YESOS Support

Powered by USG Software Inc.

Welcome to the YESOS Support hub. Whether you're just getting started or running a multi‑team deployment, this page is your home for help, training, status, and account management.

Quick Links

Open a Support Ticket

support@yesos.ai

System Status

status.yesos.ai

Knowledge Base

help.yesos.ai

Training & Webinars

learn.yesos.ai

For urgent incidents (Priority 1): Include "P1" in the subject line: P1 – [Company] – [Brief description]

How to Get Help

1

In‑App Help (Recommended)

Open YESOS and click Help → Ask NOVA to:

  • Troubleshoot errors with guided steps
  • Generate how‑to walkthroughs for Sales, Ops, HR, or Finance Hubs
  • "Explain this page" to understand a dashboard or form
  • Redact and share a safe diagnostic bundle
2

Email Support

support@yesos.ai

Include: account URL, affected hub/module, steps to reproduce, screenshots, and time of occurrence (America/Chicago).

3

Knowledge Base

help.yesos.ai – searchable product guides, FAQs, release notes, and video tutorials.

4

Customer Success (Pro/Business/Enterprise)

Contact your assigned CSM for onboarding, best practices, and adoption reviews.

Support Hours & SLAs

Support Hours

  • Business hours: Monday–Friday, 8:00 AM–6:00 PM America/Chicago (CT)
  • After‑hours: On‑call for P1 incidents (Enterprise & Business)

Priority Definitions

  • P1 – Critical: Platform down, data loss, or security incident; no workaround.
  • P2 – High: Major feature impaired for many users; temporary workaround exists.
  • P3 – Medium: Degraded behavior or single‑feature issue; workaround available.
  • P4 – Low: How‑to questions, UI feedback, minor defects.
PriorityFirst ResponseUpdate CadenceTarget Restoration
P130 minutes (24/7 for Enterprise; business hours otherwise)Every 60 minutes4 hours to mitigation/restore
P22 business hoursEvery business day2 business days
P31 business dayEvery 3 business daysNext scheduled release
P42 business daysWeeklyFuture release/KB update

Note: SLAs apply with an active support plan. Enterprise SLAs may be customized in your MSA/SOW.

Getting Started

Setup Steps

  • Account Setup – Admin creates workspace, verifies domain, configures SSO (optional)
  • Connect Systems – QuickBooks/SAP, email, calendars, file storage
  • Role Profiles – Assign Sales, Ops, HR, Finance roles and permissions
  • Data Import – Use the Records & Doc Vault Importer (CSV/XLSX/JSON)
  • NOVA Basics – Try: "Create a customer card for Acme from this PDF," or "Draft a route plan for tomorrow's jobs"

Starter Checklist

  • Enable 2FA/SSO
  • Add billing method
  • Configure email domains
  • Set KPI templates for Sales & Ops
  • Create your first campaign in Sales Hub
  • Turn on Ops Health Scoring

Product Guides (By Hub)

Sales Hub

  • • Lead ingestion & deduplication
  • • 1–100 Opportunity Scoring
  • • Quotes, proposals, and e‑signature
  • • Campaign Builder & sequencing

Operations Hub

  • • Route planning & dispatch
  • • Customer Health (1–100) & retention playbooks
  • • Work orders, SLAs, and checklists

HR Hub

  • • Single‑ID onboarding (employees & vendors)
  • • Policy training, certifications, and access controls
  • • Timekeeping & approvals

Finance Hub

  • • QuickBooks/SAP overlay (read/write)
  • • Invoicing, AR/AP, cashflow forecasting
  • • Spend controls & approvals

See help.yesos.ai for step‑by‑step articles and videos.

Contact Information

Support Contacts

Emergency Contact

If email is unavailable during a P1, reply to your last ticket thread by SMS fallback (Enterprise only). Ask your CSM to enable this.

Submit a Ticket (Template)

Subject: [Priority] – [Company] – [Module] – [Short description]

Description: What happened, steps to reproduce, expected vs. actual

Impact: Users affected, business impact, deadlines

When/Where: Time (CT), environment (prod/sandbox), URL

Attachments: Screenshots, logs, HAR, diagnostic bundle ID

Contact: Your name, email, best callback time (CT)

Ready to experience the power of YESOS?

Get Started with YESOS