Getting Started

Welcome to Yola, the leading platform for:

• Generating AI assistants to help your audience

• Managing live representatives

• Interacting through dozens of messaging channels and integrations

… and much more!

This knowledge base is a comprehensive guide to all aspects of Yola and regularly updated.

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Platform Modules

The Yola platform is broken into six primary workflows, referred to as modules:

AI Assistants

Manage AI chatbots and the channels they deploy to. Every chat begins with an assistant serving as the first line of support.

Inbox

Manage and respond to people in this dedicated helpdesk, across all channels for both realtime chats and email tickets.

Livechats

View all chats the were handed off by an AI assistant to a user in your company.

Tickets

View and manage all tickets in a dedicated repository.

People

View and manage all registered persons in your audience in a dedicated CRM.

Analytics

Visualise and export your CX statistics and trends to gain actionable insights.

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Onboarding Steps

1

Generate your AI experience

Go to AI Assistants to create, customize, and deploy an assistant to your favourite messaging channels.

2

Invite your team members

Select your avatar > Company Settings to configure branding, policies, and invite team members—including live representatives that will chat with your audience.

3

Chat with customers

Go to Inbox to see all conversations (facilitated by AI assistants and live reps), and Analytics for reports on your audience trends.

4

Let us do the rest

Are you looking to get the most out of your AICX platform? Book a call and let us guide you through setup and best practices.