Brand Overview

Where to find it

Brand → Overview, at /dashboard/brands/<brand id>/overview. Opening a brand without naming a page — a typed address or an old bookmark — lands here too. Every other page of the brand has a back arrow, and this is where it points: Overview is the brand's hub. The heading reads Brand overview, and directly beneath it a trail shows the brand's own name followed by Overview.

You need the Overview permission to open it. Running AI setup from this page needs the Brands permission on top of that — the button is shown to everyone, but without that permission the run is refused.

A brand-new account's very first sign-in lands here rather than on Home, and AI setup opens by itself. It happens once — the moment it opens, the account is marked as having seen it and it never opens on its own again. This applies to the account owner; an organisation with no brand falls through to Home as before.

What is on the page

Each block fills itself in as its own data arrives, so a slow part never holds up a fast one. Most paint a placeholder while they wait; the brand strip, the live visitor number and the attention card have nothing to wait for and show none. In the order they appear:

The brand strip — its icon and name, the company name, your website, the <name>.yaplet.help address and the brand's language. On the right, a green on site now pill when somebody is actually browsing, an Install code button (or Add a chat widget if the brand has none) and a cog that opens Brand settings.
Needs your attention — only when something is genuinely wrong. See below.
Four numbers — On site now, Conversations (7d), Visitors (7d), Knowledge.
Vex · last 30 days — how well the brand's AI is answering.
Couldn't answer — the questions it could not answer, most repeated first.
Where customers reach this brand — six channel tiles.
Knowledge — what the AI has to answer from, and the state that content is in.
Products — the catalogue and the health of each feed behind it.
Automation — workflows, engagement pieces and the social autopilot.
Set up this brand — the brand half of the setup checklist. It disappears once the four steps are done.

The live visitor count needs no page refresh, and nothing polls in the background. The dashboard already holds an open connection that knows who is on your site, so the number re-counts itself whenever the crowd changes, while you look at it.

Needs your attention

This card renders nothing at all when there is nothing to do, and shows no placeholder while loading — a healthy brand is meant to be silent here. When rows do appear they are ranked worst first, and each one carries the button that finishes it rather than sending you off to hunt.

A product feed that failed its last refresh, with the date. Your AI keeps answering from the catalogue as it was before that.
Your account has used all its indexed items on the free plan, so publishing new content is paused across every brand.
This brand has no chat widget at all, so nobody can start a conversation from your site.
Or its chat widget is still in its first week and has not loaded on any page yet — that row hands you the install code.
Or the widget has been around longer than a week and simply had no conversations in the last seven days.
This brand has no Vex bot, or Vex is paused for it.
This brand has no web address, or nothing is on the address yet.
Sources that could not be read on their last check, or that were only partly read.
Your account is within a tenth of the free-plan indexed-item allowance.
Sources still being read. They start answering questions once they finish.
Voice agents that no phone number rings, so they cannot take a call.

The two allowance rows say out loud that the allowance belongs to the whole account, not to this brand — every brand draws from the same pool. See Plans & Pricing.

The week in four numbers

On site now — visitors browsing your site at this moment. Opens Visitors.
Conversations (7d) — chats that actually carry a message, with the change against the week before. When there is no previous week to compare with it says so instead of inventing a percentage.
Visitors (7d) — people who opened your site.
Knowledge — how many pieces of content this brand has taught its AI, and how many indexed items those became. One long article becomes several indexed items, so the second number is usually the larger of the two.

A brand's conversation count comes from the same roll-up Home uses, so the two screens can never disagree, and a brand's number can never exceed the account's.

How the AI is doing

The Vex · last 30 days card is the centerpiece. The ring is the answer rate, and the sentence beside it spells out what it is a rate of: answered X of the Y questions people actually asked. The bar underneath splits the whole 30 days three ways — answered, couldn't answer, and small talk — with small talk drawn apart from the other two because it is neither a success nor a failure. Greetings, thanks and "ok" ask nothing, so they are kept out of the rate entirely and reported as their own figure.

Three more figures sit along the bottom:

From your own content — the share of answers drawn from this brand's knowledge rather than the model's general knowledge.
Passed to a human — how many turns ended up with an agent.
Greetings & thanks — the small-talk count.

A badge shows whether Vex is Active or Paused, and the footer opens the reports or the Vex pages.

Beside it, Couldn't answer lists the questions Vex could not answer, grouped so repeats become one row with a count, and shown as somebody actually typed them. Only the top five appear. The footnote tells you the window: the last 30 days, or the most recent 300 misses once there have been 300 or more.

A question asked forty times that nothing answers is a help article waiting to be written. The card's Write a help article button takes you straight to this brand's Knowledge.

