studio) | Wire connectors, models and code into repeatable pipelines |
|
|
106
|
+
| [Privacy](/help-center/apps/privacy-redaction) | Redact documents on-device before they reach AI |
|
|
107
|
+
| [CI](/help-center/apps/ci) | Build pipelines and deployments of your own code |
|
|
108
|
+
|
|
109
|
+
## Everyday
|
|
110
|
+
|
|
111
|
+
| App | What it does |
|
|
112
|
+
| ------------------------------------------------------ | ----------------------------------------------- |
|
|
113
|
+
| [Travel](/help-center/apps/travel) | Flights, hotels and cars, searched and compared |
|
|
114
|
+
| [Shop](/help-center/apps/shopping) | Find it, compare it, watch the price |
|
|
115
|
+
| [yantra.live](/help-center/apps/yantra-live-events) | Concerts, meetups and events near you |
|
|
116
|
+
| [Contract Builder](/help-center/apps/contract-builder) | Draft an employment contract or NDA |
|
|
117
|
+
| [Contract Review](/help-center/apps/contract-review) | Review a contract before you sign it |
|
|
118
|
+
| [Document Sign](/help-center/apps/document-sign) | E-signature: send, track and sign |
|
|
119
|
+
| [Mail](/help-center/apps/mail) | Business email on your own domain |
|
|
120
|
+
| [Discover](/help-center/apps/discover) | A news feed of topics you follow |
|
|
121
|
+
|
|
122
|
+
## Also in the browser
|
|
123
|
+
|
|
124
|
+
- [Sidecar](/help-center/apps/sidecar-browser-panel): the Yantra chat in your Chrome side panel.
|
|
125
|
+
- [Shared page viewers](/help-center/apps/shared-page-viewers): chat exports, published Notion pages and HTML plans.
|
|
126
|
+
|
|
127
|
+
## On mobile
|
|
128
|
+
|
|
129
|
+
The iPhone and iPad app carries Chat, Canvas, Characters, Web Builder, Shopping, Resume, Job Search and Travel, plus billing. See [Mobile app](/help-center/desktop-mobile/mobile-app).
|
|
130
|
+
|
|
131
|
+
## For developers
|
|
132
|
+
|
|
133
|
+
Apps are built as independently deployed bundles that the Yantra shell loads at runtime. They share one kit for sign-in, connector calls and the chat UI, and an app can be registered for a workspace without any change to the shell itself. If you want to build one, contact the team through the [Community](/community) page.
|
|
@@ -0,0 +1,35 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: 'Billing for your business'
|
|
3
|
+
description: 'Create and send invoices, manage customer subscriptions and plans, collect payments and review usage-based charges for your own business.'
|
|
4
|
+
author: 'Yantra Team'
|
|
5
|
+
---
|
|
6
|
+
|
|
7
|
+
# Billing for your business
|
|
8
|
+
|
|
9
|
+
The Billing app is for the money your business collects: invoices, customer subscriptions, payments and usage-based charges. It is separate from your Yantra subscription, which lives under [Plans and Credits](/help-center/plans-credits/plans-overview).
|
|
10
|
+
|
|
11
|
+
## Open it
|
|
12
|
+
|
|
13
|
+
Pick **Billing** in the apps launcher, or open `/c/<chat-id>/billing`. Billing owns the chat while it is open.
|
|
14
|
+
|
|
15
|
+
## What you can do
|
|
16
|
+
|
|
17
|
+
- Create and send invoices and track payment status.
|
|
18
|
+
- Set up subscription plans for your clients and manage subscribers.
|
|
19
|
+
- Review collected payments and usage-based charges.
|
|
20
|
+
|
|
21
|
+
## Ask in chat
|
|
22
|
+
|
|
23
|
+
- "Invoice Acme Corp $2,400 for last month's consulting work."
|
|
24
|
+
- "Set up a $49/month subscription plan for my clients."
|
|
25
|
+
- "Which of my invoices are still unpaid?"
|
|
26
|
+
|
|
27
|
+
## Not for
|
|
28
|
+
|
|
29
|
+
- Paying employees: [Payroll](/help-center/apps/payroll).
|
|
30
|
+
- Your own spending and receipts: [Expenses](/help-center/apps/expenses).
|
|
31
|
+
- Your Yantra plan and invoices from Yantra: [Managing your subscription](/help-center/plans-credits/managing-your-subscription).
|
|
32
|
+
|
|
33
|
+
## Related
|
|
34
|
+
|
|
35
|
+
- [Apps Overview](/help-center/apps/apps-overview)
|