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Meet Yuna

Understand how Yuna differs from AI customer service and what it can do for your team.

Updated 2026-07-17

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Needs attention: 3HistoryExpand

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…
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Yuna's home

Pick Yuna under AI agent in the sidebar — a new chat starts from the welcome screen.

Yuna is the AI assistant for your merchant team. It helps you understand data, complete setup, teach AI customer service, and handle tasks. It is not the customer-facing AI agent.

Four ways Yuna helps#

  • Ask: Query conversations, channels, team activity, usage, and connected business data.
  • Act: Use capabilities available in the workspace to draft or perform setup and customer actions.
  • Teach: Turn rules, standard answers, customer preferences, or outreach requests into learning suggestions.
  • Receive: Surface learning tasks, AI failures, delivery issues, and follow-up reminders.

How Yuna knows what it can do#

Yuna reads the current workspace capability inventory. Capabilities come from platform features, connected channels, installed apps or plugins, and tenant configuration. When a required capability is missing, Yuna should explain what must be connected rather than pretending that an action succeeded.

Confirmation and safety#

Read-only questions can usually return immediately. Actions that change configuration, send messages, or affect customers display a confirmation card first. Without confirmation, no real side effect should occur. Permission, approval, cooldown, and channel policy still apply even when a capability exists.

Open Yuna from the AI area. The full page and floating window share the same conversation state and should continue the same in-progress operation across page changes.

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