Set up a new client in four guided steps
Add a client once and give YuktiBOS what it needs to plan and do the work: their story, what they bought, their channels and who signs in.
What you can do
Everything you can do with YuktiBOS, one job at a time.
127 jobs, each with the steps in the app, what you get and who it is for. Search for the exact thing you need, or filter by feature group, department and industry. 30 of them are early access and say so.
127 of 127 things you can do
See which clients are late, over budget or under-served
A health view for each client: what is overdue, what is due soon, what the AI has spent and whether the retainer is paying off.
Turn what you know about a client into a 90-day plan
Get a draft plan of milestones, each with workstreams, done-when checks and week-by-week actions, then approve it before any work is created.
Clear a client's plan and start again
Reset a client's live plan to plan again from a clean start, while keeping everything the client gave you and everything already done.
Capture website form leads in a CRM
A form on your website creates the contact, opens a deal, starts a reply timer and tells your team, with no copying and pasting.
See your sales funnel, win rate and days to win
One funnel view shows how many people reached each stage, how many you win, how much it is worth and how long it takes.
See which lead source brings customers and what each cost
Find out which channel brought your leads and what each source cost, so you stop paying for sources that do not turn into people.
Score leads by website visits and hand over only the ready ones
Give points for the actions that show interest, so only people who are ready reach a salesperson and everyone else stays in the email nurture.
Track who looked at your pricing page before they got in touch
A small tracker remembers what each visitor viewed, so when they fill a form or click an email link your salesperson sees what they care about.
Choose cookie settings for website visitor tracking
Pick how visits are counted: with the small banner, with your own banner, or with no personal ID at all.
Give new leads to the next free salesperson in turn
Round-robin hand-over with a rota, working days and leave, so two leads never go to the same person and nobody waits.
Set a first-call time limit and get alerted when it is missed
Put a countdown on every new lead, warn the owner, alert a manager if it runs out, and tune the time per source or course.
Import applicants from Excel or CSV without creating junk leads
Bring in a file of names, remove duplicates, and keep them as names until a person acts or you press Make a lead.
Check a lead is eligible for a course before a salesperson gets them
Write the eligibility rules for each course so unsuitable applicants are filtered out before they use up a salesperson's time.
Report on each salesperson's calls, follow-ups and speed to lead
One report shows hours, calls, emails and follow-ups done and due, with an audit log of every stage change, junk mark and reassignment.
Run an automatic email sequence that stops when someone replies
Build a follow-up with emails, waits, conditions and tasks that stops by itself on a reply, unsubscribe or bounce.
Offer a lead magnet and turn downloads into leads
Give away a file or link, send it by email, and treat the download button as the signal of interest.
Set up a sending domain with SPF, DKIM and DMARC checks
Register your sending domain, get a plain DNS checklist and press Check to see which records are still wrong.
Add one-click unsubscribe and a suppression list to marketing email
Every marketing email carries a signed unsubscribe link, and anyone who bounces, complains or opts out can never be emailed again by mistake.
Send a one-to-one email from a contact's page and log it automatically
Write to a lead from their record with a template, and the email lands on their timeline.
Build a whole campaign kit from a market and an offer
Pick a market and an offer and get posts, captions with branded cards, ad copy, emails, WhatsApp messages and a landing page as one kit.
Write a case study for a company or an industry, with a promotion pack
Name a company or an industry and get researched market and offer cards, a case-study article and a pack to promote it.
Track a campaign plan against its dates and log what it cost
Bring in a campaign plan and it becomes dated items you can watch. Record what the campaign cost and what it brought in.
Write Meta and Google ads and download the file for upload
Draft ads, check them against the client's facts, approve them and download the file for Meta Ads Manager or Google Ads Editor. The app never spends a rupee.
Collect social media messages and comments in one inbox
DMs and comments land in one inbox with a named owner. Save a reply, ignore, resolve or mark as a lead.
Turn a social media message into a lead
Press Mark as lead and the person is made in the CRM with the right source, and the next salesperson is picked in turn.
Send WhatsApp template messages and reply within 24 hours
Keep WhatsApp templates and approval status in one place, message a contact from their page and answer customers who write to you.
Send SMS in India with a DLT sender name and templates
Store your DLT header and template IDs, map them to MSG91 flows and send SMS from a contact's page or a sequence.
