YundaDeskUpload knowledge documents
Add reliable customer-service material to the knowledge base.
Updated 2026-10-07
Hi, where is my package? 📦 I need it next week — could you check?
Order #4821 has shipped and is due by 6:00 PM today. I've also flagged it for expedited delivery.
Reception settingsPerfect, thank you!
Hi Mia, I'm checking your order status now.
Hi Mia, I'm checking your order status now.
Hi Mia, I'm checking your order status now.
Hi Mia, I'm checking your order status now.
Hi Mia, I'm checking your order status now.
Internal send failed, please try again laterHi, our support team has received your order question.
The channel credential has expired. Please reauthorize and try again.(Demo reply) Test message received; the channel round-trip works.
Try the full experience — sign up free or log in.
A white-label chat bubble for your site
Send and receive through your own system
Bring customer email into one inbox
WhatsAppConnect WhatsApp Business to serve customers
MessengerConnect Facebook Pages and handle messages
Instagram DMReceive and reply to Instagram DMs
LINEConnect a LINE official account to serve customers
TelegramConnect a Telegram bot for customer messages
Zalo OAConnect a Zalo Official Account
YouTubeReceive and reply to comments
WeChat Customer ServiceConnect official enterprise customer service accounts
Add MessengerAuthorize securely with Facebook
No App Secret, verify token, or Page token to copy. YundaDesk lists manageable Pages and checks the connection automatically.
Authorize myself
The current staff member manages the Facebook Page.
Connect with FacebookSelect a Facebook Page
Complete authorization in the new tab. It closes automatically and returns the result to this workspace.
Acme SupportPage ID · 104823750001Messaging permission availableYundaDesk subscribes messages, postbacks, delivery, and read events, then runs a live connection check.
Finish connectionChoose your email provider
GmailConnect a Gmail or Google Workspace mailbox
Microsoft OutlookConnect an Outlook or Microsoft 365 mailboxChannel maintenanceMail settings are filled in from your address. You can edit them.
No preset matched. You can enter the mail settings manually in the next step.
Advanced settings
imap.yourbrand.com · 993smtp.yourbrand.com · 465Save disabled first, test IMAP and SMTP, and enable the channel only after both pass.
Connect & enableSelect customer service accounts
Each selected account becomes an independent channel that is enabled immediately, with AI replies off by default.
DEMO_REDACTED_IDENTITY_KEY
When off, customers wait for a team member.
View the customer identity signing key in channel settings. Your website backend signs an HS256 JWT for the current signed-in user. Keep the key on your backend only.
Include user_id, widget_key, iat, and exp; set aud to yundadesk-widget-identity. Use Unix seconds for timestamps. A 5-minute token lifetime is recommended.
Run this code after website login. Replace /support/identity with your website endpoint, which returns { token }.
const loginSupport = () => YundaDesk.login({
getToken: () => fetch('/support/identity', { credentials: 'same-origin' })
.then(response => {
if (!response.ok) throw new Error('Identity request failed');
return response.json();
})
.then(({ token }) => token),
});
if (window.YundaDesk?.login) loginSupport();
else window.addEventListener('yundadesk:ready', loginSupport, { once: true });Call YundaDesk.logout() before website logout or account switching to clear the customer identity in the Widget.
Optional fields: name, email, phone, avatar, locale. custom_attributes accepts enabled customer custom fields only; use their field keys.
<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
Telegram bot setup guide
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.
Inbound webhook URL
Copy this full URL into the webhook settings of the third-party console so customer messages reach YundaDesk.
https://api.example.invalid/hooks/channel/line/demo-onlyCopyLINE Official Account setup guide
1. Enable the Messaging API
- Sign in to LINE Official Account Manager, select the official account to connect, and enable the Messaging API under Settings > Messaging API.
- Copy the Channel ID and Channel Secret from the same page.
2. Save and enable in YundaDesk
- Enter the Channel ID and Channel Secret on the left and save. YundaDesk verifies them with LINE and then shows the matching LINE Official Account.
