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Welcome to Yess Documentation
Onboarding guide
Reference
Introduction
Tags
Leads
Sequences
Content template
Integrations
Guides
Overview
Add leads from extension
Add lead to sequence
Create a sequence template
Create a sequence
Adding tags to items
Salesforce integration
Hubspot integration
Lead Recommendation
On this page
Getting Started with Yess
1. Create Your Account
What happens next?
2. Set Up Chrome Extension
3. Build Your Team
Get Started
Onboarding guide
Getting Started with Yess
We recommend signing up the first time to Yess through desktop and not through the Chrome extension.
1. Create Your Account
Head to
dashboard.yess.ai/signup
to create your account:
Signup Page - dashboard.yess.ai/signup
Sign up with Gmail
Sign up with Outlook
Or use email & password
What happens next?
First user from your org?
→ Follow the onboarding flow to set up your workspace
Joining an existing org?
→ Select your workspace from the available options
2. Set Up Chrome Extension
To unlock Yess’s full potential with email and LinkedIn sequencing:
Install our
Chrome extension
Connect your LinkedIn account
3. Build Your Team
Yess works best with team collaboration! Invite your colleagues to maximize your pipeline efficiency.
Example roles:
SDRs
Account Executives
Pre-sales Engineers
Direct Managers
Regional Sales Leadership
Need Help? Contact our support team at
support@yess.ai
Welcome to Yess Documentation
Introduction
Assistant
Responses are generated using AI and may contain mistakes.