YundaDeskWeb Widget1 added
A white-label chat bubble for your site
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Channels & outreach
Workspace demo
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Inbox, AI reception, customer profiles — meet the interface here, then follow the docs.
M
Mia ChenVIPActive
Online · TikTok DM · VietnamAI auto-receptionJoin
Today
Thinking: Understanding shipping intent and checking the order…
Order looked uporder.query · 320ms
YundaDesk
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AI is handling this conversation
Website & email3
Custom API1 added
Send and receive through your own system
Email
Bring customer email into one inbox
Social & messaging8
WhatsApp
Connect WhatsApp Business to serve customers
Messenger
Connect Facebook Pages and handle messages
Instagram DM
Receive and reply to Instagram DMs
LINE
Connect a LINE Official Account
Telegram1 added
Connect a Telegram bot for customer messages
TikTok
TikTok Business DMs and comments
Zalo OA
Connect a Zalo Official Account
YouTube
Receive and reply to comments
Enterprise IM1
WeComPlanned
Customer contacts, group chats, and agent collaboration
Website Widgethttps://yundadesk.com, https://www.yundadesk.comComma-separated; leave blank to set the allowlist later
#2563EBWidget primary color; must be a valid 6-digit hex
Reception settings
Widget appearance
Widget appearance
Applies only to this Website Widget channel. The channel name and theme color are channel-specific too.
SystemLightDark
Display settings
Display settings
Set the title and description visitors see when they open the widget. Recent conversations are shown by default.
How can we help?Hi, we are here to help.Live previewLocal preview
Copy the code below and paste it into your website to load the chat widget.
Copy it into your website, bot profile, or integration docs.
Copy<script src="https://cdn.yundadesk.com/widget.js" data-yd-key="yd_widget_main" async></script>- Widget Key
- yd_widget_main
- Script URL
- https://cdn.yundadesk.com/widget.js
- Direct link
- https://cdn.yundadesk.com/?widget_key=yd_widget_main
Reception settings
Telegram bot setup guide
Minimal setup
Three steps: ① find @BotFather to create a bot and get the token → ② paste the token on the left → ③ save and enable; the system receives new messages automatically.
1. Create a Telegram bot
- In Telegram, search for @BotFather and open the chat.
- Send /newbot to create a new bot.
- Follow the prompts to set a display name and username (ending in _bot).
- Copy the bot token returned by BotFather.
2. Enter the token on the left and enable
- Paste the token into “Bot Token” on the left.
- Click “Save” at the top, then “Enable”.
- Click “Test connection” to verify the bot token works.
3. Test the bot
- Search for the bot username in Telegram and start a chat.
- Send any message and AI / an agent will reply automatically.
- See Telegram Bot API docs.
Channel needs attention
The channel credential has expired. Please reauthorize and try again.
Connection failed123456:ABC-DEF...From @BotFather; only a mask is shown after saving, the value can't be revealed
Reception settings
Telegram bot setup guide
Minimal setup
Three steps: ① find @BotFather to create a bot and get the token → ② paste the token on the left → ③ save and enable; the system receives new messages automatically.
1. Create a Telegram bot
- In Telegram, search for @BotFather and open the chat.
- Send /newbot to create a new bot.
- Follow the prompts to set a display name and username (ending in _bot).
- Copy the bot token returned by BotFather.
2. Enter the token on the left and enable
- Paste the token into “Bot Token” on the left.
- Click “Save” at the top, then “Enable”.
- Click “Test connection” to verify the bot token works.
3. Test the bot
Search by name, social handle, or emailFilterSortNewDemo data
| Customer | Channel | Location | Tags | Date | ||
|---|---|---|---|---|---|---|
| MMaria Garcia | Web Widget | VIPLogistics | 05/18 | |||
| LLukas Schneider | Telegram+49 30 123456 | B2B | 05/20 | |||
| AAna Silva | Refund | 05/22 |
OverviewManaged AI active
Check whether AI is safe to serve, what it answers from, and what needs you.
