# Yazi docs

## Yazi's Platform

- [Welcome to Yazi](https://docs.askyazi.com/start-here/welcome-to-yazi.md): What Yazi is, how a study runs from start to finish, and how these docs are organised.
- [Quickstart: your first study](https://docs.askyazi.com/start-here/quickstart-your-first-study.md): Build a three-question survey, try it on your own phone in WhatsApp, share it and see the results, in about 15 minutes.
- [Key concepts and glossary](https://docs.askyazi.com/start-here/key-concepts-and-glossary.md): Plain definitions of the words used across Yazi and these docs, with links to the full pages.
- [Accounts and sign-in](https://docs.askyazi.com/start-here/accounts-and-sign-in.md): Create an account, sign in, join your team's organisation, invite colleagues and understand sandbox accounts.
- [Getting around the app](https://docs.askyazi.com/start-here/getting-around-the-app.md): A tour of the Yazi web app, from the left navigation and Dashboard to the four tabs inside every study and the Settings pages.
- [Plans, billing and usage](https://docs.askyazi.com/start-here/plans-billing-and-usage.md): How Yazi billing works, what counts as a response, the one-active-project rule, incentive credits and why WhatsApp message costs are separate.
- [WhatsApp number options](https://docs.askyazi.com/set-up-whatsapp/whatsapp-number-options.md): Decide between Yazi's shared WhatsApp number and your own dedicated number, and what you need before connecting your own.
- [Connect your own number](https://docs.askyazi.com/set-up-whatsapp/connect-your-own-number.md): Connect your own WhatsApp business number to Yazi through Meta's sign-up window, and what to do once it is connected.
- [Developer-portal method (advanced)](https://docs.askyazi.com/set-up-whatsapp/developer-portal-method-advanced.md): When to connect your WhatsApp number through Meta's developer portal instead of the sign-up window, and the steps involved.
- [Summary of the steps](https://docs.askyazi.com/set-up-whatsapp/developer-portal-method-advanced/summary-of-the-steps.md): This is a brief summary of the following steps you will be taking!
- [Set up a developer portal app](https://docs.askyazi.com/set-up-whatsapp/developer-portal-method-advanced/set-up-a-developer-portal-app.md)
- [Add the WhatsApp product](https://docs.askyazi.com/set-up-whatsapp/developer-portal-method-advanced/add-the-whatsapp-product.md)
- [API setup](https://docs.askyazi.com/set-up-whatsapp/developer-portal-method-advanced/api-setup.md)
- [System user token](https://docs.askyazi.com/set-up-whatsapp/developer-portal-method-advanced/system-user-token.md)
- [Phone number ID and WhatsApp Business Account ID](https://docs.askyazi.com/set-up-whatsapp/developer-portal-method-advanced/phone-number-id-and-whatsapp-business-account-id.md)
- [Switch your app to live](https://docs.askyazi.com/set-up-whatsapp/developer-portal-method-advanced/switch-your-app-to-live.md)
- [Business verification](https://docs.askyazi.com/set-up-whatsapp/business-verification.md): Get your business verified by Meta so your own WhatsApp number can send at volume and use WhatsApp Flows.
- [Add a payment method in Meta](https://docs.askyazi.com/set-up-whatsapp/add-a-payment-method-in-meta.md): Add a payment method in Meta Business Manager so your own WhatsApp number can keep sending messages, including the October 2026 change.
- [WhatsApp profile and branding](https://docs.askyazi.com/set-up-whatsapp/whatsapp-profile-and-branding.md): What participants see when Yazi messages them, which branding belongs to the number and which you can set per study, and how to change your profile.
- [Number health and limits](https://docs.askyazi.com/set-up-whatsapp/number-health-and-limits.md): Understand your WhatsApp number's quality rating and messaging limits, what gets a number flagged, and what to do if Meta restricts it.
- [Network allow-listing for corporate IT](https://docs.askyazi.com/set-up-whatsapp/network-allow-listing-for-corporate-it.md): The domains your corporate IT team needs to allow so Yazi works on your network and VPN, and how to recognise a network block.
