Yola Docs
  • Getting Started
    • Glossary
    • Signing-in
    • Main Dashboard
    • Yola AI
    • Data Privacy
  • AICX Modules
    • AI Agents
      • Manage AI Agents
      • Actions
        • Send Message
        • Send File
        • Show Carousel
        • Show Survey
        • Collect Feedback
        • Create Ticket
        • Human Handoff
        • External Handoff
        • Jump to Trigger/Action
        • If/Else
        • Set Chat Variable
        • Send API Request
      • LLMs
        • Cloudflare Training
      • Publishing
        • Webchat
          • Proactive Messages
        • Facebook Messenger
        • WhatsApp
        • Telegram
        • LINE
        • Africa's Talking
        • Bitrix24
        • Zendesk
    • Inbox
      • Find & View Conversations
      • Message Editor
      • Transfers & Takeovers
    • Livechats
    • Tickets
    • Players
    • Analytics
      • Winnow
  • General
    • Settings
      • Workspace
        • Plan & Billing
          • Interactions Amount
        • Roles & Permissions
        • Users
        • Teams
        • IP Allowlist
        • Whitelabelling
      • Teamspaces
        • Banning
        • Tags
        • Chat Assignment
        • Email Domains
        • Email Templates
        • Exports
        • Canned Replies
        • Custom Fields
        • Custom Profiles
        • Custom Analytics
      • User Account
        • User Aliases
        • Online Status
    • Plans & Pricing
    • VIP Club
  • Developers
    • Developer Tools
      • Chat Variables
      • Chat Scripts
      • Webchat Script
      • Developer API
      • On-Premise & Hybrid Hosting
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  1. Getting Started

Main Dashboard

Navigate Yola from the main dashboard.

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Last updated 16 hours ago

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After signing in to Yola you will land on the main dashboard. Here you can chat with to learn how to use the platform.


Toolbar

On the left side of the viewport is the toolbar, with buttons for:

  • Expand/collapse toolbar

  • Main dashboard

At the bottom are account-related options:

  • The number of remaining in the current month. Select to purchase more.

  • The current being viewed. Select to change teamspaces if two or more exist.

  • Your user name and online status. Select to open the profile menu where you can:

    • Toggle between online and away, affecting your new when functioning as a live agent.

    • Toggle between light, dark, and system colour themes.

    • Go to Workspace Settings.

    • Go to Account Settings.

    • Change Workspace if your user account is linked to more than one.

    • Sign Out.

Yola AI
Inbox
AI Agents
Livechats
Tickets
Players
Analytics
interactions
teamspace
online status
conversation assignments