Knowledge and documents
Procedures and guides in a page tree, written by you or by your chatbot via MCP, with versions. Each page links to the records that use it and shows up right where it's needed; the client's shared drive sits next to their record. And with ⌘K you find everything, in every section.
The hosting fee starts on the go-live date: add it to the client's recurring fee.
A reconstruction of YVY's Knowledge, with demo data.
Procedures start in Knowledge, from a person or an agent, and attach to records, project nodes and tickets. Files stay in the client's drive.
In the editor, in HTML or by the chatbot with knowledge.create_page, with the permissions of whoever uses it.
New page · v1Categories and subpages; every save is a version you can restore.
Operating procedures · v7Contacts, projects, nodes and tickets show it in their record, in the Knowledge tab.
3 linked records⌘K searches every section; the assistant and the chatbot find it via MCP.
⌘K · “handover” · 4 resultsAsk, don't click
Write, or even talk, to your chatbot: it goes into YVY and does things for you, with your permissions. It asks you to confirm before issuing anything, and every step stays in the activity log.
How much did we collect this week?€8,235.00 from 3 clients
MCP, the Model Context Protocol, is an open standard that lets an artificial intelligence application use the data and actions of another piece of software through an MCP server.
Glossary
Connect Claude to YVY through its MCP server: the steps for web, desktop, phone and Claude Code, what it does with your permissions and how it is logged.
Guide
The Model Context Protocol without jargon: what an MCP server is, how it works, what changes for a business and what to ask before connecting AI.
Guide