- [Choose a study type](https://docs.askyazi.com/build-a-study/choose-a-study-type.md): Compare surveys, AI interviews, recurring and diary studies and multi-activity studies so you can pick the right method before you build.
- [Create a study](https://docs.askyazi.com/build-a-study/create-a-study.md): Create a new study with AI from a brief or questionnaire, from an example template, or from scratch, and know what to check before you publish.
- [Ask Yazi](https://docs.askyazi.com/build-a-study/ask-yazi.md): Use Ask Yazi, the assistant inside the app, to draft and edit studies, change logic and translations, and check how fieldwork is going.
- [Question types](https://docs.askyazi.com/build-a-study/question-types.md): Reference for every question type in Yazi, what the participant sees on WhatsApp, and the settings each type offers.
- [WhatsApp limits](https://docs.askyazi.com/build-a-study/whatsapp-limits.md): One reference for the WhatsApp limits that shape a Yazi study, from option counts and character lengths to media sizes and what WhatsApp cannot capture.
- [In-chat vs WhatsApp Flows](https://docs.askyazi.com/build-a-study/in-chat-vs-whatsapp-flows.md): Understand the two ways a Yazi survey appears on WhatsApp, in-chat messages or a WhatsApp Flow form, and choose the right one for each part of your study.
- [Logic and routing](https://docs.askyazi.com/build-a-study/logic-and-routing.md): Send participants down different paths with skip rules, Only show if conditions, screen-outs and ending rules, and check the whole flow on the Logic Map.
- [Piping](https://docs.askyazi.com/build-a-study/piping.md): Reuse a participant's earlier answers in later questions, in the question text, as the answer options, or as the rows of a matrix.
- [Quotas](https://docs.askyazi.com/build-a-study/quotas.md): Set caps on how many participants you accept per answer option, so a study closes each group automatically when it is full.
- [Screening and incidence](https://docs.askyazi.com/build-a-study/screening-and-incidence.md): Design screeners that let the right people in, estimate incidence before launch, and know what to do when too few people qualify.
- [Response quality and validation](https://docs.askyazi.com/build-a-study/response-quality-and-validation.md): Check answers as they arrive with automatic format checks and AI answer checks on text, photos and voice notes, and understand how this differs from Response Trust.
- [Media in questions](https://docs.askyazi.com/build-a-study/media-in-questions.md): Show participants images, video, audio and documents as part of a question, including disappearing images for confidential stimulus.
- [Surveys](https://docs.askyazi.com/study-types/surveys.md): How a Yazi survey works on WhatsApp, what participants see, and how to design one that people finish.
- [AI interviews](https://docs.askyazi.com/study-types/ai-interviews.md): Set up an AI-moderated interview on WhatsApp, understand every configuration field, and know how the interview behaves and ends.
- [Diary and recurring studies](https://docs.askyazi.com/study-types/diary-and-recurring-studies.md): Run a diary or recurring study on WhatsApp, choose between a logging menu and scheduled daily activities, and avoid the common traps.
- [Multi-activity studies](https://docs.askyazi.com/study-types/multi-activity-studies.md): Build a study with several activities, control when each one unlocks, and understand exactly how participants move from one activity to the next.
- [Group discussions](https://docs.askyazi.com/study-types/group-discussions.md): What Yazi group discussions are, how they differ from WhatsApp groups, and their current limits. Early access.
- [Live Forms](https://docs.askyazi.com/study-types/live-forms.md): What a Live Form is, when you might use one, and how it differs from a WhatsApp survey. Early access.
- [Languages and translation](https://docs.askyazi.com/study-types/languages-and-translation.md): Run one study in several languages, set up the language question, check and edit translations, and get results back in one language.
- [Language support](https://docs.askyazi.com/study-types/language-support.md): Which languages Yazi runs end to end, which can be transcribed, and how good translation and transcription are in each.
- [Test your study](https://docs.askyazi.com/study-types/test-your-study.md): Test a study before launch with the Test Simulator, the reusable test link and Run Simulation, and keep test data out of your results.
- [Publish and go live](https://docs.askyazi.com/study-types/publish-and-go-live.md): Move a study from Draft to Testing to Live, understand what each status allows, publish changes safely, and close a study.
