# yellow.ai

> Conversational AI cloud for all

This file contains links to documentation sections following the llmstxt.org standard.

## Table of Contents

- [Best practices & effective testing of a Gen AI bot](https://docs.yellow.ai/docs/cookbooks/Gen-AI-Advanced-Level/bestpractices.md): You can improve your bot by focusing on **Prompting**, **Designing conversations** and **Model selection**.
- [GenAI bot development lifecycle](https://docs.yellow.ai/docs/cookbooks/Gen-AI-Advanced-Level/botdevlifecycle.md): 1. **Define target audience and major goals**: Understand who your bot is for and what its core objectives are. Categorize these objectives into st...
- [Common challenges of Gen AI bots](https://docs.yellow.ai/docs/cookbooks/Gen-AI-Advanced-Level/commonchallengs.md): Gen AI/LLMs are powerful tools with their own set of advantages and limitations. When not used correctly, they present challenges.
- [Troubleshooting Gen AI bots](https://docs.yellow.ai/docs/cookbooks/Gen-AI-Advanced-Level/genai-bottroubleshooting.md): The key to troubleshooting bots is identifying the issue. Once identified, you can either retrain the bot with new input or adjust its existing tex...
- [Handling Gen AI Knowledgebase(KB)](https://docs.yellow.ai/docs/cookbooks/Gen-AI-Advanced-Level/genai-kb.md): With Gen AI Knowledge Base(KB), inputting a website URL or any data source into the knowledge base automatically creates a customized bot.
- [Gen-AI OrchLLM](https://docs.yellow.ai/docs/cookbooks/Gen-AI-Advanced-Level/genai-orchllm.md): Orchestrator LLM (Large Language Model) is our in-house, fine-tuned conversational AI model designed to enhance chatbot capabilities by orchestrati...
- [Gen-AI Advanced level](https://docs.yellow.ai/docs/cookbooks/Gen-AI-Advanced-Level/genaiadvancedoverview.md): In this section, you will learn about:
- [Gen-AI (Beginner level)](https://docs.yellow.ai/docs/cookbooks/Gen-AI-beginner.md): Generative AI is an artificial intelligence system used to create content such as text, images, audio or code based on input or instructions (promp...
- [Upgrade to New Engage Module (for app bots)](https://docs.yellow.ai/docs/cookbooks/Upgrade_new_engage_app.md): App bots are now provided with an option to upgrade the Engage module by migrating all the campaign and audience data to the new engage module.
- [Universal international freephone number (UIFN)](https://docs.yellow.ai/docs/cookbooks/Voice/uifn.md): A **Universal International Freephone Number (UIFN)**, also known as a **Universal Toll-Free Number**, allows callers from multiple countries to di...
- [Troubleshooting Voice agents](https://docs.yellow.ai/docs/cookbooks/Voice/voicebottroubleshooting.md): Ensure the proper functioning of voice bots by identifying and resolving common issues such as connectivity problems, voice recognition errors, and...
- [How to Determine the Region Where Your Bot is Hosted](https://docs.yellow.ai/docs/cookbooks/botregion.md): This guide explains how to find out in which region your bot is hosted on the platform.
- [Handling CORS errors for Chat Widget](https://docs.yellow.ai/docs/cookbooks/channels/CORSerrors.md): Websites often add CSP (Content Security Policy) to restrict loading of content from external sites, which leads to CORS (Cross-Origin Resource Sha...
- [Difference between Viber and Viber for business](https://docs.yellow.ai/docs/cookbooks/channels/Viber-business.md): *** | Viber |Viber for business| 
- [App password generation for email tickets](https://docs.yellow.ai/docs/cookbooks/channels/apppw.md): To ensure reliable email delivery from agents to end users, app passwords can be utilized. This process involves generating an app password to impr...
- [Difference between Web widget and Mobile SDK](https://docs.yellow.ai/docs/cookbooks/channels/chatwidget-mobile-sdk.md): *** | Web widget | Mobile SDK |
- [Configure multiple themes on Web and Mobile SDKs](https://docs.yellow.ai/docs/cookbooks/channels/configurethemes.md): You have the option to set a default theme and customize various themes for different pages on your website or mobile app. The configuration includes:
- [Gupshup (WhatsApp) integration](https://docs.yellow.ai/docs/cookbooks/channels/gushup.md): Connect WhatsApp through Gupshup to your Yellow.ai bot—save credentials in Channels, then point Gupshup’s webhook at Yellow.ai using the URL and Au...
- [Live chat queue handling for chat widget](https://docs.yellow.ai/docs/cookbooks/channels/live-chat-handling.md): When all agents are engaged with incoming chat tickets, you can enable the queue position of users in the chat widget. For more information on how ...
- [Multi-file upload in Chat widget](https://docs.yellow.ai/docs/cookbooks/channels/multi-file-upload.md): You can enable uploading multiple files in the chat widget using the [File prompt node](https://docs.yellow.ai/docs/platform_concepts/studio/build/...
- [Redirect users to Phone App/Email via QRs, Text Message, or Callout Banner](https://docs.yellow.ai/docs/cookbooks/channels/redirectusers.md): Brands can configure hyperlinks that redirect users to phone apps or email services in various components like Text Messages, Quick Replies (QRs), ...
- [Resolving message failures in WhatsApp, Facebook, and Instagram channels](https://docs.yellow.ai/docs/cookbooks/channels/resolve-meassaging-errors.md): This guide provides steps to identify and troubleshoot message failures when using WhatsApp, Facebook, and Instagram channels.
- [Track user interaction with links in Chatbot components](https://docs.yellow.ai/docs/cookbooks/channels/userinteraction.md): You can monitor user interactions within the widget by tracking clicks on links within text messages (message-hyperlink-clicked), card buttons (car...
- [Building custom apps with YApps SDK](https://docs.yellow.ai/docs/cookbooks/customapps.md): The YApps SDK enables the integration of custom applications within the Yellow Cloud platform. These apps are embedded as iframes within the parent...
- [Not receiving emails from Yellow.ai](https://docs.yellow.ai/docs/cookbooks/email_issue.md): If you're not receiving emails from the Yellow\.ai platform, follow the steps below to identify and resolve the issue.
- [Resolving Template Sync Issues Between Meta and the App Platform](https://docs.yellow.ai/docs/cookbooks/engage/app-template.md): **FAQ: Resolving Template Sync Issues Between Meta and the App Platform**
- [Email outbound domain authentication](https://docs.yellow.ai/docs/cookbooks/engage/email-outbound-101.md): - From the bulk email campaign account created for the brand, we will send something called ‘CNAME’ records to the mail ID suggested by the brand. ...
- [Exclude opted-out users from campaigns](https://docs.yellow.ai/docs/cookbooks/engage/optout-campaigns.md): Enhance your campaign targeting by excluding users who have opted out. Learn how to ensure your messages reach the right audience while respecting ...
- [Use cases for Shopify event-driven campaigns](https://docs.yellow.ai/docs/cookbooks/engage/shopify-events.md): In an online store on Shopify, you notice that some customers abandon their shopping carts during the checkout process. To recover those potential ...
- [Guidelines to design your AI Agent](https://docs.yellow.ai/docs/cookbooks/getting_started.md): AI agents are smarter and more flexible than old rule-based bots. Instead of following fixed scripts, they can understand context, make decisions, ...
- [Alias name for agents](https://docs.yellow.ai/docs/cookbooks/inbox/alias.md): Maintaining confidentiality is crucial in chat conversations. To ensure privacy, you can display an alias name instead of an agent's actual name. T...
- [Checking Ticket History (Email Ticket or Live Chat) of a Specific Customer](https://docs.yellow.ai/docs/cookbooks/inbox/chathistory.md): The **View Recent Activity** feature in the Yellow.ai Inbox Module enables agents to review the historical support interactions—both email tickets ...
- [Automatically resolving spam email tickets](https://docs.yellow.ai/docs/cookbooks/inbox/classifyspamemail.md): In cloud bots, we can resolve email tickets if the ticket has been raised by a particular email ID recognized as spam.
- [Enable close ticket options for agents in app bot](https://docs.yellow.ai/docs/cookbooks/inbox/closeticketforapp.md): When agents cannot see the *Close ticket options* on the app screen while closing tickets, follow these steps:
- [CSAT in chat archives report](https://docs.yellow.ai/docs/cookbooks/inbox/csatreport.md): To include CSAT scores in the chat archives report, follow these steps:
- [Custom Usecases](https://docs.yellow.ai/docs/cookbooks/inbox/custom-usecases.md): Steps are mentioned to resolve each of the commonly encountered use cases:
- [Data could not be loaded. Please update or try again later.” (Inbox Monitor page)](https://docs.yellow.ai/docs/cookbooks/inbox/datac_notloaded.md): This error appears in the **Monitor** tab of the Yellow\.ai dashboard and prevents viewing analytics and performance metrics. In this case:
- [Dyte Event Integration in Cloud Web Bots](https://docs.yellow.ai/docs/cookbooks/inbox/dyteevent.md): When the video call feature is enabled in the **Raise Ticket** node, the bot receives an event called `dyte-event`. This event has multiple sub-eve...
- [Resolving "Data could not be loaded" Error in the Yellow.ai Monitor Tab](https://docs.yellow.ai/docs/cookbooks/inbox/monitorerror.md): In the Yellow.ai dashboard, users may encounter the error message:  
- [Notify Agents when they are offline/busy/away](https://docs.yellow.ai/docs/cookbooks/inbox/notifyagents.md): Whenever an agent is offline or busy or away and a user tries to contact the agent via the bot, an agent can be notified about the same through an ...
- [Notify customers on agent unavailability when offline handling is enabled](https://docs.yellow.ai/docs/cookbooks/inbox/notifycustomerofflinehandling.md): :::info
- [Change the priority of the ticket and assign it to a different agent or a group](https://docs.yellow.ai/docs/cookbooks/inbox/priority-assignee.md): In this article, you will learn how to change the **priority** of a chat/email ticket and **transfer** it from one inbox agent to another.
- [Viewing Recent Activity in Inbox Chats/Tickets](https://docs.yellow.ai/docs/cookbooks/inbox/recentactivity.md): The "View Recent Activity" feature within the Yellow.ai inbox module enables agents to monitor user-specific actions by tracking tickets raised on ...
- [Creating a Slack App for Internal Ticketing](https://docs.yellow.ai/docs/cookbooks/inbox/slackapp.md): To enable internal ticketing functionality on your agent's live chat screen, follow these steps:
- [Display message or sync data when a Live Chat is closed](https://docs.yellow.ai/docs/cookbooks/inbox/ticketclose-message.md): When a customer initiates a live chat, an inbox agent takes on the task of resolving the query. Once the agent has resolved the query, they mark th...
- [Flow to connect with an agent without asking for any information from the user](https://docs.yellow.ai/docs/cookbooks/inbox/transferwithoutinfo.md): Follow the below steps to transfer the chat to an agent without asking for any information from the user:
- [Configuring call URLs](https://docs.yellow.ai/docs/cookbooks/inbox/videourl.md): The **Video Call URL** is a meet link with a built-in authentication token. Clicking on this URL allows individuals to join the call effortlessly.
- [Fetch CSAT(bot & agent feedback) from bot users on data explorer ](https://docs.yellow.ai/docs/cookbooks/insights/botagentfedback.md): To collect user/customer feedback on yellow.ai, you can take the below approaches: 
- [Bot performance metrics for indept insights on Flows](https://docs.yellow.ai/docs/cookbooks/insights/botperformancemetrics.md): The **Bot Performance Metrics** dashboard provides detailed insights into the effectiveness and usage of your bot. To access this dashboard, naviga...
- [Understand and analyse issues in a conversation](https://docs.yellow.ai/docs/cookbooks/insights/convissue.md): This guide highlights the information that cna be obtained from the **Conversational issues widget** available on the **Insights > Overview** page.
- [Export reports for a timeframe longer than 190 days](https://docs.yellow.ai/docs/cookbooks/insights/downloadreport_dataops.md): Under **Insights > Data Explorer**, you can view or export notification reports(or other reports) for only the past 190 days. To generate annual or...
- [Descriptions of default table columns on data explorer](https://docs.yellow.ai/docs/cookbooks/insights/eventdescriptions.md): | Field        | Description   |
- [Steps to Fix Data Errors in a database table when new data is uploaded/inserted](https://docs.yellow.ai/docs/cookbooks/insights/fixdataerrors.md): Fixing data errors is essential for maintaining the accuracy, reliability, and usability of the information stored in a database table. This is par...
- [Knowledgebase Query Debugging](https://docs.yellow.ai/docs/cookbooks/insights/kbdebugging.md): In this document, you will understand how to analyze a specific query in KB report.
- [Native queries to fetch data explorer data/columns](https://docs.yellow.ai/docs/cookbooks/insights/nativesqlquery.md): The existing filters in the data explorer only allow filtering rows. By using SQL queries, we can filter and display the desired columns.
- [Schedule downloading of default reports](https://docs.yellow.ai/docs/cookbooks/insights/scheduledefaultreports.md): You cannot schedule or export any default reports as CSV before saving them. To schedule a default table report, follow these steps:
- [Standard report scheduling](https://docs.yellow.ai/docs/cookbooks/insights/schedulerawreports.md): You can schedule raw reports available on Insights for export as email alerts.
- [Retrieving Session Data from the Data Explorer](https://docs.yellow.ai/docs/cookbooks/insights/sessiondata.md): This guide explains how to retrieve data from **Insights >  Data Explorer** within the **User Engagement Events** table.
- [Key metrics related to sessions](https://docs.yellow.ai/docs/cookbooks/insights/sessionmetrics.md): This article guides you through analyzing key metrics related to sessions. These metrics include:
- [Steps to identify all the triggered intents of the bot](https://docs.yellow.ai/docs/cookbooks/insights/toptriggeredintents.md): By gaining insights into all the intents triggered by the bot, you can draw multiple conclusions, such as:
- [Google sheet integration for dynamic record update](https://docs.yellow.ai/docs/cookbooks/integrations/google-sheets.md): This guide will walk you through integrating Google sheets with your AI-agent to automatically update records based on user interactions.
- [Parse API response field](https://docs.yellow.ai/docs/cookbooks/integrations/parseapi.md): The Parse API response field helps you extract the important information from an API response.
- [Banking, Financial Services and Insurance (BFSI) template](https://docs.yellow.ai/docs/cookbooks/marketplace-templates/bfsi.md): > Explore **Banking and finance template** [here](https://cloud.yellow.ai/marketplace/c5e39a30338e3658daf4168937e979c6).
- [Ecommerce template](https://docs.yellow.ai/docs/cookbooks/marketplace-templates/ecommerce-template.md): > Explore **E-commerce template** [here](https://cloud.yellow.ai/marketplace/a77bc7a01c7e14698667c09d4c6a2512?name=ecommerce%20whatsapp).
- [EdTech template](https://docs.yellow.ai/docs/cookbooks/marketplace-templates/edtech-template.md): Educational firms often get a lot of enquiries about their courses and offerings.
- [Healthcare template](https://docs.yellow.ai/docs/cookbooks/marketplace-templates/healthcare_template.md): > Explore **Healthcare template** [here](https://cloud.yellow.ai/marketplace/41d196469e2c531ec23971260e070663).
- [SaaS template](https://docs.yellow.ai/docs/cookbooks/marketplace-templates/saas.md): > Explore **SaaS template** [here](https://cloud.yellow.ai/marketplace/78e7ad81f4a59ba097c5968ed08959e4).
- [Migration Guide](https://docs.yellow.ai/docs/cookbooks/migration-guide.md): <!-- ---
- [Cloud Platform Not Loading](https://docs.yellow.ai/docs/cookbooks/platform_notload.md): If you're unable to access the Yellow\.ai platform, follow the steps below to identify and resolve the issue.
- [Create AI agent for a sample use cases](https://docs.yellow.ai/docs/cookbooks/studio/build-bot.md): This guide walks you through the process of designing and configuring the Yellow Travels AI Agent step by step. It is designed for first-time users...
- [Build your bot conversation flow](https://docs.yellow.ai/docs/cookbooks/studio/build-flow.md): After [creating your bot](https://docs.yellow.ai/docs/platform_concepts/studio/build/create_chatbot#create-chatbot-manually), you can begin buildin...
- [Debug issues using logs](https://docs.yellow.ai/docs/cookbooks/studio/debug-logs.md): This guide outlines the importance of reading logs for debugging issues on our platform, distinguishing between Execution Logs and Audit Logs.
- [Disable callout banner](https://docs.yellow.ai/docs/cookbooks/studio/disable-callout-banner.md): You can remove or disable the callout banner in the website AI-agent by triggering a specific event using the Send event node in your flow.
- [Download API logs of the last 15 days](https://docs.yellow.ai/docs/cookbooks/studio/downloadapilogs.md): When there is an API issue, we don’t know if our API calls are failing or if the client API is failing. To resolve this issue we are now storing al...
- [Dynamically load the callout banner in chatbot](https://docs.yellow.ai/docs/cookbooks/studio/dynamic-callout-banner.md): You can dynamically load the callout banner in the bot by updating the relevant data in the database. This allows for real-time changes and customi...
- [How to create dynamic quick replies?](https://docs.yellow.ai/docs/cookbooks/studio/dynamic-quickreplies.md): A **Fetch from** field is available in the quick replies node to add the code to generate dynamic quick replies.
- [Error occurred in Cloud Platform](https://docs.yellow.ai/docs/cookbooks/studio/error_page.md): If you encounters an error page while using the Yellow.ai platform, follow the troubleshooting steps provided to resolve the issue.
- [How to hide the input field in quick replies node?](https://docs.yellow.ai/docs/cookbooks/studio/hide-input.md): Quick reply options provide a convenient way for users to interact with an interface, especially on mobile devices or when time is limited. By hidi...
- [How to display images based on different languages?](https://docs.yellow.ai/docs/cookbooks/studio/images-languages.md): 1. Click the **Language** button on the left tile and add the preferred languages using **+Add language**.
- [Multilingual bot](https://docs.yellow.ai/docs/cookbooks/studio/multilingual-bot.md): You can create multilingual bots in yellow.ai platform through which your bot can understand and respond to users in multiple languages. This can b...
- [Implement new card in Yellow AI cloud platform](https://docs.yellow.ai/docs/cookbooks/studio/newcard.md): Follow the steps below to use the **card type** option on the **carousel** node in your flow:
- [How to trigger a flow when a user clicks on a quick reply option on Whatsapp?](https://docs.yellow.ai/docs/cookbooks/studio/qr-node.md): This guide will provide instructions on how to activate flows upon clicking a quick reply WhatsApp button and how to monitor the number of clicks f...
- [Intents, FAQs and Utterances automated testing](https://docs.yellow.ai/docs/cookbooks/studio/regressiontest.md): Instead of manually training and testing intents, utterances, and FAQs, you can auto-generate and test them in bulk. This automation allows you to ...
- [How do I retrieve Database data inside a bot flow?](https://docs.yellow.ai/docs/cookbooks/studio/retriev-dbinfo.md): 1. [Insert a Database node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/database-node) in your flow.
- [Functions & API related use cases](https://docs.yellow.ai/docs/cookbooks/studio/storeApiResponse.md): In this tutorial, you will learn how to store all the values from an **API** (Application Programming Interface) response as an object. This allows...
- [How to capture the ticket assigned event?](https://docs.yellow.ai/docs/cookbooks/studio/ticket-assignedevent.md): **Use case:** After creating a ticket and assigning to an agent, we need to invoke an API based on the response stored in the **Raise a Ticket** node.
- [How to trigger a specific bot flow](https://docs.yellow.ai/docs/cookbooks/studio/trigger-bot.md): To trigger a specific flow when there are multiple flows in the bot, you can use the flow slug. 
- [How to trigger a flow when a user clicks on a Whatsapp Template response?](https://docs.yellow.ai/docs/cookbooks/studio/trigger-whatsappresponse.md): 1. Create your WhatsApp templates in the **Engage** module by following the steps mentioned [here](https://docs.yellow.ai/docs/platform_concepts/en...
- [Function use cases](https://docs.yellow.ai/docs/cookbooks/studio/usecases-functions.md): ---
- [Handling User inactivity events](https://docs.yellow.ai/docs/cookbooks/studio/user-inactivity.md): **User Inactivity Events** help manage conversations when users stop responding. You can use them to follow up, repeat prompts, or even redirect th...
- [Chat disconnecting at the customer level](https://docs.yellow.ai/docs/cookbooks/studio/userinitiateddisconnection.md): In some use cases, clients may want users to have the ability to disconnect from a chat without agent intervention. This process outlines the steps...
- [Webview](https://docs.yellow.ai/docs/cookbooks/studio/webview-node.md): WebView enables you to add custom UI elements (using HTML, CSS, and JavaScript) into your chatbot. To use this feature, create your custom UI compo...
- [WhatsApp AI agent issues](https://docs.yellow.ai/docs/cookbooks/studio/whatsapp-issues.md): This document outlines why your AI agent on WhatsApp may stop responding to certain users and provides clear steps to help you troubleshoot and res...
- [Introduction to outbound campaign for voice agents](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/OBcampaign/introOBC.md): An outbound campaign refers to a focused marketing strategy designed by businesses to actively communicate with customers or potential prospects. T...
- [Set up outbound campaign via. yellow.ai voice agents](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/OBcampaign/setupOBC.md): In this article, you will learn how to select an entry rule and design a campaign flow for voice agents.
- [Testing Voice agents using WebRTC feature](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/WebrtcTesting.md): Yellow.ai offers a **WebRTC (Web Real-Time Communication)** calling feature that enables browser-based calls directly from the platform. This allow...
- [Introduction to voice agent builder](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/build/botbuilderintro.md): :::note
- [Using marketplace templates to build a voice bot](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/build/usingmp.md): Coming soon!
- [Using voice input nodes(prompt) to build a voice agent](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/build/usingvoiceinput.md): The voice input node offers added features that enhance the performance of voice agents. Building voice agents using the "Voice input" node improve...
- [Call disconnection and call recording](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/callmgmt.md): Managing calls effectively is crucial to ensure seamless customer experience. The Yellow.ai platform offers several advanced call management option...
- [Key components of a voice agent](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/components.md): Voice agents use advanced technologies for seamless and interactive communication via voice channels. Understanding the key **components** is vital...
- [Understand delays in a conversation](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/conversationaldelays.md): Delays are the time between the user response and the voice agent response. 
- [Voice agent data handling](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/datahandling.md): Coming soon!
- [Call Details Report (CDR) of your voice agent on Insights module](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/reporting/cdr.md): :::note
- [Create flows to combine call and conversational details for analysis](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/reporting/conv_cdr.md): This document outlines the application of **conversational details report** and **call detail report** parameters for customer tracking purposes.
- [Extract user responses from conversations and create custom reports](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/reporting/convdata.md): In this document, we will cover a use case where custom fields are used to track customer details obtained from the conversation.
- [Voice agent overview (voice dashboard)](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/reporting/dashboard.md): :::note
- [Maximizing Business Outcomes with Voice Bot KPI Tracking](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/reporting/intro.md): If you're using a voice agent, tracking your metrics is essential for achieving the desired results. Yellow's platform offers comprehensive trackin...
- [Access voice variables within a flow in Automation](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/reporting/variables.md): **Voice agent variables** are similar to regular [variables](https://docs.yellow.ai/docs/platform_concepts/studio/build/bot-variables), with the on...
- [Streamline customer support by connecting voice agent to live agent](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/transfertoagent.md): Businesses can set up customer support process to transfer a customer's interaction from yellow.ai's voice agent to a human agent. This can typical...
- [Call recording](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/usecases/callrecording.md): Depending on the different use-cases and different kind of compliances that comes along with the industry regulations, we have designed a recording...
- [DTMF](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/usecases/dtmf.md): Dual-tone multi-frequency (DTMF) is used for touch tones, it is the sound made when pressing a number key. For cases, where we expect background no...
- [Understand Context-Aware Interruption Handling in voice bots](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/usecases/interrupthandling.md): (Available in Private-Beta)
- [Understand language detection in voice agents](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/usecases/languagedetection.md): You can now interact with the agent in multiple languages without the need to manually select the language each time you use it. The agent will aut...
- [STT (Speech to Text)](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/usecases/stt.md): Coming soon!
- [Understand how a call gets transfered to customer support agents](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/usecases/transfercalltoagents.md): Coming soon!
- [TTS (Text to Speech)](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/usecases/tts.md): Coming soon!
- [Wait music for APIs](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/usecases/waitmusic.md): Without **Wait Music**, the silence on the call while executing APIs results in a sub-optimal conversational experience. To improve the conversatio...
- [Voice AI agent](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/vbintro.md): **Why use yellow.ai's cloud platform to build your first AI-voice agent?**
- [Yellow's voice agent system architecture](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/voicearchitecture.md): In this article, we will focus on an **inbound voice call use case** to understand the workflow of a voice agent.
- [Voice FAQs](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/voicefaqs.md): <details>
- [Introduction to Conversational Voice AI - Benefits and Applications for Businesses](https://docs.yellow.ai/docs/cookbooks/voice-as-channel/voiceoverview.md): In this article, you will learn: 
- [How to contact Yellow.ai support](https://docs.yellow.ai/docs/cookbooks/yellowaisupport.md): To report any issues or questions regarding the Yellow.ai product.
- [CRM Integration](https://docs.yellow.ai/docs/enterprise-integration/crm-integration.md): Integrate Yellow.ai's Agentic AI platform with your Customer Relationship Management (CRM) systems to provide personalized customer experiences, au...
- [Integrations for Service Desk & Digital Workplace Place (DWP) Automation](https://docs.yellow.ai/docs/enterprise-integration/getting-started.md): You can integrate enterprise systems such as ITSM, IAM, DEX, and endpoint-management tools to our Agent AI using APIs in the AI Agent Builder.
- [SysTrack Integration – API Configuration](https://docs.yellow.ai/docs/enterprise-integration/systrack.md): > **Note:** The URL below may vary per customer tenant/environment. Confirm the correct base URL or tenant ID for your setup.