- Click Enable so the channel starts receiving messages.
3. Set up the webhook and test
- Copy the inbound webhook URL above, paste it into Webhook URL under Settings > Messaging API in LINE Official Account Manager, and save.
- Turn on Webhook under Settings > Response settings. We also recommend turning off auto-response and greeting messages so customers don't get duplicate replies.
- Back in YundaDesk, click Test connection. Once it passes, send a message to the official account from LINE and check that it appears in Chat.
The channel credential has expired. Please reauthorize and try again.
Connection failedBot receiving conflict
Bot webhook is active
Telegram bot setup guide
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
Callbacks go through YundaDesk fixed secure egress. If your receiver restricts sources, add the egress IPs to its allowlist.
Callbacks go through YundaDesk fixed secure egress. Allowlist these IPs: 203.0.113.10, 203.0.113.11
View allowlist IPsCustom API setup guide
1. Create a Custom API channel
- Enter the channel name and “your system callback URL” on the left.
- After saving, the system generates a connection key and signing key to confirm message ownership and request authenticity.
- (Optional) Add an IP allowlist to restrict sources.
2. Forward customer messages to YundaDesk
- POST messages as JSON to the webhook URL above.
- Include the connection key, timestamp, signature, and idempotency key in the headers.
- A 200 response means received; other statuses are treated as failures and retried.
3. Receive reply pushes
- Once enabled, YundaDesk pushes agent / AI replies to the “your system callback URL” you entered on the left.
- Deduplicate by external message ID for idempotency.
| Event | Time | Status |
|---|---|---|
| message.created | 2026/07/28 14:20 | Delivered |
| message.created | 2026/07/28 14:06 | Timeout · retrying |
| conversation.assigned | 2026/07/28 13:41 | Signature rejected |
Publish a public help center so customers can find answers on their own and cut repeat questions.
Install one YundaDesk plugin to add live chat, AI support, and a secure Widget binding to a WordPress site.
Use the same YundaDesk WordPress plugin; after WooCommerce is detected and authorized read-only, sync store, customer, order, product, and current cart context.
Connect SHOPLINE to sync orders, customers, and products, and enable YundaDesk storefront chat in the theme when needed.
Connect a BigCommerce store, sync customer order context, and show recent orders in the workspace sidebar.
Can’t find what you need?
Store actions awaiting approval
Review the store-generated preview before approval. Approval triggers one controlled commit; changed inputs require a new preview.
Create recovery discount · DEMO-SAVE10Live store preview · 10% · Demo Yundastore
The store has not returned a definitive result. Do not submit it again; this control only queries the result and never repeats the action.
Check resultRequest
Inputs
Outputs
Usage rules
☑ Require verified customer identity
Only customers verified in the current conversation can use this function. Otherwise, execution pauses.
Request
Enable only if this POST endpoint queries data without changing it.
Inputs
Parameter settings
Sent as a JSON body field. Enter valid JSON and describe its structure in the parameter description.
Request
Inputs
Usage rules
Result verification (optional)Use the API response by default. Add a read-only check if further verification is needed.
View tests and Agent calls for this function.
Select tools for future use. Saving does not grant Agent execution permission.
Credentials are stored securely and never displayed.
Connectors
Choose the functions this Agent can use. Calls follow function settings and business rules in skills.
Search connections or functions
☑ lookup_order
☐ lookup_order Select the output fields available to the Agent first.
