Introduction to the Cloud Platform
Welcome to the Yellow.ai's Cloud platform! This document provides an overview of the key features and functionalities available to you. Whether you're new to Yellow.ai or an experienced user, this guide will help you get started effectively.
Landing page
After signing in, you’ll be directed to the Overview page. This page provides Quick Links for easy navigation to key modules, self-help resources, and options to connect channels to your bot.
Quick links
Access frequently used modules and actions quickly through the Quick Links section.
Quick start video
Watch our quick tour video on YouTube to understand the platform's capabilities and how to utilize the bot effectively. You can also find this video directly on the platform.
Left navigation bar
The Left Navigation bar allows you to switch between various modules, such as bot Studio builder, Inbox, Insights, Analyze, Settings, Extentions and so on.
Bot and subscription search
Search for bots using the subscription ID, subscription name, bot name, or bot ID. You can also view your top 3 recently selected bots and the number of bots you have access to, including pending invites.
Platform search
Use the Platform Search feature to quickly find relevant information and concepts within the documentation.
Self-Help resources
Access the Help section for documentation, community forums, or instant support from MIA.
Environment switcher
Switch between different environments such as Sandbox, Staging, Production, Live, and Development to test and deploy your bot.
Learn about the different environments
Marketplace
Browse the Marketplace for pre-built bot templates and industry-specific recommendations. If your use case is not available, you can use Automation to create your bot from scratch.
Access control
Manage bot access by sharing it with team members and defining their roles and permissions. Only admins or super admins can manage access.
Learn about access control and permissions
Notifications
Check the Notifications icon for updates related to your modules or bot invites.
Access your account details
Click on your account name in the top right corner to access your profile and account settings.
Switch bots
Use the drop-down option next to the bot name to view and switch between different bots within your subscription.
You can find the Bot Switcher at the bottom right of any module.
Manage channels
Integrate your bot with various channels to enhance customer reach and meet your business needs.
Learn about channel integration
Manage languages
Configure your bot to support multiple languages, making conversations more accessible to users in different regions.
