Overview, Yaplet and Tickets on your phone

Overview tab

The app opens on Overview, a live snapshot of your workspace. Pull down to refresh it. Each part appears only if your role includes what it shows, and the whole tab is hidden for anyone whose access is limited to some brands. From top to bottom:

• Right now — two tiles. Waiting for a teammate counts the visitors who asked for a human, and turns amber when it's above zero. Active in the last hour counts the recent conversations, with how many the AI is handling and how many your team is. Tap either tile to open the Inbox.
• Performance — your main numbers for the period you choose with the switch at the top: 24h, 7 days or 30 days. The phone remembers your choice. The tiles are Conversations (with a small chart), Handled by AI (the share the AI handled — shown only if your workspace uses the AI), Avg. response time, Customer satisfaction (the average out of 5, and how many ratings it rests on) and People who chatted. Each tile shows how it changed against the period before.
• Your AI — try the AI and put it on your website. See the next section.
• Visitors online — who is on your website right now. See all opens the full list, and so does the People who chatted tile — see Visitors.
• Recent conversations — the five newest, laid out like the Inbox. Open inbox takes you there.
• Ask Yaplet — a card at the bottom that opens the Yaplet tab.

Your AI

If you have the AI agent permission, a Your AI section on Overview (and on the Profile tab) has two rows.

Try your AI opens a test chat with Yaplet, the AI on your website, so you can talk to it the way a visitor would. Tap one of the suggested questions, or type your own in the Message… box. With more than one brand, you pick whose AI to try first. If the AI has only just been set up, you first see it reading your website, and the chat opens by itself when it's done. If your workspace has no AI credits or plan left, the chat says so and offers Open Billing. The circular arrow at the top (Reset chat) clears the test chat so you can start again.

Put it on your website gives you the code that shows the chat on your site:

1. Under Where does your website run?, pick your platform: WordPress / WooCommerce, Shopify, UNAS, Shoprenter, Wix, Squarespace, Webflow, Google Tag Manager or Other website.
2. Follow the steps shown for that platform, and tap Copy code. For WordPress / WooCommerce the button is Copy widget ID, because the plugin needs only the ID.
3. Under the code, a link opens the step-by-step guide for your platform in your browser.

If someone else looks after your website, Send instructions to my developer sends the steps and the code as one message through your phone's share menu — by email, WhatsApp or any app. If the brand has no chat widget yet, the app tells you to create one in the dashboard first.

Yaplet tab

This is Yaplet, the assistant from your dashboard — see Yaplet Assistant — on your phone. You write what you want in plain words, and Yaplet looks things up, answers, and can change things in your workspace. The tab appears only if you have the Yaplet assistant permission.

When no chat is open, the tab shows Yaplet's home:

• A greeting and one line about your day, with a few of today's numbers under it.
• Needs you now — what is waiting on you, such as chats waiting for a reply, an autopilot issue waiting for your approval, a product feed that stopped, or a chat widget that hasn't loaded on any website yet. Each one has a button, like Show them or Help me install it. When nothing needs you, it says so.
• New from Yaplet — chats that Yaplet started on its own. This needs the Yaplet speaks first permission; see Yaplet Speaks First.
• Ideas for this morning (or afternoon, or evening) — tap one to start a chat with it. The circular arrow shows other ideas.

To chat, type in the Ask Yaplet anything… box at the bottom and tap send. While Yaplet is answering, the same button stops it. You see what Yaplet is doing as it works, and when it's done those steps fold into one line, like Used 3 steps, that opens when you tap it. Under an answer you can copy it, and under the latest one you can ask Yaplet to try again.

Yaplet asks before it changes anything. When it wants to change something in your workspace, it shows a card with what would change. Tap Confirm to go ahead or Decline to stop it. If the change uses AI credits, the card says so.

The clock icon at the top opens Your Yaplet chats: all your chats, grouped by how recent they are, with a search box. Tap one to continue it. Press and hold a chat, or tap its trash icon, to delete it — the app asks once before it does. The pencil icon starts a new chat. If your workspace has no AI credits or plan left, Yaplet says Yaplet needs AI credits, and Open Billing opens the billing page in your browser.

Tickets tab

The Tickets tab shows one ticket board at a time. It appears only if you have the Tickets permission.

• Choosing a board. The board's name at the top, with a small arrow, is the board picker. Tap it to open the Boards sheet and pick another board. A board with unread tickets shows how many, and the phone remembers your choice. Under the name, a line says how many tickets the board holds and, if there are any, how many are unread.
• Reading the list. Tickets are grouped under their board's columns. Each row shows a ring in the column's color, the ticket's title (in bold while unread), who asked, the ticket number, the priority if one is set, and when it came in. A dot marks an unread ticket. Each column shows up to 100 tickets, and archived tickets are left out.
• The badge. The number on the Tickets tab counts your unread tickets. It doesn't show when the count is zero.

Tap a ticket to open it. The ticket screen shows:

• Status — which column of the board the ticket is in. Tap it to move the ticket to another column.
• Assignee — who is working on it. Pick Me, Unassigned or a teammate.
• Priority — Low, Medium or High.
• Request — what the requester wrote.
• Internal comments — a thread that only your team sees; the requester never does. Write in the Add an internal comment… box and send.

Opening an unread ticket marks it as read. Your changes appear on your teammates' screens as they happen. The phone is for working the tickets that already exist: you can't create a ticket or set up a board from the app.