Send class and event reminders by email, WhatsApp and SMS
Remind people about a class, workshop or session at times you choose, with the join link, once per person.
Keep WhatsApp and SMS within consent, quiet hours and the 24-hour rule
Record who said yes, honour STOP at once and hold marketing messages through quiet hours.
Plan a month of content ideas and approve them
The AI suggests themes and ideas for the month; nothing enters the idea bank until you tick the ones you want.
Fill next week's calendar from approved ideas in one press
Approved ideas are placed into days and channels for you, with about one slot in five left open for a trend.
Set the content mix by channel, type and purpose
Decide how much of each kind of post you want and check planned against target before you approve the month.
Decide which channels are on now, later or not yet
Give each client a channel plan so content is only made for channels set to Now.
Plan content around festivals and key days
Mark each festival or holiday Peak, Slow, Avoid or Neutral, and the plan reserves space for it or keeps launches away.
See tasks, milestones and approved posts on one calendar
One calendar shows work, plans, posts, holidays and key days by date, filtered by client.
Write a researched, fact-checked blog article in the client's voice
Go from topic to a checked article in stages, with a person able to take over any stage and the cost shown first.
Turn a long article into LinkedIn and Instagram posts
Make short posts from a finished article: choose the channel, how many and optional angles.
Write a LinkedIn post or article in the client's voice
Get a LinkedIn post, or a long LinkedIn article, written to LinkedIn's habits and checked before you see it.
Write an Instagram post in the client's voice
Get a caption and picture notes written, checked against the brand, approved by a person and posted at a time you choose.
Write a post yourself, with the AI only when you ask
Write from a blank page or paste what you have. The whole process works with no AI key at all.
Check a draft against never-say phrases and verified facts
Code checks every piece against the client's confirmed never-say list and verified facts before a person reads it.
Split writing, approving and posting into separate roles
Make the writer, reviewer and poster three people or one, and have the system enforce who may do what.
Comment, suggest changes and keep version history on a draft
Reviewers comment on words or suggest an edit; the writer accepts or rejects it, and every saved change is a version.
Pick a post format and a call to action: hot take, framework, case study and more
A library of more than thirty formats and a set of calls to action, so a LinkedIn post and an Instagram post are shaped differently.
Write a newsletter in the client's voice
Draft the week's best and one new idea, a founder note, one lesson or one offer, in the voice you approved.
Keep a private photo library for each client and tag it with AI
Drop many files or a whole folder, name and tag them, say where each may be used, and let writers pick from it.
Make a picture with OpenAI or Gemini and see the price first
Make an image per client or per picture, see which model is really used and an approximate price at the quality you choose.
Turn a post or article into a short vertical video
Cut a first script from a post, edit it, approve it, then have a video service make the clip or upload one you made.
Make Pinterest Pins and schedule one a day
Get a tall picture, a searchable title and description, alt text and a tracked link, checked before a Pin can be approved.
Approve many proposals at once
Task proposals, milestone plans, page rewrites, new AI workers and site architectures wait in one list. Tick several and approve together.
See everything waiting for your decision in one place
Your desk has three blocks: waiting for you, what Yukti is working on with the step and cost so far, and what is done.
Pick a day and time and let an approved post go out by itself
With the channel connected and automatic posting on, an approved piece is posted at its time and the live link is saved.
Connect LinkedIn, Instagram, Facebook, Threads, Pinterest or Google Business Profile
Follow a step-by-step guide for each channel, then switch on automatic posting per client.
Post by hand when the account is not connected, then mark it posted
Copy the words, download the pictures, post, and tell YuktiBOS it is done so the record stays right.
Publish an approved article to your website from YuktiBOS
Send an approved article to the client's own website without copy and paste.
See how posts performed in the last 30 days
Reach, likes, comments, saves and shares come back for posts that went live, and the lessons shape future writing.
Make today's post in one press
Start a post for today without planning ahead, or open this week to see the plan and why a rule would not run.
Audit a website for SEO and get a score out of 100
Read a client's public website the way Google would and say in plain words what is holding it back.
Get an SEO change list you can approve page by page
Each line is one page, one element, what it says now, what to change it to and why. Approve it and it becomes a task.
Research keywords and group them into topics
See searches a month, how hard a phrase is to win and what the searcher wants, then group phrases so each page answers one topic.