- [Advanced Virtual Assistants](https://docs.yellow.ai/docs/glossary/advanced-virtual-assistants.md): Advanced Virtual Assistants
- [Agent Assist](https://docs.yellow.ai/docs/glossary/agent-assist.md): Agent Assist
- [Behaviour Prediction](https://docs.yellow.ai/docs/glossary/behaviour-prediction.md): Behaviour Prediction
- [Biometric Authentication](https://docs.yellow.ai/docs/glossary/biometric-authentication.md): Biometric Authentication
- [Bot Fallback](https://docs.yellow.ai/docs/glossary/bot-fallback.md): Bot Fallback
- [Bot-to-bot Communication Using Natural Language](https://docs.yellow.ai/docs/glossary/bot-to-bot-communication-using-natural-language.md): Bot-to-bot Communication Using Natural Language
- [Capability Directory](https://docs.yellow.ai/docs/glossary/capability-directory.md): Capability Directory
- [Chat](https://docs.yellow.ai/docs/glossary/chat.md): Chat
- [Chatbot](https://docs.yellow.ai/docs/glossary/chatbot.md): Chatbot
- [Clarifying Dialogue](https://docs.yellow.ai/docs/glossary/clarifying-dialogue.md): Clarifying Dialogue
- [Compound Response Generation](https://docs.yellow.ai/docs/glossary/compound-response-generation.md): Compound Response Generation
- [Confirmational Cues](https://docs.yellow.ai/docs/glossary/confirmational-cues.md): Confirmational Cues
- [Contextualization](https://docs.yellow.ai/docs/glossary/contextualization.md): Contextualization
- [Conversational AI](https://docs.yellow.ai/docs/glossary/conversational-ai.md): Conversational AI
- [Conversational History](https://docs.yellow.ai/docs/glossary/conversational-history.md): Conversational History
- [CPaaS](https://docs.yellow.ai/docs/glossary/cpaas.md): CPaaS
- [CSAT](https://docs.yellow.ai/docs/glossary/csat.md): CSAT
- [Custom UI](https://docs.yellow.ai/docs/glossary/custom-UI.md): Custom UI
- [Custom Integration](https://docs.yellow.ai/docs/glossary/custom-integration.md): Custom Integration
- [Custom Intent Registry](https://docs.yellow.ai/docs/glossary/custom-intent-registry.md): Custom Intent Registry
- [Customer Engagement](https://docs.yellow.ai/docs/glossary/customer-engagement.md): Customer Engagement
- [Customer Experience Automation](https://docs.yellow.ai/docs/glossary/customer-experience-automation.md): Customer Experience Automation
- [Customer Experience](https://docs.yellow.ai/docs/glossary/customer-experience.md): Customer Experience
- [Customer Journey](https://docs.yellow.ai/docs/glossary/customer-journey.md): Customer Journey
- [Decision Tree Node Integration](https://docs.yellow.ai/docs/glossary/decision-tree-node-integration.md): Decision Tree Node Integration
- [Deferred Handling](https://docs.yellow.ai/docs/glossary/deferred-handling.md): Deferred Handling
- [Deferred Intent](https://docs.yellow.ai/docs/glossary/deferred-intent.md): Deferred Intent
- [Expression and Behavior Rendering](https://docs.yellow.ai/docs/glossary/expression-and-behavior-rendering.md): Expression and Behavior Rendering
- [Full-Duplex Handling](https://docs.yellow.ai/docs/glossary/full-duplex-handling.md): Full-Duplex Handling
- [Human Fallback](https://docs.yellow.ai/docs/glossary/human-fallback.md): Human Fallback
- [Human-to-Bot Handover](https://docs.yellow.ai/docs/glossary/human-to-bot-handover.md): Human-to-Bot Handover
- [Hyper Automation](https://docs.yellow.ai/docs/glossary/hyper-automation.md): Hyper Automation
- [Integration Platform](https://docs.yellow.ai/docs/glossary/integration-platform.md): Integration Platform
- [Intent Marketplace](https://docs.yellow.ai/docs/glossary/intent-marketplace.md): Intent Marketplace
- [Intermediary Dialogue](https://docs.yellow.ai/docs/glossary/intermediary-dialogue.md): Intermediary Dialogue
- [Keyword or Phrase Matching](https://docs.yellow.ai/docs/glossary/keyword-or-phrase-matching.md): Keyword or Phrase Matching
- [Knowledge Extraction](https://docs.yellow.ai/docs/glossary/knowledge-extraction.md): Knowledge Extraction
- [Language Decomposition](https://docs.yellow.ai/docs/glossary/language-decomposition.md): Language Decomposition
- [Knowledge Mapping](https://docs.yellow.ai/docs/glossary/knowledge-mapping.md): Knowledge Mapping
- [Language Detection](https://docs.yellow.ai/docs/glossary/language-detection.md): Language Detection
- [Language Support](https://docs.yellow.ai/docs/glossary/language-support.md): Language Support
- [Language Variant](https://docs.yellow.ai/docs/glossary/language-variant.md): Language Variant
- [Modality Switching](https://docs.yellow.ai/docs/glossary/modality-switching.md): Modality Switching
- [Multimodal Capabilities](https://docs.yellow.ai/docs/glossary/multimodal-capabilities.md): Multimodal Capabilities
- [Multimodal Rendering](https://docs.yellow.ai/docs/glossary/multimodal-rendering.md): Multimodal Rendering
- [Natural Language Generation (NLG)](https://docs.yellow.ai/docs/glossary/natural-language-generation.md): Natural Language Generation (NLG)
- [Omnichannel](https://docs.yellow.ai/docs/glossary/omnichannel.md): Omnichannel
- [Orchestration](https://docs.yellow.ai/docs/glossary/orchestration.md): Orchestration
- [Parked Intents](https://docs.yellow.ai/docs/glossary/parked-intents.md): Parked Intents
- [Personalization](https://docs.yellow.ai/docs/glossary/personalization.md): Personalization
- [Pinpoint Improvements](https://docs.yellow.ai/docs/glossary/pinpoint-improvements.md): Pinpoint Improvements
- [Pretrained Intents](https://docs.yellow.ai/docs/glossary/pretrained-intents.md): Pretrained Intents
- [Proactive Conversations](https://docs.yellow.ai/docs/glossary/proactive-conversations.md): Proactive Conversations
- [Process Mapping](https://docs.yellow.ai/docs/glossary/process-mapping.md): Process Mapping
- [Propose Improvements](https://docs.yellow.ai/docs/glossary/propose-improvements.md): Propose Improvements
- [Quality Assurance](https://docs.yellow.ai/docs/glossary/quality-assurance.md): Quality Assurance
- [Reinforcement Learning](https://docs.yellow.ai/docs/glossary/reinforcement-learning.md): Reinforcement Learning
- [Rich Communication Service](https://docs.yellow.ai/docs/glossary/rich-communication-service.md): Rich Communication Service
- [Script Generation](https://docs.yellow.ai/docs/glossary/script-generation.md): Script Generation
- [Search and Summarization](https://docs.yellow.ai/docs/glossary/search-and-summarization.md): Search and Summarization
- [Search](https://docs.yellow.ai/docs/glossary/search.md): Search
- [Second/Third Party User Data](https://docs.yellow.ai/docs/glossary/second-third-party-user-data.md): Second/Third Party User Data
- [Self-service Routing](https://docs.yellow.ai/docs/glossary/self-service-routing.md): Self-service Routing
- [Sentence Rewriting](https://docs.yellow.ai/docs/glossary/sentence-rewriting.md): Sentence Rewriting
- [Sentiment Analysis](https://docs.yellow.ai/docs/glossary/sentiment-analysis.md): Sentiment Analysis
- [Small Talk Handling](https://docs.yellow.ai/docs/glossary/small-talk-handling.md): Small Talk Handling
- [Supervised Learning Loop](https://docs.yellow.ai/docs/glossary/supervised-learning-loop.md): Supervised Learning Loop
- [Text to Speech (TTS)](https://docs.yellow.ai/docs/glossary/text-to-speech.md): Text to Speech (TTS)
- [Total Experience Automation](https://docs.yellow.ai/docs/glossary/total-experience-automation.md): Total Experience Automation
- [Virtual Assistant](https://docs.yellow.ai/docs/glossary/virtual-assistant.md): Virtual Assistant
- [Voice Only](https://docs.yellow.ai/docs/glossary/voice-only.md): Voice Only
- [Voice Synthesis](https://docs.yellow.ai/docs/glossary/voice-synthesis.md): Voice Synthesis
- [Inbox Ticketing API](https://docs.yellow.ai/docs/inbox-ticketing-api.md): A public REST API for managing Inbox tickets programmatically — create and update
- [Best Practices for Build a VoiceX AI Agent](https://docs.yellow.ai/docs/nexus/VoiceX/Best_Practices.md): The average voice-to-voice latency (time between the user’s last word and the bot’s first word) in a VoiceX conversation is approximately **1.5 sec...
- [Set Up VoiceX AI Agent](https://docs.yellow.ai/docs/nexus/VoiceX/SetupVoiceX.md): Follow these guidelines to develop a VoiceX conversational AI agent.
- [The Next Generation of Human-Like Voice AI for Enterprises](https://docs.yellow.ai/docs/nexus/VoiceX/VoiceXIntro.md): > [Try it yourself!](https://yellow.ai/voicex/)
- [Sample VoiceX prompts](https://docs.yellow.ai/docs/nexus/VoiceX/voiceXPrompts.md): Below are sample **VoiceX prompts** that can be used in a **Dynamic Chat Node** for reference:
- [Nexus AI Layer](https://docs.yellow.ai/docs/nexus/ai-layer/index.md): The **Nexus AI Layer** lets you build and run your bot by asking, not clicking. Instead of hunting through dashboards to find the right setting, yo...
- [Help Center](https://docs.yellow.ai/docs/nexus/aicopilot.md): Yellow.ai’s AI Help Center is a plug-and-play widget that integrates seamlessly into customer websites, serving as an all-in-one support portal. It...
- [Introduction to Analytics](https://docs.yellow.ai/docs/nexus/analyze/analyseintro.md): **Analytics** is an AI-powered module designed to help businesses monitor and interpret every conversation that happens within their Yellow.ai plat...
- [Analytics for Dynamic chat node](https://docs.yellow.ai/docs/nexus/analyze/analyseoverview.md): **Analyze chat metrics** provides insights into bot performance, focusing on Dynamic chat nodes. Key metrics include total user sessions, node comp...
- [Analytics overview](https://docs.yellow.ai/docs/nexus/analyze/analytics-overview.md): The **Overview** page provides a high-level snapshot of agent performance, user engagement, and conversation trends. It helps you quickly understan...
- [AI Knowledgebase Suggestions](https://docs.yellow.ai/docs/nexus/analyze/articlesuggestion.md): :::info
- [Call logs](https://docs.yellow.ai/docs/nexus/analyze/call-logs.md): This page provides detailed insights into every call handled through the platform. It includes information such as call direction, participants, du...
- [Conversation logs](https://docs.yellow.ai/docs/nexus/analyze/chat-logs.md): Conversation logs contain detailed records of every interaction between users and the AI-agent in chronological order. These logs include user inpu...
- [Topic Analysis for 3rd-party ticketing tools](https://docs.yellow.ai/docs/nexus/analyze/handoffnode.md): :::note
- [Expanded insights into each topic](https://docs.yellow.ai/docs/nexus/analyze/indepthinsights.md): Click on the **Topic name** to view a detailed analysis of the selected topic.
- [Topic Analysis to Enhance Automated Resolution Rates](https://docs.yellow.ai/docs/nexus/analyze/topics.md): :::note
- [Message view](https://docs.yellow.ai/docs/nexus/analyze/training-performance.md): Message view refers to how well the AI-agent has been trained to understand and respond to user input in a conversational context. It is typically ...
- [Airpay integration](https://docs.yellow.ai/docs/nexus/appConfiguration/airpay.md): Yellow.ai's integration with Airpay lets your users make payments through the AI agent. This integration enables your AI agent to generate payment ...
- [Amazon Connect Live Chat](https://docs.yellow.ai/docs/nexus/appConfiguration/amazon-livechat.md): For businesses using Amazon Connect for contact center support, the Amazon Connect Live Chat integration enables your Yellow.ai AI Agent to escalat...
- [App store Integration](https://docs.yellow.ai/docs/nexus/appConfiguration/appstore.md): Effortlessly manage user ratings and reviews directly from your bot by integrating with your Apple App Store account. This integration requires acc...
- [Atlassian](https://docs.yellow.ai/docs/nexus/appConfiguration/atlassian.md): The Atlassian integration with Yellow.ai enables you to manage Atlassian activities, allowing your bot to provide users with access to their Atlass...
- [Avaya Live Chat](https://docs.yellow.ai/docs/nexus/appConfiguration/avaya.md): Yellow.ai’s integration with [Avaya](https://www.avaya.com/en/) lets you connect with the live chat agents of **Avaya** to resolve your queries.
- [AWS-S3 integration](https://docs.yellow.ai/docs/nexus/appConfiguration/aws-s3.md): Integration of AWS S3 with Yellow.ai enables your bot to access remote files, create and delete buckets, upload files, obtain a signed URL for a fi...
- [Azure AD integration](https://docs.yellow.ai/docs/nexus/appConfiguration/azure-ad.md): Azure Active Directory (Azure AD) enhances user management by enabling **Single Sign-On (SSO)** and personalized app experiences through the use of...
- [Bamboo HR](https://docs.yellow.ai/docs/nexus/appConfiguration/bamboohr.md): Yellow.ai's integration with BambooHR allows you to connect your BambooHR account directly to your agent, enabling it to perform real-time HR opera...
- [BillDesk EmailPay](https://docs.yellow.ai/docs/nexus/appConfiguration/billdesk-emailpay.md): The [BillDesk EmailPay](https://www.billdesk.com/web/) integration enables your AI agent to manage the following BillDesk functions.
- [Billdesk UPI integration](https://docs.yellow.ai/docs/nexus/appConfiguration/billdesk.md): Yellow.ai Integration with Billdesk UPI Payment Gateway allows you to create UPI Intent for WA Pay, view payment status and Send UPI notification w...
- [Camspay payment integration](https://docs.yellow.ai/docs/nexus/appConfiguration/camspay.md): Yellow.ai Integration with Camspay Payment Gateway allows you to generate payment links and view payment status with the Yellow.ai platform.
- [Cashfree Payment Gateway integration](https://docs.yellow.ai/docs/nexus/appConfiguration/cashfree.md): Yellow.ai Integration with Cashfree Payment Gateway allows you to generateTransaction ID and view payment status with the yellow.ai platform.
- [Ccavenue integration](https://docs.yellow.ai/docs/nexus/appConfiguration/ccavenue-payment.md): **CcAvenue** is a leading payment gateway that allows businesses to securely accept online payments through credit cards, debit cards, net banking,...
- [Integrate Yellow with CleverTap](https://docs.yellow.ai/docs/nexus/appConfiguration/clevertap.md): The CleverTap integration allows you to create templates on Yellow.ai and run campaigns for your user base directly on CleverTap.
- [Creatio integration](https://docs.yellow.ai/docs/nexus/appConfiguration/creatio-crm.md): Creatio CRM integration allows you to manage your Creatio account directly from the Yellow.ai platform.  This integration allows you to get, create...
- [Custom Live agent integration](https://docs.yellow.ai/docs/nexus/appConfiguration/customliveagent.md): This document elaborates on the integration approach for a custom live agent to integrate with Yellow.ai. The following are the major use cases cov...
- [Entrust integration](https://docs.yellow.ai/docs/nexus/appConfiguration/entrust.md): Connect Yellow to Entrust IDaaS Administration API—configure credentials, understand authentication, and use every user-management action with clea...
- [EPIC FHIR Integration](https://docs.yellow.ai/docs/nexus/appConfiguration/epic-fhir.md): The Epic FHIR integration lets your bot access medical records from your Epic FHIR app and manage patient details, search for appointment slots, an...
- [Enable Cloud features in the App Platform using App functions](https://docs.yellow.ai/docs/nexus/appConfiguration/exposing-integration-to-app.md): Now App’s developer can use the below function to execute cloud integration action node.
- [Five9](https://docs.yellow.ai/docs/nexus/appConfiguration/five9.md): For those who use Five9 for customer support, the integration with Yellow.ai facilitates a seamless connection between your chatbot and Five9 live ...
- [Freshchat](https://docs.yellow.ai/docs/nexus/appConfiguration/freshchat.md): Yellow.ai’s integration with [Freshchat](https://www.freshworks.com/lp/freshchat-live-chat-software-1/?tactic_id=3419421&gclid=Cj0KCQiA_bieBhDSARIs...
- [Freshdesk](https://docs.yellow.ai/docs/nexus/appConfiguration/freshdesk.md): The integration is tailored for users who are already using the Freshdesk platform. With Freshdesk integration, you gain the ability to seamlessly ...
- [Freshservice ITSM](https://docs.yellow.ai/docs/nexus/appConfiguration/freshservice.md): Integrating Freshservice ITSM with Yellow.ai enables the following actions:
- [Freshteam](https://docs.yellow.ai/docs/nexus/appConfiguration/freshteam.md): Yellow.ai Integration with Freshteam enables you to seamlessly access Freshteam services. With this integration, the bot can fetch employee info, c...
- [Generic oauth](https://docs.yellow.ai/docs/nexus/appConfiguration/generic-oauth.md): Generic OAuth integration allows Yellow.ai to securely connect with various [OAuth providers](https://en.wikipedia.org/wiki/List_of_OAuth_providers...
- [Genesys Purecloud live](https://docs.yellow.ai/docs/nexus/appConfiguration/genesys-cloud-livechat.md): Yellow.ai connects with Genesys Purecloud Live, enabling users to interact with live agents. This integration helps by linking live agents from you...
- [Genesys Live Chat](https://docs.yellow.ai/docs/nexus/appConfiguration/genesys.md): Yellow.ai Integration with Genesys Live Chat allows you to seamlessly connect your genesys service with the yellow.ai platform.
- [Google Calendar](https://docs.yellow.ai/docs/nexus/appConfiguration/google-calendar.md): Yellow.ai Integration with Google Calendar enables you to seamlessly access google calendar services. Any customer who has a google account will be...
- [Google Sheets](https://docs.yellow.ai/docs/nexus/appConfiguration/google-sheets.md): Google Sheets integration enables your AI Agent to seamlessly access Google sheets services. You can use OAuth to connect your Google account with ...
- [OpenAI GPT-3 integration (Beta)](https://docs.yellow.ai/docs/nexus/appConfiguration/gpt3.md): Yellow.ai platform can be integrated with [OpenAI GPT-3](https://openai.com/blog/gpt-3-apps). We currently support DaVinci, Curie, Babbage, and cus...
- [Hubspot CRM](https://docs.yellow.ai/docs/nexus/appConfiguration/hubspot-crm.md): The HubSpot CRM integration enables direct management of your HubSpot CRM account through yellow.ai's bot. This integration allows effortless creat...
- [Google identity management](https://docs.yellow.ai/docs/nexus/appConfiguration/identity-management.md): Integrate your yellow.ai platform with Google Identity management for a simplified user authentication and enhanced security. This integration lets...
- [Instamojo integration](https://docs.yellow.ai/docs/nexus/appConfiguration/instamojo.md): Instamojo is a popular payment gateway in India that enables businesses to accept payments online through multiple channels such as UPI, debit/cred...
- [Integration FAQs](https://docs.yellow.ai/docs/nexus/appConfiguration/integration-faqs.md): <details>
- [Intercom Live Chat](https://docs.yellow.ai/docs/nexus/appConfiguration/intercom-livechat.md): Inside your project, navigate to the Integrations tab and on the left side bar select Live Chat. You will find Intercom Live chat
- [Jira](https://docs.yellow.ai/docs/nexus/appConfiguration/jira.md): :::note
- [JSON Web Token (JWT) Integration](https://docs.yellow.ai/docs/nexus/appConfiguration/json-webtoken.md): This guide explains how to integrate JWT authentication with your application. JWTs allow the secure exchange of information between a client and s...
- [Kapture CRM Live Chat](https://docs.yellow.ai/docs/nexus/appConfiguration/kapture-crm.md): Yellow.ai’s integration with [Kapture CRM](https://www.kapture.cx/) lets you connect with the live chat agents of **Kapture CRM** to resolve your q...
- [Konnect Insights](https://docs.yellow.ai/docs/nexus/appConfiguration/konnect-insights.md): Integrate Yellow.ai with **Konnect Insights** to seamlessly forward user and bot interactions for sentiment analysis. This integration empowers Kon...
- [LeadSquared Whatsapp Connector Integration](https://docs.yellow.ai/docs/nexus/appConfiguration/leadSquared-wa-connector.md): The **LeadSquared WhatsApp Connector (Cloud API)** connects Yellow.ai with LeadSquared’s Converse platform over the **WhatsApp Cloud API** contract...
- [Live Chat Integration on app.yellow.ai](https://docs.yellow.ai/docs/nexus/appConfiguration/livechat-integration.md): This integration will allow the customers who are using bots on app.yellow.ai to use the updated live chat integration on cloud.yellow.ai.
- [Llm](https://docs.yellow.ai/docs/nexus/appConfiguration/llm.md): <!-- ---
- [Locobuzz Live Chat](https://docs.yellow.ai/docs/nexus/appConfiguration/locobuzz-livechat.md): Yellow.ai’s integration with [Locobuzz Live Chat](https://locobuzz.com/) lets you connect with the live chat agents of Lococbuzz to resolve your su...
- [Magento Integration](https://docs.yellow.ai/docs/nexus/appConfiguration/magento.md): Yellow.ai’s integration with Magento helps you connect your yellow.ai platform with your Magento store. This will allow your customers to view the ...
- [MCP Server Integration](https://docs.yellow.ai/docs/nexus/appConfiguration/mcp-server.md): The MCP Data Connector allows your AI Agent to connect with multiple third-party applications configured in your MCP server.
- [Microsoft Dynamics 365](https://docs.yellow.ai/docs/nexus/appConfiguration/microsoft-dynamics.md): You can integrate Microsoft Dynamics 365 with Yellow.ai to enhance customer engagement and streamlining interactions through intelligent conversati...
- [Microsoft Graph](https://docs.yellow.ai/docs/nexus/appConfiguration/microsoft-graph.md): Yellow.ai Integration with Microsoft Graph allows you to seamlessly connect and use Microsoft
- [Microsoft Dynamics 365 Live Chat](https://docs.yellow.ai/docs/nexus/appConfiguration/microsoft-live.md): Integrate your Yellow.ai account with Microsoft Dynamics 365 Live Chat and allow users to connect with live chat agents on Microsoft through the Ye...
- [Netcore Smartech](https://docs.yellow.ai/docs/nexus/appConfiguration/netcore.md): Yellow.ai Integration with Netcore Smartech enables the end user to do the following:
- [Nice Incontact](https://docs.yellow.ai/docs/nexus/appConfiguration/nice-incontact.md): Yellow.ai's integration with Nice Incontact allows you to seamlessly connect your Nice Incontact account with the yellow.ai platform. Any customer ...
- [Okta Management](https://docs.yellow.ai/docs/nexus/appConfiguration/okta-management.md): Yellow.ai's integration with Okta Management allows you to connect your Okta account directly to your agent, enabling it to perform real-time ident...
- [Okta Integration](https://docs.yellow.ai/docs/nexus/appConfiguration/okta.md): Your Yellow.ai platform can now be integrated with [Okta](https://www.okta.com/). **Okta** is a customizable, secure, and drop-in solution that add...
- [Yellow.ai on Oracle Responsys](https://docs.yellow.ai/docs/nexus/appConfiguration/oracle-responsys.md): Yellow.AI integrates with Oracle Responsys to provide valuable opportunities to engage with your leads and contacts on their preferred messaging pl...
- [MS Outlook Calendar](https://docs.yellow.ai/docs/nexus/appConfiguration/outlook-calendar.md): Yellow.ai integrates with MS Outlook Calendar to make it easy for you to manage your schedule. With this integration, you can create, reschedule, r...
- [Integration overview](https://docs.yellow.ai/docs/nexus/appConfiguration/overview.md): The integration module lets you connect your AI Agent with third-party systems, enabling access to various functionalities within the Yellow.ai pla...
- [Paytm Payment Gateway](https://docs.yellow.ai/docs/nexus/appConfiguration/paytm.md): Yellow.ai Integration with Paytm Payment Gateway enables the end user to do the following:
- [PayU Business](https://docs.yellow.ai/docs/nexus/appConfiguration/payuBiz.md): [PayU Business integration](https://payu.in/about-us?_ga=2.219146714.274874686.1677657469-282964387.1677657469) enables your AI agent to receive Pa...
- [Google Play store Integration](https://docs.yellow.ai/docs/nexus/appConfiguration/playstore.md): The Google Play Store integration with Yellow.ai enables businesses to monitor and manage app reviews **directly within the AI Agent**, eliminating...
- [Razorpay integration](https://docs.yellow.ai/docs/nexus/appConfiguration/razorpay.md): You can integrate your Yellow.ai platform with your Razorpay account, enabling you to accept payments from your end users. Additionally, this integ...
- [Salesforce messaging](https://docs.yellow.ai/docs/nexus/appConfiguration/salesforce-messaging.md): :::info
- [Salesforce CRM](https://docs.yellow.ai/docs/nexus/appConfiguration/salesforce-service-cloud.md): Salesforce is a cloud-based software company that provides a range of business solutions. At its core, Salesforce offers Customer Relationship Mana...
- [Salesforce Live Chat](https://docs.yellow.ai/docs/nexus/appConfiguration/salesforcelivechat.md): Yellow.ai’s integration with [Salesforce](https://www.salesforce.com/in/) lets you connect with the live chat agents of **Salesforce** to resolve y...
- [SAML integration for AI agent](https://docs.yellow.ai/docs/nexus/appConfiguration/saml.md): SAML (Security Assertion Markup Language) authentication allows you to authenticate users during their conversations with our AI agent. It ensures ...
- [SAP Cloud For Customers (SAP IO)](https://docs.yellow.ai/docs/nexus/appConfiguration/sap-io.md): Yellow.ai Integration with SAP.io allows you to seamlessly connect your SAP cloud instance with the yellow.ai platform.
- [ServiceNow Integration](https://docs.yellow.ai/docs/nexus/appConfiguration/service-now.md): The ServiceNow integration with Yellow.ai allows your AI agent to manage IT service requests and streamline service desk operations directly throug...
- [Service now live chat](https://docs.yellow.ai/docs/nexus/appConfiguration/servicenow-livechat.md): Yellow.ai seamlessly integrates with ServiceNow live chat, allowing you to connect your live agents from ServiceNow live chat with Yellow.ai. When ...
- [SFTP integration](https://docs.yellow.ai/docs/nexus/appConfiguration/sftp.md): Use SFTP integration to securely sync and manage user data with your platform. This setup allows you to transfer files from your server to sync wit...
- [Shopify](https://docs.yellow.ai/docs/nexus/appConfiguration/shopify.md): Shopify is an e-commerce platform that lets merchants worldwide to build and customize online stores to sell theor products. Integrating Shopify wi...
- [Stripe Payment integration](https://docs.yellow.ai/docs/nexus/appConfiguration/stripe.md): Yellow.ai Integration with Stripe Payment Gateway allows the AI agent to generate Stripe payment links and view a specific payment status.
- [SuccessFactors Integration](https://docs.yellow.ai/docs/nexus/appConfiguration/successfactors.md): $filter=username eq 'abc@abc.com' and location in 'In','Eu'
- [Talisma Livechat Integration](https://docs.yellow.ai/docs/nexus/appConfiguration/talisma.md): - Inside your project, navigate to the Configuration tab and click **Integrations**. Search for **Talisma live chat**.
- [Twilio Verify](https://docs.yellow.ai/docs/nexus/appConfiguration/twilio-verify.md): Yellow.ai Integration with Twilio Verify allows you to seamlessly connect your Twilio Verify service with the yellow.ai platform. Any customer who ...
- [WebEngage](https://docs.yellow.ai/docs/nexus/appConfiguration/webengage.md): Yellow.ai integration with WebEngage allows you to seamlessly send WhatsApp campaigns to your customers. Any business user who has a WebEngage acco...
- [Custom Webhook integration](https://docs.yellow.ai/docs/nexus/appConfiguration/webhook.md): This custom webhook integration helps the bot to receive instant notifications about user actions, such as adding products to their cart or complet...
- [Workday Integration Guide](https://docs.yellow.ai/docs/nexus/appConfiguration/workday.md): Workday is a leading Human Capital and Financial Operations managing platform that offers centralized access to critical business data—employee rec...
- [Zendesk offline ticketing](https://docs.yellow.ai/docs/nexus/appConfiguration/zendesk-offline-ticketing.md): Integrating Zendesk with Yellow.ai allows you to create offline support tickets. This ensures that users can raise the offline support requests eve...