Why this answer rate is not the same as Home's

Three screens report on the same AI and none of them is broken — they answer different questions:

Brand → Overview (this card) — this brand's Vex only, over a fixed last 30 days, counted from the answers themselves.
Home → Overview — every AI bot in the account added together, over the last 7 days, drawn as a trend. It is about volume across the account.
Brand → Vex → Reports — this brand's Vex only, over whatever date range you pick, opening on the last month, and broken down conversation by conversation. See AI Conversation Reports.

All three classify a turn the same way and all three keep small talk out of the divisor, so the differences you see come from the window, from which bots are included, and from the fact that Reports and Home count answers inside conversations the bot was active in during that same period, while Overview counts the answers themselves.

Where customers reach this brand

Six tiles, one per channel, each with a status dot. A channel that is switched off is drawn as a dashed invitation rather than left out — the empty ones are the interesting ones.

Website chat — live on your site, quiet this week, not seen yet, or no widget at all.
Facebook — the connected pages, by name.
Instagram — how many accounts are connected.
Email — the address conversations arrive at.
Phone — the numbers that ring this brand's voice agents. An agent with no number is flagged amber, because it is fully set up and still cannot take a call.
Public site — what is currently being served on the brand's web address, linking to the live page when there is one.

Knowledge, Products and Automation

Knowledge — a bar and a breakdown of help articles, documentation, website pages, and files, text snippets and questions-and-answers together; badges for anything still being read, only partly read, or unreadable; what is currently on the public site; and, on free accounts — plus accounts that only bought individual modules — the shared indexed-item meter.
Products — how many products your AI can talk about, every feed with its own state, and the last refresh that actually worked.
Automation — how many workflows are switched on out of the total, how many of them can only run in the chat widget and not on calls or social, the tours, banners and surveys running on your site, and whether the social autopilot is posting.

Set up this brand

The setup checklist is split in two. Organisation-wide steps stay on Home; these four belong to the brand and are shown here, to the account owner only:

Make the widget yours — colours, greeting and language.
Install it on your site — the embed code.
Teach your AI — give Vex something to answer from.
Publish your first help article.

Completion is tracked once per account, so every brand's Overview shows the same state. The card disappears when all four are done; there is no bonus phase and no celebration here, both of which stay on Home.

AI setup

The AI setup button sits at the top right of the page, always available. When this brand still has visible gaps — no brand details, a widget nobody has designed, or no knowledge sources yet on a plan that includes Vex — a banner also appears above the cards: "Let AI finish setting this brand up." You give it your website address (and optionally a sentence or two about the business) and it fills the brand in.

What it fills in

Brand details — company name, company description, website, the brand's language, the brand icon and the brand logo. The same company name, description and website are copied onto the Vex bot so it answers as that company.
Widget design — colours, background style, greeting and welcome message, the launcher button's colour, the widget's avatar and header logo, and the widget's interface language.
Website knowledge — it picks the most useful pages of your site and reads them in the background. This can take several minutes; you do not have to wait for it. If your plan does not include Vex this part is skipped and the result screen says so.
Opening questions — added as part of reading your website, and only when the Vex bot has none at all. If you wrote your own, or deleted ours on purpose, a re-run never puts them back — and a run that skips the website-knowledge part never adds them in the first place.

What it never touches

The chat widget's name, the brand's own name, and the public <name>.yaplet.help web address. Nothing you have already pointed an embed code or a saved link at is renamed underneath you. It does rename one thing: when it fills in a new company name, the brand's Vex bot is renamed to <your company> Vex.

Keep or Replace on a re-run

When the dialog opens, Yaplet checks what already has content and shows Keep what's there or Replace it underneath the address box, for exactly those parts — and stays quiet about the rest, which is why the very first run asks nothing at all.

Brand details default to Keep what's there: only empty fields get filled in, so a description you wrote by hand survives.
Widget design defaults to Replace it: the new colours, background style and greeting are applied.

A widget that has never been given a greeting or a welcome message counts as never designed, so a first design lands without anyone having to choose.

How many runs you get

An organisation with no subscription gets three AI setup runs in total — a running count on the account, not per month and not per brand. A preview that saves nothing still uses one, because it costs the same work. When they are gone the run is refused and you are pointed at Billing. Accounts with a subscription are not capped this way; their runs count as AI usage like any other. Everyone is limited to five runs a minute.

The remaining count is shown in the dialog before you commit to a run.

The same setup runs from five places

This page's AI setup button and its banner.
The New brand dialog's Set up with AI block, when you choose From my website and give a website address — it hands straight over to this page.
The chat widget designer's Redesign with AI, which previews the design into the unsaved form instead of writing it.
Brand settings' Fill from website, which can also tick "read my website into the AI's knowledge".
The Knowledge page's Smart import, which runs the website-knowledge part alone.

All five draw on the same allowance.