☐ lookup_refund Configuration changed. Select again to authorize.
| Customer | Channel / source | Location / language | Tags | Last interaction | Added | |
|---|---|---|---|---|---|---|
| MMaria Garciamaria@example.com | Web Widget | 🇪🇸 SpainSpanish | 05/22/2026 | 05/18/2026 | ||
| LLukas Schneider+49 30 123456 | Telegram | 🇩🇪 GermanyGerman | 05/20/2026 | 05/16/2026 | ||
| AAna Silva | 🇧🇷 BrazilPortuguese | 05/22/2026 | 05/16/2026 |
| Agent | Role | Reception channels | Readiness | Status |
|---|---|---|---|---|
| AAlexManaged AI | General reception | Website · WhatsApp | Ready | Running |
| NNovaManaged AI | General reception | Messenger | Ready | Running |
| SSamExternal AI | General reception | — | Setup incomplete | Draft |
Choose which tools and actions this Agent may call. These switches never replace runtime authorization, approval, or audit.
When a customer asks where an order is, look it up first, then reply in brand voice.
Yuna finds opportunities in real customer conversations. Nothing updates knowledge or skills until you approve it.
↳Yes, Brazil shipping usually takes 7-12 business days.
Human answered·1↳Auto-detect VIP customers · Detect VIP status and prompt agents to follow up first.
Human answered·1·L2 risk↳Opened items can be returned within 30 days if the package is complete.
Human answered·1↳If DHL has not updated for over 72 hours, check the order first, then hand off for compensation review.
You corrected·1·L2 riskManage how Agents handle customer-initiated requests. Skills affect live conversations only after simulation and publishing.
2 items| 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 |
Conversation volume, response efficiency, and AI service quality at a glance.
Last 7 daysLast 30 daysLast 90 days| 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% |
Language & timezone
Local time 16:30 · UTC+00:00
Appearance
Account actions
Danger zone
The workspace is disabled immediately. Ops can restore it within 2 hours; after that it is permanently deleted.
Delete workspaceAgent identity
PNG, JPG, or WebP up to 5 MB
Project identity
Reply entries
Create your first quick reply; agents can invoke it by typing /.
New quick replyBrand configuration
256×256 PNG / SVG recommended; you can crop to a square after uploading
Notification permission
Notification settings
Notification scenes
Test notification
Send testSend a test notification to verify everything works.
Send key
Conversation handling
Translation settings
Create a subscription to push events to your own backend for integration or data archiving.
AI Credit
Buy AI CreditCurrent cycle resets on 09/30/2026
Plan quota 10,000
Knowledge import, parsing, and offline compilation do not consume AI Credit
Record list
Subscription active
Current cycle ends 09/30/2026.
AI Credit
Pro and Enterprise support connecting your own AI in Agents. External AI has no additional charge and uses no YundaDesk AI Credits. Third-party AI fees are paid separately; managed AI continues to use Credits.
2,400 used
Current cycle resets on 09/30/2026
1,000 used
Other usage
Seats used
3Channels connected
2Yuna requests completed this month
42New conversations this month
128Messages this month
580Documents indexed
12Deliveries this month
0These workspace-wide rules apply to proactive customer outreach. They do not affect internal reports sent to you.
Cooldown is 24 hours per customer; at most 2 touches in 7 days.