- [Zoho CRM](https://docs.yellow.ai/docs/nexus/appConfiguration/zoho-crm.md): You can integrate Zoho CRM with Yellow.ai to allow syncing of customer data, and improve customer engagement. This integration enables you to effor...
- [Zoho SalesIQ](https://docs.yellow.ai/docs/nexus/appConfiguration/zoho-live-chat.md): Yellow.ai Integration with Zoho Live Chat allows you to seamlessly connect your Zoho SalesIQservice with the yellow.ai platform. Any customer who h...
- [Agent Best Practices](https://docs.yellow.ai/docs/nexus/best-practices/agents.md): These are the practices that consistently produce good Nexus bots. They come from teams that have shipped Nexus agents to production - read them on...
- [Tools - Best Practices](https://docs.yellow.ai/docs/nexus/best-practices/tools.md): Practical patterns from teams running Nexus agents in production. Read once before you start, revisit before each release.
- [Voice - Best Practices](https://docs.yellow.ai/docs/nexus/best-practices/voice.md): Practical guidance from teams shipping Nexus voice bots. Read once before launch, revisit before any voice-related change.
- [Widget Builder Best Practices](https://docs.yellow.ai/docs/nexus/best-practices/widget-builder.md): Practical tips from teams that have shipped widgets to production. Skim before you start, revisit before each release.
- [Conversational agents](https://docs.yellow.ai/docs/nexus/build/agents/conversational-agents.md): A **conversational agent** is an LLM-driven specialist: it understands the question, asks for anything it's missing, and works out each reply on it...
- [Create an agent](https://docs.yellow.ai/docs/nexus/build/agents/create.md): Agents are the specialists that do the work in your bot. Nexus has **two types**, and the first thing you do when creating one is choose which: a *...
- [Build by use case](https://docs.yellow.ai/docs/nexus/build/agents/use-cases.md): You know what you want the bot to *do* - the question is which kind of agent to build. Nexus has [two types](create.md): a **conversational agent**...
- [AI safety & conduct](https://docs.yellow.ai/docs/nexus/build/configuration/ai-safety.md): **AI safety & conduct** is where you set the content-moderation guardrails that apply to every agent in your project - conversational and guided al...
- [Conversation rules](https://docs.yellow.ai/docs/nexus/build/configuration/conversation-rules.md): **Conversation rules** are persona-level guidelines - *always do* and *never do* - that are applied to every reply your bot sends. Because they liv...
- [Fallback](https://docs.yellow.ai/docs/nexus/build/configuration/fallback.md): **Fallback** controls what your bot does when it can't handle a request - a question that's clearly out of scope, gibberish it can't parse, or inpu...
- [Configuration](https://docs.yellow.ai/docs/nexus/build/configuration/index.md): **Configuration** is project-level. The settings you define here apply to **all your agents** - every [conversational agent](../agents/conversation...
- [Lifecycle hooks](https://docs.yellow.ai/docs/nexus/build/configuration/lifecycle-hooks.md): **Lifecycle hooks** let you run cross-cutting behaviour at key moments in a conversation - at the start of a session, or when a user goes quiet. Be...
- [Memory in Nexus agents](https://docs.yellow.ai/docs/nexus/build/configuration/memory.md): Memory is how your Nexus bot retains context about the customer across turns - and across switches between your **conversational agents** (the LLM-...
- [Profile](https://docs.yellow.ai/docs/nexus/build/configuration/profile.md): **Profile** is the first sub-page under **AI Agent → Configuration → General**, and it's where you set who your bot is and how it greets people. Be...
- [Routing Logic](https://docs.yellow.ai/docs/nexus/build/configuration/routing-logic.md): **Routing Logic** is an optional Nexus surface where you write plain-English rules that override or refine how each message is routed between agent...
- [Voice settings](https://docs.yellow.ai/docs/nexus/build/configuration/voice-settings.md): > **Note:** Voice settings is part of **Configuration**, so it is **project-level** - it applies to every agent in the bot, conversational and guid...
- [The Conversational Agent node](https://docs.yellow.ai/docs/nexus/build/guided-agents/agent-node.md): A **Conversational Agent node** is the workhorse of a [guided agent](index.md). It embeds a single focused conversational turn - one job, with expl...
- [Guided agents best practices](https://docs.yellow.ai/docs/nexus/build/guided-agents/best-practices.md): A guided agent is only as good as the way you've broken the work down. The builder makes it easy to wire nodes together - these practices keep the ...
- [The guided flow canvas](https://docs.yellow.ai/docs/nexus/build/guided-agents/flow-canvas.md): A **guided agent** runs the exact steps you design, in the same order every time. You author those steps on the **flow canvas** - a visual node gra...
- [Guided agents](https://docs.yellow.ai/docs/nexus/build/guided-agents/index.md): A **guided agent** runs the exact steps you design, in the same order every time - so nothing is missed and every run stays consistent and auditabl...
- [Test a guided agent](https://docs.yellow.ai/docs/nexus/build/guided-agents/testing.md): A guided agent runs the same steps in the same order every time - which is exactly what makes it testable. Your job when testing is to walk every b...
- [AI agents](https://docs.yellow.ai/docs/nexus/build/index.md): A Nexus agent is a small team of specialised agents working together, with their behaviour shaped by a shared Configuration, running on the Nexus e...
- [Nexus Edge Tools](https://docs.yellow.ai/docs/nexus/build/tools/edge-tools.md): Nexus Edge tools run **on the end-user's desktop** via the NexusEdge desktop client, not in the cloud. When the agent calls an edge tool the runtim...
- [Escalation tools - Escalate to Agent & Transfer Call](https://docs.yellow.ai/docs/nexus/build/tools/escalation.md): When your agent can't resolve a request, it should hand off to a human cleanly. Nexus ships two purpose-built escalation tools:
- [Tools - Overview](https://docs.yellow.ai/docs/nexus/build/tools/index.md): **Tools** are the actions your agent can take in the real world: run a workflow, search a knowledge base, escalate to a human, or transfer a call. ...
- [Knowledge Base tool](https://docs.yellow.ai/docs/nexus/build/tools/knowledge-base.md): The **Knowledge Base tool** lets your agent answer from your documents and FAQs. When the user asks a question your KB can answer, the agent search...
- [Workflow tool](https://docs.yellow.ai/docs/nexus/build/tools/workflows.md): A **workflow tool** is a workflow you've built, attached to an agent so it can call it. Whenever an agent needs to *do* something multi-step - hit ...
- [Deploy chatbot using the GTM integration](https://docs.yellow.ai/docs/nexus/channelConfiguration/GTM-integration.md): This document provides instructions for deploying a web bot on your website, if it is integrated with Google Tag Manager (GTM).
- [IVR for cloud](https://docs.yellow.ai/docs/nexus/channelConfiguration/Ivr.md): :::note
- [SMS](https://docs.yellow.ai/docs/nexus/channelConfiguration/SMS-channel.md): :::note 
- [Create WhatsApp bot](https://docs.yellow.ai/docs/nexus/channelConfiguration/WA-bot-bestpractices.md): This document provides details on the best practises and limitations that you need to follow while creating the WhatsApp (WA) bot. For more informa...
- [Common errors while sending WhatsApp messages](https://docs.yellow.ai/docs/nexus/channelConfiguration/WA-error-codes.md): When sending messages via WhatsApp, you may encounter errors that prevent successful delivery. This guide outlines common error messages, their des...
- [WhatsApp messaging limits and quality rating](https://docs.yellow.ai/docs/nexus/channelConfiguration/WA-messaging-limits.md): This guide helps you understand WhatsApp’s messaging limits, current limits and ratings, and how to increase your messaging level.
- [WhatsApp pricing policy](https://docs.yellow.ai/docs/nexus/channelConfiguration/WA-pricing.md): Meta has introduced a **new per-message pricing model** for WhatsApp Business Platform and APIs.
- [Apple Business Chat](https://docs.yellow.ai/docs/nexus/channelConfiguration/abc.md): Apple Business Chat (ABC) is a messaging app (iOS) that allows you to chat with your businesses through the Messages app on their Apple devices. Yo...
- [Alexa](https://docs.yellow.ai/docs/nexus/channelConfiguration/alexa.md): Integrating Amazon Alexa with the Yellow.ai bot enables businesses to build voice-enabled experiences for their customers. This integration allows ...
- [Android push notifications](https://docs.yellow.ai/docs/nexus/channelConfiguration/android_push.md): 1. Log on to the [Firebase Developer Console](https://console.firebase.google.com/) and add Firebase to your [Android app](https://firebase.google....
- [Channels FAQs](https://docs.yellow.ai/docs/nexus/channelConfiguration/channels-faqs.md): <details>
- [Limitations and best practices of chat widget and mobile SDK](https://docs.yellow.ai/docs/nexus/channelConfiguration/character-limits-sdk.md): This guide contains the character limits for Chat widget and Mobile SDK.
- [Fetch Chat widget history](https://docs.yellow.ai/docs/nexus/channelConfiguration/chat-history.md): Chat history is a series of conversations that have happened between a user and an AI-agent. The chat history includes details such as user’s input...
- [Chat separator](https://docs.yellow.ai/docs/nexus/channelConfiguration/chat-separator.md): A chat separator is used to separate the conversations between an agent and a user in a chat widget. This helps you identify when the user is conne...
- [Chat widget components](https://docs.yellow.ai/docs/nexus/channelConfiguration/chat-widget-components.md): The platform allows you to add components to the chat widget so that the user experience is not limited to plain text. 
- [Chat widget alerts and error messages](https://docs.yellow.ai/docs/nexus/channelConfiguration/chat-widget-errors.md): When a user interacts with the chat widget, they may encounter different types of error messages based on the type of error.
- [Chat widget FAQs](https://docs.yellow.ai/docs/nexus/channelConfiguration/chat-widget-faq.md): <details>
- [Chat widget supported languages and placeholder texts](https://docs.yellow.ai/docs/nexus/channelConfiguration/chat-widget-localization.md): The chat widget automatically changes the text based on the user's language preference. It supports multiple languages for placeholder texts, toolt...
- [Chat widget notifications](https://docs.yellow.ai/docs/nexus/channelConfiguration/chat-widget-notification.md): The chat widget can notify users when they receive a new message. The following are the chat widget notifications:
- [Chat widget](https://docs.yellow.ai/docs/nexus/channelConfiguration/chat-widget-overview.md): Chat widget or Web widget is an AI-agent that you can embed on a website to interact with your website users in real-time. It appears as a small ch...
- [Chat widget payload](https://docs.yellow.ai/docs/nexus/channelConfiguration/chat-widget-payload.md): A payload is used to pass the information to the bot.
- [Chat widget Text formatter](https://docs.yellow.ai/docs/nexus/channelConfiguration/chat-widget-text-formatter.md): You can style the text on the Chat Widget as per your needs using the Markdown syntax to enhance the user experience. With the Markdown syntax, you...
- [Install chrome extension](https://docs.yellow.ai/docs/nexus/channelConfiguration/chrome-extension.md): The Chrome extension allows you to paste the script of your bot on any webpage to test your development bot's payload and authentication locally on...
- [Content Security Policy](https://docs.yellow.ai/docs/nexus/channelConfiguration/content-security-policy.md): Content Security Policy (CSP) is a security standard implemented by web browsers to provide an additional layer of security for your website. It fu...
- [Set up custom bot icon](https://docs.yellow.ai/docs/nexus/channelConfiguration/custom-boticon.md): A custom bot icon is displayed in the corner of the website. You have the flexibility to customize this icon according to your branding and visual ...
- [Embed chat widget on SharePoint](https://docs.yellow.ai/docs/nexus/channelConfiguration/deploy-sharepoint.md): This guide outlines the process of embedding the Yellow.ai chat widget into your Microsoft SharePoint site using [SharePoint Framework](https://git...
- [Deploy WhatsApp bot on website and Mobile application](https://docs.yellow.ai/docs/nexus/channelConfiguration/depoly-WA-bot.md): Let's say that you have built a bot for the WhatsApp channel and now want to deploy it on your website or mobile application using a chat widget. T...
- [Domain whitelisting for Chat widget](https://docs.yellow.ai/docs/nexus/channelConfiguration/domain-whitelisting.md): Domain whitelisting allows you to secure your chatbot and ensures chatbot acces only in authorized domains. It prevents unauthorized users from cop...
- [Download chat transcript](https://docs.yellow.ai/docs/nexus/channelConfiguration/download-transcript.md): You can allow your bot users to download chat transcripts in a plain text (.txt) format directly from the chat widget. This facilitates bot users t...
- [Email channel configuration](https://docs.yellow.ai/docs/nexus/channelConfiguration/email-outbound.md): Email is a communication channel through which the organization can interact with users and vice versa. It allows the organization to send campaign...
- [Chat widget events](https://docs.yellow.ai/docs/nexus/channelConfiguration/event-widget.md): Bot events are the actions that occur within a chatbot when specific actions are performed during the conversation. Events are triggered when a use...
- [Facebook Comments](https://docs.yellow.ai/docs/nexus/channelConfiguration/facebook-comments.md): Integrating Facebook comments with the Yellow.ai Cloud platform helps automate responses to comments on your Facebook posts seamlessly.
- [Facebook Messenger](https://docs.yellow.ai/docs/nexus/channelConfiguration/facebook-messenger.md): Facebook Messenger (FBM) is a social media platform that allows you to interact with your users directly through Facebook business pages. FBM integ...
- [Facebook Lead Ads Configuration](https://docs.yellow.ai/docs/nexus/channelConfiguration/fb-lead-ads.md): On Facebook, the brands can roll out forms for generating interest and leads among the Facebook users (or potential customers).
- [Facebook Workplace](https://docs.yellow.ai/docs/nexus/channelConfiguration/fb-workplace.md): Facebook Workplace is an online collaborative tool that helps businesses and organizations to communicate and collaborate with internal team member...
- [Customize chat bot using functions](https://docs.yellow.ai/docs/nexus/channelConfiguration/function-widgets.md): Yellow.ai offers a wide range of options to customize features for its web widget. However, sometimes our clients might need even more flexibility ...
- [Generic Webhook](https://docs.yellow.ai/docs/nexus/channelConfiguration/generic-webhook.md): Below are the steps for integrating any Channel with Yellow.ai Bots via Webhook.
- [Google Business Messages (GBM)](https://docs.yellow.ai/docs/nexus/channelConfiguration/google-message.md): Google Business Messages (GBM) is a mobile conversational channel that combines multiple entry points on Google Maps and search to create rich, ins...
- [Google Chat](https://docs.yellow.ai/docs/nexus/channelConfiguration/googleChat.md): Google Chat is a messaging platform that allows you to communicate with your users. You can share files, images, videos, and audio and have convers...
- [Infobip](https://docs.yellow.ai/docs/nexus/channelConfiguration/infobip.md): Infobip serves as a Business Service Provider (BSP) for various channels such as SMS, WhatsApp, and Email.  It offers APIs for messaging, customer ...
- [Instagram Frequently Asked Questions](https://docs.yellow.ai/docs/nexus/channelConfiguration/instagram-faqs.md): <details>
- [Instagram](https://docs.yellow.ai/docs/nexus/channelConfiguration/instagram.md): Instagram is a social networking platform. This integration enables your insta users to seamlessly interact with our bot directly from your Instagr...
- [iOS push notifications](https://docs.yellow.ai/docs/nexus/channelConfiguration/ios_push.md): To send push notifications on your iOS app using Yellow.ai, you must have an Apple Push Notification service (APNs) account configured with the app...
- [IVR for app](https://docs.yellow.ai/docs/nexus/channelConfiguration/ivr-bots.md): :::note
- [Lazada](https://docs.yellow.ai/docs/nexus/channelConfiguration/lazada.md): Lazada is an e-commerce platform operating in Southeast Asia. It provides an online marketplace for sellers to sell their products to users.
- [Line](https://docs.yellow.ai/docs/nexus/channelConfiguration/line.md): Line is an instant messaging channel that allows users to communicate through texts, images, videos, audio, and files. It also enables users to con...
- [Messaging Channels](https://docs.yellow.ai/docs/nexus/channelConfiguration/messaging-overview.md): Messaging channels is a medium through which you can communicate via messages with your users from any device and location. Messaging channels allo...
- [Push notifications](https://docs.yellow.ai/docs/nexus/channelConfiguration/mobilepush.md): Push notifications help you communicate important information through mobile apps. It could be offers, app updates, important announcements, order ...
- [Launch your bot across channels](https://docs.yellow.ai/docs/nexus/channelConfiguration/overview.md): Yellow.ai facilitates omnichannel support, enabling you to create and deploy bots across various channels.
- [Progressive web app](https://docs.yellow.ai/docs/nexus/channelConfiguration/pwa.md): A Progressive Web App (PWA) is a web-based application that allows you to create an app-like experience for users and can be embedded on the web.
- [Deploy chatbot on your react website](https://docs.yellow.ai/docs/nexus/channelConfiguration/react-chatbot.md): This guide provides detailed steps on how to deploy a chatbot on your React website
- [RingCentral Integration](https://docs.yellow.ai/docs/nexus/channelConfiguration/ring-central.md): Integrate your RingCX Account with IVA Professional to allow agents on RingCentral to leverage IVA Professional's AI capabilities and effortlessly ...
- [Salesforce live agent assist](https://docs.yellow.ai/docs/nexus/channelConfiguration/salesforceliveagentassist.md): To overcome the challenges faced by support agents, such as managing multiple customers, speed of resolution, unequipped with right tools, limited ...
- [Shopee](https://docs.yellow.ai/docs/nexus/channelConfiguration/shopee.md): Shopee is an e-commerce platform in Southeast Asia where businesses can sign up for a seller account to sell their products directly to users.
- [Slack](https://docs.yellow.ai/docs/nexus/channelConfiguration/slack2.md): Slack is a collaboration platform that is used by organizations to facilitate communication among team members. The team members can have conversat...
- [Country-specific SMS channel registration](https://docs.yellow.ai/docs/nexus/channelConfiguration/sms-channel-registration.md): To configure the SMS channel in a specific country, the registration process is a prerequisite. Each country has its own unique registration proced...
- [Configure SMS service for Indian numbers](https://docs.yellow.ai/docs/nexus/channelConfiguration/sms-outbound-india.md): The pre-requisites for configuring the SMS outbound channel varies country-wise.
- [SMS phone number types](https://docs.yellow.ai/docs/nexus/channelConfiguration/sms-phone-number-types.md): In the US and Canada, there are different types of phone numbers used for messaging:
- [Social Channels](https://docs.yellow.ai/docs/nexus/channelConfiguration/social-overview.md): Social channels are digital platforms or websites that are mainly used for social connectivity purposes. It provides a platform for users to connec...
- [Speech-to-Text](https://docs.yellow.ai/docs/nexus/channelConfiguration/speech-to-text.md): The Speech-to-Text feature (SST) in the chat widget enables the conversion of spoken words into text. This allows the chatbot to recognize the spok...
- [Chat widget Summary card](https://docs.yellow.ai/docs/nexus/channelConfiguration/summary-card.md): The chat widget includes a summary card within bot responses, presenting users with precise and relevant information related to their queries. This...
- [Sunshine Conversations](https://docs.yellow.ai/docs/nexus/channelConfiguration/sunshine.md): Sunshine (Social Channels): Connect Facebook, WhatsApp, and Instagram via Yellow.ai with message routing through Zendesk Sunshine."
- [Sunshine Live Chat](https://docs.yellow.ai/docs/nexus/channelConfiguration/sunshine_livechat.md): Use Sunshine (Live Chat) integration to connect Zendesk Sunshine as a third-party live chat system.
- [V2 migration guide](https://docs.yellow.ai/docs/nexus/channelConfiguration/support-banner-migration.md): Bot migration involves transferring a chatbot from V1 (app.yellowmessenger.com or app.yellow.ai platform) to V2 (cloud.yellow.ai platform). While m...
- [Microsoft Teams](https://docs.yellow.ai/docs/nexus/channelConfiguration/teams.md): Microsoft Teams (MS Teams) is a collaboration platform that provides a digital workspace for various teams within the organisation to communicate a...
- [Telegram](https://docs.yellow.ai/docs/nexus/channelConfiguration/telegram.md): Telegram is a social networking platform that allows Telegram users to directly interact with our bot through their Telegram accounts. Telegram int...
- [Test WhatsApp bot](https://docs.yellow.ai/docs/nexus/channelConfiguration/test-wa-bot.md): You can test your bot on WhatsApp without connecting it to a WhatsApp Business Account (WABA) through Yellow.ai platform. The platform offers a ded...
- [Text-to-Speech](https://docs.yellow.ai/docs/nexus/channelConfiguration/text-to-speech.md): The chat widget supports Text-to-Speech (TTS) feature that enables chatbots to convert text into audio. This helps to make the conversation between...
- [Tokopedia](https://docs.yellow.ai/docs/nexus/channelConfiguration/tokopedia.md): Tokopedia is an e-commerce company in Indonesia that allows businesses to buy and sell various products and services online. Tokopedia allows selle...
- [Twilio SMS](https://docs.yellow.ai/docs/nexus/channelConfiguration/twilio-sms.md): :::note
- [Twitter](https://docs.yellow.ai/docs/nexus/channelConfiguration/twitter.md): Twitter is a social media platform that allows you to post tweets in the form of text messages, images, videos, and links.
- [Viber for business](https://docs.yellow.ai/docs/nexus/channelConfiguration/viber-for-business.md): Viber is a messaging and voice-over app, which is used to interact with registered users, especially in countries like Eastern Europe, the Middle E...
- [Viber](https://docs.yellow.ai/docs/nexus/channelConfiguration/viber.md): :::note
- [Voice Channels](https://docs.yellow.ai/docs/nexus/channelConfiguration/voice-overview.md): Voice consists of channels used mainly for voice purposes. Click on any of the below mentioned voice channels that you wish to setup in order to un...
- [WhatsApp Frequently Asked Questions](https://docs.yellow.ai/docs/nexus/channelConfiguration/wa-faqs.md): <details>
- [WhatsApp phone number migration](https://docs.yellow.ai/docs/nexus/channelConfiguration/wa-migration.md): WhatsApp phone number migration is the process of transferring a business phone number between WhatsApp Business Accounts (WABAs) to retain their d...
- [Get WhatsApp opt-in](https://docs.yellow.ai/docs/nexus/channelConfiguration/wa-opt-in.md): WhatsApp opt-in is a process where the user's consent is given to allow businesses to send messages, [WhatsApp push notifications](https://yellow.a...
- [Set up Chat widget](https://docs.yellow.ai/docs/nexus/channelConfiguration/web-widget.md): This document helps you understand how to access the Chat widget and will guide you through how to customize, preview, and deploy it before setting...
- [Webex](https://docs.yellow.ai/docs/nexus/channelConfiguration/webex.md): Webex is a communication platform that enables conversations with chatbots or agents within the Webex messaging app. This channel lets you initiate...
- [WhatsApp business account guidelines](https://docs.yellow.ai/docs/nexus/channelConfiguration/whatsapp-business-account-guidelines.md): When setting up your WhatsApp business profile, you need to follow the below guidelines for display name:
- [WhatsApp](https://docs.yellow.ai/docs/nexus/channelConfiguration/whatsapp-channel.md): WhatsApp is a messaging platform that allows you to send text messages, group chats, status updates, and other media like images, documents, voice ...
- [Add WhatsApp business account](https://docs.yellow.ai/docs/nexus/channelConfiguration/whatsapp-configuration.md): This guide will walk you through the process of creating a WhatsApp Business account and setting up your own chatbot for WhatsApp.
- [Setup WhatsApp forms](https://docs.yellow.ai/docs/nexus/channelConfiguration/whatsapp-forms.md): WhatsApp (WA) forms are predefined structured interactions in WhatsApp AI-agents. The forms are designed to guide users through specific tasks or c...
- [Setup WhatsApp catalog](https://docs.yellow.ai/docs/nexus/channelConfiguration/whatsapp-product-catalog.md): WhatsApp product catalog enables businesses to showcase and sell their products directly within the WhatsApp messaging platform. In catalog, you ca...
- [Generate QR code for WhatsApp AI-agent](https://docs.yellow.ai/docs/nexus/channelConfiguration/whatsapp-qr-generator.md): You can create a QR code to allow users to start a conversation with your WhatsApp AI-agent. You can also include a pre-set message to prompt users...
- [Zalo](https://docs.yellow.ai/docs/nexus/channelConfiguration/zalo.md): Zalo is an instant messaging application that allows you to send text messages, create and join group chats, and share photos, videos, and audio. T...
- [Integrating Yellow.ai agent assist on Zendesk](https://docs.yellow.ai/docs/nexus/channelConfiguration/zendesk-live-agent-support.md): Yellow.ai’s agent assistance enables live agents to deliver exceptional service by utilizing auto-generated key features within the chat session to...
- [Best practices to create an Email bot](https://docs.yellow.ai/docs/nexus/emailAutomation/bestpractices.md): Follow the below best practices to build an email bot:
- [AI-powered Email Automation](https://docs.yellow.ai/docs/nexus/emailAutomation/emailautomation.md): :::note
- [Email information Pre-processing (init journey for email)](https://docs.yellow.ai/docs/nexus/emailAutomation/preprocessing.md): Pre-processing email information is essential in scenarios where automated responses or routing decisions need to be tailored based on specific cri...
- [Steps to set up email automation](https://docs.yellow.ai/docs/nexus/emailAutomation/setupemailautomation.md): To set up email automation for your email ID, follow these steps:
- [Using Builder to Capture User Data Through Conversations](https://docs.yellow.ai/docs/nexus/engagement/cdp/enriching_user_profiles/builder_capture_data.md): If you’ve built a bot on yellow.ai, you can use the [Conversational Studio](https://docs.yellow.ai/docs/platform_concepts/studio/overview) to also ...
- [Add or manage user data and events via APIs](https://docs.yellow.ai/docs/nexus/engagement/cdp/enriching_user_profiles/send_user_data_event_rest_api.md): You can easily add or manage user data and events in Yellow.ai through our APIs. Keep your user-related data seamlessly synchronized with your enti...
- [How to exclude users who have opted out, from campaigns?](https://docs.yellow.ai/docs/nexus/engagement/cdp/faq/exclude_user_campaign.md): You might often want to exclude users who have opted out from all your campaigns. Doing this is simple:
- [User 360 Overview](https://docs.yellow.ai/docs/nexus/engagement/cdp/overview.md): User 360 is a Customer Data Platform that helps you manage your customer base.  You can segment your customers based on some shared characteristics...
- [Migrate user data from from old module to User 360](https://docs.yellow.ai/docs/nexus/engagement/cdp/user360forbotsbefore01-06022.md): The new module User 360 has been introduced recently. It is enabled for all bots created after June 1, 2022.
- [Add users](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data/add_user_overview.md): <!--
- [Add or update individual users through User 360 UI](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data/add_users.md): To add a user using the User 360 UI:
- [Creating Hyper-personalized Campaigns in Engage](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data/campaign_in_engage.md): If you’ve built a campaigns on yellow.ai, you can use the [Outbound campaign](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/out...
- [Capture data through Studio & create personalized conversations](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data/conv_in_builder.md): In a bot conversation, every bot session is mapped to a record in User 360. When building a bot using [Studio](https://docs.yellow.ai/docs/platform...
- [How user records are created through conversations & unified in User 360?](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data/data_capture_convers.md): This article provides complete information on how user records are automatically created in User 360 and unified based on AI-agent conversations.
- [Import users using CSV file](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data/import_users.md): Use a CSV file import to bulk import new users or update existing user data. You can choose the fields to import from the ones available in the CSV...