AI capabilities & learningManage knowledge & skills →
Last 7 daysView reports →
35Conversations
35Closed
0Queued
35Assigned
5Sent8Eligible4Blocked1Delivery failed
3 outreach tasks open
Needs your attentionReview suggestions →
How should we reply when sizing runs small?A staff answer has been turned into a skill draft and needs confirmation.Handle
What if DHL takes more than 72 hours?A staff answer has been turned into a skill draft and needs confirmation.Handle
Learning result delivery failedA Telegram learning result matched once but did not reach the customer. Review the failed replay or retry from Learning review.View
What AI recently learnedView all learning →
Look it up using the order number.
Last 3 real matches: Web Widget · Custom API — 1 externally delivered, 2 pending verification, 0 failed.| Category | Capability | Status | Current state | Integration path |
|---|---|---|---|---|
| Proactive outreach | Broadcast noticeCreate a broadcast draft for a channel or all reachable customers. | Draft only | Batch delivery is missing, so AI cannot send directly to every customer. | Connect batch delivery; until then, only confirmed drafts are allowed. |
| Proactive outreach | Private customer messagePrepare or send a follow-up to one specific customer. | Not available yet | This plan does not include the capability yet. | This capability is not available yet and requires no setup now. |
| Proactive outreach | Segment outreachFind customers by conditions and draft outreach for that segment. | Not available yet | Customer segment search is missing, so the target audience cannot be located. | This capability is not available yet and requires no setup now. |
| Customer data | Customer profile readRead customer profiles to enrich answers, memory, and outreach decisions. | Available | Read customer profiles to enrich answers, memory, and outreach decisions. | Yuna can use this in learning, answering, and outreach decisions. |
Do you ship to Brazil?
×Save to learning↳Yes, Brazil shipping usually takes 7-12 business days.
Human answered·1How should we handle customers who say they are VIP?
×Enable as AI skill↳Auto-detect VIP customers · Detect VIP status and prompt agents to follow up first.
Human answered·1·L2 riskAre these earrings suitable for sensitive skin?
×Generate draft↳The earrings are stainless steel with 18K gold plating and meet standard nickel-release safety requirements.
Human answered·1·L3 riskCan I return opened items?
Manage learned content↳Opened items can be returned within 30 days if the package is complete.
Human answered·1DHL tracking has not moved for 72 hours. What can you do?
Reactivate↳If DHL has not updated for over 72 hours, check the order first, then hand off for compensation review.
You corrected·1·L2 risk| Skill | Status | Use case | Last 7 days | Actions |
|---|---|---|---|---|
| Order tracking lookupWhen a customer asks where an order is, look it up first, then reply in brand voice. | Active | Lookup | Used 12 times92% success | › |
| Auto-detect VIP customersDetect VIP status and prompt agents to follow up first. | Testing | Triage | Not used yet | › |
Query
When a customer asks where an order is, look it up first, then reply in brand voice.
Last 7d12 runsSuccess rate92%Handoff8%
Trigger fields1 field
Conditions1 condition
Execution layerSingle-step capability
Approval policyNo approval needed
HandoffHands off when risk or missing-info conditions are met
Risk levelL1
ReportsLast 7 daysLast 30 daysLast 90 daysExport reportDemo data
Conversations1,284Previous period -
Avg. first response1m 05sStable
Avg. resolution time7m 24sPrevious period -
AI participation78%Previous period -
Conversation volumeConversationsAvg. first responseResolved this periodAI participation
6/156/166/176/186/196/206/21
Hourly new conversationsLast 7 days
LowHigh7-day total 5,670
Dimension detailsChannelsAgents
| Dimension | Conversations | Messages | Avg. first response | Resolved | Share |
|---|---|---|---|---|---|
| Web Widget | 712 | 4,128 | 38s | 496 | 60% |
| Telegram | 284 | 1,620 | 45s | 219 | 24% |
| 198 | 980 | 3m 12s | 146 | 17% |
Profile & project
Agent identity
ACAnna Chenanna@yundadesk.test
Basic information
Save
Project identity
Save
Members & roles
Invite agent| Member | Role | Status & skills | Actions |
|---|---|---|---|
| ACAnna ChenMeanna@yundadesk.testOnline | Admin | Active英语退款Max 12 concurrent | ⋯ |
| MGMaria Garciamaria@yundadesk.testOffline | Agent | Pending西语售前Max 8 concurrent | ⋯ |
Notifications
Notification permission
Browser notificationsStay notified about new messages even when you are not viewing the workspace.
