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Manage account settings

As a user, you can view your own profile, the subscription plan that you have upgraded to, bot invites, bot approvals, and the templates that you have downloaded from the Marketplace to build a bot that is related to your use case.

You can modify your account password and set the default language after signing into the Yellow.ai platform. For more information about account settings and subscriptions, see Account Setup and Subscription.

1. View your profile information

Once you login to the platorm, you can see your first name, last name, and organisation name in this section. On the Overview page, click User account in the top right corner.

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Click Profile from the user account drop-down.

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2. Change your account password or platform language

You can reset your password in this section if required. Also, you can change the language of the platform based on your business needs.

Change your pasword

Enter your current password under "Old password" and your new password under "New password," then enter it again under "Re-enter new password" to confirm the password. Click Update.

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The green check mark under "Password must contain" will indicate your password's strength. Use a mixture of upper and lower case letters, numbers, and special characters (for example, !, $, %, &, #, and so on) to create a stronger password.

Your password has now been updated. You will be redirected to the login page, and the new password will in effect next time you log in to the application.

Change your platform language

By deafult platform language is English. If you want to change the language, then you can click on Change language. The user can change the current language of the user interface to one of Yellow.ai's supported languages. Select the language from the Current language drop-down in the Account language pop-up and click Save.

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2.2 View your account activity

In the Inbox module, our agent replies to multiple customers through the mobile app or a signed-in device. In such cases, there will be two active sessions running, whether through the laptop or mobile app. In this case, you can track all the active sessions of the agent.

You can see details such as the operating system from which you logged in and the browser used, along with the respective date and time.

On the User account drop-down, click Profile > Sessions.

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2. View your bot subscriptions

In My Subscriptions, you can view the bots that you can access under the respective subscription plan. Click Subscriptions from the user account drop-down.

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If you want to add a new subscription, then you have to contact the account manager.

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You can view the details of the subscription plan that you have upgraded to, including the organisation name, billing address, and contact details. Also, you can invite users to access the bots under a particular subscription plan.

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3 Accept bot invite

The other team members will send you a bot invite to your email address, where you can accept or reject the bot access. You can accept the bot invite so that you can contribute to the organization by building an effective bot quickly and easily. Click Bot Invites from the user account drop-down.

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3.1 View bot invites

You can view the pending bot invites that have been sent by the other team members. Click Accept to access the bot, or click Decline. Also, you will get a notification to accept the bot. For more information, see add bot collaborators.

You can view the different bots, which belong to the Yellow.ai organization. You can search for a specific bot by bot Id, name, or sub Id. You can send a request to access the bots that were created by other members of the organisation. The super admin will provide access to the requested bot.

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You cannot see your bots in this section.


4 Approve published bots

In this section, you can view the pending approvals of the published bots that are sent by other members of the team. Click Bot publish approvals from the User account drop-down.

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When the other members of the team want to publish their bot in the different environments, an approval request is sent to your email and also in the Bot Approval section. Here, you can accept or decline.

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5 Download the templates

Let us consider that you have used the pre-built bot template from the Marketplace to build your bot based on your use case. If you want to publish the bot and want to keep a copy of this template, then you can download this template and view all the details of the template in this section.

Note that, other team members who are not part of this organization cannot see these templates that are downloaded. You can also delete this template based on your needs. Click Exports from the User account drop-down.

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6 Log out of the platform

The platform automatically logs you out after a few minutes of inactivity. To resume, you will have to sign in. If you want to log out of the platform, you can click Logout under User account.

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Inbox agents are not logged out of the platform after a few minutes of inactivity because they are waiting for tickets that are posted by other users.