Billing: Price What You Sell, Then Set the Rules
A walkthrough of the Billing app: monthly and yearly plans, metered add-ons, coupons, trials, a pricing page preview and subscription settings.
3 min read
Yantra App Walkthroughs
Hands-on tours of the apps that open beside your Yantra chat: what each screen does, how the agent helps, and where the limits are today.
40 posts
Walkthrough Walkthrough Payroll: From Salary Template to a Paid Pay Run
A walkthrough of the Payroll app: pay schedules, salary templates, employees and contracts, pay runs with approval, loans, tax tables, W-2s and reports.
3 min read
Walkthrough Expenses: Scan, File, Approve, Reimburse
A walkthrough of the Expenses app: scan receipts, file claims, import card feeds, run submit, approve and reimburse, and track budgets and categories.
2 min read
Walkthrough Cards and Wallet: Spend Cards for People and Agents
A walkthrough of the Cards and Wallet app: virtual cards with spend controls, freezing, wallet balances, transactions, split payments and the merchant map.
3 min read
Walkthrough Freelance: Hire a Human or Find the Work
A walkthrough of the Freelance app: post a job from a sentence or find work, review bids, run milestone contracts with escrow, and get paid out.
3 min read
Walkthrough CRM: From First Lead to Closed Deal
A walkthrough of the CRM app: import people from mail or a spreadsheet, web forms, leads, contacts with a timeline, a deals pipeline and the CRM agent.
3 min read
Walkthrough DealDesk: AI Agents That Phone Around for Your Price
A walkthrough of the DealDesk app: give agents a one-line mission, watch live call transcripts as they phone around, and get the best price found.
3 min read
Walkthrough SalesIQ: See Who Is on Your Site and Talk to Them
A walkthrough of the SalesIQ app: see live visitors on your site, chat with canned replies, enrich leads, prospect from a description, and approve outreach.
3 min read
Walkthrough SMS Campaigns: Lease a Number, Text a List, Read the Replies
A walkthrough of the SMS Campaigns app: lease a toll-free or 10DLC number, manage contacts and opt-outs, dry-run a campaign, and read two-way replies.
3 min read
Walkthrough Social Posts: One Brief, a Version for Every Network
A walkthrough of the Social Posts app: a copywriter agent writes one version per network within its limits, then a calendar, and publishing on your go.
3 min read
Walkthrough Mail: Business Email on Your Own Domain
A walkthrough of the Mail app: add your domain and publish its DNS records, create mailboxes and aliases, connect a mail app, and ask the mail agent.
3 min read
Walkthrough Inbox: Connect Any Mailbox, Then Let the Agent Work It
A walkthrough of the Inbox app: connect Gmail, Outlook or any IMAP mailbox, triage with search and shortcuts, and let the agent summarize and draft replies.
3 min read
Walkthrough Mail Campaigns: Template, Audience, Launch, Track
A walkthrough of Mail Campaigns: HTML templates and test sends, consented contact lists, a seven-step campaign wizard, send progress and reply summaries.
3 min read
Walkthrough Privacy: Redact a Document Before the AI Reads It
A walkthrough of the Privacy app: redact a PDF, Word or CSV file on your own device, check the warnings, download an AI-safe copy, and restore the reply.
3 min read
Walkthrough KPI Motivation: Put the Number Where the Team Can See It
A walkthrough of the KPI Motivation app: KPIs and targets, sales games and achievements, team dashboards, and office TV channels that show the number.
2 min read
Walkthrough Codezen: From a Repository to a Pull Request
A walkthrough of the Codezen app: pick a GitHub repository, follow the run step by step, and get a pull request that carries its test results.
3 min read
Walkthrough CI: Build and Deploy Your Own Code Beside the Chat
A walkthrough of the CI app: linked repositories, pipelines found in the repo, Kubernetes job stages, logs and cancel, run records and masked secrets.
2 min read
Walkthrough Issue Ticket: File It, Triage It, Close It From Chat
A walkthrough of the Issue Ticket app: teams with their own keys, issues with priority, assignees, labels and blockers, a searchable backlog and comments.
2 min read
Walkthrough Workflow Studio: Templates, a Composer and a Scheduler
A walkthrough of Workflow Studio: start from templates, build in the visual Composer with connector, model and code nodes, run versions, and schedule them.
3 min read
Walkthrough Web Builder: Describe It, Preview It, Publish It
A walkthrough of the Web Builder app: describe a site, edit the live preview by asking, add databases and keys safely, publish to your domain, keep versions.