Notification settings
Sound alertsPlay an alert sound when a new message arrives
Notification scenes
Background notificationsSend a notification when the page isn't visible (tab switched or minimized)
Other conversation messagesSend a notification for messages in conversations you aren't currently viewing
New visitor notificationsSend a notification when a new visitor enters the queue
Assignment & transfer notificationsSend a notification when a conversation is assigned or transferred to you
Test notification
Send testSend a test notification to verify everything works.
Send key
Enter to send · Shift+Enter for a new line
Send-key preference for the conversation input, saved per agent.
Proactive outreach
SaveCurrent mode: Send after staff confirmationCooldown is 24 hours per customer; at most 1 touches in 7 days.
Outreach policy
Outreach modeObserve, require staff confirmation, or auto-send. Auto-send can send real customer messages.Send after staff confirmation
Enable live proactive sendsAvailable only in auto-send mode. Sends still pass cooldown, quiet hours, per-customer limits and memory checks.
Quiet hoursAvoid sending during time windows that may disturb customers.
Start time / End timeUses the workspace timezone; overnight windows such as 22:00 to 08:00 are supported.22:0008:00
Require reachable consentOnly trigger when the customer is eligible for proactive contact.
Anti-spam and confidence
Cooldown (hours)The same customer and action will not repeat during the cooldown window.24hours
7-day customer limitMaximum proactive touches for one customer in 7 days; 0 disables proactive sends.1times
Minimum confidenceOnly decisions at or above this confidence enter confirmation or auto-send.86%
Human review
High risk / Sensitive actionThese risk levels still require staff confirmation to avoid sending high-commitment, refund or compliance-sensitive messages directly.
Subscription & usage
Upgrade planBuy AI CreditPurchase historyContact opsGrowthSubscription activeRenewal date not set.Subscription active
Usage quotas
Agent seats7 / 12Seats used
Channels4 / 30Channels connected
AI creditView records →17,000 / 50,000This month's usage
Monthly conversations12.3K / 20KNew conversations this month
Monthly messages67.9K / 200KMessages this month
Data source docs128 / 2,000Documents indexed
Entitlement gate
Quotas and features controlled by planWhen a quota is exhausted or a feature isn't enabled, the system pauses the related action; upgrade your plan or contact ops to continue.
Write actions are allowed based on workspace status, feature flags and quota usage.
34%
DocumentsFAQ pairs
| Document | Size | Tags | Updated | Status | Actions |
|---|---|---|---|---|---|
| Brazil shipping timelinesCompiled 12 FAQ pairs | — | Updated Jun 3, 2026, 4:00 PM | Searchable | ⋯ | |
| EU customs & duties | — | Updated Jun 4, 2026, 2:30 PM | Indexing | ⋯ | |
| 30-day refund policyCompiled 9 FAQ pairs | — | Updated Jun 2, 2026, 8:00 PM | Searchable | ⋯ |
| Document | Size | Tags | Updated | Status | Actions |
|---|---|---|---|---|---|
| Brazil shipping policy | — | Updated Jun 3, 2026, 4:05 PM | Queued | ⋯ | |
| EU customs & duties | — | Updated Jun 4, 2026, 2:30 PM | Indexing | ⋯ | |
| Brazil shipping timelines | — | Updated Jun 3, 2026, 4:00 PM | Searchable | ⋯ | |
| Import restrictions PDFError: The PDF contains no readable text | — | Updated Jun 7, 2026, 4:30 PM | Index failed | ⋯ |
| Document | Size | Tags | Updated | Status | Actions |
|---|---|---|---|---|---|
| tgo.ai · 0 pagesProcessed 3 / Discovered 50 pages | — | — | Crawl job running | Crawling | ⋯ |
| Customer question | Standard answer | Source | Tags | Status | Actions |
|---|---|---|---|---|---|
| Do you ship to Brazil? | Shipping to Brazil usually takes 7-12 business days. | Compiled · Brazil shipping policy | Enabled | ⋯ |
New document✕
Upload files or crawl a site; AI can search anything ingested.Upload filesCrawl website
Click to choose files or drag them hereSupports common formats like PDF / Word / Excel / PPT / Markdown / images / email · single file ≤ 50 MB
Upload document
New document✕
Upload files or crawl a site; AI can search anything ingested.Upload filesCrawl website
Also crawl subpages under this URLFollow links on the same site by default; turn this off to crawl only the current URL.
