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Meet YundaDesk

Understand the core roles in YundaDesk and how they work together.

Updated 2026-07-17

YundaDesk is an omnichannel AI customer service platform for cross-border brands and support teams. It brings conversations from connected channels into one Inbox, where AI and people can work on the same conversation.

Four core roles#

RoleServesMain purpose
AI customer serviceYour customersAnswers with knowledge, skills, and customer context, then hands off when needed
YunaYou and your teamAnswers business questions, helps with setup, organizes learning, and surfaces tasks
InboxYour support teamHandles conversations, customer context, AI takeover, and team collaboration
Knowledge baseAI customer serviceStores trusted product, policy, service, and FAQ content

Each workspace has one customer-facing AI identity. You can use YundaDesk managed AI or a configured external AI. Only one source handles AI replies for enabled channels at a time. External AI can reply, but it does not participate in YundaDesk managed learning.

How a customer question flows#

  1. A customer sends a message through a connected channel.
  2. If AI reception is enabled for that channel, the AI answers using knowledge, AI skills, and customer context.
  3. Your team can inspect the answer source and execution trace in the Inbox.
  4. The conversation moves to a person when the AI lacks a reliable answer, the customer asks for a person, or a handoff rule applies.
  5. Strong agent answers and explicit AI corrections can become learning suggestions. They affect the AI only after review and adoption.

Start by connecting a channel, adding knowledge, and testing in the Playground. Enable more channels and proactive outreach only after core answers are reliable.

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