3 min read
Walkthrough Characters: Write One, Illustrate It, Talk to It
A walkthrough of the Characters app: write a character from one line, add portraits, expressions and scenes, chat in character, and import or export cards.
3 min read
Walkthrough Novel: From a Brief to a Finished Manuscript
A walkthrough of the Novel app: start a book from a brief, draft scenes, revise and critique, plan with the plot grid and cast, and export to Word or PDF.
3 min read
Walkthrough VideoX: A Code, a Lobby and a Call
A walkthrough of the VideoX app: start or schedule meetings, join with a code, a lobby with a device check, layouts, screen share, recording and host controls.
3 min read
Walkthrough Voice Ops: Give Your Phone Line a Voice Agent
A walkthrough of the Voice Ops app: pick a bot role, write its instructions, get a business number, set voice and greeting, route calls and run a test call.
3 min read
Walkthrough Discover: Read the News, Then Ask a Follow-Up
A walkthrough of the Discover app: topic tabs, story cards with sources, articles summarized from several outlets, and follow-up questions in chat.
2 min read
Walkthrough Templates: Browse, Pick, Make It in the Chat
A walkthrough of the Templates app: browse by section, category and search, make a template right in the chat or edit it on the web, and import workflows.
3 min read
Walkthrough Timer and Timesheet: Track the Hours, Submit the Week
A walkthrough of the Timer and Timesheet apps: track billable time, add manual entries, fill the weekly grid, and submit or approve the week.
3 min read
Walkthrough Sidecar: A Yantra Chat Beside Every Tab
A walkthrough of Sidecar, the Yantra chat in Chrome's side panel: one conversation per tab, dictation, site helpers, price checks and recorded tasks.
3 min read
Walkthrough Canvas: One Board for Images, Video, Audio, Docs and Carousels
A walkthrough of the Canvas app: generate from a prompt, reframe and upscale, nine studios, video editing, and publishing to YouTube, X or Instagram.
2 min read
Walkthrough Design Studio: Describe It, Annotate It, Compare It, Ship It
A walkthrough of the Design Studio app: designs from a prompt, pinned feedback that becomes edits, before-and-after compare, and a link to build from.
1 min read
Walkthrough Shopping With Yantra: Search Every Store, Watch the Price, Let the Agent Buy
A walkthrough of the Shopping app: one search across Amazon, Walmart, eBay, Target and more, a deals board, hourly price watches, and checkout by the agent.
2 min read
Walkthrough Travel With Yantra: From Flight Search to the Expense Report
A walkthrough of the Travel app: hotels, flights and cars on a list and a map, experiences, trips and bookings, plus corporate policies and expenses.
2 min read
Walkthrough Calendar: Run Google Calendar From a Sentence
A walkthrough of the Calendar app: month, week, day and agenda views, quick-add, RSVPs, a free-slot finder, and a chat that edits your calendar.
2 min read
Walkthrough Clips: Record, Review and Share in One Minute
A walkthrough of the Clips app: record a screen, tab or camera with live annotations, trim and caption in review, and share a link in one minute.
1 min read
Walkthrough Meetings: Send the Notetaker, Keep the Decisions
A walkthrough of the Meetings app: a notetaker bot for Meet, Teams and Zoom, notes from any recording, a searchable transcript, and a chat about the meeting.
1 min read
Walkthrough Voicebox: Seven Engines, One Studio, Your Own Server
A walkthrough of the Voicebox app: speak a long script in any of seven engines, clone a voice with consent, transcribe audio, and mix a voice-over.
2 min read
Walkthrough Music Studio: Find Songs by How They Sound
A walkthrough of the Music Studio app: generate tracks from a vibe, find songs by sound or lyrics, build instant playlists, and export to your media server.
1 min read
Walkthrough Notion as a Place the Agent Can Write To
A walkthrough of the Notion app: save anything from the chat to a page, build documents with checklists, search and edit pages, and publish to your domain.
1 min read
Walkthrough Resume: Nine Templates, One Document, and an Editor That Talks
A walkthrough of the Resume app: edit the real document inline, nine template families, styling and section order, ATS tailoring, and Word or PDF export.
1 min read
Walkthrough yantra.live: Find Something to Do Tonight
A walkthrough of the yantra.live app: concerts, sports, comedy and theater by city and date, and a chat that understands "comedy in SF this weekend".
1 min read