- [Ways to invite participants](https://docs.askyazi.com/reach-participants/ways-to-invite-participants.md): Compare the ways to get participants into a Yazi study and pick the right one for your audience.
- [Study links](https://docs.askyazi.com/reach-participants/study-links.md): Share a study with a link or QR code, test it with the test link, and pass an ID through the link for panels and tracking.
- [People and contacts](https://docs.askyazi.com/reach-participants/people-and-contacts.md): Import your contacts into People, map their columns, keep phone numbers private, and add people to a study.
- [Broadcast templates](https://docs.askyazi.com/reach-participants/broadcast-templates.md): Create a WhatsApp template for invites, reminders and follow-ups, choose the right category and get it approved by Meta.
- [Send a broadcast](https://docs.askyazi.com/reach-participants/send-a-broadcast.md): Send an approved WhatsApp template to a list or to participants in a study, now or on a schedule, in batches.
- [Scheduled Messages](https://docs.askyazi.com/reach-participants/scheduled-messages.md): Manage scheduled broadcasts, reminder schedules and event-triggered sends on the Scheduled Messages page.
- [Reminders](https://docs.askyazi.com/reach-participants/reminders.md): Set up automatic WhatsApp reminders that bring back participants who stopped part-way, and resume them at the exact question.
- [Send history and statuses](https://docs.askyazi.com/reach-participants/send-history-and-statuses.md): Read Send History for broadcasts and reminders, understand each delivery and study status, and fix common failures.
- [WhatsApp costs and the 24-hour window](https://docs.askyazi.com/reach-participants/whatsapp-costs-and-the-24-hour-window.md): Understand WhatsApp's 24-hour window, template categories and what Meta charges for the messages in your study.
- [Panel recruitment](https://docs.askyazi.com/reach-participants/panel-recruitment.md): Recruit paid participants from Prolific or PureSpectrum inside a study, set audience and budget, and track each recruitment.
- [Incentives overview](https://docs.askyazi.com/reach-participants/incentives-overview.md): Understand how Yazi pays participant incentives, which reward types exist, how incentive credits work and how to choose a reward design.
- [Set up rewards](https://docs.askyazi.com/reach-participants/set-up-rewards.md): Add a reward to a study, approve payouts in Reward approvals, and retry failed payments safely.
- [Participants tab](https://docs.askyazi.com/monitor-fieldwork/participants-tab.md): Track fieldwork on the Share tab's Participants view, read each status, and remove or manage participants.
- [Response Trust](https://docs.askyazi.com/monitor-fieldwork/response-trust.md): Understand how Response Trust scores each response, set its sensitivity, and review, override or exclude flagged responses.
- [Agent takeover](https://docs.askyazi.com/monitor-fieldwork/agent-takeover.md): Take over a live WhatsApp conversation from the study, message the participant yourself, and hand back cleanly.
- [Where your results live](https://docs.askyazi.com/results-and-reporting/where-your-results-live.md): Where each kind of result lives in a Yazi study, and which tab to open for which job.
- [Table Data](https://docs.askyazi.com/results-and-reporting/table-data.md): Browse, search, filter and export your raw study answers in the Table Data view.
- [Transcripts](https://docs.askyazi.com/results-and-reporting/transcripts.md): Read each participant's full WhatsApp conversation, search inside answers, and export transcripts.
- [Media Library](https://docs.askyazi.com/results-and-reporting/media-library.md): Review, tag, filter and download every photo, voice note and video from a study in the Media Library.
- [Video reels](https://docs.askyazi.com/results-and-reporting/video-reels.md): Turn participants' voice notes and video answers into a captioned highlight video.
- [Graph Data and cross-tabs](https://docs.askyazi.com/results-and-reporting/graph-data-and-cross-tabs.md): Read a chart and AI summary for every question, filter results, and break answers down with cross-tabs.
- [Insights](https://docs.askyazi.com/results-and-reporting/insights.md): See the themes in your AI interview conversations and check the responses behind each one.
- [Reports and PowerPoint](https://docs.askyazi.com/results-and-reporting/reports-and-powerpoint.md): Generate an AI-written report of your study and download your results as PowerPoint or PDF.