- [Create personalize conversations using user properties](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data/personalise_conversations.md): Through the [AI-agent Builder](https://docs.yellow.ai/docs/platform_concepts/studio/overview), you can create personalized conversations using user...
- [Add or update user properties from AI-agent conversations](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data/store_conv_data.md): The system can automatically capture essential user details based on the user's location for both Web and WhatsApp AI-agents.
- [Import data from a third-party system via SFTP](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data/sync_users.md): You can sync user data directly from third party integration, including Secure File Transfer Protocol (SFTP) and other compatible platforms. You ca...
- [Create Targeted Segments Using And/Or Conditions](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data/targeted_segments.md): Combining “and” with “or” conditions allows you to create more sophisticated groups users. It also allows you to be more flexible with your [segmen...
- [User properties and table customization](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data/user_properties.md): Properties are individual fields to be captured for a customer. For example, name, phone number, gender, email address and more. There are several ...
- [User identification flow](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data/userid-flow.md): The User Identification flow in AI-agent conversation is the process of identifying the user interacting with the AI-agent. This is achieved by req...
- [View user details](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data/viewuser.md): User 360 lets you view the complete details of a user including user properties, tags, user events, and segments. You can use the Filter option to ...
- [Delete user segment](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data_segments/archive-user-segment.md): Archiving a segment will not delete the user data associated with that segment. It  makes that particular segment unusable for new campaigns. Old c...
- [View, edit, download user segments](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data_segments/manage_segments.md): To view users of a segment:
- [Manage user data](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data_segments/manage_user_data.md): You can download your entire user data or segment specific user data and use it wherever required. For example, you can update user details and imp...
- [Segment creation during user import](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data_segments/segment-csv.md): **Segment Creation During User Import**
- [Create user segments using user property filters](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data_segments/segment-properties.md): Segmenting users based on user property filters is a powerful technique that allows you to categorize and target specific groups of users within yo...
- [Segment your user base according to different use cases](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data_segments/segment_usecases.md): The segments you create should align with your specific use case. Here are some ideas to help you get started.
- [Create user segments using user events](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data_segments/segments-events.md): Segmenting users based on user property filters is a powerful technique that allows you to categorize and target specific groups of users within yo...
- [User segments overview](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_data_segments/segments_overview.md): A user segment is a grouping of users based on common characteristics. There are two type of segments - Static segment and dynamic segment. You can...
- [User 360 FAQs](https://docs.yellow.ai/docs/nexus/engagement/cdp/user_faqs.md): <details>
- [Clone Existing Flow Campaigns](https://docs.yellow.ai/docs/nexus/engagement/clone-flow-campaigns.md): You can duplicate an existing flow to adapt it for different use cases without starting over. This allows you to leverage successful workflows and ...
- [Best practices of engagement](https://docs.yellow.ai/docs/nexus/engagement/effectivelyuseengage.md): In this article, you will learn how to -
- [Engage settings](https://docs.yellow.ai/docs/nexus/engagement/engage-settings.md): The **Notifications** section in Engage allows you to configure how your bot sends updates, reports, and alerts. These settings enhance visibility ...
- [Engage overview](https://docs.yellow.ai/docs/nexus/engagement/engage.md): Engage is a customer engagement module that enables marketers to craft multichannel campaigns intuitively.  Engage helps marketers deliver total li...
- [Engage FAQs](https://docs.yellow.ai/docs/nexus/engagement/engage_faqs.md): <details>
- [Engage Troubleshooting Guide](https://docs.yellow.ai/docs/nexus/engagement/engage_troubleshooting.md): 1. **Identify the issue:**
- [Event-triggered Workflow campaign](https://docs.yellow.ai/docs/nexus/engagement/event-triggered-campaign.md): Event-Triggered workflows enable you to trigger personalized campaigns based on user actions.  These workflow campaigns enable reaching out to your...
- [Generate AI-based Flow campaign](https://docs.yellow.ai/docs/nexus/engagement/flow-ai.md): Our advanced AI technology enables you to effortlessly create highly personalized and impactful Flow campaigns, offering the following benefits:
- [Flow campaigns overview](https://docs.yellow.ai/docs/nexus/engagement/flow-campaigns-intro.md): Yellow.ai's Flow Campaign is a conversational marketing tool with an advanced campaign builder. It helps marketers deliver a comprehensive customer...
- [Flow campaign report](https://docs.yellow.ai/docs/nexus/engagement/flow-report.md): The campaign report provides comprehensive insights and data regarding the performance and results of your Flow campaigns. This helps conveniently ...
- [How to Create a Flow Campaign](https://docs.yellow.ai/docs/nexus/engagement/flows_campaign.md): Flow campaigns allow you to create automated, multi-step user journeys that are triggered by specific user actions or segment changes. This guide w...
- [Inbound campaign report](https://docs.yellow.ai/docs/nexus/engagement/inbound/gettingStarted/campaignsOverviewScreen.md): Once you run a campaign, it is very important to understand how the campaign is performing. If it's working really well, you can use it widely.  If...
- [Create & manage Inbound campaign](https://docs.yellow.ai/docs/nexus/engagement/inbound/gettingStarted/launchingYourFirstInboundCampaign.md): Inbound engagement is a method to attract customers by providing relevant information on the brand's website about their product or service offerin...
- [Web behavior conditions](https://docs.yellow.ai/docs/nexus/engagement/inbound/webBehaviourTriggers/webBehaviorTriggerType.md): When creating an Inbound campaign, you need to define when the campaign should show. You can use various conditions or strategies to run effective ...
- [Web Behaviors to Identify in Content Marketing (Lead Generation)](https://docs.yellow.ai/docs/nexus/engagement/inbound/webBehaviourTriggers/webBehaviorsInContentMarketing.md): In this guide, we walk you through the various [behavioral automation rules](https://docs.yellow.ai/docs/platform_concepts/engagement/inbound/webBe...
- [Web Behavior Triggers to identify in E-commerce](https://docs.yellow.ai/docs/nexus/engagement/inbound/webBehaviourTriggers/webBehaviorsInEcomm.md): In this guide, we walk through the various [behavioral automation rules](https://docs.yellow.ai/docs/platform_concepts/engagement/inbound/webBehavi...
- [Manage Flow campaigns](https://docs.yellow.ai/docs/nexus/engagement/manage-flow-campaign.md): You can easily archive campaigns that are no longer active or relevant. Archiving allows you to keep your campaigns organized by removing unnecessa...
- [Notification API](https://docs.yellow.ai/docs/nexus/engagement/outbound/notification-engine.md): Yellow.ai's Notification API lets you send business-initiated messages from the various supported channels directly from your CRM or internal Systems.
- [Outbound campaign reports](https://docs.yellow.ai/docs/nexus/engagement/outbound/outbound-campaigns/outbound-report.md): You can monitor and track the progress and effectiveness of your campaigns. Additionally, you have the option to view or download campaign reports ...
- [Create outbound campaign](https://docs.yellow.ai/docs/nexus/engagement/outbound/outbound-campaigns/run-campaign.md): This article provides how to create campaigns for any channel. The process for creating a campaign remains same for all channels. However, certain ...
- [Viber Business Campaigns](https://docs.yellow.ai/docs/nexus/engagement/outbound/outbound-campaigns/viber-campaign.md): Yellow.ai now supports sending campaigns on [Viber Business](https://www.forbusiness.viber.com/en/viber-for-business/). These campaigns can be sent...
- [Manage outbound campaigns](https://docs.yellow.ai/docs/nexus/engagement/outbound/outbound-campaigns/view-outbound.md): You can access and view all the campaigns created for your organization on the Outbound page of the Engage module. This section provides a comprehe...
- [Email template](https://docs.yellow.ai/docs/nexus/engagement/outbound/templates/email-template.md): To create an email template, follow these steps:
- [Line template](https://docs.yellow.ai/docs/nexus/engagement/outbound/templates/linetemplate.md): The Line channel offers an excellent platform for running effective campaigns and boosting engagement with your audience. With Line's powerful feat...
- [Mobile push template](https://docs.yellow.ai/docs/nexus/engagement/outbound/templates/mobilepush.md): :::note
- [Template overview](https://docs.yellow.ai/docs/nexus/engagement/outbound/templates/overview.md): A message template refers to a predefined format or structure of a message that ensures consistency and standardization in different communication ...
- [SMS template](https://docs.yellow.ai/docs/nexus/engagement/outbound/templates/sms-template.md): :::note 
- [Microsoft Teams template](https://docs.yellow.ai/docs/nexus/engagement/outbound/templates/teams-template.md): Microsoft Teams is a widely used collaboration platform. Using Microsoft Teams for outbound campaigns offers several advantages for companies to ma...
- [Viber template](https://docs.yellow.ai/docs/nexus/engagement/outbound/templates/viber-template.md): Yellow.ai also supports sending campaigns on [Viber Business](https://www.viber.com/en/). These [campaigns](https://docs.yellow.ai/docs/platform_co...
- [Create WhatsApp template](https://docs.yellow.ai/docs/nexus/engagement/outbound/templates/whatsapptemplate.md): When creating a WhatsApp template, it is important to note that unlike other channel templates, each WhatsApp template requires individual approval...
- [Create your free yellow.ai account](https://docs.yellow.ai/docs/nexus/get_started/account-setup.md): This guide will walk you through the process of signing up for a yellow.ai account and creating your first bot. Follow these steps to get started:
- [Manage your bot users](https://docs.yellow.ai/docs/nexus/get_started/add-bot-collaborators.md): When creating an end-to-end bot flow, there may be instances where certain flows need to be handled by other teams or require assistance from other...
- [Generate your bot API keys](https://docs.yellow.ai/docs/nexus/get_started/api-keys.md): :::note
- [Create your project](https://docs.yellow.ai/docs/nexus/get_started/createfirstbot.md): A **project** is the workspace that holds everything you build on Nexus - your agents, knowledge, data, workflows, and channels. Right after you si...
- [Simplify tasks with keyboard shortcuts](https://docs.yellow.ai/docs/nexus/get_started/keyboard-shortcuts.md): A range of keyboard shortcuts are designed to enhance your experience by streamlining access to key options and boosting productivity for repetitiv...
- [Marketplace template](https://docs.yellow.ai/docs/nexus/get_started/marketplaceintro.md): Yellow.ai marketplace contains more than 100 pre-built bot templates for the most common business use cases to help fast-track building solutions f...
- [Manage your Rule-based agents](https://docs.yellow.ai/docs/nexus/get_started/modify-bot-configuration.md): When you create an AI agent, you can configure key details such as the agent's name, timezone settings, and industry type. These settings can be mo...
- [Know the platform](https://docs.yellow.ai/docs/nexus/get_started/platform-offerings.md): Welcome to the [Yellow.ai's Cloud platform](https://cloud.yellow.ai)! This document provides an overview of the key features and functionalities av...
- [Bot development environments (modes)](https://docs.yellow.ai/docs/nexus/get_started/publish-env.md): Yellow.ai offers a variety of environments for effective bot management and continuous improvement. You can easily add functions, adjust flows, and...
- [Chat transcript security with IP whitelisting](https://docs.yellow.ai/docs/nexus/get_started/security-auth/chattranscriptsecurity.md): IP whitelisting is a security practice that involves creating a list of approved IP addresses or ranges that are allowed to access a particular net...
- [Single sign-on with OAuth & SAML for Cloud Platform](https://docs.yellow.ai/docs/nexus/get_started/security-auth/oauth.md): OAuth is an authentication protocol that supports Single Sign-On (SSO) and streamlines user access across various applications within an organizati...
- [Generate and implement YM authentication tokens](https://docs.yellow.ai/docs/nexus/get_started/security-auth/ymauth.md): Yellow.ai Messenger (YM) authentication facilitates the seamless synchronization of previous chat conversations across different devices for authen...
- [AI agent subscription plans and billing](https://docs.yellow.ai/docs/nexus/get_started/upgrade.md): :::note
- [Manage your account settings](https://docs.yellow.ai/docs/nexus/get_started/user-account-settings.md): After logging in successfully, you can manage various aspects of your account settings. The options available are explained below.
- [Unleash the Power of our AI Features](https://docs.yellow.ai/docs/nexus/get_started/yellowg.md): Yellow.ai's Gen AI is a generative AI technology developed by Yellow.ai. It excels in natural language generation, providing customizable, multi-mo...
- [Get started with Nexus](https://docs.yellow.ai/docs/nexus/getting-started.md): Get from zero to a working AI agent on Nexus. New to the platform? Read the [Nexus overview](index.md) first for what Nexus is and how it works - t...
- [Glossary](https://docs.yellow.ai/docs/nexus/glossary.md): A quick reference for the terms you'll meet across the Nexus docs. Each entry is a one- or two-sentence definition with a link to the page that cov...
- [Custom Dashboards](https://docs.yellow.ai/docs/nexus/growth/Dashboards/custom_dashboards.md): In addition to the default dashboards, you can create custom dashboards for a more tailored view of your bot data. A custom dashboard offers a dedi...
- [Dashboards](https://docs.yellow.ai/docs/nexus/growth/Dashboards/dashboardintro.md): Dashboards are useful for organizing and analyzing data based on common themes. For example, if your company has three different types of products ...
- [Default Dashboards](https://docs.yellow.ai/docs/nexus/growth/Dashboards/default_dashboard.md): In Insights > Dashboard, you can see the default dashboards created by yellow.ai for common business scenarios. Yellow.ai curates these dashboards,...
- [Editing custom dashboards with count visualizations](https://docs.yellow.ai/docs/nexus/growth/Dashboards/editcountdashboards.md): :::note
- [API usage metrics](https://docs.yellow.ai/docs/nexus/growth/api-usage.md): To view the API usage, follow these steps:
- [Custom alerts](https://docs.yellow.ai/docs/nexus/growth/customalerts.md): Custom alerts enables you to monitor and receive notifications based on specific conditions set within saved reports and dashboards. Alerts are par...
- [Configure data on default tables](https://docs.yellow.ai/docs/nexus/growth/dataexplorer/configure-data.md): You can configure data using the following options on the default tables:
- [Create custom queries for custom tables](https://docs.yellow.ai/docs/nexus/growth/dataexplorer/customtables.md): You can modify/visualise and perform actions on tables according to your preferences using a **Custom query**.
- [Perform analytics on default tables in data explorer](https://docs.yellow.ai/docs/nexus/growth/dataexplorer/defaulttables.md): **What are Default tables?**
- [Add a new formula column to the table](https://docs.yellow.ai/docs/nexus/growth/dataexplorer/formulacolumn.md): You can create new columns in tables (custom/default), by specifying formulas to derive their values.
- [Data explorer with default tables](https://docs.yellow.ai/docs/nexus/growth/dataexplorer/intro.md): The Data Explorer facilitates the extraction of valuable business insights and empowers data-driven decision making by leveraging the available bot...
- [Enhance reporting with available actions](https://docs.yellow.ai/docs/nexus/growth/dataexplorer/savedreportsactions.md): When you click on **Save query** on the tables page, you can create Custom reports that include filters, summarization, and visualization. These Cu...
- [Summarize data tables and add arithmetic operations on saved reports](https://docs.yellow.ai/docs/nexus/growth/dataexplorer/sumarize.md): You can perform various actions on the available tables in Data Explorer to view the data as per your requirements. These actions include:
- [Create a custom report (query) with multiple datasource using table join](https://docs.yellow.ai/docs/nexus/growth/dataexplorer/table_join.md): :::note
- [Data export](https://docs.yellow.ai/docs/nexus/growth/dataops.md): The Yellow.AI platform collects and stores system data points to enhance the end-user and customer experience with dynamic AI agents. This data is ...
- [Default reports](https://docs.yellow.ai/docs/nexus/growth/default_reports.md): Yellow.ai offers pre-built reports with filters, summaries, and visualizations, allowing quick access to essential insights.
- [Insights FAQs](https://docs.yellow.ai/docs/nexus/growth/faqs-user.md): <details>
- [Goals](https://docs.yellow.ai/docs/nexus/growth/goals.md): Coming soon!
- [Insights KPIs](https://docs.yellow.ai/docs/nexus/growth/insightskpi.md): :::note
- [Insights and analytics on yellow.ai](https://docs.yellow.ai/docs/nexus/growth/introductiontoinsights.md): The Insights module on the yellow.ai platform actively monitors and tracks all data and metrics associated with your bot, offering comprehensive an...
- [Understanding user metrics](https://docs.yellow.ai/docs/nexus/growth/metrics.md): In this article, we will delve into the concept of user metrics and explore various aspects related to it.
- [Bar graph](https://docs.yellow.ai/docs/nexus/growth/visualisation/bargraph.md): Bar charts represent data through horizontal rectangular bars, where the length of each bar corresponds to the value of the data it represents.
- [Count](https://docs.yellow.ai/docs/nexus/growth/visualisation/countchart.md): The count chart is a straightforward visualization tool that presents numerical data and key performance indicators (KPIs) in a clear and concise m...
- [Funnel chart](https://docs.yellow.ai/docs/nexus/growth/visualisation/funnelchart.md): A funnel chart is a type of graph that represents data in a funnel-shaped manner, where values are progressively narrowed down from the top to the ...
- [Line graph](https://docs.yellow.ai/docs/nexus/growth/visualisation/linechart.md): A line chart is a graphical representation that shows data points connected by straight lines. It is frequently employed to illustrate trends and v...
- [Pie chart](https://docs.yellow.ai/docs/nexus/growth/visualisation/piechart.md): A pie chart is a circular graph divided into sectors, each representing a proportion of the whole data set. It is commonly used to illustrate the d...
- [Pivot table](https://docs.yellow.ai/docs/nexus/growth/visualisation/pivottable.md): Pivoting a table is a common operation in data analysis and reporting, and it serves several practical use cases in real-life business scenarios su...
- [Row chart](https://docs.yellow.ai/docs/nexus/growth/visualisation/rowchart.md): A row chart is a graphical representation where data is depicted using horizontal bars, with the length of each bar proportional to the value it re...
- [Visualizing summarized tables for effective data analysis](https://docs.yellow.ai/docs/nexus/growth/visualisation/visualization.md): Using charts, graphs, and other visualizations is an effective way to make your data more accessible and engaging in real-world discussions.
- [Chat analytics, agent performance, and email analytics](https://docs.yellow.ai/docs/nexus/inbox/analytics-reports/analytics.md): Track analytics to see how the chats and email tickets are handled.
- [Analytics and Reports](https://docs.yellow.ai/docs/nexus/inbox/analytics-reports/overview.md): On the **analytics** page, you will find dashboards for:
- [Chat agent activity report](https://docs.yellow.ai/docs/nexus/inbox/analytics-reports/reports/chats/chat-agent-activity-report.md): > Learn how to generate Chat agent activity report [here](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports).
- [Chat Agent Performance Report](https://docs.yellow.ai/docs/nexus/inbox/analytics-reports/reports/chats/chat-agent-performance-report.md): > Learn how to generate Chat agent performance report [here](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports).
- [Chat Archives Report](https://docs.yellow.ai/docs/nexus/inbox/analytics-reports/reports/chats/chat-archives-report.md): > Learn how to generate Chat archives report [here](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports).
- [Chat Report Metrics explained](https://docs.yellow.ai/docs/nexus/inbox/analytics-reports/reports/chats/chat-report-metrics.md): It is the average time taken by the agent to respond to each message of the customer in a chat conversation. This metric is present in the Archives...
- [Download chat and email reports](https://docs.yellow.ai/docs/nexus/inbox/analytics-reports/reports/reports.md): :::note
- [Ticket Agent Performance Report](https://docs.yellow.ai/docs/nexus/inbox/analytics-reports/reports/tickets/ticket-agent-performance-report.md): Ticket agent performance report provides detailed insights into the performance of agents handling tickets. It includes metrics such as the number ...
- [Ticket Archive Report](https://docs.yellow.ai/docs/nexus/inbox/analytics-reports/reports/tickets/ticket-archive-report.md): > Learn how to generate Ticket archive report [here](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports).
- [Bulk actions on live chats](https://docs.yellow.ai/docs/nexus/inbox/chats/bulkactions.md): Instead of opening all the chats and closing/transfering/resolving them one by one, agents can select all the chats at once and perform bulk actions.
- [Components of chat screen and user details](https://docs.yellow.ai/docs/nexus/inbox/chats/chatscreen.md): ![](https://imgur.com/E4OEjsp.png)
- [Understanding how chat search works](https://docs.yellow.ai/docs/nexus/inbox/chats/chatsearch.md): This document explains how the search works in the chats section when an agent or an admin desires to look into a particular chat for more informat...
- [Create an email ticket from live chat](https://docs.yellow.ai/docs/nexus/inbox/chats/chattoemail.md): :::note
- [Create custom views for your chats](https://docs.yellow.ai/docs/nexus/inbox/chats/customview.md): <!--
- [Generative AI features for inbox agents on the live chat screen](https://docs.yellow.ai/docs/nexus/inbox/chats/genai.md): :::note 
- [Chat section and different types of chats](https://docs.yellow.ai/docs/nexus/inbox/chats/getstartedwithlivechat.md): > Previously, **live chats** were referred to/termed as **chat tickets**. Please bear with the us while we make changes to our product and document...
- [Internal ticketing for improved collaboration](https://docs.yellow.ai/docs/nexus/inbox/chats/internal-ticket.md): The internal ticketing feature serves as a catalyst for seamless interactions among different tiers of support agents via **Slack**, fostering effi...
- [Steps to reinitiate expired WhatsApp chats in Inbox](https://docs.yellow.ai/docs/nexus/inbox/chats/reinitiatewachats.md): When a customer initiates a chat with an inbox agent on WhatsApp, the agent can respond for free within 24 hours of the customer's last message (re...
- [Resolve, transfer or reopen a live chat](https://docs.yellow.ai/docs/nexus/inbox/chats/resolve.md): Admin and agents have the ability to **resolve** or **transfer** a live chat and **re-open** a missed/resolved chat by clicking the corresponding b...
- [Configure and use video call in chats](https://docs.yellow.ai/docs/nexus/inbox/chats/videocall.md): Text-based communications have limitations when dealing with complex issues to offer personalized support. it takes a lot of time and effort to pro...
- [Voice calls support in Inbox (Private beta)](https://docs.yellow.ai/docs/nexus/inbox/chats/voicecalls.md): :::info
- [Contacts (send proactive notifications)](https://docs.yellow.ai/docs/nexus/inbox/contacts.md): :::note
- [Inbox integration with User360 (in-house customer data platform)](https://docs.yellow.ai/docs/nexus/inbox/inbox-cdp.md): In today's fast-paced business landscape, delivering exceptional customer support is non-negotiable. Customers expect personalized interactions, sw...
- [Inbox notification settings](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/account/notification.md): In this article, you will learn: 
- [Agent actions - Automation with Studio](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/automation/agent-actions.md): Actions are displayed on the [chat screen](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/chatscreen#agent-actions) when the inbox agent...
- [Configure chat inactivity timeout / Handle inactive chats](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/automation/chat-timeout.md): **Chat inactivity**     
- [Generate Google Translate API key and enable auto-translate](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/automation/chat_auto_translate.md): In this article, you will learn: 
- [Handle inactivity for email tickets](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/automation/emailinactivity.md): Email inactivity refers to a situation where a customer has not responded to an email, request, or inquiry  sent by an inbox agent within a set tim...
- [Sticky agent - live chat assignment (for all channels)](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/automation/stickyagent.md): In this article, you will learn: 
- [Enable/disable auto assignment of email tickets to agents](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/automation/tickets-assignment-logic.md): Auto-assign is **enabled** by default, hence email tickets are automatically assigned to inbox agents based on the set conditions. Inbox admins can...
- [Canned responses](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/productivitytools/canned-responses.md): Canned responses are displayed on the [chat screen](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/chatscreen#1-chat-screen) when the ag...
- [Collaboration](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/productivitytools/collaboration.md): When the agents need help (from their fellow agents or a superior/admin) with any of they query that they are responding to, they can add a chat/ti...
- [Support portal subdomain and branding settings](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/productivitytools/connecttosubdomain.md): After creating a [support portal](https://docs.yellow.ai/docs/platform_concepts/inbox/knowledge-base/kboverview), you can customize its look and fe...
- [Email templates](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/productivitytools/emailtempalte.md): In this article, you will learn: 
- [Integrate a chat bot or GTM to your support portal](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/productivitytools/kb_integrations.md): In this article, you will learn:
- [Restricted word list](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/productivitytools/restrictedwordlist.md): The **Restricted word list** is a feature designed to ensure professionalism, maintain a respectful tone, and foster trust in customer communicatio...
- [Inbox settings](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/settings_intro.md): :::note 
- [Agent settings](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/team/agents.md): After a user is provided with [inbox agent access](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox_setup/supportagents), you can define t...
- [Working hours](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/team/chat_working_hours.md): By enabling **Working Hours** in the Inbox settings, you can set the available number of hours your customer support team [groups](https://docs.yel...
- [Groups settings](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/team/groups.md): After the agents are added or provided with [inbox agent access](https://docs.yellow.ai/docs/platform_concepts/inbox), they can be segregated into ...
- [Queue handling for live chats](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/workflows/chat-queue.md): From the queue handling settings page, you can control how incoming chat tickets are handled when all your agents are occupied. Customers enter the...
- [Custom fields in live chats and email tickets](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/workflows/chat_custom_fields.md): **What are custom fields?**
- [Send chat transcript to customers](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/workflows/chattranscript.md): As a common practice in the support industry, the conversation between the live agent and the customer is sent to the customer (after the conversat...
- [Customer satisfaction (CSAT)](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/workflows/csat.md): **CSAT (Customer satisfaction) score** is a numerical measure of customer satisfaction.      
- [Create & modify custom status for inbox agents](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/workflows/custom-status.md): :::note
- [Email ticketing configuration](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/workflows/emailticketing.md): Yellow.ai's Inbox Email ticketing is a widely used approach that enables businesses and organizations to effectively handle customer inquiries, com...
- [Handle live chats when all the agents are offline](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/workflows/offline-chat.md): :::note
- [SLA settings for email tickets](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/workflows/sla.md): :::info
- [Tags (for live chats and email tickets)](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/workflows/tags.md): **Tags**    
- [Video call settings](https://docs.yellow.ai/docs/nexus/inbox/inbox-settings/workflows/video-call-settings.md): > **Inbox Admins** can configure video call settings for their inbox agents.
- [Enhance customer support with Yellow.ai's Inbox | Best omnichannel helpdesk](https://docs.yellow.ai/docs/nexus/inbox/inbox.md): Yellow.ai's Inbox is a powerful omnichannel helpdesk for agents, enabling seamless management of customer queries across multiple channels. Explore...
- [Agent assist bot](https://docs.yellow.ai/docs/nexus/inbox/inbox_setup/agentassistbot.md): :::note
- [Default agent statuses](https://docs.yellow.ai/docs/nexus/inbox/inbox_setup/agentstatuses.md): > An admin cannot change the status of any agent.
- [Auto assignment of live chats and email tickets to agents](https://docs.yellow.ai/docs/nexus/inbox/inbox_setup/assignmentlogic.md): **Auto assignment of live chats vs email tickets**
- [Debug inbox error logs](https://docs.yellow.ai/docs/nexus/inbox/inbox_setup/debugchecklist.md): In this article, you will learn how to debug errors encountered while [testing](https://docs.yellow.ai/docs/platform_concepts/studio/test-and-publi...
- [Email tickets vs. live chats](https://docs.yellow.ai/docs/nexus/inbox/inbox_setup/emailvschat.md): Depending upon the business use case, Inbox can be configured to handle email tickets or live chat. Few comparasions of email vs. chat are mentione...