Track where a website ranks on Google, week by week
Check ranks daily or weekly down to the top 10, 20, 50 or 100, with the cost shown, and see who moved.
Find your own pages that compete for the same keyword
The rank tracker flags when two of your pages fight for one topic, so you can merge or separate them.
Cap what keyword and rank data can cost each month
Set a monthly cap per website, see the cost before every run and refuse any run that would go over.
Plan next month's SEO work as tasks with owners and due dates
From the 25th, the app drafts next month's plan from the audit, keywords and rank checks, as tasks you can assign.
Send a client an SEO report in your agency's name and colours
A monthly report in plain language with every number checked against the data, in the agency's name.
Audit a prospect's website and turn it into a proposal
Show a prospect what is wrong with their site in minutes and turn it into a proposal with a package, a price, a start date and a deal in the CRM.
Ask a client for Search Console, GA4 and website access
Keep a checklist of the access you need from a client, with ready-to-send request messages and a nightly check.
Check a web page for SEO and content problems
Give Yukti a client and a list of page addresses and get a review of each page.
Review a whole site and propose its page structure
Crawl a site, propose a page architecture, and review each page you approve.
Score a market from evidence, not opinion
Each group of buyers gets four scores, Pain, Purchasing power, Targetability and Growth, calculated only from evidence you add.
Run a customer survey with a public link
Draft a survey, make it live, share the link, and turn answers into evidence for your scores.
Draft a customer interview guide and extract evidence from what people said
Get an interview guide for a segment, then pull evidence out of the notes.
Find your brand's beliefs and position line from your own words
Yukti finds candidate beliefs in the person's own words and shows the quote. It never invents a belief.
Define your brand voice and tone by talking, not filling a form
Talk to Yukti one question at a time, pick the sample that sounds like you, and get a finished voice guide.
Check a draft against your brand voice
Plain code flags em dashes, filler openers and sentences over 25 words, and the public tool scores a draft out of 100 with the exact words that drift.
Print a one-page voice card for spokespeople
A single page for anyone who speaks for the business: how we sound, what we believe, lines for key moments and what never to say.
Rewrite one message for Instagram, LinkedIn, email, WhatsApp, website, X or YouTube
Paste a message, choose a channel and get it in that channel's shape, with what stayed and what changed.
Keep your brand voice current as the business changes
Say what changed or paste newer writing, and the voice moves with it, with older versions kept.
Share your voice guide with a team link and let them check drafts
Make a team link: anyone with it reads the guide and checks a draft in their browser, with no sign-in.
Map how your competitors sound and find the open space
Add up to three competitors and see a map from formal to casual and serious to playful, with you marked.
Learn your customers' own words from a page of reviews
Paste a link to reviews or testimonials and see what people love, what they dislike and short phrases you can borrow.
Send customers a quiz to see if they hear your brand voice
Make a link, send it to customers (WhatsApp button included) and see whether the words they pick match your profile.
Get a brand archetype, colour palette and font pair in minutes
Fill a short form and get an archetype, a position line, a five-colour palette with hex codes, a free font pair and tagline ideas.
Find the market to sell to first
Propose 20 to 40 markets, score each, shortlist by plain code, test a few with a small round and choose.
Make a story card for each market
One card per chosen market: the pain or gain, the moment they feel it, the proof you need and which offer fits.
Design an offer: the dream outcome, the obstacles and three scored options
State the dream outcome and every obstacle, write a solution for each, and score three offers on the value equation.
Set a price with an anchor and check the unit economics
Get three price options with an anchor, and unit economics worked out from two numbers only you know.
List your riskiest assumptions and the cheap test for each
Write down the guesses behind your market, offer and price, each with a cheap test and the signal that proves it true or false.
Print a one-page strategy pack with market, offer, price and risks
The chosen market, offer, price and riskiest assumptions on one printable page. No AI is involved in building it.
Extract verified facts from a client's documents
Press Find facts and the AI lists short facts with the exact quote each came from. A fact whose quote is not in the document is thrown away.
Keep a never-say list and scan the client's own documents for it
A pending phrase only warns; a confirmed phrase is a hard check. You can also list every sentence in the client's documents that contains one.
Build a playbook of how your team does each kind of work
Write plays with steps, a checklist, version history and a switch for whether the AI may read them.
