Meet YAPA, Your AI Personal Assistant. A mobile-first chat app that handles the administrative grind: scanning name cards, submitting expenses, applying for leave, logging CRM leads, booking appointments and earning rewards, all from one conversation.
Core Capabilities
AI-powered skills accessible via slash commands, each one a guided, confirmation-first workflow.
Snap a business card, the AI extracts name, title, company, phone and email via OCR. Review, edit and save directly to CRM as a new contact or update an existing one.
/ scanPhotograph a receipt. AI reads the date, merchant, amount and currency. Fill in the category and justification, then submit, the approval workflow kicks off automatically.
/ expenseApply for annual, medical or other leave in seconds. AI checks your balance, computes working days, and routes the application to your approver with a single confirmation tap.
/ leaveOpen a new sales opportunity conversationally. AI looks up existing contacts and companies, optionally runs a business research agent to populate the overview, then creates the CRM record.
/ oppSchedule meetings or calls, check attendee conflicts, auto-generate Zoom or Google Meet links, and link the appointment to a live opportunity, all without leaving the chat.
/ apptInstantly view your remaining leave entitlement by type for the current year. Low-risk read, auto-executes with no confirmation required.
/ balanceSeamless CRM Integration
Every meeting you book and every email you send is automatically linked to the relevant opportunity. No more hunting across apps to piece together the full deal picture.
When booking a meeting with a contact tied to an opportunity, the AI assesses relevance and proposes linking the appointment. You confirm with one tap.
The AI Sales Agent captures every inbound and outbound email related to an opportunity and links it to the deal, building a live activity timeline of every touchpoint, conversation, and follow-up in one place.
The AI assesses each opportunity based on the requirements and scope captured, then automatically computes a Probability Score and Risk Assessment, giving your team a data-driven view of every deal's health and likelihood to close.
When opening an opportunity with a new organisation, the AI optionally runs a web research agent to populate the business overview with cited sources, ready for the first meeting.
Rewards Campaign Engine
Turn closed-won momentum into a game your sales force wants to play. Launch reward campaigns in minutes, watch the leaderboard light up in real-time, and let healthy competition do the heavy lifting.
Top Sales (Individual or Team) and Sales Target (Individual or Team). Mix rank-based prizes with threshold-based awards, the platform handles the computation.
Standings refresh in near real-time. Agents see their rank, prize tier, and exactly how much more they need to close to move up, right inside the mobile app.
Launch, edit, duplicate and close campaigns from the Admin portal, no engineering involvement. Set eligibility, tiers, quantity caps, tie-breaker rules, and notification preferences.
Post-campaign analytics show total closed-won value, per-agent averages, and comparison vs prior-period baselines, so you can measure what the incentive actually drove.
Agents get instant in-app and email notifications when campaigns launch, when they cross a threshold, and when winners are announced. Every milestone is a moment of recognition, configurable per campaign.
HR System Integration
Leave management and expense claims flow through the AI PA, syncing with your existing HR platform so approvals, balances and records stay in one source of truth.
The AI PA queries your connected HR system for live leave balances before every application, so it always reflects the most current entitlement.
Approvals made inside the PA platform flow back to your HR system immediately. No double-entry, no batch imports, no overnight jobs.
Per-category limits and approval chains are pulled from your HR or finance system configuration, applied automatically at submission time.
User identities and roles are resolved from your identity provider (Azure AD, Okta, Google Workspace), no duplicate user management.
How It Works
Every AI PA interaction follows a governed pipeline: the AI suggests, the human approves, the system executes. Safely.
Tap / to see available skills, or describe the task naturally. The AI identifies your intent, asks clarifying questions if needed, and never guesses missing fields.
Before any write action, the AI presents every field in an editable card. OCR-extracted data is flagged for verification. You review and correct, and nothing is hidden.
Your explicit confirmation is required for all write actions. The AI cannot execute autonomously. Medium-risk actions execute on confirmation; high-risk actions route to an approver.
The trusted backend service executes the action using its own credentials, so the AI never sees passwords or API keys. Expense and leave submissions automatically trigger approval workflows.
Every completed action returns a confirmation card with a reference ID, current status, and a deep link. Every interaction is logged to the audit trail for compliance.
Get Started
Let's talk about how the AI Personal Assistant can reduce admin overhead and give your team more time for revenue-generating work.