Quiet hours
Contact frequency
Team members
| Member | Role | Status & skills | Last sign-in | Last used | Actions |
|---|---|---|---|---|---|
| ACAnna ChenMeanna@yundadesk.testOnline | Admin | ActiveEnglishRefundsMax 12 concurrent | Today, 09:42 | 2 min ago | |
| LWLeo Wangleo@yundadesk.testOnline | Agent | ActiveEnglishAfter-salesMax 6 concurrent | Yesterday, 18:20 | Today, 10:06 | |
| MGMaria Garciamaria@yundadesk.testOffline | Agent | PendingSpanishPre-salesMax 8 concurrent | — | — |
Could not establish a secure connection. If the site is HTTP-only, crawl it again with an http:// URL
| Document | Size | Tags | Updated | Status | Actions |
|---|---|---|---|---|---|
| demo-owner/support-guide 2 | — | — | Updated Jun 3, 2026, 4:00 PM | Healthy |
| Document | Size | Tags | Updated | Status | Actions |
|---|---|---|---|---|---|
| https://tgo.ai/help/shipping· 47 pages | — | — | — | Searchable | ⋯ |
| Support knowledge · Notion · 128 docs | — | — | Last synced 2026/07/29 03:10 | Retrievable | ⋯ |
| Brazil shipping timelines | — | Updated Jun 3, 2026, 4:00 PM | Searchable | ⋯ | |
| EU customs & duties | — | Updated Jun 4, 2026, 2:30 PM | Indexing | ⋯ | |
| 30-day refund policy | — | Updated Jun 2, 2026, 8:00 PM | Searchable | ⋯ |
| Document | Size | Tags | Updated | Status | Actions |
|---|---|---|---|---|---|
| Brazil shipping timelineshttps://tgo.ai/help/shipping/brazil | — | shipping | 10/04 | Searchable | ⋯ |
| Load more | |||||
| Document | Size | Tags | Updated | Status | Actions |
|---|---|---|---|---|---|
| Brazil shipping policy | — | Updated Jun 3, 2026, 4:05 PM | Waiting to index | ⋯ | |
| 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 | Indexing failed | ⋯ |
| Document | Size | Tags | Updated | Status | Actions |
|---|---|---|---|---|---|
| https://tgo.ai/help/shipping · 0 pagesProcessed 3 / Discovered 50 pages | — | — | Crawl job running | Crawling | ⋯ |
| https://tgo.ai/help/shipping · 47 pagesLast sync succeeded · 47 pages | — | — | Last synced Jun 20, 2026, 4:00 PM | Searchable | ⋯ |
| 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 | ⋯ |
Stop syncing and keep this source's 2 documents. Existing content can still be used in AI replies.
Stop syncing and move this source's 2 documents to Trash. They will no longer be used in AI replies. The remote repository and other sources will not be changed.
Separate with commas; * and ** are supported. Exclusions win. Select at least one file type.
2 files to import
- help/shipping.md
- help/returns.md
No files match. Adjust the selection or filters and preview again.
Connect Notion, choose the pages to sync, and import documents automatically.
Connect NotionNotion is not connected yet
Test the saved reception setup as a visitor without creating a real conversation.
I followed the troubleshooting steps and still need human help.
Account and product help.
Direct support deskAccount and product help.Which channel had the most customers in the past week?
The website channel had the most customers in the past week: 42.
Send a Telegram message to Sam about the new product.
VIP customers can get expedited shipping
This looks like a rule you may want to teach me.
VIP customers can get expedited shipping
This looks like a rule you may want to teach me.
Choose how to send
If a customer stops replying for 30 minutes after asking about a product, prepare a follow-up draft, at most once per customer every 24 hours.
Saved as a pending learning suggestion. Review it in AI improvements.
- Trigger
- Trigger after 30m
- AI action
- Prepare a follow-up draft
- Cooldown
- Do not repeat for the same customer within 1d
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.
Bring the same Yuna conversation to the creator or admin's phone. Feishu, Telegram Bot, and WeChat messages stay in the original Yuna thread.
FeishuSend and receive Yuna messages with a Feishu bot.Not connectedGood for teams that already work in Feishu.
ConnectTelegram BotSend and receive Yuna messages with a Telegram Bot.Not connectedGood for cross-border teams that work in Telegram.
ConnectGood for teams that handle work from WeChat.
ConnectFeishuSend and receive Yuna messages with a Feishu bot.ConnectedLast received—
Last sent—
Telegram BotSend and receive Yuna messages with a Telegram Bot.Not connectedGood 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
Support Agent · External AI
External setup
Edit external AI- Connection
- OpenAI Chat Completions
- Endpoint
- https://api.example.com/v1
- Key
- Configured · DEMO-REDACTED
Maintain persona, knowledge, and reply logic in your external service. Use “Edit external AI” to update the endpoint or key, and the preview on the right to test replies.
External AI only handles auto-replies. It is not written into YundaDesk AI learnings and does not generate AI skills.