Reply to a client ticket within its SLA
Staff filter tickets by status, priority or client, see the SLA due date, reply and change status.
Chat with colleagues and call @Yukti into any conversation
Team chat with channels and direct messages, where typing @Yukti gets an answer that uses only what has been said there.
Ask another department for work and get a clear yes or no
Send a request to a department. Its approver accepts or declines and chooses whether Yukti (AI) or a person does it.
Give each person the right menu, permissions and kind of work
Add an employee with a login, choose their level, the menu pages and the kinds of work they see. People are switched off, never deleted.
Plan your day with up to three priorities
Start your day, pick up to three priorities and see what is waiting on you. It is a planning aid, not a report to anyone.
Give a new colleague a calm first week
A short plan for the first five days, with two or three small things each day.
See exactly what your workplace tool stores about you
Each member of staff can read what is kept about them, who sees it and for how long, and which watching features are on (none).
See how your team's work is going, to help and unblock
A manager sees how their team's work is going, and each person sees exactly what a manager can see about them.
Set an AI budget per worker and choose its model
See each AI worker's job, model, instructions, inputs and outputs, and set a daily cap in rupees.
Choose which kinds of work the AI may start on its own
Each type of work has a recipe, a quality check, a spend limit and a switch for whether Yukti may start it herself. It is off until you turn it on.
Move work across a task board between people and AI workers
Five columns: Open, In progress, Needs your check, Paused and Done. Drag a card, assign to a person or an AI worker.
Get a weekly direction of three goals for each client
Once a week the Directional Reviewer writes three goals; each new task says which goal it serves.
Resume an AI job that stopped at its spend limit
A job that hits a spend limit waits. Open it, raise the limit and it carries on.
See what the AI did and why, run by run
Flows, recipes, skills and a run log show what each run produced.
Check a task is ready before an AI agent starts it
Readiness checks stop an AI agent starting work it cannot finish. Tasks that are not ready are listed with the reason.
Connect AI providers and social accounts in one place, with keys never shown
Keep every outside service connected from one settings area. Key values are never shown.
Record your working day: start, lunch and finish
A simple widget for check in, lunch out, lunch in and check out. Your times are private to you and HR.
Apply for leave and see which holidays apply
Choose the type, the dates and a reason, then submit. Everyone sees national and company holidays.
Set quiet hours and get one daily digest instead of constant alerts
Only four things interrupt you. Everything else waits quietly and reaches you once a day.
Connect Claude or another AI assistant to YuktiBOS with MCP
Add YuktiBOS as a connector so an outside agent can read clients, review work and help with approvals, with scopes you approve.
Ask Yukti a question in a private chat
Only you can read your Yukti chat. Questions that need your own information are answered privately.
Report a bug or an idea and see how many others want it
Add an item, see if someone already asked, and tick same as mine so demand is visible.
Archive finished work without deleting it, and restore it later
Hide jobs, pages and flows that are no longer live; restore any in one press.
Write a client report and share it by link or on their portal
Add sections by hand or generate with AI, attach a file, then show it on the client portal or share a link.
Keep a client's contracts, briefs and design system in one library
Upload once, say what kind of document it is, or let Yukti decide. A new design system replaces the old one, which is archived.
Give clients a private portal for reports, tickets and plan
Clients sign in to see their own reports, tickets and plan, and nothing else.
Let a client raise a ticket and see the answer
A client clicks New ticket and describes the request; staff track it with a due date.
Collect business answers and brand documents from a client
Clients answer questions about what they do, their customers, story, website and voice, and send brand guides, research and plans with a note on each.
Track the tools and subscriptions you run for each client, and their renewals
One list: tool, client, cost, renewal date and status, with a filter for renewals coming up.
Set a client's retainer and see margin and utilisation
Set the monthly retainer once and the cockpit shows margin and utilisation.
Send a client a monthly bill for managed tools by link
Monthly consolidated bills per client with a management fee, shareable by link.
See what the AI cost per piece and per 1,000 words
Every AI call records its model, tokens and cost; see cost per piece and how much the cache saved.
Find which AI model and writing method works best for a client
Run the same briefs on several models, shown blind, and make the winner the default per client and format.
See who did what, and total AI spend, in an audit log
An insert-only record of changes with who made them.
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