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Yuma 2.0: one Handbook runs every customer conversation

Yuma 2.0 runs every customer conversation from one written Handbook: email, chat, SMS, WhatsApp, social DMs, outbound outreach and phone calls. You manage it in plain language, and every playbook is tested before it goes live.

Urska Blagojevic · GTM Lead at Yuma

Published Sep 28, 2026 · 6 min read

Woman working at a laptop beside Yuma 2.0 cards for the Handbook, its channels and playbook tests, on a lavender background.

Key takeaways

  • In Yuma 2.0, one written Handbook runs every conversation across email, chat, SMS, WhatsApp, social DMs, outbound and phone.
  • The Handbook has brand pages, playbooks and procedures; Ask Yuma writes them from your SOPs or tickets, and every change lands as a draft.
  • Every playbook carries its own tests, rerun as simulated conversations before you publish a change.
  • Event playbooks let Yuma start conversations from business events, and Yuma Voice answers calls from the same Handbook.
  • Roll a playbook out at 10% of matching conversations; where the Handbook is silent, Yuma hands the conversation to a person.

Yuma 2.0 is an AI customer service platform where one written Handbook, managed in plain language, runs every customer conversation across email, chat, SMS, WhatsApp, social DMs, outbound outreach and phone calls.

That sentence is the whole release. The rest of this post explains what changed, why we built it this way, and what it means if you're already on Yuma.

The document you already have

Every support team has a document. How we handle returns. What to say when a parcel goes missing. Who gets a refund without a fight. You wrote it to train new hires, and it's probably the most accurate description of how your support actually works.

Here's the thing: none of the automation you've bought over the last three years runs on that document. It runs on configuration. Intent trees, workflow builders, per-scenario setup that takes weeks and drifts the moment a policy changes.

Yuma 2.0 runs on the document. We call it the Handbook.

What the Handbook is

The Handbook is a single, versioned source of truth for how your brand does customer service. It has three kinds of pages:

  • Brand pages define how Yuma sounds, per store, per channel, per language if you need it.
  • Playbooks say what to do in each customer situation.
  • Procedures hold the exact steps behind a playbook, written once and referenced everywhere.

You don't write it in a text editor. You describe how you do support, upload the SOP you already have, or point at real tickets, and Ask Yuma writes the pages. Every change lands as a draft. Nothing reaches a customer until you publish, and once you do, the next conversation follows the new rule with nothing to redeploy.

Maintaining your automation becomes maintaining your documentation. That's the entire mental model.

Tested, playbook by playbook

This is the part we're proudest of, and the part we haven't seen anywhere else.

Every playbook in the Handbook carries its own tests: example situations with the outcome you expect. Ask Yuma writes most of them for you while it builds the Handbook and whenever you fix a mistake. You can also point at a real conversation and turn how it played out into a test.

Change a return policy and Yuma rewrites the pages it touches, reruns the whole suite as simulated conversations (nothing real is touched), and shows you what passed. All green, you publish with confidence. Any red tells you exactly which page is unclear, and Yuma fixes it and reruns until it's green.

If you've worked with LLM evals, that's what these are. We just call them tests, because that's what a support lead would call them.

See Yuma in action

See it live

Book a walkthrough of what's new, on your own setup.

One Handbook, inbound and outbound

Support has always been reactive. A customer writes in, the AI answers. Yuma 2.0 flips that.

Event playbooks start conversations from what happens in your business: an order placed, a parcel delivered, a checkout abandoned, or a signal from your own systems. Yuma sends the message itself over email or SMS, and it follows up over days, scheduling each step on its own.

A typical sequence: reach out the moment an order is placed, follow up when it's delivered, and check in two days later to make sure everything's fine and offer proactive help. Same Handbook, same brand voice, same policies as inbound. Merchants running sequences like this tend to see fewer returns and a natural opening for a relevant upsell.

And now it picks up the phone

Yuma Voice answers a real phone number, takes backend actions mid-call, and reads from the same Handbook as every written channel. No separate script to maintain. If your returns playbook changes, it changes on the phone too.

You can hear it in the browser demo.

Managed from wherever you work

Ask Yuma is the interface to the whole system: ask questions, investigate a ticket, change a policy, add a test, schedule a weekly report. It lives in the Yuma dashboard, and through MCP it also lives in Claude and ChatGPT. Connect once and manage your Handbook from the tool you already have open. Changes still arrive as drafts for you to review.

You set the pace

Roll a new playbook out at 10% of matching conversations, with the rest handled as drafts your team reviews in the helpdesk. Raise it as trust builds. Set it to zero to pause.

Where the Handbook is silent, Yuma doesn't improvise. It hands the conversation to a person and writes the gap down as an open question for you to answer once.

What this looks like in production

Merchants on Yuma today automate a large share of their support volume. EvryJewels automates 89% of its tickets, Petlibro 79% and Clove 70%. At Tediber, Yuma is involved in 64% of all customer queries.

Yuma is SOC 2 Type II compliant. Read more on our security page.

If you're on Yuma 1.0

Your Auto-Pilots, processes and guidelines retire. The Yuma team runs the migration for you: Ask Yuma rewrites your existing setup as Handbook pages, and where two old rules conflict, the conflict becomes a task for you to settle rather than a silent choice.

Flows, custom actions and helpdesk macros keep working. A Handbook page names them where they apply.

Get started

Yuma 2.0 is available now. Open your Handbook from your account, or book a demo if you're new to Yuma.

Book a Demo | Open your Handbook

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Urska Blagojevic

GTM Lead at Yuma

More from Urska

Frequently asked questions

What is the Yuma Handbook?

The Handbook is a single, versioned source of truth for how your brand does customer service. It has brand pages (how Yuma sounds, per store, channel or language), playbooks (what to do in each customer situation) and procedures (the exact steps behind a playbook). Ask Yuma writes it from your SOPs or real tickets, every change is a draft until you publish, and once you do, the next conversation follows the new rule.

I'm on Yuma 1.0. What happens to my Auto-Pilots?

Your Auto-Pilots, processes and guidelines retire, and the Yuma team runs the migration for you. Ask Yuma rewrites your existing setup as Handbook pages, and where two old rules conflict, the conflict becomes a task for you to settle rather than a silent choice. Flows, custom actions and helpdesk macros keep working.

How do Handbook tests work?

Every playbook carries its own tests: example situations with the outcome you expect. Ask Yuma writes most of them while it builds your Handbook, and you can turn any real conversation into a test. When a policy changes, Yuma reruns the whole suite as simulated conversations, with nothing real touched, and shows you what passed. A failing test points to the page that needs fixing.

How does the gradual rollout work? Can I test the AI before going fully live?

Yes. Every Handbook playbook carries its own tests, example situations with the outcome you expect, and Yuma replays them as simulated conversations before a change goes live. Each playbook also has its own rollout setting: start a new one on a small share of matching conversations, for example 10%, with the rest handled as drafts your team reviews in the helpdesk. Raise it as results hold, or set it to zero to pause. You can also replay historical tickets to see exactly what Yuma would have done.

Which channels does Yuma AI support?

Yuma covers 25+ channels from one Handbook: email, live chat, SMS, WhatsApp, contact forms, Instagram DMs and comments (including ad comments), Facebook Messenger and comments, Twitter/X DMs, TikTok Shop, review platforms (Trustpilot, Yotpo, Okendo, Judge.me, Avis Vérifiés), phone and web calls with Yuma Voice, and outbound email and SMS. Every channel follows the same Handbook, and brand pages let you set a different tone per channel.

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