CancelStart crawling
Needs attention: 3History1 more, view allYuna memoryBack to YunaForget all
Connect PhoneNot connectedConnection owner: Alice FFeishuSend and receive Yuna messages with a Feishu bot.Not connected TTelegram BotSend and receive Yuna messages with a Telegram Bot.Not connected WWeChatSend and receive Yuna messages with an official WeChat account.Not connected FFeishuSend and receive Yuna messages with a Feishu bot.Enabled TTelegram BotSend and receive Yuna messages with a Telegram Bot.Not connected WWeChatSend and receive Yuna messages with an official WeChat account.Not connected Connect FeishuScan and confirm on your phone to connect this account to Yuna.
Needs attention: 3agent confirmationHistory
Outreach awaiting confirmation
agent confirmationCart recovery is ready to reach 1 customer — confirm the flow.
HandleIgnore
Learning suggestion to review
agent confirmationNew FAQ: track packages from the order page after dispatch.
HandleIgnore
Needs attention: 4shadow modeHistory
Yuna found 1 learning suggestion
A customer asked about product materials. Review whether it belongs in the learning base.
HandleIgnore
Yuna found 1 delivery failure
A Telegram reply was not delivered. Check channel delivery.
HandleIgnore
Yuna found 1 failed AI answer
An AI reception run failed. You can inspect the answer trail.
HandleIgnore
How can I help you today?
Ask Yuna…
Which channel had the most customers in the past week?How much AI Credit was used this month?Upload a data sourceCreate a Telegram channel
Ask Yuna…
What needs my attention today?
Three things: 2 learning suggestions to review and 1 outreach waiting for your confirmation. Yesterday's auto-resolution hit 84%, up 3 points.
Ask Yuna…
Shadow mode: memories are searched and logged, but not injected into answers.
| Type | Content | Updated | Actions |
|---|---|---|---|
| preference | Use weekly view by default for future reports | 07/11/2026, 08:00 |
Bring the same Yuna conversation to the creator or admin's phone. Feishu, Telegram Bot, and WeChat messages stay in the original Yuna thread.
Good for teams that already work in Feishu.
ConnectGood for cross-border teams that work in Telegram.
ConnectGood for teams that handle work from WeChat.
ConnectYuna FeishuAccount: cli_yunaRunningConnection owner: Alice
Last received—
Last sent—
Good for cross-border teams that work in Telegram.
ConnectGood for teams that handle work from WeChat.
ConnectWaiting for confirmationValid until 07/04/2026, 12:10
GeneralHandoffReception channels
AI service
Choose whether built-in or external AI handles automatic replies.
Built-in AI receptionChange
MYAI agent nameBuilt-in
Maya Sales Advisor
Both visitors and agents will see this name
Reception focusConsultation & conversionAnswers service, product, plan, or partnership questions and guides the next step.
Your instructionsAdd your brand preferences. Platform safety rules, tool approvals, and injection protection are managed by the system.You are a pre-sales agent for cross-border storefront visitors. Prefer actionable answers.
ToneFriendlyProfessional
Use emoji
Fallback / handoff messageA polite handoff message for when the AI can't answer.I'll bring in a human teammate to continue helping with this.
Reception channels
Selected channels are handled by the current AI. Channels not selected here will not use AI replies.
SelectWebsiteTelegram
TelegramChoose the AI service that replies across all assigned channels.
MY
Built-inMaya Sales Advisor
This is the name of the same default AI agent. Visitors and agents see it; switching built-in or external source does not create a second AI.
AI reception source
Built-in and external AI are mutually exclusive. The selected source replies for the channels assigned below.
Built-in AI receptionIn use
Use YundaDesk managed growth with YundaDesk AI learning, skill generation, and review.
External AI receptionNot in use
External AI only handles auto-replies. It does not participate in YundaDesk AI learning or skill generation.
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