- [Exports](https://docs.askyazi.com/results-and-reporting/exports.md): Every way to get data out of Yazi, what each file contains, and how to set labels, numeric codes, variable names and translations.
- [Share results](https://docs.askyazi.com/results-and-reporting/share-results.md): Share a read-only results page with clients or colleagues who do not have a Yazi login.
- [Analysis limits](https://docs.askyazi.com/results-and-reporting/analysis-limits.md): What statistical analysis Yazi does and does not do today, and how to handle weighting, significance, banners and sample sizes.
- [Connect Claude or ChatGPT](https://docs.askyazi.com/integrations-and-api/connect-claude-or-chatgpt.md): Connect Claude or ChatGPT to your Yazi organisation and ask questions about your studies and results in plain English.
- [Google Sheets and Excel](https://docs.askyazi.com/integrations-and-api/google-sheets-and-excel.md): Sync a study's results to a Google Sheet or Microsoft Excel workbook that updates during fieldwork.
- [Response Push webhooks](https://docs.askyazi.com/integrations-and-api/response-push-webhooks.md): Send each participant's answers to your own system as they come in, using Response Push webhooks.
- [Event triggers API](https://docs.askyazi.com/integrations-and-api/event-triggers-api.md): Send a WhatsApp template message, such as a study invite, from your own system the moment something happens, using Yazi's event triggers API.
- [Data enrichment](https://docs.askyazi.com/integrations-and-api/data-enrichment.md): Upload information you already hold about participants and join it to their study responses for filtering, charts and cross-tabs.
- [Security overview](https://docs.askyazi.com/security-and-privacy/security-overview.md): A one-page summary of how Yazi hosts, protects and processes research data, written for security, privacy and procurement reviewers.
- [Data residency and hosting](https://docs.askyazi.com/security-and-privacy/data-residency-and-hosting.md): Where Yazi stores and processes study data, how WhatsApp fits in, what in-country hosting involves, and how retention and deletion work.
- [Participant privacy](https://docs.askyazi.com/security-and-privacy/participant-privacy.md): What personal data Yazi holds about participants, how to hide identities from your team, and how consent, opt-out, erasure and recontact work.
- [AI and your data](https://docs.askyazi.com/security-and-privacy/ai-and-your-data.md): Which AI features Yazi has, which models and services run them and where, what data they receive, and how to switch AI off for your organisation.
- [Compliance](https://docs.askyazi.com/security-and-privacy/compliance.md): Yazi's position under POPIA and GDPR, what the data processing agreement covers, the current status of ISO and SOC certifications, and how to request the security pack.
- [Yazi Information Security Policy](https://docs.askyazi.com/security-and-privacy/yazi-information-security-policy.md)
- [Data Classification Policy](https://docs.askyazi.com/security-and-privacy/data-classification-policy.md)
- [Yazi Security and Data Management Policies](https://docs.askyazi.com/security-and-privacy/yazi-security-and-data-management-policies.md)
- [Yazi Vendor Management Policy](https://docs.askyazi.com/security-and-privacy/yazi-vendor-management-policy.md)
- [Data Retention Policy](https://docs.askyazi.com/security-and-privacy/data-retention-policy.md)
- [Business Continuity Plan (BCP)](https://docs.askyazi.com/security-and-privacy/business-continuity-plan-bcp.md)
- [Quality Control Plan for Yazi Research (Pty) Ltd](https://docs.askyazi.com/security-and-privacy/quality-control-plan-for-yazi-research-pty-ltd.md)
- [Troubleshooting](https://docs.askyazi.com/help/troubleshooting.md): Fixes for the problems Yazi users hit most often, from sign-in and blank pages to failed broadcasts, missing media and mismatched numbers.
- [What Yazi cannot do (yet)](https://docs.askyazi.com/help/what-yazi-cannot-do-yet.md): An honest list of things Yazi does not do today, with the workaround we recommend for each.
- [What's new](https://docs.askyazi.com/help/whats-new.md): Where to find Yazi's changelog of new features, improvements and fixes, and how often it updates.
- [Get help](https://docs.askyazi.com/help/get-help.md): Every way to get help with Yazi, and what to include so we can solve your problem quickly.