- [Use yellow.ai's inbox live chat](https://docs.yellow.ai/docs/nexus/inbox/inbox_setup/inboxdemo.md): When a customer chooses to switch from AI agent interaction to human support, **Inbox** connects them to live agents (who are available to accept c...
- [Inbox access available to Inbox roles(Agent/Supervisor/Admin)](https://docs.yellow.ai/docs/nexus/inbox/inbox_setup/roleaccess.md): > Based on the permission you want to provide, you can add **Inbox Admin/Agent/Supervisor** roles by following [these steps](https://docs.yellow.ai...
- [Add Inbox admin/Inbox agent/Inbox group supervisor](https://docs.yellow.ai/docs/nexus/inbox/inbox_setup/supportagents.md): In this article, you will learn how to accept/add inbox roles.
- [Inbox FAQs](https://docs.yellow.ai/docs/nexus/inbox/inboxfaqs.md): <details>
- [Add your first article to the support portal](https://docs.yellow.ai/docs/nexus/inbox/knowledge-base/createkb.md): To add a new article to your support portal, follow these steps:
- [Edit & publish articles](https://docs.yellow.ai/docs/nexus/inbox/knowledge-base/edit-publish-articles.md): When creating support articles, multiple updates and reviews are often necessary before publishing to ensure quality and accuracy. Here's how you c...
- [Support portal for cloud](https://docs.yellow.ai/docs/nexus/inbox/knowledge-base/kboverview.md): Multilingual Support portal is a self serve medium to automate incoming support queries. With this, the live agents can focus on more important que...
- [Managing categories, folders and articles](https://docs.yellow.ai/docs/nexus/inbox/knowledge-base/managingcategories.md): The support portal is another medium to automate the incoming support queries by making it easier for the customers to find information about their...
- [Monitor chat, email trends and teams](https://docs.yellow.ai/docs/nexus/inbox/monitor.md): In the Monitor section you can track the productivity of your entire support team. This section consists of three tabs that allow you to monitor pr...
- [Implementation of role-based access control (RBAC) in the Inbox platform](https://docs.yellow.ai/docs/nexus/inbox/rbcaupcomingchanges.md): Yellow.ai has introduced role-based access control (RBAC) within the Inbox platform to enhance data security and meet specific customer requirement...
- [Enhanced Formatting Features in Tickets Page](https://docs.yellow.ai/docs/nexus/inbox/ticketeditor-upcomingchanges.md): We are excited to announce a significant enhancement to the Yellow.ai inbox tickets page, bringing a wealth of new formatting features that empower...
- [Change status, Assign/Reassign, and Merge tickets in bulk](https://docs.yellow.ai/docs/nexus/inbox/tickets/bulkaction.md): An Inbox agent's daily operations may involve performing the same task multiple times. For example, transferring a certain number of tickets to ano...
- [Create custom views for your email tickets](https://docs.yellow.ai/docs/nexus/inbox/tickets/customviews_ticket.md): <!--
- [Email ticketing statuses](https://docs.yellow.ai/docs/nexus/inbox/tickets/emailticketstatus.md): These statuses will affect everything from SLA timers to workflows, as an increment to this users will be allowed to create their own statuses to a...
- [Internal ticketing for improved collaboration](https://docs.yellow.ai/docs/nexus/inbox/tickets/internal-ticketing.md): The internal ticketing feature serves as a catalyst for seamless interactions among different tiers of support agents via **Slack**, fostering effi...
- [Create tickets manually](https://docs.yellow.ai/docs/nexus/inbox/tickets/manualticket.md): There are different methods to create email tickets in Inbox. 
- [Search, sort and filter tickets](https://docs.yellow.ai/docs/nexus/inbox/tickets/searchandfilter.md): In this article, you will learn how to [search](#), [sort](#search-ticket), and [filter](#filters-tickets) the email tickets.
- [Setup and configuration of email tickets on inbox](https://docs.yellow.ai/docs/nexus/inbox/tickets/setupandconfig.md): This article explains how to set up inbox configuration to process email tickets without having to write any code.          
- [Service-level agreement (SLA) policies for email tickets](https://docs.yellow.ai/docs/nexus/inbox/tickets/slaintro.md): :::info
- [Set up inbox to handle email tickets without any code](https://docs.yellow.ai/docs/nexus/inbox/tickets/tickets_intro.md): **No code email ticketing**
- [Upcoming change (Inbox partner app enhancements)](https://docs.yellow.ai/docs/nexus/inbox/upcoming.md): We're excited to introduce significant improvements to the mobile app interface, enhancing your overall chat experience across different types.
- [Nexus platform overview](https://docs.yellow.ai/docs/nexus/index.md): **Nexus** is Yellow.ai's flagship platform for building and running AI agents, at **nexus.yellow.ai**. It takes an agent through its whole lifecycl...
- [Add metadata to optimize knowledge base search](https://docs.yellow.ai/docs/nexus/kb/add-metadata.md): Metadata is a descriptive information added to files in the Knowledge Base to improve the search. It functions like tags that tell the AI agent wha...
- [Knowledge base additional configuration](https://docs.yellow.ai/docs/nexus/kb/advancedsettings.md): In addition to its core functionality, our KB offers a range of additional configurations designed to enhance your experience.
- [Customize your Knowledge base responses using prompts](https://docs.yellow.ai/docs/nexus/kb/confgure-response.md): You can customize KB responses by providing instructions (prompts) in the Configuration section. KB analyzes prompts and generate appropriate respo...
- [Setup & manage your Knowledge base](https://docs.yellow.ai/docs/nexus/kb/ingestion.md): A Knowledge Base (KB) allows your AI agent to retrieve accurate, context-aware responses by accessing organizational content from sources like site...
- [Knowledge base overview](https://docs.yellow.ai/docs/nexus/kb/kb-intro.md): The Knowledge Base module has been enhanced to address common challenges and improve overall efficiency in managing and accessing content. Whether ...
- [Organize files with folders & subfolders](https://docs.yellow.ai/docs/nexus/kb/organize-kb-files.md): Managing your knowledge base is now simpler and more organized. Previously, all uploaded and synced files were listed together in a single view. Wi...
- [Organize and Publish your files](https://docs.yellow.ai/docs/nexus/kb/organize-kb.md): Managing files involves several key actions to keep your content organized and up to date. You can perform actions such as updating a file’s status...
- [Introduction to knowledge base (KB)](https://docs.yellow.ai/docs/nexus/kb/overview.md): The Knowledge Base is a centralized source of truth that helps your AI agent deliver accurate, consistent, and context-aware responses. It allows y...
- [Setup Knowledge base](https://docs.yellow.ai/docs/nexus/kb/setup-kb-source.md): Knowledge Base sources are used to feed information into your AI agent. They allow you to connect external or internal content such as websites, do...
- [Setup your Knowledge base](https://docs.yellow.ai/docs/nexus/kb/setup-kb.md): <!--
- [Android Chatbot SDK](https://docs.yellow.ai/docs/nexus/mobile/chatbot/android.md): To integrate YMChat into your Android project using gradle, specify the following configurations in App level `build.gradle` file
- [Chatbot SDK for cordova](https://docs.yellow.ai/docs/nexus/mobile/chatbot/cordova.md): Run this command in terminal form project root folder
- [Flutter Chatbot SDK](https://docs.yellow.ai/docs/nexus/mobile/chatbot/flutter.md): ```sh
- [iOS Chatbot SDK](https://docs.yellow.ai/docs/nexus/mobile/chatbot/ios.md): To integrate YMChatbot into your Xcode project using CocoaPods, specify it in your `Podfile`:
- [react-native Chatbot SDK](https://docs.yellow.ai/docs/nexus/mobile/chatbot/react-native.md): :::note Requirements
- [Mobile SDK FAQs](https://docs.yellow.ai/docs/nexus/mobile/chatbot/sdk-faq-worflows/mobile-sdk-faq.md): **1. How to change the colour of the bot's close button?**
- [Setup push notifications for Mobile SDKs](https://docs.yellow.ai/docs/nexus/mobile/chatbot/sdk-faq-worflows/push-notifications-sdks.md): This guide provides step-by-step instructions for setting up push notifications for Mobile SDKs.
- [Secure Authentication Workflow for Mobile SDK](https://docs.yellow.ai/docs/nexus/mobile/chatbot/sdk-faq-worflows/secure-ymauth.md): The "ymAuthenticationToken" is a unique token that is used to connect the user's identity with the chatbot to fetch chat history (conversations bet...
- [Send event to bot workflow](https://docs.yellow.ai/docs/nexus/mobile/chatbot/sdk-faq-worflows/send-event-workflow.md): This documentation outlines the process of using the "sendEventToBot" function to add or update data in your app's payload after the bot has been i...
- [Inbox SDK for Android](https://docs.yellow.ai/docs/nexus/mobile/inbox/android.md): 1. You can see what's new and download the sdk [here](https://github.com/yellowmessenger/inbox-sdk-link/blob/master/android.md)
- [Inbox SDK for iOS](https://docs.yellow.ai/docs/nexus/mobile/inbox/ios.md): To add SDK into your project add the following pod into your pod file
- [Quickstart - build your first agent](https://docs.yellow.ai/docs/nexus/quickstart.md): The fastest path from a fresh bot to a real **agent** you can talk to - about **15 minutes**. You'll build one slice of a larger assistant for *Yel...
- [General settings](https://docs.yellow.ai/docs/nexus/settings/general-settings.md): The **Retention** setting helps automate the cleanup of old records based on a configured retention period. This helps ensure compliance with contr...
- [Test your AI agent](https://docs.yellow.ai/docs/nexus/test-debug/index.md): Nexus gives you two complementary places to test:
- [Debug a failing test case](https://docs.yellow.ai/docs/nexus/test-debug/trust-centre/debugging.md): A test case fails. Now what? This page is a practical playbook for turning a red row in the [Testing Lab](./testing-lab.md) or [Reports](./reports....
- [Evaluators & Rules](https://docs.yellow.ai/docs/nexus/test-debug/trust-centre/evaluators-rules.md): **AI Trust Centre → Evaluators & Rules** is where you tune *what counts as a pass* on every run. Two tabs:
- [AI Trust Centre](https://docs.yellow.ai/docs/nexus/test-debug/trust-centre/index.md): The **AI Trust Centre** is your durable evaluation surface for a Nexus bot - separate from the day-to-day Playground on each agent. The Playground ...
- [Reports](https://docs.yellow.ai/docs/nexus/test-debug/trust-centre/reports.md): The **Reports** surface is the per-run breakdown — what happened on a single `BulkSimulationReport`, which simulations passed, which failed, what e...
- [Test Case detail](https://docs.yellow.ai/docs/nexus/test-debug/trust-centre/test-case.md): The **Test Case detail panel** is where you drill into a single case - read its conversation, inspect the trace that produced it, edit the inputs, ...
- [Testing Lab](https://docs.yellow.ai/docs/nexus/test-debug/trust-centre/testing-lab.md): The **Testing Lab** is where you build the regression suite for your Nexus bot. Open it from **AI Trust Centre → Testing Lab**.
- [Reading an execution trace](https://docs.yellow.ai/docs/nexus/test-debug/trust-centre/traces.md): An **execution trace** is the per-turn record of what your agent actually *did* to produce each reply - every tool it called, every variable it wro...
- [Custom voices - library and cloning](https://docs.yellow.ai/docs/nexus/voice/custom-voices.md): Custom voices are one of the headline additions in Nexus. You can clone a voice from a short audio sample, manage everything in a library, and use ...
- [Voice on Nexus](https://docs.yellow.ai/docs/nexus/voice/index.md): Nexus brings a substantial voice upgrade to agents: two distinct runtime modes, a custom voice library with cloning, expanded provider choice, and ...
- [Telephony](https://docs.yellow.ai/docs/nexus/voice/telephony.md): Telephony is what connects your Nexus agent to actual phone calls - inbound (a customer calls your number) and outbound (your bot calls a customer)...
- [Test your voice agent](https://docs.yellow.ai/docs/nexus/voice/testing.md): The **Voice Playground** is the fastest way to test a voice agent end-to-end. You can make a real test call right from your browser - no telephony ...
- [Create a widget](https://docs.yellow.ai/docs/nexus/widget-builder/create-a-widget.md): This guide walks you through building a widget from scratch — from opening the editor to saving a finished, testable widget.
- [Widget Builder](https://docs.yellow.ai/docs/nexus/widget-builder/index.md): The **Widget Builder** lets you design custom interactive UI — forms, pickers, multi-step wizards — and drop them straight into your bot's conversa...
- [Use widgets in your agent](https://docs.yellow.ai/docs/nexus/widget-builder/use-widgets-in-agents.md): Once you've saved a widget, the next step is wiring it into an agent so it shows up in real conversations.
- [Install Yellow.ai search on your website](https://docs.yellow.ai/docs/nexus/yellowaisearch/installyellowaisearch.md): To install Yellow.ai Search on your website, follow these steps:
- [Smart document search for your website](https://docs.yellow.ai/docs/nexus/yellowaisearch/yellow-search-feature.md): Empower your website with Yellow.ai's intelligent search engine, driven by **Document Cognition**. Seamlessly deployable on any website, this featu...
- [Configure Agent](https://docs.yellow.ai/docs/platform_concepts/AIAgent/agent.md): An Agent is a task-specific unit within the AI agent system, responsible for handling a defined use case such as booking a flight, tracking an orde...
- [Define Super agent](https://docs.yellow.ai/docs/platform_concepts/AIAgent/agentpersona.md): The Super agent persona sets the tone, personality, and behavior of your agent—shaping how it communicates with users throughout the conversation. ...
- [AI agent overview](https://docs.yellow.ai/docs/platform_concepts/AIAgent/aiagent-architecture.md): <!-- Yellow.ai's new AI Agent Builder is a no-code platform that simplifies the creation and deployment of intelligent AI agents. Unlike traditiona...
- [Aiagent_intro](https://docs.yellow.ai/docs/platform_concepts/AIAgent/aiagent_intro.md): <!-- ---
- [Use Variables to store and retrieve information](https://docs.yellow.ai/docs/platform_concepts/AIAgent/aigent-variables.md): Variables are used to store and retrieve user data in the conversations. They help to maintain context across different conversation steps.
- [Test your AI agent using AI-based Test suites](https://docs.yellow.ai/docs/platform_concepts/AIAgent/automated-agent-testing.md): Automated AI agent testing (Agentic testing) allows you to validate the functionality, performance, and accuracy of your AI agents built on the age...
- [Call agent](https://docs.yellow.ai/docs/platform_concepts/AIAgent/call-agent.md): :::note
- [Call fallback](https://docs.yellow.ai/docs/platform_concepts/AIAgent/call-fallback.md): Use the **Call a fallback** action to handle cases when the AI agent can’t interpret the user’s input or find a match in workflows or the knowledge...
- [Call workflow](https://docs.yellow.ai/docs/platform_concepts/AIAgent/call-workflow.md): A workflow is a predefined action or process your AI agent can trigger during a conversation to perform tasks such as fetching booking details, pro...
- [Configure AI agent conversations](https://docs.yellow.ai/docs/platform_concepts/AIAgent/conversations.md): AI agent conversations let your users interact naturally with your agent by asking questions and getting relevant answers or help. Instead of build...
- [Get input](https://docs.yellow.ai/docs/platform_concepts/AIAgent/get-input.md): Use **Get input** to collect and store user responses in variables, this allows the AI agent to reuse the data in future interactions. It ensures t...
- [Create Knowledge base agent](https://docs.yellow.ai/docs/platform_concepts/AIAgent/kb-agent-config.md): It allows the Super agent to respond to user queries without relying on predefined conversation flows.
- [Manage your AI agent](https://docs.yellow.ai/docs/platform_concepts/AIAgent/manage-AI-agent.md): This guide helps you to analyze prompts, configure conversation rules, use keyboard shortcuts, and manage references for your AI agent.
- [Preview your AI agent](https://docs.yellow.ai/docs/platform_concepts/AIAgent/manage-conversation.md): <!-- 
- [Manage your AI agent](https://docs.yellow.ai/docs/platform_concepts/AIAgent/manage-your-agent.md): This guide helps you to analyze prompts, configure conversation rules, use keyboard shortcuts, and manage references for your AI agent.
- [Call MCP Actions](https://docs.yellow.ai/docs/platform_concepts/AIAgent/mcp-actions.md): Use this action to access real-time data and perform actions from external applications connected through your MCP server. When a user query requir...
- [Super Agent](https://docs.yellow.ai/docs/platform_concepts/AIAgent/super-agent.md): A Super agent is the central controller in the AI agent system. It does not solve specific use cases like checking refund status or booking appoint...
- [Transfer to Live agent](https://docs.yellow.ai/docs/platform_concepts/AIAgent/transfer-live-agent.md): Transfer to Live Agent action allows you to seamlessly connect a user to a human agent when the AI agent cannot resolve their query or when live as...
- [Copilot debugger](https://docs.yellow.ai/docs/platform_concepts/AICopilot/ai-copilot-debugger.md): Copilot debugger is a specialized AI agent designed to help developers and AI agent designers quickly identify and resolve issues across various co...
- [AI Copilot](https://docs.yellow.ai/docs/platform_concepts/AICopilot/copilot.md): AI Copilot is your all-in-one conversational AI assistant, designed to simplify and enhance the way you build, manage, and optimize AI agents. It c...
- [Best Practices for Build a VoiceX AI Agent](https://docs.yellow.ai/docs/platform_concepts/VoiceX/Best_Practices.md): The average voice-to-voice latency (time between the user’s last word and the bot’s first word) in a VoiceX conversation is approximately **1.5 sec...
- [Set Up VoiceX AI Agent](https://docs.yellow.ai/docs/platform_concepts/VoiceX/SetupVoiceX.md): Follow these guidelines to develop a VoiceX conversational AI agent.
- [The Next Generation of Human-Like Voice AI for Enterprises](https://docs.yellow.ai/docs/platform_concepts/VoiceX/VoiceXIntro.md): > [Try it yourself!](https://yellow.ai/voicex/)
- [Voice over LiveKit (in-process orchestrator)](https://docs.yellow.ai/docs/platform_concepts/VoiceX/voice-over-livekit.md): A new **LiveKit-based voice transport** for VoiceX. Voice calls — both **phone**
- [Sample VoiceX prompts](https://docs.yellow.ai/docs/platform_concepts/VoiceX/voiceXPrompts.md): Below are sample **VoiceX prompts** that can be used in a **Dynamic Chat Node** for reference:
- [Help Center](https://docs.yellow.ai/docs/platform_concepts/aicopilot.md): Yellow.ai’s AI Help Center is a plug-and-play widget that integrates seamlessly into customer websites, serving as an all-in-one support portal. It...
- [Introduction to Analytics](https://docs.yellow.ai/docs/platform_concepts/analyze/analyseintro.md): **Analytics** is an AI-powered module designed to help businesses monitor and interpret every conversation that happens within their Yellow.ai plat...
- [Analytics for Dynamic chat node](https://docs.yellow.ai/docs/platform_concepts/analyze/analyseoverview.md): **Analyze chat metrics** provides insights into bot performance, focusing on Dynamic chat nodes. Key metrics include total user sessions, node comp...
- [Analytics overview](https://docs.yellow.ai/docs/platform_concepts/analyze/analytics-overview.md): The **Overview** page provides a high-level snapshot of agent performance, user engagement, and conversation trends. It helps you quickly understan...
- [AI Knowledgebase Suggestions](https://docs.yellow.ai/docs/platform_concepts/analyze/articlesuggestion.md): :::info
- [Call logs](https://docs.yellow.ai/docs/platform_concepts/analyze/call-logs.md): This page provides detailed insights into every call handled through the platform. It includes information such as call direction, participants, du...
- [Conversation logs](https://docs.yellow.ai/docs/platform_concepts/analyze/chat-logs.md): Conversation logs contain detailed records of every interaction between users and the AI-agent in chronological order. These logs include user inpu...
- [Conversation token cost](https://docs.yellow.ai/docs/platform_concepts/analyze/conversation-token-cost.md): The conversation token cost panel gives you per-conversation visibility into LLM token usage and estimated costs. It appears in the conversation de...
- [Topic Analysis for 3rd-party ticketing tools](https://docs.yellow.ai/docs/platform_concepts/analyze/handoffnode.md): :::note
- [Expanded insights into each topic](https://docs.yellow.ai/docs/platform_concepts/analyze/indepthinsights.md): Click on the **Topic name** to view a detailed analysis of the selected topic.
- [Topic Analysis to Enhance Automated Resolution Rates](https://docs.yellow.ai/docs/platform_concepts/analyze/topics.md): :::note
- [Message view](https://docs.yellow.ai/docs/platform_concepts/analyze/training-performance.md): Message view refers to how well the AI-agent has been trained to understand and respond to user input in a conversational context. It is typically ...
- [Airpay integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/airpay.md): Yellow.ai's integration with Airpay lets your users make payments through the AI agent. This integration enables your AI agent to generate payment ...
- [Amazon Connect Live Chat](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/amazon-livechat.md): For businesses using Amazon Connect for contact center support, the Amazon Connect Live Chat integration enables your Yellow.ai AI Agent to escalat...
- [App store Integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/appstore.md): Effortlessly manage user ratings and reviews directly from your bot by integrating with your Apple App Store account. This integration requires acc...
- [Atlassian](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/atlassian.md): The Atlassian integration with Yellow.ai enables you to manage Atlassian activities, allowing your bot to provide users with access to their Atlass...
- [Avaya Live Chat](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/avaya.md): Yellow.ai’s integration with [Avaya](https://www.avaya.com/en/) lets you connect with the live chat agents of **Avaya** to resolve your queries.
- [AWS-S3 integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/aws-s3.md): Integration of AWS S3 with Yellow.ai enables your bot to access remote files, create and delete buckets, upload files, obtain a signed URL for a fi...
- [Azure AD integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/azure-ad.md): Azure Active Directory (Azure AD) enhances user management by enabling **Single Sign-On (SSO)** and personalized app experiences through the use of...
- [Bamboo HR](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/bamboohr.md): Yellow.ai's integration with BambooHR allows you to connect your BambooHR account directly to your agent, enabling it to perform real-time HR opera...
- [BillDesk EmailPay](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/billdesk-emailpay.md): The [BillDesk EmailPay](https://www.billdesk.com/web/) integration enables your AI agent to manage the following BillDesk functions.
- [Billdesk UPI integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/billdesk.md): Yellow.ai Integration with Billdesk UPI Payment Gateway allows you to create UPI Intent for WA Pay, view payment status and Send UPI notification w...
- [Camspay payment integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/camspay.md): Yellow.ai Integration with Camspay Payment Gateway allows you to generate payment links and view payment status with the Yellow.ai platform.
- [Cashfree Payment Gateway integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/cashfree.md): Yellow.ai Integration with Cashfree Payment Gateway allows you to generateTransaction ID and view payment status with the yellow.ai platform.
- [Ccavenue integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/ccavenue-payment.md): **CcAvenue** is a leading payment gateway that allows businesses to securely accept online payments through credit cards, debit cards, net banking,...
- [Integrate Yellow with CleverTap](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/clevertap.md): The CleverTap integration allows you to create templates on Yellow.ai and run campaigns for your user base directly on CleverTap.
- [Creatio integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/creatio-crm.md): Creatio CRM integration allows you to manage your Creatio account directly from the Yellow.ai platform.  This integration allows you to get, create...
- [Custom Live agent integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/customliveagent.md): This document elaborates on the integration approach for a custom live agent to integrate with Yellow.ai. The following are the major use cases cov...
- [Entrust integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/entrust.md): Connect Yellow to Entrust IDaaS Administration API—configure credentials, understand authentication, and use every user-management action with clea...
- [EPIC FHIR Integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/epic-fhir.md): The Epic FHIR integration lets your bot access medical records from your Epic FHIR app and manage patient details, search for appointment slots, an...
- [Enable Cloud features in the App Platform using App functions](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/exposing-integration-to-app.md): Now App’s developer can use the below function to execute cloud integration action node.
- [Five9](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/five9.md): For those who use Five9 for customer support, the integration with Yellow.ai facilitates a seamless connection between your chatbot and Five9 live ...
- [Freshchat](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/freshchat.md): Yellow.ai’s integration with [Freshchat](https://www.freshworks.com/lp/freshchat-live-chat-software-1/?tactic_id=3419421&gclid=Cj0KCQiA_bieBhDSARIs...
- [Freshdesk](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/freshdesk.md): The integration is tailored for users who are already using the Freshdesk platform. With Freshdesk integration, you gain the ability to seamlessly ...
- [Freshservice ITSM](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/freshservice.md): Integrating Freshservice ITSM with Yellow.ai enables the following actions:
- [Freshteam](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/freshteam.md): Yellow.ai Integration with Freshteam enables you to seamlessly access Freshteam services. With this integration, the bot can fetch employee info, c...
- [Generic oauth](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/generic-oauth.md): Generic OAuth integration allows Yellow.ai to securely connect with various [OAuth providers](https://en.wikipedia.org/wiki/List_of_OAuth_providers...
- [Genesys Purecloud live](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/genesys-cloud-livechat.md): Yellow.ai connects with Genesys Purecloud Live, enabling users to interact with live agents. This integration helps by linking live agents from you...
- [Genesys Live Chat](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/genesys.md): Yellow.ai Integration with Genesys Live Chat allows you to seamlessly connect your genesys service with the yellow.ai platform.
- [Google Calendar](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/google-calendar.md): Yellow.ai Integration with Google Calendar enables you to seamlessly access google calendar services. Any customer who has a google account will be...
- [Google Sheets](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/google-sheets.md): Google Sheets integration enables your AI Agent to seamlessly access Google sheets services. You can use OAuth to connect your Google account with ...
- [OpenAI GPT-3 integration (Beta)](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/gpt3.md): Yellow.ai platform can be integrated with [OpenAI GPT-3](https://openai.com/blog/gpt-3-apps). We currently support DaVinci, Curie, Babbage, and cus...
- [Hubspot CRM](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/hubspot-crm.md): The HubSpot CRM integration enables direct management of your HubSpot CRM account through yellow.ai's bot. This integration allows effortless creat...
- [Google identity management](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/identity-management.md): Integrate your yellow.ai platform with Google Identity management for a simplified user authentication and enhanced security. This integration lets...
- [Instamojo integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/instamojo.md): Instamojo is a popular payment gateway in India that enables businesses to accept payments online through multiple channels such as UPI, debit/cred...
- [Integration FAQs](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/integration-faqs.md): <details>
- [Intercom Live Chat](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/intercom-livechat.md): Inside your project, navigate to the Integrations tab and on the left side bar select Live Chat. You will find Intercom Live chat
- [Jira](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/jira.md): :::note
- [JSON Web Token (JWT) Integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/json-webtoken.md): This guide explains how to integrate JWT authentication with your application. JWTs allow the secure exchange of information between a client and s...
- [Kapture CRM Live Chat](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/kapture-crm.md): Yellow.ai’s integration with [Kapture CRM](https://www.kapture.cx/) lets you connect with the live chat agents of **Kapture CRM** to resolve your q...
- [Konnect Insights](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/konnect-insights.md): Integrate Yellow.ai with **Konnect Insights** to seamlessly forward user and bot interactions for sentiment analysis. This integration empowers Kon...
- [LeadSquared Whatsapp Connector Integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/leadSquared-wa-connector.md): The **LeadSquared WhatsApp Connector (Cloud API)** connects Yellow.ai with LeadSquared’s Converse platform over the **WhatsApp Cloud API** contract...