Your plan does not include external AI, so external reception is paused and its configuration is retained. Upgrade to Pro to resume, or create a managed Agent and reassign its channels.
Choose which tools and actions this Agent may call. These switches never replace runtime authorization, approval, or audit.
When a customer asks where an order is, look it up first, then reply in brand voice.
Both visitors and agents will see this name
Online queue, no-agents-online, and agent-joined notices apply only to messaging channels. Email channels do not send these three reception messages.
This Agent can only search explicitly selected content. Its reception focus never grants knowledge access.
Knowledge searchCould not generate suggested questions. Please regenerate them.
Selected channels are handled by the current AI. Channels not selected here will not use AI replies.
SelectTelegramClick New document to open the dialog: drag in files in formats the product currently supports, with optional tags.
After product guides, policies, and procedures are uploaded, YundaDesk processes them so managed AI can use the content in answers.
Prepare the files#
Remove outdated, duplicate, or conflicting versions. Do not include secrets or unnecessary customer data. Use clear headings, and keep each document focused on a stable topic.
Supported formats include DOC/DOCX/DOCM, PPT/PPS/POT/PPTX/PPTM/PPSX/PPSM, XLS/XLSX/XLSM/XLSB, ODT/ODS/ODP, RTF, EPUB, CSV, PDF, TXT, Markdown, JSON, YAML, and EML.
Upload steps#
- Open the knowledge document page.
- Select the file upload action.
- Choose a format currently supported by the product.
- Wait for processing to finish.
- Select Test knowledge, ask a real question from the document, and inspect its source.
Select material from GitHub#
If GitHub appears in New document, you can sync text material from a public repository without uploading the entire repository.
- Open New document → GitHub and enter the public repository URL. Leave the branch empty to read the default branch.
- Select Next to read the repository and open Select and filter. Expand folders and select the folders or files you need. Clicking a name also selects it. To include everything, select Entire repository.
- Optionally expand Path filters (optional) and enter include and exclude paths, separated by commas. Both
*and**are supported. For example, includehelp/**and excludehelp/examples/**to keep demonstration material out of the knowledge base. - Select at least one file type:
.md,.markdown,.mdx,.txt, or.rst. - Select Next to open Preview and import. Check the matched file count and list, then select Import and sync. Select Back to make changes; your selections and filters are retained. Open the preview again after editing.
A folder selection includes matching files below it, including new files in later syncs. An individual file selection syncs only that file. Path and file-type filters apply together, and exclusions take priority. Import is unavailable without a selection or a matching file.
The import button appears only when the preview has matching files. You can also select a completed step at the top to go back and edit. You cannot skip to import before completing the preview. If no files match, go back and adjust your selections or filters. Longer file lists scroll within the list while the bottom actions remain visible.
After syncing, material appears under its repository source in the document list. Find the source row in All content, inspect its sync status, and open the action menu on the right:
- Sync now reads your selected material again. Wait for an active sync to finish.
- Auto-sync enables or pauses future automatic syncs. The setting is retained after a page refresh.
- Disconnect and keep documents stops syncing after confirmation. Imported documents can still be used in AI replies.
- Delete connection and documents stops syncing after confirmation and moves this source's documents to Trash, excluding them from answers. The remote repository and other sources are not changed. You can restore documents from Trash if needed.
Older disconnected sources also offer deletion of their retained documents from the list. Deletion and disconnection are unavailable while syncing. If a rate-limit error appears, try again later instead of repeatedly clicking.
After upload#
A listed file is not necessarily searchable. AI can rely on it only after successful processing into the current knowledge version. If processing fails, inspect the reason before uploading the same file again.
Successfully processed documents show a Use in AI replies status tag. To keep a document without using it in answers, turn off Use in AI replies from the document menu or detail page. The original content and automatically generated FAQs stop participating in answers, but the document remains in the knowledge base and can be enabled again without another upload. FAQs disabled individually are not restored automatically.