- [Live Chat Integration on app.yellow.ai](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/livechat-integration.md): This integration will allow the customers who are using bots on app.yellow.ai to use the updated live chat integration on cloud.yellow.ai.
- [Llm](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/llm.md): <!-- ---
- [Locobuzz Live Chat](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/locobuzz-livechat.md): Yellow.ai’s integration with [Locobuzz Live Chat](https://locobuzz.com/) lets you connect with the live chat agents of Lococbuzz to resolve your su...
- [Magento Integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/magento.md): Yellow.ai’s integration with Magento helps you connect your yellow.ai platform with your Magento store. This will allow your customers to view the ...
- [MCP Server Integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/mcp-server.md): The MCP Data Connector allows your AI Agent to connect with multiple third-party applications configured in your MCP server.
- [Microsoft Dynamics 365](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/microsoft-dynamics.md): You can integrate Microsoft Dynamics 365 with Yellow.ai to enhance customer engagement and streamlining interactions through intelligent conversati...
- [Microsoft Graph](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/microsoft-graph.md): Yellow.ai Integration with Microsoft Graph allows you to seamlessly connect and use Microsoft
- [Microsoft Dynamics 365 Live Chat](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/microsoft-live.md): Integrate your Yellow.ai account with Microsoft Dynamics 365 Live Chat and allow users to connect with live chat agents on Microsoft through the Ye...
- [Netcore Smartech](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/netcore.md): Yellow.ai Integration with Netcore Smartech enables the end user to do the following:
- [Nice Incontact](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/nice-incontact.md): Yellow.ai's integration with Nice Incontact allows you to seamlessly connect your Nice Incontact account with the yellow.ai platform. Any customer ...
- [Okta Management](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/okta-management.md): Yellow.ai's integration with Okta Management allows you to connect your Okta account directly to your agent, enabling it to perform real-time ident...
- [Okta Integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/okta.md): Your Yellow.ai platform can now be integrated with [Okta](https://www.okta.com/). **Okta** is a customizable, secure, and drop-in solution that add...
- [Yellow.ai on Oracle Responsys](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/oracle-responsys.md): Yellow.AI integrates with Oracle Responsys to provide valuable opportunities to engage with your leads and contacts on their preferred messaging pl...
- [MS Outlook Calendar](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/outlook-calendar.md): Yellow.ai integrates with MS Outlook Calendar to make it easy for you to manage your schedule. With this integration, you can create, reschedule, r...
- [Integration overview](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/overview.md): The integration module lets you connect your AI Agent with third-party systems, enabling access to various functionalities within the Yellow.ai pla...
- [Paytm Payment Gateway](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/paytm.md): Yellow.ai Integration with Paytm Payment Gateway enables the end user to do the following:
- [PayU Business](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/payuBiz.md): [PayU Business integration](https://payu.in/about-us?_ga=2.219146714.274874686.1677657469-282964387.1677657469) enables your AI agent to receive Pa...
- [Google Play store Integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/playstore.md): The Google Play Store integration with Yellow.ai enables businesses to monitor and manage app reviews **directly within the AI Agent**, eliminating...
- [Razorpay integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/razorpay.md): You can integrate your Yellow.ai platform with your Razorpay account, enabling you to accept payments from your end users. Additionally, this integ...
- [Salesforce messaging](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/salesforce-messaging.md): :::info
- [Salesforce CRM](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/salesforce-service-cloud.md): Salesforce is a cloud-based software company that provides a range of business solutions. At its core, Salesforce offers Customer Relationship Mana...
- [Salesforce Live Chat](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/salesforcelivechat.md): Yellow.ai’s integration with [Salesforce](https://www.salesforce.com/in/) lets you connect with the live chat agents of **Salesforce** to resolve y...
- [SAML integration for AI agent](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/saml.md): SAML (Security Assertion Markup Language) authentication allows you to authenticate users during their conversations with our AI agent. It ensures ...
- [SAP Cloud For Customers (SAP IO)](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/sap-io.md): Yellow.ai Integration with SAP.io allows you to seamlessly connect your SAP cloud instance with the yellow.ai platform.
- [ServiceNow Integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/service-now.md): The ServiceNow integration with Yellow.ai allows your AI agent to manage IT service requests and streamline service desk operations directly throug...
- [Service now live chat](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/servicenow-livechat.md): Yellow.ai seamlessly integrates with ServiceNow live chat, allowing you to connect your live agents from ServiceNow live chat with Yellow.ai. When ...
- [SFTP integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/sftp.md): Use SFTP integration to securely sync and manage user data with your platform. This setup allows you to transfer files from your server to sync wit...
- [Shopify](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/shopify.md): Shopify is an e-commerce platform that lets merchants worldwide to build and customize online stores to sell theor products. Integrating Shopify wi...
- [Stripe Payment integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/stripe.md): Yellow.ai Integration with Stripe Payment Gateway allows the AI agent to generate Stripe payment links and view a specific payment status.
- [SuccessFactors Integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/successfactors.md): $filter=username eq 'abc@abc.com' and location in 'In','Eu'
- [Talisma Livechat Integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/talisma.md): - Inside your project, navigate to the Configuration tab and click **Integrations**. Search for **Talisma live chat**.
- [Terraform Management](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/terraform.md): Yellow.ai's integration with Terraform (HCP Terraform) lets your agent manage cloud infrastructure directly from a conversation — without anyone lo...
- [Twilio Verify](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/twilio-verify.md): Yellow.ai Integration with Twilio Verify allows you to seamlessly connect your Twilio Verify service with the yellow.ai platform. Any customer who ...
- [WebEngage](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/webengage.md): Yellow.ai integration with WebEngage allows you to seamlessly send WhatsApp campaigns to your customers. Any business user who has a WebEngage acco...
- [Custom Webhook integration](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/webhook.md): This custom webhook integration helps the bot to receive instant notifications about user actions, such as adding products to their cart or complet...
- [Workday Integration Guide](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/workday.md): Workday is a leading Human Capital and Financial Operations managing platform that offers centralized access to critical business data—employee rec...
- [Zendesk offline ticketing](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/zendesk-offline-ticketing.md): Integrating Zendesk with Yellow.ai allows you to create offline support tickets. This ensures that users can raise the offline support requests eve...
- [Zoho CRM](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/zoho-crm.md): You can integrate Zoho CRM with Yellow.ai to allow syncing of customer data, and improve customer engagement. This integration enables you to effor...
- [Zoho SalesIQ](https://docs.yellow.ai/docs/platform_concepts/appConfiguration/zoho-live-chat.md): Yellow.ai Integration with Zoho Live Chat allows you to seamlessly connect your Zoho SalesIQservice with the yellow.ai platform. Any customer who h...
- [Deploy chatbot using the GTM integration](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/GTM-integration.md): This document provides instructions for deploying a web bot on your website, if it is integrated with Google Tag Manager (GTM).
- [IVR for cloud](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/Ivr.md): :::note
- [SMS](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/SMS-channel.md): :::note 
- [Create WhatsApp bot](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/WA-bot-bestpractices.md): This document provides details on the best practises and limitations that you need to follow while creating the WhatsApp (WA) bot. For more informa...
- [Common errors while sending WhatsApp messages](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/WA-error-codes.md): When sending messages via WhatsApp, you may encounter errors that prevent successful delivery. This guide outlines common error messages, their des...
- [WhatsApp messaging limits and quality rating](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/WA-messaging-limits.md): This guide helps you understand WhatsApp’s messaging limits, current limits and ratings, and how to increase your messaging level.
- [WhatsApp pricing policy](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/WA-pricing.md): Meta has introduced a **new per-message pricing model** for WhatsApp Business Platform and APIs.
- [Apple Business Chat](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/abc.md): Apple Business Chat (ABC) is a messaging app (iOS) that allows you to chat with your businesses through the Messages app on their Apple devices. Yo...
- [Alexa](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/alexa.md): Integrating Amazon Alexa with the Yellow.ai bot enables businesses to build voice-enabled experiences for their customers. This integration allows ...
- [Android push notifications](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/android_push.md): 1. Log on to the [Firebase Developer Console](https://console.firebase.google.com/) and add Firebase to your [Android app](https://firebase.google....
- [Channels FAQs](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/channels-faqs.md): <details>
- [Limitations and best practices of chat widget and mobile SDK](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/character-limits-sdk.md): This guide contains the character limits for Chat widget and Mobile SDK.
- [Fetch Chat widget history](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/chat-history.md): Chat history is a series of conversations that have happened between a user and an AI-agent. The chat history includes details such as user’s input...
- [Chat separator](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/chat-separator.md): A chat separator is used to separate the conversations between an agent and a user in a chat widget. This helps you identify when the user is conne...
- [Chat widget components](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/chat-widget-components.md): The platform allows you to add components to the chat widget so that the user experience is not limited to plain text. 
- [Chat widget alerts and error messages](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/chat-widget-errors.md): When a user interacts with the chat widget, they may encounter different types of error messages based on the type of error.
- [Chat widget FAQs](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/chat-widget-faq.md): <details>
- [Chat widget supported languages and placeholder texts](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/chat-widget-localization.md): The chat widget automatically changes the text based on the user's language preference. It supports multiple languages for placeholder texts, toolt...
- [Chat widget notifications](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/chat-widget-notification.md): The chat widget can notify users when they receive a new message. The following are the chat widget notifications:
- [Chat widget](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/chat-widget-overview.md): Chat widget or Web widget is an AI-agent that you can embed on a website to interact with your website users in real-time. It appears as a small ch...
- [Chat widget payload](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/chat-widget-payload.md): A payload is used to pass the information to the bot.
- [Chat widget Text formatter](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/chat-widget-text-formatter.md): You can style the text on the Chat Widget as per your needs using the Markdown syntax to enhance the user experience. With the Markdown syntax, you...
- [Install chrome extension](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/chrome-extension.md): The Chrome extension allows you to paste the script of your bot on any webpage to test your development bot's payload and authentication locally on...
- [Content Security Policy](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/content-security-policy.md): Content Security Policy (CSP) is a security standard implemented by web browsers to provide an additional layer of security for your website. It fu...
- [Set up custom bot icon](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/custom-boticon.md): A custom bot icon is displayed in the corner of the website. You have the flexibility to customize this icon according to your branding and visual ...
- [Embed chat widget on SharePoint](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/deploy-sharepoint.md): This guide outlines the process of embedding the Yellow.ai chat widget into your Microsoft SharePoint site using [SharePoint Framework](https://git...
- [Deploy WhatsApp bot on website and Mobile application](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/depoly-WA-bot.md): Let's say that you have built a bot for the WhatsApp channel and now want to deploy it on your website or mobile application using a chat widget. T...
- [Domain whitelisting for Chat widget](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/domain-whitelisting.md): Domain whitelisting allows you to secure your chatbot and ensures chatbot acces only in authorized domains. It prevents unauthorized users from cop...
- [Download chat transcript](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/download-transcript.md): You can allow your bot users to download chat transcripts in a plain text (.txt) format directly from the chat widget. This facilitates bot users t...
- [Email channel configuration](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/email-outbound.md): Email is a communication channel through which the organization can interact with users and vice versa. It allows the organization to send campaign...
- [Chat widget events](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/event-widget.md): Bot events are the actions that occur within a chatbot when specific actions are performed during the conversation. Events are triggered when a use...
- [Facebook Comments](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/facebook-comments.md): Integrating Facebook comments with the Yellow.ai Cloud platform helps automate responses to comments on your Facebook posts seamlessly.
- [Facebook Messenger](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/facebook-messenger.md): Facebook Messenger (FBM) is a social media platform that allows you to interact with your users directly through Facebook business pages. FBM integ...
- [Facebook Lead Ads Configuration](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/fb-lead-ads.md): On Facebook, the brands can roll out forms for generating interest and leads among the Facebook users (or potential customers).
- [Facebook Workplace](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/fb-workplace.md): Facebook Workplace is an online collaborative tool that helps businesses and organizations to communicate and collaborate with internal team member...
- [Customize chat bot using functions](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/function-widgets.md): Yellow.ai offers a wide range of options to customize features for its web widget. However, sometimes our clients might need even more flexibility ...
- [Generic Webhook](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/generic-webhook.md): Below are the steps for integrating any Channel with Yellow.ai Bots via Webhook.
- [Google Business Messages (GBM)](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/google-message.md): Google Business Messages (GBM) is a mobile conversational channel that combines multiple entry points on Google Maps and search to create rich, ins...
- [Google Chat](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/googleChat.md): Google Chat is a messaging platform that allows you to communicate with your users. You can share files, images, videos, and audio and have convers...
- [Headless Chat SDK](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/headless-sdk.md): The **Yellow Chat SDK** (`@yellowdotai/yellow-chat-sdk`) is a TypeScript SDK for integrating Yellow.ai chat into your own web application with a **...
- [Infobip](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/infobip.md): Infobip serves as a Business Service Provider (BSP) for various channels such as SMS, WhatsApp, and Email.  It offers APIs for messaging, customer ...
- [Instagram Frequently Asked Questions](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/instagram-faqs.md): <details>
- [Instagram](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/instagram.md): Instagram is a social networking platform. This integration enables your insta users to seamlessly interact with our bot directly from your Instagr...
- [iOS push notifications](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/ios_push.md): To send push notifications on your iOS app using Yellow.ai, you must have an Apple Push Notification service (APNs) account configured with the app...
- [IVR for app](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/ivr-bots.md): :::note
- [Lazada](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/lazada.md): Lazada is an e-commerce platform operating in Southeast Asia. It provides an online marketplace for sellers to sell their products to users.
- [Line](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/line.md): Line is an instant messaging channel that allows users to communicate through texts, images, videos, audio, and files. It also enables users to con...
- [Messaging Channels](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/messaging-overview.md): Messaging channels is a medium through which you can communicate via messages with your users from any device and location. Messaging channels allo...
- [Push notifications](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/mobilepush.md): Push notifications help you communicate important information through mobile apps. It could be offers, app updates, important announcements, order ...
- [Launch your bot across channels](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/overview.md): Yellow.ai facilitates omnichannel support, enabling you to create and deploy bots across various channels.
- [Progressive web app](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/pwa.md): A Progressive Web App (PWA) is a web-based application that allows you to create an app-like experience for users and can be embedded on the web.
- [Deploy chatbot on your react website](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/react-chatbot.md): This guide provides detailed steps on how to deploy a chatbot on your React website
- [RingCentral Integration](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/ring-central.md): Integrate your RingCX Account with IVA Professional to allow agents on RingCentral to leverage IVA Professional's AI capabilities and effortlessly ...
- [Salesforce live agent assist](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/salesforceliveagentassist.md): To overcome the challenges faced by support agents, such as managing multiple customers, speed of resolution, unequipped with right tools, limited ...
- [Shopee](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/shopee.md): Shopee is an e-commerce platform in Southeast Asia where businesses can sign up for a seller account to sell their products directly to users.
- [Slack](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/slack2.md): Slack is a collaboration platform that is used by organizations to facilitate communication among team members. The team members can have conversat...
- [Country-specific SMS channel registration](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/sms-channel-registration.md): To configure the SMS channel in a specific country, the registration process is a prerequisite. Each country has its own unique registration proced...
- [Configure SMS service for Indian numbers](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/sms-outbound-india.md): The pre-requisites for configuring the SMS outbound channel varies country-wise.
- [SMS phone number types](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/sms-phone-number-types.md): In the US and Canada, there are different types of phone numbers used for messaging:
- [Social Channels](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/social-overview.md): Social channels are digital platforms or websites that are mainly used for social connectivity purposes. It provides a platform for users to connec...
- [Speech-to-Text](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/speech-to-text.md): The Speech-to-Text feature (SST) in the chat widget enables the conversion of spoken words into text. This allows the chatbot to recognize the spok...
- [Chat widget Summary card](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/summary-card.md): The chat widget includes a summary card within bot responses, presenting users with precise and relevant information related to their queries. This...
- [Sunshine Conversations (V3)](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/sunshine-v3.md): Sunshine Conversations (V3): Connect your Zendesk Sunshine Conversations account to Yellow.ai through a one-click, secure OAuth flow.
- [Sunshine Conversations](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/sunshine.md): Sunshine (Social Channels): Connect Facebook, WhatsApp, and Instagram via Yellow.ai with message routing through Zendesk Sunshine."
- [Sunshine Live Chat](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/sunshine_livechat.md): Use Sunshine (Live Chat) integration to connect Zendesk Sunshine as a third-party live chat system.
- [V2 migration guide](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/support-banner-migration.md): Bot migration involves transferring a chatbot from V1 (app.yellowmessenger.com or app.yellow.ai platform) to V2 (cloud.yellow.ai platform). While m...
- [Microsoft Teams](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/teams.md): Microsoft Teams (MS Teams) is a collaboration platform that provides a digital workspace for various teams within the organisation to communicate a...
- [Telegram](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/telegram.md): Telegram is a social networking platform that allows Telegram users to directly interact with our bot through their Telegram accounts. Telegram int...
- [Test WhatsApp bot](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/test-wa-bot.md): You can test your bot on WhatsApp without connecting it to a WhatsApp Business Account (WABA) through Yellow.ai platform. The platform offers a ded...
- [Text-to-Speech](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/text-to-speech.md): The chat widget supports Text-to-Speech (TTS) feature that enables chatbots to convert text into audio. This helps to make the conversation between...
- [Tokopedia](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/tokopedia.md): Tokopedia is an e-commerce company in Indonesia that allows businesses to buy and sell various products and services online. Tokopedia allows selle...
- [Twilio SMS](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/twilio-sms.md): :::note
- [Twitter](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/twitter.md): Twitter is a social media platform that allows you to post tweets in the form of text messages, images, videos, and links.
- [Viber for business](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/viber-for-business.md): Viber is a messaging and voice-over app, which is used to interact with registered users, especially in countries like Eastern Europe, the Middle E...
- [Viber](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/viber.md): :::note
- [Voice Channels](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/voice-overview.md): Voice consists of channels used mainly for voice purposes. Click on any of the below mentioned voice channels that you wish to setup in order to un...
- [WhatsApp Frequently Asked Questions](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/wa-faqs.md): <details>
- [WhatsApp phone number migration](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/wa-migration.md): WhatsApp phone number migration is the process of transferring a business phone number between WhatsApp Business Accounts (WABAs) to retain their d...
- [Get WhatsApp opt-in](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/wa-opt-in.md): WhatsApp opt-in is a process where the user's consent is given to allow businesses to send messages, [WhatsApp push notifications](https://yellow.a...
- [Set up Chat widget](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/web-widget.md): This document helps you understand how to access the Chat widget and will guide you through how to customize, preview, and deploy it before setting...
- [Webex](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/webex.md): Webex is a communication platform that enables conversations with chatbots or agents within the Webex messaging app. This channel lets you initiate...
- [WhatsApp business account guidelines](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/whatsapp-business-account-guidelines.md): When setting up your WhatsApp business profile, you need to follow the below guidelines for display name:
- [WhatsApp](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/whatsapp-channel.md): WhatsApp is a messaging platform that allows you to send text messages, group chats, status updates, and other media like images, documents, voice ...
- [Add WhatsApp business account](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/whatsapp-configuration.md): This guide will walk you through the process of creating a WhatsApp Business account and setting up your own chatbot for WhatsApp.
- [Setup WhatsApp forms](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/whatsapp-forms.md): WhatsApp (WA) forms are predefined structured interactions in WhatsApp AI-agents. The forms are designed to guide users through specific tasks or c...
- [Setup WhatsApp catalog](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/whatsapp-product-catalog.md): WhatsApp product catalog enables businesses to showcase and sell their products directly within the WhatsApp messaging platform. In catalog, you ca...
- [Generate QR code for WhatsApp AI-agent](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/whatsapp-qr-generator.md): You can create a QR code to allow users to start a conversation with your WhatsApp AI-agent. You can also include a pre-set message to prompt users...
- [Zalo](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/zalo.md): Zalo is an instant messaging application that allows you to send text messages, create and join group chats, and share photos, videos, and audio. T...
- [Integrating Yellow.ai agent assist on Zendesk](https://docs.yellow.ai/docs/platform_concepts/channelConfiguration/zendesk-live-agent-support.md): Yellow.ai’s agent assistance enables live agents to deliver exceptional service by utilizing auto-generated key features within the chat session to...
- [Best practices to create an Email bot](https://docs.yellow.ai/docs/platform_concepts/emailAutomation/bestpractices.md): Follow the below best practices to build an email bot:
- [AI-powered Email Automation](https://docs.yellow.ai/docs/platform_concepts/emailAutomation/emailautomation.md): :::note
- [Email information Pre-processing (init journey for email)](https://docs.yellow.ai/docs/platform_concepts/emailAutomation/preprocessing.md): Pre-processing email information is essential in scenarios where automated responses or routing decisions need to be tailored based on specific cri...
- [Steps to set up email automation](https://docs.yellow.ai/docs/platform_concepts/emailAutomation/setupemailautomation.md): To set up email automation for your email ID, follow these steps:
- [Using Builder to Capture User Data Through Conversations](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/enriching_user_profiles/builder_capture_data.md): If you’ve built a bot on yellow.ai, you can use the [Conversational Studio](https://docs.yellow.ai/docs/platform_concepts/studio/overview) to also ...
- [Add or manage user data and events via APIs](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/enriching_user_profiles/send_user_data_event_rest_api.md): You can easily add or manage user data and events in Yellow.ai through our APIs. Keep your user-related data seamlessly synchronized with your enti...
- [How to exclude users who have opted out, from campaigns?](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/faq/exclude_user_campaign.md): You might often want to exclude users who have opted out from all your campaigns. Doing this is simple:
- [User 360 Overview](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/overview.md): User 360 is a Customer Data Platform that helps you manage your customer base.  You can segment your customers based on some shared characteristics...
- [Migrate user data from from old module to User 360](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user360forbotsbefore01-06022.md): The new module User 360 has been introduced recently. It is enabled for all bots created after June 1, 2022.
- [Add users](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/add_user_overview.md): <!--
- [Add or update individual users through User 360 UI](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/add_users.md): To add a user using the User 360 UI:
- [Creating Hyper-personalized Campaigns in Engage](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/campaign_in_engage.md): If you’ve built a campaigns on yellow.ai, you can use the [Outbound campaign](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/out...
- [Capture data through Studio & create personalized conversations](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/conv_in_builder.md): In a bot conversation, every bot session is mapped to a record in User 360. When building a bot using [Studio](https://docs.yellow.ai/docs/platform...
- [How user records are created through conversations & unified in User 360?](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/data_capture_convers.md): This article provides complete information on how user records are automatically created in User 360 and unified based on AI-agent conversations.
- [Import users using CSV file](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/import_users.md): Use a CSV file import to bulk import new users or update existing user data. You can choose the fields to import from the ones available in the CSV...
- [Create personalize conversations using user properties](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/personalise_conversations.md): Through the [AI-agent Builder](https://docs.yellow.ai/docs/platform_concepts/studio/overview), you can create personalized conversations using user...
- [Add or update user properties from AI-agent conversations](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/store_conv_data.md): The system can automatically capture essential user details based on the user's location for both Web and WhatsApp AI-agents.
- [Import data from a third-party system via SFTP](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/sync_users.md): You can sync user data directly from third party integration, including Secure File Transfer Protocol (SFTP) and other compatible platforms. You ca...
- [Create Targeted Segments Using And/Or Conditions](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/targeted_segments.md): Combining “and” with “or” conditions allows you to create more sophisticated groups users. It also allows you to be more flexible with your [segmen...
- [User properties and table customization](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/user_properties.md): Properties are individual fields to be captured for a customer. For example, name, phone number, gender, email address and more. There are several ...
- [User identification flow](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/userid-flow.md): The User Identification flow in AI-agent conversation is the process of identifying the user interacting with the AI-agent. This is achieved by req...
- [View user details](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data/viewuser.md): User 360 lets you view the complete details of a user including user properties, tags, user events, and segments. You can use the Filter option to ...
- [Delete user segment](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data_segments/archive-user-segment.md): Archiving a segment will not delete the user data associated with that segment. It  makes that particular segment unusable for new campaigns. Old c...
- [View, edit, download user segments](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data_segments/manage_segments.md): To view users of a segment:
- [Manage user data](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data_segments/manage_user_data.md): You can download your entire user data or segment specific user data and use it wherever required. For example, you can update user details and imp...
- [Segment creation during user import](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data_segments/segment-csv.md): **Segment Creation During User Import**
- [Create user segments using user property filters](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data_segments/segment-properties.md): Segmenting users based on user property filters is a powerful technique that allows you to categorize and target specific groups of users within yo...
- [Segment your user base according to different use cases](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data_segments/segment_usecases.md): The segments you create should align with your specific use case. Here are some ideas to help you get started.
- [Create user segments using user events](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data_segments/segments-events.md): Segmenting users based on user property filters is a powerful technique that allows you to categorize and target specific groups of users within yo...
- [User segments overview](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_data_segments/segments_overview.md): A user segment is a grouping of users based on common characteristics. There are two type of segments - Static segment and dynamic segment. You can...
- [User 360 FAQs](https://docs.yellow.ai/docs/platform_concepts/engagement/cdp/user_faqs.md): <details>
- [Clone Existing Flow Campaigns](https://docs.yellow.ai/docs/platform_concepts/engagement/clone-flow-campaigns.md): You can duplicate an existing flow to adapt it for different use cases without starting over. This allows you to leverage successful workflows and ...
- [Best practices of engagement](https://docs.yellow.ai/docs/platform_concepts/engagement/effectivelyuseengage.md): In this article, you will learn how to -
- [Engage settings](https://docs.yellow.ai/docs/platform_concepts/engagement/engage-settings.md): The **Notifications** section in Engage allows you to configure how your bot sends updates, reports, and alerts. These settings enhance visibility ...
- [Engage overview](https://docs.yellow.ai/docs/platform_concepts/engagement/engage.md): Engage is a customer engagement module that enables marketers to craft multichannel campaigns intuitively.  Engage helps marketers deliver total li...
- [Engage FAQs](https://docs.yellow.ai/docs/platform_concepts/engagement/engage_faqs.md): <details>
- [Engage Troubleshooting Guide](https://docs.yellow.ai/docs/platform_concepts/engagement/engage_troubleshooting.md): 1. **Identify the issue:**
- [Event-triggered Workflow campaign](https://docs.yellow.ai/docs/platform_concepts/engagement/event-triggered-campaign.md): Event-Triggered workflows enable you to trigger personalized campaigns based on user actions.  These workflow campaigns enable reaching out to your...
- [Generate AI-based Flow campaign](https://docs.yellow.ai/docs/platform_concepts/engagement/flow-ai.md): Our advanced AI technology enables you to effortlessly create highly personalized and impactful Flow campaigns, offering the following benefits:
- [Flow campaigns overview](https://docs.yellow.ai/docs/platform_concepts/engagement/flow-campaigns-intro.md): Yellow.ai's Flow Campaign is a conversational marketing tool with an advanced campaign builder. It helps marketers deliver a comprehensive customer...
- [Flow campaign report](https://docs.yellow.ai/docs/platform_concepts/engagement/flow-report.md): The campaign report provides comprehensive insights and data regarding the performance and results of your Flow campaigns. This helps conveniently ...
- [How to Create a Flow Campaign](https://docs.yellow.ai/docs/platform_concepts/engagement/flows_campaign.md): Flow campaigns allow you to create automated, multi-step user journeys that are triggered by specific user actions or segment changes. This guide w...
- [Inbound campaign report](https://docs.yellow.ai/docs/platform_concepts/engagement/inbound/gettingStarted/campaignsOverviewScreen.md): Once you run a campaign, it is very important to understand how the campaign is performing. If it's working really well, you can use it widely.  If...
- [Create & manage Inbound campaign](https://docs.yellow.ai/docs/platform_concepts/engagement/inbound/gettingStarted/launchingYourFirstInboundCampaign.md): Inbound engagement is a method to attract customers by providing relevant information on the brand's website about their product or service offerin...
- [Web behavior conditions](https://docs.yellow.ai/docs/platform_concepts/engagement/inbound/webBehaviourTriggers/webBehaviorTriggerType.md): When creating an Inbound campaign, you need to define when the campaign should show. You can use various conditions or strategies to run effective ...
- [Web Behaviors to Identify in Content Marketing (Lead Generation)](https://docs.yellow.ai/docs/platform_concepts/engagement/inbound/webBehaviourTriggers/webBehaviorsInContentMarketing.md): In this guide, we walk you through the various [behavioral automation rules](https://docs.yellow.ai/docs/platform_concepts/engagement/inbound/webBe...
- [Web Behavior Triggers to identify in E-commerce](https://docs.yellow.ai/docs/platform_concepts/engagement/inbound/webBehaviourTriggers/webBehaviorsInEcomm.md): In this guide, we walk through the various [behavioral automation rules](https://docs.yellow.ai/docs/platform_concepts/engagement/inbound/webBehavi...
- [Manage Flow campaigns](https://docs.yellow.ai/docs/platform_concepts/engagement/manage-flow-campaign.md): You can easily archive campaigns that are no longer active or relevant. Archiving allows you to keep your campaigns organized by removing unnecessa...
- [Notification API](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/notification-engine.md): Yellow.ai's Notification API lets you send business-initiated messages from the various supported channels directly from your CRM or internal Systems.
- [Outbound campaign reports](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/outbound-campaigns/outbound-report.md): You can monitor and track the progress and effectiveness of your campaigns. Additionally, you have the option to view or download campaign reports ...
- [Create outbound campaign](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/outbound-campaigns/run-campaign.md): This article provides how to create campaigns for any channel. The process for creating a campaign remains same for all channels. However, certain ...
- [Viber Business Campaigns](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/outbound-campaigns/viber-campaign.md): Yellow.ai now supports sending campaigns on [Viber Business](https://www.forbusiness.viber.com/en/viber-for-business/). These campaigns can be sent...
- [Manage outbound campaigns](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/outbound-campaigns/view-outbound.md): You can access and view all the campaigns created for your organization on the Outbound page of the Engage module. This section provides a comprehe...
- [Email template](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/templates/email-template.md): To create an email template, follow these steps:
- [Line template](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/templates/linetemplate.md): The Line channel offers an excellent platform for running effective campaigns and boosting engagement with your audience. With Line's powerful feat...
- [Mobile push template](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/templates/mobilepush.md): :::note
- [Template overview](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/templates/overview.md): A message template refers to a predefined format or structure of a message that ensures consistency and standardization in different communication ...
- [SMS template](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/templates/sms-template.md): :::note 
- [Microsoft Teams template](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/templates/teams-template.md): Microsoft Teams is a widely used collaboration platform. Using Microsoft Teams for outbound campaigns offers several advantages for companies to ma...
- [Viber template](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/templates/viber-template.md): Yellow.ai also supports sending campaigns on [Viber Business](https://www.viber.com/en/). These [campaigns](https://docs.yellow.ai/docs/platform_co...
- [Create WhatsApp template](https://docs.yellow.ai/docs/platform_concepts/engagement/outbound/templates/whatsapptemplate.md): When creating a WhatsApp template, it is important to note that unlike other channel templates, each WhatsApp template requires individual approval...
- [Create your free yellow.ai account](https://docs.yellow.ai/docs/platform_concepts/get_started/account-setup.md): This guide will walk you through the process of signing up for a yellow.ai account and creating your first bot. Follow these steps to get started:
- [Manage your bot users](https://docs.yellow.ai/docs/platform_concepts/get_started/add-bot-collaborators.md): When creating an end-to-end bot flow, there may be instances where certain flows need to be handled by other teams or require assistance from other...
- [Generate your bot API keys](https://docs.yellow.ai/docs/platform_concepts/get_started/api-keys.md): :::note
- [Jump anywhere with the command palette](https://docs.yellow.ai/docs/platform_concepts/get_started/command-palette.md): Hit `⌘ K` (Mac) or `Ctrl K` (Windows / Linux) anywhere in the platform to open a command palette and jump straight to any page, project, workflow, ...
- [Create your first AI-agent](https://docs.yellow.ai/docs/platform_concepts/get_started/createfirstbot.md): <!-- :::note
- [Simplify tasks with keyboard shortcuts](https://docs.yellow.ai/docs/platform_concepts/get_started/keyboard-shortcuts.md): A range of keyboard shortcuts are designed to enhance your experience by streamlining access to key options and boosting productivity for repetitiv...
- [Sign in to your account](https://docs.yellow.ai/docs/platform_concepts/get_started/login.md): To access the [Yellow.ai Cloud Platform](https://cloud.yellow.ai), sign in using the method you chose during account creation. We support multiple ...
- [Marketplace template](https://docs.yellow.ai/docs/platform_concepts/get_started/marketplaceintro.md): Yellow.ai marketplace contains more than 100 pre-built bot templates for the most common business use cases to help fast-track building solutions f...
- [Manage your Rule-based agents](https://docs.yellow.ai/docs/platform_concepts/get_started/modify-bot-configuration.md): When you create an AI agent, you can configure key details such as the agent's name, timezone settings, and industry type. These settings can be mo...
- [Know the platform](https://docs.yellow.ai/docs/platform_concepts/get_started/platform-offerings.md): Welcome to the [Yellow.ai's Cloud platform](https://cloud.yellow.ai)! This document provides an overview of the key features and functionalities av...
- [Bot development environments (modes)](https://docs.yellow.ai/docs/platform_concepts/get_started/publish-env.md): Yellow.ai offers a variety of environments for effective bot management and continuous improvement. You can easily add functions, adjust flows, and...
- [Chat transcript security with IP whitelisting](https://docs.yellow.ai/docs/platform_concepts/get_started/security-auth/chattranscriptsecurity.md): IP whitelisting is a security practice that involves creating a list of approved IP addresses or ranges that are allowed to access a particular net...
- [Single sign-on with OAuth & SAML for Cloud Platform](https://docs.yellow.ai/docs/platform_concepts/get_started/security-auth/oauth.md): OAuth is an authentication protocol that supports Single Sign-On (SSO) and streamlines user access across various applications within an organizati...
- [Generate and implement YM authentication tokens](https://docs.yellow.ai/docs/platform_concepts/get_started/security-auth/ymauth.md): Yellow.ai Messenger (YM) authentication facilitates the seamless synchronization of previous chat conversations across different devices for authen...
- [AI agent subscription plans and billing](https://docs.yellow.ai/docs/platform_concepts/get_started/upgrade.md): :::note
- [Manage your account settings](https://docs.yellow.ai/docs/platform_concepts/get_started/user-account-settings.md): After logging in successfully, you can manage various aspects of your account settings. The options available are explained below.
- [Unleash the Power of our AI Features](https://docs.yellow.ai/docs/platform_concepts/get_started/yellowg.md): Yellow.ai's Gen AI is a generative AI technology developed by Yellow.ai. It excels in natural language generation, providing customizable, multi-mo...
- [Yellow.ai - Agentic AI That Feels Human](https://docs.yellow.ai/docs/platform_concepts/getting-started.md): ---
- [Custom Dashboards](https://docs.yellow.ai/docs/platform_concepts/growth/Dashboards/custom_dashboards.md): In addition to the default dashboards, you can create custom dashboards for a more tailored view of your bot data. A custom dashboard offers a dedi...
- [Dashboards](https://docs.yellow.ai/docs/platform_concepts/growth/Dashboards/dashboardintro.md): Dashboards are useful for organizing and analyzing data based on common themes. For example, if your company has three different types of products ...
- [Default Dashboards](https://docs.yellow.ai/docs/platform_concepts/growth/Dashboards/default_dashboard.md): In Insights > Dashboard, you can see the default dashboards created by yellow.ai for common business scenarios. Yellow.ai curates these dashboards,...
- [Editing custom dashboards with count visualizations](https://docs.yellow.ai/docs/platform_concepts/growth/Dashboards/editcountdashboards.md): :::note
- [API usage metrics](https://docs.yellow.ai/docs/platform_concepts/growth/api-usage.md): To view the API usage, follow these steps:
- [Custom alerts](https://docs.yellow.ai/docs/platform_concepts/growth/customalerts.md): Custom alerts enables you to monitor and receive notifications based on specific conditions set within saved reports and dashboards. Alerts are par...
- [Configure data on default tables](https://docs.yellow.ai/docs/platform_concepts/growth/dataexplorer/configure-data.md): You can configure data using the following options on the default tables:
- [Create custom queries for custom tables](https://docs.yellow.ai/docs/platform_concepts/growth/dataexplorer/customtables.md): You can modify/visualise and perform actions on tables according to your preferences using a **Custom query**.
- [Perform analytics on default tables in data explorer](https://docs.yellow.ai/docs/platform_concepts/growth/dataexplorer/defaulttables.md): **What are Default tables?**
- [Add a new formula column to the table](https://docs.yellow.ai/docs/platform_concepts/growth/dataexplorer/formulacolumn.md): You can create new columns in tables (custom/default), by specifying formulas to derive their values.
- [Data explorer with default tables](https://docs.yellow.ai/docs/platform_concepts/growth/dataexplorer/intro.md): The Data Explorer facilitates the extraction of valuable business insights and empowers data-driven decision making by leveraging the available bot...
- [Enhance reporting with available actions](https://docs.yellow.ai/docs/platform_concepts/growth/dataexplorer/savedreportsactions.md): When you click on **Save query** on the tables page, you can create Custom reports that include filters, summarization, and visualization. These Cu...
- [Summarize data tables and add arithmetic operations on saved reports](https://docs.yellow.ai/docs/platform_concepts/growth/dataexplorer/sumarize.md): You can perform various actions on the available tables in Data Explorer to view the data as per your requirements. These actions include:
- [Create a custom report (query) with multiple datasource using table join](https://docs.yellow.ai/docs/platform_concepts/growth/dataexplorer/table_join.md): :::note
- [Data export](https://docs.yellow.ai/docs/platform_concepts/growth/dataops.md): The Yellow.AI platform collects and stores system data points to enhance the end-user and customer experience with dynamic AI agents. This data is ...
- [Default reports](https://docs.yellow.ai/docs/platform_concepts/growth/default_reports.md): Yellow.ai offers pre-built reports with filters, summaries, and visualizations, allowing quick access to essential insights.
- [Insights FAQs](https://docs.yellow.ai/docs/platform_concepts/growth/faqs-user.md): <details>
- [Goals](https://docs.yellow.ai/docs/platform_concepts/growth/goals.md): Coming soon!
- [Insights KPIs](https://docs.yellow.ai/docs/platform_concepts/growth/insightskpi.md): :::note
- [Insights and analytics on yellow.ai](https://docs.yellow.ai/docs/platform_concepts/growth/introductiontoinsights.md): The Insights module on the yellow.ai platform actively monitors and tracks all data and metrics associated with your bot, offering comprehensive an...
- [Understanding user metrics](https://docs.yellow.ai/docs/platform_concepts/growth/metrics.md): In this article, we will delve into the concept of user metrics and explore various aspects related to it.
- [Bar graph](https://docs.yellow.ai/docs/platform_concepts/growth/visualisation/bargraph.md): Bar charts represent data through horizontal rectangular bars, where the length of each bar corresponds to the value of the data it represents.
- [Count](https://docs.yellow.ai/docs/platform_concepts/growth/visualisation/countchart.md): The count chart is a straightforward visualization tool that presents numerical data and key performance indicators (KPIs) in a clear and concise m...
- [Funnel chart](https://docs.yellow.ai/docs/platform_concepts/growth/visualisation/funnelchart.md): A funnel chart is a type of graph that represents data in a funnel-shaped manner, where values are progressively narrowed down from the top to the ...
- [Line graph](https://docs.yellow.ai/docs/platform_concepts/growth/visualisation/linechart.md): A line chart is a graphical representation that shows data points connected by straight lines. It is frequently employed to illustrate trends and v...
- [Pie chart](https://docs.yellow.ai/docs/platform_concepts/growth/visualisation/piechart.md): A pie chart is a circular graph divided into sectors, each representing a proportion of the whole data set. It is commonly used to illustrate the d...
- [Pivot table](https://docs.yellow.ai/docs/platform_concepts/growth/visualisation/pivottable.md): Pivoting a table is a common operation in data analysis and reporting, and it serves several practical use cases in real-life business scenarios su...
- [Row chart](https://docs.yellow.ai/docs/platform_concepts/growth/visualisation/rowchart.md): A row chart is a graphical representation where data is depicted using horizontal bars, with the length of each bar proportional to the value it re...
- [Visualizing summarized tables for effective data analysis](https://docs.yellow.ai/docs/platform_concepts/growth/visualisation/visualization.md): Using charts, graphs, and other visualizations is an effective way to make your data more accessible and engaging in real-world discussions.
- [Chat analytics, agent performance, and email analytics](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/analytics.md): Track analytics to see how the chats and email tickets are handled.
- [Analytics and Reports](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/overview.md): On the **analytics** page, you will find dashboards for:
- [Chat agent activity report](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports/chats/chat-agent-activity-report.md): > Learn how to generate Chat agent activity report [here](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports).
- [Chat Agent Performance Report](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports/chats/chat-agent-performance-report.md): > Learn how to generate Chat agent performance report [here](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports).
- [Chat Archives Report](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports/chats/chat-archives-report.md): > Learn how to generate Chat archives report [here](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports).
- [Chat Report Metrics explained](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports/chats/chat-report-metrics.md): It is the average time taken by the agent to respond to each message of the customer in a chat conversation. This metric is present in the Archives...
- [Download chat and email reports](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports/reports.md): :::note
- [Ticket Agent Performance Report](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports/tickets/ticket-agent-performance-report.md): Ticket agent performance report provides detailed insights into the performance of agents handling tickets. It includes metrics such as the number ...
- [Ticket Archive Report](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports/tickets/ticket-archive-report.md): > Learn how to generate Ticket archive report [here](https://docs.yellow.ai/docs/platform_concepts/inbox/analytics-reports/reports).
- [Bulk actions on live chats](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/bulkactions.md): Instead of opening all the chats and closing/transfering/resolving them one by one, agents can select all the chats at once and perform bulk actions.
- [Components of chat screen and user details](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/chatscreen.md): ![](https://imgur.com/E4OEjsp.png)
- [Understanding how chat search works](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/chatsearch.md): This document explains how the search works in the chats section when an agent or an admin desires to look into a particular chat for more informat...
- [Create an email ticket from live chat](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/chattoemail.md): :::note
- [Create custom views for your chats](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/customview.md): <!--
- [Generative AI features for inbox agents on the live chat screen](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/genai.md): :::note 
- [Chat section and different types of chats](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/getstartedwithlivechat.md): > Previously, **live chats** were referred to/termed as **chat tickets**. Please bear with the us while we make changes to our product and document...
- [Internal ticketing for improved collaboration](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/internal-ticket.md): The internal ticketing feature serves as a catalyst for seamless interactions among different tiers of support agents via **Slack**, fostering effi...
- [Steps to reinitiate expired WhatsApp chats in Inbox](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/reinitiatewachats.md): When a customer initiates a chat with an inbox agent on WhatsApp, the agent can respond for free within 24 hours of the customer's last message (re...
- [Resolve, transfer or reopen a live chat](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/resolve.md): Admin and agents have the ability to **resolve** or **transfer** a live chat and **re-open** a missed/resolved chat by clicking the corresponding b...
- [Configure and use video call in chats](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/videocall.md): Text-based communications have limitations when dealing with complex issues to offer personalized support. it takes a lot of time and effort to pro...
- [Voice calls support in Inbox (Private beta)](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/voicecalls.md): :::info
- [Contacts (send proactive notifications)](https://docs.yellow.ai/docs/platform_concepts/inbox/contacts.md): :::note
- [Inbox integration with User360 (in-house customer data platform)](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-cdp.md): In today's fast-paced business landscape, delivering exceptional customer support is non-negotiable. Customers expect personalized interactions, sw...
- [Inbox notification settings](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/account/notification.md): In this article, you will learn: 
- [Agent actions - Automation with Studio](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/automation/agent-actions.md): Actions are displayed on the [chat screen](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/chatscreen#agent-actions) when the inbox agent...
- [Configure chat inactivity timeout / Handle inactive chats](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/automation/chat-timeout.md): **Chat inactivity**     
- [Generate Google Translate API key and enable auto-translate](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/automation/chat_auto_translate.md): In this article, you will learn: 
- [Handle inactivity for email tickets](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/automation/emailinactivity.md): Email inactivity refers to a situation where a customer has not responded to an email, request, or inquiry  sent by an inbox agent within a set tim...
- [Sticky agent - live chat assignment (for all channels)](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/automation/stickyagent.md): In this article, you will learn: 
- [Enable/disable auto assignment of email tickets to agents](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/automation/tickets-assignment-logic.md): Auto-assign is **enabled** by default, hence email tickets are automatically assigned to inbox agents based on the set conditions. Inbox admins can...
- [Canned responses](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/productivitytools/canned-responses.md): Canned responses are displayed on the [chat screen](https://docs.yellow.ai/docs/platform_concepts/inbox/chats/chatscreen#1-chat-screen) when the ag...
- [Collaboration](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/productivitytools/collaboration.md): When the agents need help (from their fellow agents or a superior/admin) with any of they query that they are responding to, they can add a chat/ti...
- [Support portal subdomain and branding settings](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/productivitytools/connecttosubdomain.md): After creating a [support portal](https://docs.yellow.ai/docs/platform_concepts/inbox/knowledge-base/kboverview), you can customize its look and fe...
- [Email templates](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/productivitytools/emailtempalte.md): In this article, you will learn: 
- [Integrate a chat bot or GTM to your support portal](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/productivitytools/kb_integrations.md): In this article, you will learn:
- [Restricted word list](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/productivitytools/restrictedwordlist.md): The **Restricted word list** is a feature designed to ensure professionalism, maintain a respectful tone, and foster trust in customer communicatio...
- [Inbox settings](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/settings_intro.md): :::note 
- [Agent settings](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/team/agents.md): After a user is provided with [inbox agent access](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox_setup/supportagents), you can define t...
- [Working hours](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/team/chat_working_hours.md): By enabling **Working Hours** in the Inbox settings, you can set the available number of hours your customer support team [groups](https://docs.yel...
- [Groups settings](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/team/groups.md): After the agents are added or provided with [inbox agent access](https://docs.yellow.ai/docs/platform_concepts/inbox), they can be segregated into ...
- [Queue handling for live chats](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/workflows/chat-queue.md): From the queue handling settings page, you can control how incoming chat tickets are handled when all your agents are occupied. Customers enter the...
- [Custom fields in live chats and email tickets](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/workflows/chat_custom_fields.md): **What are custom fields?**
- [Send chat transcript to customers](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/workflows/chattranscript.md): As a common practice in the support industry, the conversation between the live agent and the customer is sent to the customer (after the conversat...
- [Customer satisfaction (CSAT)](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/workflows/csat.md): **CSAT (Customer satisfaction) score** is a numerical measure of customer satisfaction.      
- [Create & modify custom status for inbox agents](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/workflows/custom-status.md): :::note
- [Email ticketing configuration](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/workflows/emailticketing.md): Yellow.ai's Inbox Email ticketing is a widely used approach that enables businesses and organizations to effectively handle customer inquiries, com...
- [Handle live chats when all the agents are offline](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/workflows/offline-chat.md): :::note
- [SLA settings for email tickets](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/workflows/sla.md): :::info
- [Tags (for live chats and email tickets)](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/workflows/tags.md): **Tags**    
- [Video call settings](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox-settings/workflows/video-call-settings.md): > **Inbox Admins** can configure video call settings for their inbox agents.
- [Enhance customer support with Yellow.ai's Inbox | Best omnichannel helpdesk](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox.md): Yellow.ai's Inbox is a powerful omnichannel helpdesk for agents, enabling seamless management of customer queries across multiple channels. Explore...
- [Agent assist bot](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox_setup/agentassistbot.md): :::note
- [Default agent statuses](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox_setup/agentstatuses.md): > An admin cannot change the status of any agent.
- [Auto assignment of live chats and email tickets to agents](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox_setup/assignmentlogic.md): **Auto assignment of live chats vs email tickets**
- [Debug inbox error logs](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox_setup/debugchecklist.md): In this article, you will learn how to debug errors encountered while [testing](https://docs.yellow.ai/docs/platform_concepts/studio/test-and-publi...
- [Email tickets vs. live chats](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox_setup/emailvschat.md): Depending upon the business use case, Inbox can be configured to handle email tickets or live chat. Few comparasions of email vs. chat are mentione...
- [Use yellow.ai's inbox live chat](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox_setup/inboxdemo.md): When a customer chooses to switch from AI agent interaction to human support, **Inbox** connects them to live agents (who are available to accept c...
- [Inbox access available to Inbox roles(Agent/Supervisor/Admin)](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox_setup/roleaccess.md): > Based on the permission you want to provide, you can add **Inbox Admin/Agent/Supervisor** roles by following [these steps](https://docs.yellow.ai...
- [Add Inbox admin/Inbox agent/Inbox group supervisor](https://docs.yellow.ai/docs/platform_concepts/inbox/inbox_setup/supportagents.md): In this article, you will learn how to accept/add inbox roles.
- [Inbox FAQs](https://docs.yellow.ai/docs/platform_concepts/inbox/inboxfaqs.md): <details>
- [Add your first article to the support portal](https://docs.yellow.ai/docs/platform_concepts/inbox/knowledge-base/createkb.md): To add a new article to your support portal, follow these steps:
- [Edit & publish articles](https://docs.yellow.ai/docs/platform_concepts/inbox/knowledge-base/edit-publish-articles.md): When creating support articles, multiple updates and reviews are often necessary before publishing to ensure quality and accuracy. Here's how you c...
- [Support portal for cloud](https://docs.yellow.ai/docs/platform_concepts/inbox/knowledge-base/kboverview.md): Multilingual Support portal is a self serve medium to automate incoming support queries. With this, the live agents can focus on more important que...
- [Managing categories, folders and articles](https://docs.yellow.ai/docs/platform_concepts/inbox/knowledge-base/managingcategories.md): The support portal is another medium to automate the incoming support queries by making it easier for the customers to find information about their...
- [Create custom dashboards for Monitor](https://docs.yellow.ai/docs/platform_concepts/inbox/monitor/customview_monitor.md): Custom dashboards are named filter presets for the Monitor section that let inbox admins and supervisors save a specific combination of agents, gro...
- [Monitor chat, email trends and teams](https://docs.yellow.ai/docs/platform_concepts/inbox/monitor/overview.md): In the Monitor section you can track the productivity of your entire support team. The section uses a **Dashboard** layout with a collapsible left-...
- [Monitor chat, email trends and teams](https://docs.yellow.ai/docs/platform_concepts/inbox/monitor.md): In the Monitor section you can track the productivity of your entire support team. The section uses a **Dashboard** layout with a collapsible left-...
- [Implementation of role-based access control (RBAC) in the Inbox platform](https://docs.yellow.ai/docs/platform_concepts/inbox/rbcaupcomingchanges.md): Yellow.ai has introduced role-based access control (RBAC) within the Inbox platform to enhance data security and meet specific customer requirement...
- [Enhanced Formatting Features in Tickets Page](https://docs.yellow.ai/docs/platform_concepts/inbox/ticketeditor-upcomingchanges.md): We are excited to announce a significant enhancement to the Yellow.ai inbox tickets page, bringing a wealth of new formatting features that empower...
- [Change status, Assign/Reassign, and Merge tickets in bulk](https://docs.yellow.ai/docs/platform_concepts/inbox/tickets/bulkaction.md): An Inbox agent's daily operations may involve performing the same task multiple times. For example, transferring a certain number of tickets to ano...
- [Create custom views for your email tickets](https://docs.yellow.ai/docs/platform_concepts/inbox/tickets/customviews_ticket.md): <!--
- [Email ticketing statuses](https://docs.yellow.ai/docs/platform_concepts/inbox/tickets/emailticketstatus.md): These statuses will affect everything from SLA timers to workflows, as an increment to this users will be allowed to create their own statuses to a...
- [Internal ticketing for improved collaboration](https://docs.yellow.ai/docs/platform_concepts/inbox/tickets/internal-ticketing.md): The internal ticketing feature serves as a catalyst for seamless interactions among different tiers of support agents via **Slack**, fostering effi...
- [Create tickets manually](https://docs.yellow.ai/docs/platform_concepts/inbox/tickets/manualticket.md): There are different methods to create email tickets in Inbox. 
- [Search, sort and filter tickets](https://docs.yellow.ai/docs/platform_concepts/inbox/tickets/searchandfilter.md): In this article, you will learn how to [search](#), [sort](#search-ticket), and [filter](#filters-tickets) the email tickets.
- [Setup and configuration of email tickets on inbox](https://docs.yellow.ai/docs/platform_concepts/inbox/tickets/setupandconfig.md): This article explains how to set up inbox configuration to process email tickets without having to write any code.          
- [Service-level agreement (SLA) policies for email tickets](https://docs.yellow.ai/docs/platform_concepts/inbox/tickets/slaintro.md): :::info
- [Set up inbox to handle email tickets without any code](https://docs.yellow.ai/docs/platform_concepts/inbox/tickets/tickets_intro.md): **No code email ticketing**
- [Upcoming change (Inbox partner app enhancements)](https://docs.yellow.ai/docs/platform_concepts/inbox/upcoming.md): We're excited to introduce significant improvements to the mobile app interface, enhancing your overall chat experience across different types.
- [Android Chatbot SDK](https://docs.yellow.ai/docs/platform_concepts/mobile/chatbot/android.md): To integrate YMChat into your Android project using gradle, specify the following configurations in App level `build.gradle` file
- [Chatbot SDK for cordova](https://docs.yellow.ai/docs/platform_concepts/mobile/chatbot/cordova.md): Run this command in terminal form project root folder
- [Flutter Chatbot SDK](https://docs.yellow.ai/docs/platform_concepts/mobile/chatbot/flutter.md): ```sh
- [iOS Chatbot SDK](https://docs.yellow.ai/docs/platform_concepts/mobile/chatbot/ios.md): To integrate YMChatbot into your Xcode project using CocoaPods, specify it in your `Podfile`:
- [react-native Chatbot SDK](https://docs.yellow.ai/docs/platform_concepts/mobile/chatbot/react-native.md): :::note Requirements
- [Mobile SDK FAQs](https://docs.yellow.ai/docs/platform_concepts/mobile/chatbot/sdk-faq-worflows/mobile-sdk-faq.md): **1. How to change the colour of the bot's close button?**
- [Setup push notifications for Mobile SDKs](https://docs.yellow.ai/docs/platform_concepts/mobile/chatbot/sdk-faq-worflows/push-notifications-sdks.md): This guide provides step-by-step instructions for setting up push notifications for Mobile SDKs.
- [Secure Authentication Workflow for Mobile SDK](https://docs.yellow.ai/docs/platform_concepts/mobile/chatbot/sdk-faq-worflows/secure-ymauth.md): The "ymAuthenticationToken" is a unique token that is used to connect the user's identity with the chatbot to fetch chat history (conversations bet...
- [Send event to bot workflow](https://docs.yellow.ai/docs/platform_concepts/mobile/chatbot/sdk-faq-worflows/send-event-workflow.md): This documentation outlines the process of using the "sendEventToBot" function to add or update data in your app's payload after the bot has been i...
- [Inbox SDK for Android](https://docs.yellow.ai/docs/platform_concepts/mobile/inbox/android.md): 1. You can see what's new and download the sdk [here](https://github.com/yellowmessenger/inbox-sdk-link/blob/master/android.md)
- [Inbox SDK for iOS](https://docs.yellow.ai/docs/platform_concepts/mobile/inbox/ios.md): To add SDK into your project add the following pod into your pod file
- [General settings](https://docs.yellow.ai/docs/platform_concepts/settings/general-settings.md): The **Retention** setting helps automate the cleanup of old records based on a configured retention period. This helps ensure compliance with contr...
- [LLM configuration](https://docs.yellow.ai/docs/platform_concepts/studio/LLM-central-configuration.md): LLM (Large Language Model) configuration is the central hub for managing all LLM accounts and models used across the Yellow.ai platform. Instead of...
- [API node](https://docs.yellow.ai/docs/platform_concepts/studio/api/add-api-apinode.md): The API node is a powerful tool that helps you to integrate external services directly into your conversational flows.
- [Add or import APIs](https://docs.yellow.ai/docs/platform_concepts/studio/api/add-api.md): In addition to the various integrations supported by Yellow.ai, you can seamlessly integrate any third-party APIs with your AI-agent. This comprehe...
- [API error alerts and logs](https://docs.yellow.ai/docs/platform_concepts/studio/api/api-settings.md): API error logs and alerts are essential components that provide real-time detection and proactive troubleshooting of errors. They help in enhancing...
- [API keys and access tokens](https://docs.yellow.ai/docs/platform_concepts/studio/api/bearer-token.md): API keys and access tokens are crucial for secure communication with APIs. API keys identify applications, and access tokens authenticate and valid...
- [Download API logs](https://docs.yellow.ai/docs/platform_concepts/studio/api/download-logs.md): Downloading API logs is important for maintaining, optimizing, and troubleshooting applications. Yellow.ai lets you download API logs of the past 1...
- [Send, receive and parse API responses](https://docs.yellow.ai/docs/platform_concepts/studio/api/send-receive-apiresponses.md): The [API node](https://docs.yellow.ai/docs/platform_concepts/studio/api/add-api-apinode#display-api-response) allows you to connect the APIs you ad...
- [Configure flow trigger](https://docs.yellow.ai/docs/platform_concepts/studio/build/Flows/configureflow.md): In order for a flow to operate, it must be initiated by specific triggers. By setting triggers like Intent, Entities, Page URL, and Event, the AI-a...
- [Export flows](https://docs.yellow.ai/docs/platform_concepts/studio/build/Flows/exportflow.md): Flow templates offer a convenient method for exporting and reusing existing flows when building future AI-agents. By exporting flow templates, you ...
- [Flows](https://docs.yellow.ai/docs/platform_concepts/studio/build/Flows/flows-overview.md): A flow is a structure that defines the sequence of a AI-agent conversation with users based on their questions and responses. It consists of a seri...
- [Create flows](https://docs.yellow.ai/docs/platform_concepts/studio/build/Flows/journeys.md): This guide provides a step-by-step walkthrough for creating a flow on the platform.
- [Manage flows](https://docs.yellow.ai/docs/platform_concepts/studio/build/Flows/manage-flows.md): Managing a flow involves several key actions such as editing, cloning, and deleting a flow. These actions allow you to refine the conversation flow...
- [Test flows](https://docs.yellow.ai/docs/platform_concepts/studio/build/Flows/test-flows.md): You need to test the flow to ensure that the AI-agent functions as expected and delivers a seamless user experience. Testing process helps to ident...
- [Rule-based agents Conversation settings](https://docs.yellow.ai/docs/platform_concepts/studio/build/additionalsettings.md): Conversation settings enable you to customize your AI-agent's conversational behavior. These settings can be applied to specific nodes or flows wit...
- [Use Variables to store and retrieve information](https://docs.yellow.ai/docs/platform_concepts/studio/build/bot-variables.md): Variables are placeholders that store user input, data from external systems, or any other relevant information that needs to be saved and used lat...
- [Rule-based agents (Non-AI agent)](https://docs.yellow.ai/docs/platform_concepts/studio/build/chatbot.md): **Traditional Rule-based agents** are built using rule-based flows, where conversations are designed manually through a series of steps, conditions...
- [Add custom logic to your Rule-based agents or AI agent with Functions](https://docs.yellow.ai/docs/platform_concepts/studio/build/code.md): Functions extend the capabilities of your AI-agent by allowing you to implement custom logic and perform actions that go beyond the built-in features.
- [Create & configure your Rule-based agents from scratch](https://docs.yellow.ai/docs/platform_concepts/studio/build/create_chatbot.md): This guide will walk you through the process of creating different types of Rule-based agents on the Yellow.ai platform.
- [Add supported languages to your Rule-based agents](https://docs.yellow.ai/docs/platform_concepts/studio/build/localization.md): By adding multilingual support to your AI-agent, you can reach a broader audience and enhance customer engagement. Users can seamlessly switch lang...
- [Action Nodes](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/action-nodes.md): Action nodes in an AI-agent flow execute specific tasks or trigger actions based on user inputs. These nodes enable the AI agent to interact with e...
- [Agent node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/agent-node.md): The **Agent node** lets you drop a single-turn AI agent directly into any workflow. The agent follows a goal you define, can call tools (other work...
- [Analytics](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/analytics-node.md): Analytics node allows you to capture and track custom analytics during a chatbot conversation. It is used to push some data into the **Analytics** ...
- [API node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/api-node.md): API node allows you to integrate APIs from third-party systems and use them within conversational flows. It acts as a gateway for triggering HTTP-b...
- [Data formatter node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/data-formatter.md): Data formatter node allows you to convert CSV (or) XML file responses to JSON format. This node is used when an API is giving the response in CSV o...
- [Database node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/database-node.md): Database node allows you to perform different database operations such as inserting, updating, and searching data within your database tables durin...
- [Date and time validator node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/date-time-validator.md): Date and time validator node helps validate whether date and time inputs provided during a bot conversation are valid and follow a predefined format.
- [Delay node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/delay.md): Delay node allows you to pause the chatbot conversation for a certain period before moving to the next node. This delay can be set for a specific a...
- [Email validator node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/email-validator.md): Email validator node simplifies the process of collecting and verifying email addresses from users in a chatbot. This node has a built-in validatio...
- [Execute flow node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/execute-flow.md): The Execute flow node is used to transition between flows. It acts as a trigger within a flow, allowing you to switch from the current flow to a sp...
- [File validator node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/file-validator.md): File Validator node allows you to validate specific file formats that users upload during a bot conversation. It ensures that the uploaded document...
- [Function node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/function-node.md): The Function node allows you to define and execute custom logic within a flow. It can process input data, perform calculations, transform informati...
- [Generate PDF/Image node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/generate-pdf-image.md): The Generate PDF/Image node allows you to create PDF and image files (JPG, JPEG, PNG) from DOCX, HTML, or Base64-encoded files. You can use this no...
- [Knowledge search node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/knowledge-search-node.md): Knowledge search node allows the AI-agent to retrieve answers from a website or documents uploaded in the Knowledge Base (KB) module and provide ac...
- [Modifier node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/modifier.md): Modifier node allows you to convert user input into a specific format before passing it to a database, an API, or displaying it to the user.
- [Name validator node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/name-validator.md): Name validator node allows you to validate the name  entered during the bot conversation do not contain any special characters. This node prevents ...
- [Notification status node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/notification-status.md): Notification status node is used to monitor and report the delivery status of a notification sent through the system. Notifications may include ema...
- [Outbound notification node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/outbound-notification.md): Outbound notification node allows you to send notifications during a bot conversation via SMS, Email, Whatsapp and Voice. For more information on h...
- [Phone validator node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/phone-validator.md): Phone validator node is used to collect and validate phone numbers from users in a chatbot conversation. This node ensures that the entered phone n...
- [Prompt executor](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/prompt-executor-node.md): :::info
- [Raise ticket node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/raise-ticket.md): The **Raise a Ticket** node allows your AI agent to create a support ticket when a user's query requires human assistance or follow-up. It acts as ...
- [Send event node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/send-event-node.md): Record an event with this node. 
- [Send OTP node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/send-otp.md): Send OTP node is used to send a one-time password (OTP) via SMS to users within a conversational flow. You can use this node for authentication and...
- [Set language node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/set-language.md): Set Language node allows you to interact with the bot in your preferred language at any point during the conversation. This node facilitates commun...
- [Sync database node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/sync-database.md): :::info
- [User event node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/user-event.md): User event node allows you to send an event to the bot, and trigger specific actions in the background without requiring immediate user interaction.
- [Variables node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/variables-node.md): Variable node allows you to assign static values or capture dynamic inputs during AI agent conversation and store them for later use within the con...
- [Verify OTP node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/action-nodes-overview/verify-otp.md): Verify OTP node is used to send a one-time password (OTP) via SMS to users within a conversational flow.
- [Create your first AI-agent](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/create-agent.md): The first step in building your AI agent is configuring the Super Agent—the central intelligence layer that defines your agent’s personality, tone,...
- [Logic nodes](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/logic-nodes.md): Logic nodes can be used when the flow must be branched based on the given conditions.
- [Carousel node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/message-nodes1/carousel-message-node.md): Carousel node is used to display multiple items in a visual format, containing text, images, description, and buttons. It allows users to scroll th...
- [File node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/message-nodes1/file-node.md): File node allows you to share files with users. This node supports the file formats such as JPG, PDF, MP3, MP4, CSV, DOC, DOCX, TXT, HTML, PPT, and...
- [Image node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/message-nodes1/image-node.md): Image node allows you to display static or dynamic images directly to users during conversations on the bot interface.
- [Message Nodes](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/message-nodes1/message-nodes.md): A Message node is a one-way communication used to share updates, instructions, or media content such as text, images, videos, or quick replies with...
- [Quick Replies node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/message-nodes1/quick-replies.md): Display a question along with quick reply buttons with this node. For example, the AI-agent prompts the user with options like Technical Issue, Bil...
- [Text node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/message-nodes1/text-node.md): Text node is used to display messages to users during a conversation. These messages can be static (unchanging) or dynamic (personalized based on u...
- [Video node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/message-nodes1/video-node.md): Video node allows you to display MP4 static and dynamic video files directly in the conversation flow.
- [WhatsApp List node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/message-nodes1/whatsapp-list.md): :::note
- [WhatsApp product message node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/message-nodes1/whatsapp-product-message.md): This section helps you create a WhatsApp product messaging journey with a sample use case.
- [Nodes Overview](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/nodes.md): Nodes are the building blocks of a [Flow/Journeys](https://docs.yellow.ai/docs/platform_concepts/studio/build/Flows/journeys). Each node represents...
- [Carousel node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/carousrel-node.md): Carousel node is used to display a series of interactive cards with images, titles, descriptions, and buttons. It helps to display the multiple opt...
- [Date node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/date-node.md): The **Date node** allows you to capture a date or time from users through an interactive calendar widget during a conversation. When a date is sele...
- [Email node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/email-node.md): Email node captures and validates a user’s email address during a conversation. Use this node when the AI-agent needs contact information for follo...
- [Feedback node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/feedback-node.md): Feedback node allows you to collect feedback during conversations. It allows the AI-agent to prompt users for their ratings, opinions, or suggestio...
- [File prompt node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/file-prompt-node.md): **File prompt** node enables users to upload files directly within a conversation. It checks the uploaded files to ensure they meet the required fo...
- [Input node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/input-node.md): Ask and store user input and other comments with this node.
- [Location node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/location-node.md): Location node allows you to ask, validate, and store a user's location within the conversation. It fetches  relevant location details, such as city...
- [Multi-select node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/multi-slect-node.md): Multi-select node allows users to choose multiple options from a predefined list during a single interaction. For example, in a food delivery chatb...
- [Name node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/name-node.md): The Name node collects and verifies a user's name during a conversation. It prompts users to enter their name and checks the input to ensure it inc...
- [Phone node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/phone-node.md): The Phone node collects and validates phone numbers during conversations. Use this node when the AI-agent requires user contact information for ver...
- [Product search node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/product-search-node.md): Harnessing generative AI, the product search node dynamically showcases items from a catalog, enabling personalized interactions based on user choi...
- [Prompt Nodes](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/prompt-nodes.md): Prompts are Interactive or conversational nodes, which expect user input. When a user provides an invalid input to the prompt, a fallback message w...
- [Question node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/question-node.md): Use the Question node to ask users for any kind of input—names, dates, preferences, or other details you need during a conversation.
- [Quick replies node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/quick-replies.md): Quick replies node allows you to display the message to users along with predefined response options in the form of buttons. You can respond by eit...
- [Speak node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/speak-node.md): Speak node allows you to input Speech Synthesis Markup Language (SSML) to configure and generate audio responses dynamically. Speak node is availab...
- [Store comment node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/store-comment-node.md): This node helps you to skip triggering of NLU, intents, or entities for a respective flow. Using this node, you can provide inputs such as feedback...
- [Voice input node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/voice-input-node.md): A voice input node is used to gather user information, process it, and manage various scenarios of conversing in a human-like manner. This node is ...
- [WhatsApp list node](https://docs.yellow.ai/docs/platform_concepts/studio/build/nodes/prompt-node-overview/whatsapp-list-node.md): WhatsApp list node allows you to display organized lists of options to users via the WhatsApp channel. By leveraging the WhatsApp Business API, thi...
- [Unknown error’ in Conversation Logs](https://docs.yellow.ai/docs/platform_concepts/studio/build/unknown_error.md): * Access to the bot
- [Inbox Workflows automation](https://docs.yellow.ai/docs/platform_concepts/studio/build/workflows.md): > Contact support@yellow.ai to enable workflows, if not available on the bot.
- [Manage database tables & table data](https://docs.yellow.ai/docs/platform_concepts/studio/database.md): A database (DB) for a bot is a structured system that stores and manages essential data for its operations. You can create a database table with ro...
- [Debug flows](https://docs.yellow.ai/docs/platform_concepts/studio/debugger.md): The Flow Debugger allows AI-agent developers to inspect variables and track changes in their values at each node level. By enabling step-by-step fl...
- [Dynamic chat node](https://docs.yellow.ai/docs/platform_concepts/studio/dynamicchatnode.md): :::note
- [Trigger actions based on Events](https://docs.yellow.ai/docs/platform_concepts/studio/events/event-hub.md): Events are occurrences that happen in a platform or system.
- [Add metadata to optimize knowledge base search](https://docs.yellow.ai/docs/platform_concepts/studio/kb/add-metadata.md): Metadata is a descriptive information added to files in the Knowledge Base to improve the search. It functions like tags that tell the AI agent wha...
- [Knowledge base additional configuration](https://docs.yellow.ai/docs/platform_concepts/studio/kb/advancedsettings.md): In addition to its core functionality, our KB offers a range of additional configurations designed to enhance your experience.
- [Customize your Knowledge base responses using prompts](https://docs.yellow.ai/docs/platform_concepts/studio/kb/confgure-response.md): You can customize KB responses by providing instructions (prompts) in the Configuration section. KB analyzes prompts and generate appropriate respo...
- [Setup & manage your Knowledge base](https://docs.yellow.ai/docs/platform_concepts/studio/kb/ingestion.md): A Knowledge Base (KB) allows your AI agent to retrieve accurate, context-aware responses by accessing organizational content from sources like site...
- [Knowledge base overview](https://docs.yellow.ai/docs/platform_concepts/studio/kb/kb-intro.md): The Knowledge Base module has been enhanced to address common challenges and improve overall efficiency in managing and accessing content. Whether ...
- [Organize files with folders & subfolders](https://docs.yellow.ai/docs/platform_concepts/studio/kb/organize-kb-files.md): Managing your knowledge base is now simpler and more organized. Previously, all uploaded and synced files were listed together in a single view. Wi...
- [Organize and Publish your files](https://docs.yellow.ai/docs/platform_concepts/studio/kb/organize-kb.md): Managing files involves several key actions to keep your content organized and up to date. You can perform actions such as updating a file’s status...
- [Introduction to knowledge base (KB)](https://docs.yellow.ai/docs/platform_concepts/studio/kb/overview.md): The Knowledge Base is a centralized source of truth that helps your AI agent deliver accurate, consistent, and context-aware responses. It allows y...
- [Setup Knowledge base](https://docs.yellow.ai/docs/platform_concepts/studio/kb/setup-kb-source.md): Knowledge Base sources are used to feed information into your AI agent. They allow you to connect external or internal content such as websites, do...
- [Setup your Knowledge base](https://docs.yellow.ai/docs/platform_concepts/studio/kb/setup-kb.md): <!--
- [Automation overview](https://docs.yellow.ai/docs/platform_concepts/studio/overview.md): <!--import ArticleCard from '@site/src/components/ArticleCard';
- [Product catalogue](https://docs.yellow.ai/docs/platform_concepts/studio/product-catalogue.md): The Product Catalogue helps to streamline your product management process by allowing you to store and showcase your product catalog to end users. ...
- [FAQs on Rule-based agents](https://docs.yellow.ai/docs/platform_concepts/studio/studio-faqs.md): :::note
- [Monitor Chatbot logs](https://docs.yellow.ai/docs/platform_concepts/studio/test-and-publish-bot/bot-logs.md): Logs in AI-agent conversations are step-by-step records, detailing events and flows at the backend, important for identifying errors, understanding...
- [Debug your bot flows](https://docs.yellow.ai/docs/platform_concepts/studio/test-and-publish-bot/debug-flow.md): Debugging flows involve finding and fixing issues in the AI-agent's conversations to ensure smooth user interactions. This helps enhance performanc...
- [Publish your AI-agent](https://docs.yellow.ai/docs/platform_concepts/studio/test-and-publish-bot/modes.md): Publishing a AI-agent involves deploying AI-agent changes to the live environment. Only a **Super Admin** can publish a AI-agent for the first time...
- [Tools and settings](https://docs.yellow.ai/docs/platform_concepts/studio/tools.md): You can find advanced settings in the tools section, that will help you to finely adjust your AI-agent's performance. You can calibrate language un...
- [Context Management](https://docs.yellow.ai/docs/platform_concepts/studio/train/add-contextual-response.md): Adding contextual responses involves providing additional context as a response to a specific prompt.
- [FAQ AI-agents](https://docs.yellow.ai/docs/platform_concepts/studio/train/add-faqs.md): Adding FAQs to the AI-agent improves user experience by providing self-service support to users to find answers to their questions. FAQs are traine...
- [Entities](https://docs.yellow.ai/docs/platform_concepts/studio/train/entities.md): An entity refers to specific information or data that the AI-agent can identify and extract from user input.
- [Intents](https://docs.yellow.ai/docs/platform_concepts/studio/train/intents.md): An intent in a conversation flow represents the specific goal or purpose a user aims to achieve when interacting with a AI-agent. For example, aski...
- [Orchestrator LLM](https://docs.yellow.ai/docs/platform_concepts/studio/train/orchllm.md): **Orchestrator LLM** is Yellow.ai’s in-house fine-tuned Large Language Model (LLM) that powers intelligent, multi-goal conversations for AI agents....
- [Small talk](https://docs.yellow.ai/docs/platform_concepts/studio/train/smalltalk.md): Small talk adds a friendly touch to conversations with the AI-agent, making interactions feel more natural and engaging. It is particularly useful ...
- [Synonyms](https://docs.yellow.ai/docs/platform_concepts/studio/train/synonyms.md): Synonyms are used to understand user inputs by recognizing different ways users might express the same intent. By mapping synonyms and its abbrevia...
- [Documents](https://docs.yellow.ai/docs/platform_concepts/studio/train/what-is-document-cognition.md): Documents (Document/Doc)is a feature on yellow cloud and app that allows the customer to upload the documents, integrate their knowledge source to ...
- [Install Yellow.ai search on your website](https://docs.yellow.ai/docs/platform_concepts/yellowaisearch/installyellowaisearch.md): To install Yellow.ai Search on your website, follow these steps:
- [Smart document search for your website](https://docs.yellow.ai/docs/platform_concepts/yellowaisearch/yellow-search-feature.md): Empower your website with Yellow.ai's intelligent search engine, driven by **Document Cognition**. Seamlessly deployable on any website, this featu...
- [Video Learning Hub - Getting Started with Yellow.ai](https://docs.yellow.ai/docs/tutorials/basics.md): <div class="hero-banner">
- [Channels](https://docs.yellow.ai/docs/tutorials/channels.md): <center>
- [Insights](https://docs.yellow.ai/docs/tutorials/data.md): Unlock the Power of Insights! Welcome to our insightful video introduction to the Yellow.ai Insights module. Discover how you can delve deep into t...
- [Engage](https://docs.yellow.ai/docs/tutorials/engage.md): Welcome to the world of engagement! In this informative video, we'll introduce you to the Engage module, a powerful tool designed to enhance your i...
- [Insights](https://docs.yellow.ai/docs/tutorials/growth.md): <iframe width="560" height="315" src="https://www.youtube.com/embed/m2fSpps8mhw" title="YouTube video player" frameborder="0" allow="autoplay; clip...
- [Inbox](https://docs.yellow.ai/docs/tutorials/inbox.md): This video provides a comprehensive overview of the Inbox module. Discover how to navigate through the inbox interface and explore its various comp...
- [Integration](https://docs.yellow.ai/docs/tutorials/integrations.md): Discover our video tutorials on integration and learn how to seamlessly integrate several systems and applications with Yellow.ai.
- [Studio](https://docs.yellow.ai/docs/tutorials/studio.md): Step into the world of Bot Building! This comprehensive video offers an engaging introduction to the Bot Builder module. Dive into the heart of cra...
- [August updates](https://docs.yellow.ai/docs/updates/2022/aug.md): | *Enhancement*
- [December 2022](https://docs.yellow.ai/docs/updates/2022/dec2022.md): | *New feature*
- [July updates](https://docs.yellow.ai/docs/updates/2022/july.md): All options in the Automation navigation are reordered according to the user flow. This makes it more convenient for you to navigate between the op...
- [November updates](https://docs.yellow.ai/docs/updates/2022/nov2022.md): | *New feature*
- [October updates](https://docs.yellow.ai/docs/updates/2022/oct2022.md): | *Enhancement*
- [September updates](https://docs.yellow.ai/docs/updates/2022/sep_updates.md): | *Enhancement*
- [April 2023](https://docs.yellow.ai/docs/updates/2023/april2023.md): ![](https://i.imgur.com/Wj06Bz6.png)
- [Aug 2023](https://docs.yellow.ai/docs/updates/2023/aug2023.md): ![](https://i.imgur.com/hIGEIJL.png)
- [Dec 2023](https://docs.yellow.ai/docs/updates/2023/dec2023.md): ![](https://i.imgur.com/hIGEIJL.png)
- [February 2023](https://docs.yellow.ai/docs/updates/2023/feb2023.md): <details>
- [January 2023 updates](https://docs.yellow.ai/docs/updates/2023/jan2023.md): | New features | Description | 
- [July 2023](https://docs.yellow.ai/docs/updates/2023/jul2023.md): ![](https://i.imgur.com/hIGEIJL.png)
- [June 2023](https://docs.yellow.ai/docs/updates/2023/jun2023.md): ![](https://i.imgur.com/hIGEIJL.png)
- [March 2023](https://docs.yellow.ai/docs/updates/2023/mar2023.md): ![](https://i.imgur.com/Wj06Bz6.png)
- [May 2023](https://docs.yellow.ai/docs/updates/2023/may2023.md): <details>
- [November 2023](https://docs.yellow.ai/docs/updates/2023/nov2023.md): ![](https://i.imgur.com/hIGEIJL.png)
- [Oct 2023](https://docs.yellow.ai/docs/updates/2023/oct2023.md): ![](https://i.imgur.com/hIGEIJL.png)
- [Sep 2023](https://docs.yellow.ai/docs/updates/2023/sep2023.md): ![](https://i.imgur.com/hIGEIJL.png)
- [January 2024](https://docs.yellow.ai/docs/updates/2024/Jan2024.md): ![](https://i.imgur.com/hIGEIJL.png)
- [April 2024 updates](https://docs.yellow.ai/docs/updates/2024/april24.md): Say goodbye to the old switcher and enjoy a fresh perspective on platform navigation. This new approach makes it easier to find whatever you're loo...
- [August 2024 Releases](https://docs.yellow.ai/docs/updates/2024/aug2024.md): ![](https://i.imgur.com/hIGEIJL.png)
- [Dec & Nov 2024 Releases](https://docs.yellow.ai/docs/updates/2024/dec24.md): <!--
- [February 2024](https://docs.yellow.ai/docs/updates/2024/feb2024.md): ![](https://i.imgur.com/hIGEIJL.png)
- [Insights Module Revamp (Phase 1)](https://docs.yellow.ai/docs/updates/2024/insightsrevamp.md): We have removed the following screens from the UI:
- [July 2024 Releases](https://docs.yellow.ai/docs/updates/2024/july2024.md): ![](https://i.imgur.com/hIGEIJL.png)
- [July 2024 Releases](https://docs.yellow.ai/docs/updates/2024/june24.md): We've upgraded the Insights module based on your feedback to improve how reports are generated. Previously, it was difficult to customize drill-dow...
- [March 2024 updates](https://docs.yellow.ai/docs/updates/2024/march2024.md): Enhance flow construction clarity with the Auto Layout feature. This feature automatically aligns nodes, simplifying layout and enhancing readabili...
- [May 2024 releases](https://docs.yellow.ai/docs/updates/2024/may2024.md): We've revamped the Insights module to significantly enhance reporting capabilities based on valuable customer feedback. As a result, several screen...
- [Sep 2024 Releases](https://docs.yellow.ai/docs/updates/2024/sep2024.md): The Agent AI module is a game-changer, empowering you to create sophisticated Gen AI-powered bots in just minutes. Even without prior AI experience...
- [April - June Q2 Releases](https://docs.yellow.ai/docs/updates/2025/april-q2.md): <div style={{
- [Jan-March Q1 Releases](https://docs.yellow.ai/docs/updates/2025/q12025.md): <div style={{
- [2025 Updates - Category View](https://docs.yellow.ai/docs/updates/2025-category-focused.md): <div style={{
- [🎨 Release Notes Design Examples](https://docs.yellow.ai/docs/updates/design-examples/README.md): This folder contains modern design examples and implementation guides for improving your release documentation.
- [2025 Updates by Category](https://docs.yellow.ai/docs/updates/design-examples/category-focused-example.md): <div style={{
- [🎨 Modern Release Notes Implementation Guide](https://docs.yellow.ai/docs/updates/design-examples/implementation-guide.md): ---
- [What's New - Modern Design Example](https://docs.yellow.ai/docs/updates/design-examples/modern-overview-example.md): <div style={{
- [2025 Q3 Updates - Timeline Style](https://docs.yellow.ai/docs/updates/design-examples/timeline-style-example.md): <div style={{
- [Release History](https://docs.yellow.ai/docs/updates/overview.md): Explore our comprehensive archive of platform updates, feature releases, and improvements from previous quarters. This historical overview showcase...