Table of Contents
To access YoroAI Hub:
- Login to your Yoroflow account.
- Navigate to YoroAI Hub in the Kebab Menu.
- Within YoroAI Hub, you can select either YoroAI Chat or YoroAI Chatbot.
YoroAI Chat #
- To upload files, click the Attach icon.
- You can upload multiple files, documents, images, or folders from YoroDrive, up to a total size of 100 MB.
- Enter your prompt describing the action you want to perform on the uploaded files.
- Alternatively, you may ask questions directly in the chat.
- Your conversation history is accessible from the left side panel for easy reference.
- You can switch between various AI providers – Anthropic Claude, Google Gemini, Grok AI, GroqCloud AI, Open AI, and YoroAI.
- After choosing the AI provider, you can select the model.
To convert conversation into document:
- Click Create as YoroDoc on the top right corner of the screen.
- Provide name for your Document.
- Select Document Location in YoroDrive.
- To open the saved document:
- Click Open Document Link below.
- Or Go to Documents in the left side menu and search for your document.
- You can change the mode as view or edit from the top right menu.
- You can provide security access to team members to view or edit.
To launch document via custom apps:
- Go to Custom Apps in the Application.
- Click Create Application.
- Drag and drop Document from the the left panel.
- And select your document from the properties.
- Click Update.
- You can launch your custom application to view your document.
YoroAI Chatbots #
- Click YoroAI Chatbots in the YoroAI Hub.
- Press the Create Chatbot button located at the top right of the page.
- Fill in the following details on the Basic Information tab:
- Chatbot Name
- Description
- Welcome Message
- Fallback Message
- Enable the toggle button to allow your Chatbot to be used outside of Yoroflow.
- On the AI Settings tab:
- Select your preferred AI provider.
- Choose the desired response format (table, plain text, or paragraph) using system directives.
- Build the knowledge base by attaching files or providing website URLs.
- Click Create Chatbot to finalize.
Managing Security Settings
- Click the Security Setting icon at the bottom of the respective chatbot.
- Enter the team name.
- Enable access permissions by toggling options for Read and Edit rights.
Creating Logic to Collect Leads
- Navigate to the Response Logic tab.
- Click Add Logic.
- Enter the required details:
- Name – Give your logic a clear title.
- Description – Briefly explain the purpose.
- Fields – Select the fields to capture customer details.
- Condition – Define when this logic should be triggered.
- Field Customization – Choose how the fields should appear to users.
- Select an existing process, or create a new one directly from here.
Creating a Process
- Click the Create Process button.
- Use the drag-and-drop workflow controls to design the process as per your requirements.
- Configure the properties for each step in the workflow.
- From the drop-down menu, select your newly created process.
- Map the process fields with the corresponding chatbot fields.
Data Table
To Store Lead Data in a Data Table:
- Click on the Data Table option.
- Select the desired Data Table where you want to store the leads.
- Map the Data Table fields to match the lead data you want to capture.
Chatbot Installation
If the External toggle is enabled, then in Domain Restriction:
- Choose whether to Allow All Domains or Allow Specific Domains.
- If you select Only Specific Domains, enter the domain name(s) where the chatbot should be available.
- Select the chatbot type: Full Page Chatbot or Floating Chatbot.
- Copy the generated script according to your selection and embed it on your website.
Suggestions
- Select Suggestion Type:
- At the Beginning of Conversation – suggestions appear only when the chat starts.
- After Every Chatbot Response – suggestions appear after each response.
- Click the Add a Suggestion button to add up to five suggestions.
- Toggle the AI Suggestions button if you want the chatbot to provide automated suggestions.
Activating the Chatbot
- Click the Play button located at the bottom of the chatbot to activate it.
Using the Chatbot Assistant
- Select the chatbot you wish to use.
- Click the YoroAI Assistant icon at the bottom right corner of the chatbot window.
- Enter your question to interact with the assistant.
- Click the Kebab Menu (three vertical dots) on the chatbot interface.
- Select History from the dropdown menu.
- On the History page, you can switch between Grid View and List View using the toggle option available at the top-right corner.
- To view a specific conversation, click on the desired conversation entry.
Using YoroAI Chatbot Externally:
You can use the YoroAI Chatbot outside of the platform by following either of the options below:
- Public URL Method:
- Copy the Public Link available under the External Chatbot section and paste it into any web browser to launch the chatbot externally.
- Embedded Script Method:
- Click the Embedded Script icon.
- Choose one of the two options:
- Floating Chatbot
- Full Page Chatbot
- Once you select an option, the script will be automatically copied.
- Paste the script into your application or website where you want the chatbot to appear.
Metrics in Chatbot
- Click the Kebab Menu (three vertical dots) on the chatbot interface.
- Select Metrics from the dropdown menu.
- On the Metrics page, use the available filters to view specific data such as Average Session Time, Average Response Time, and Average Message Count.
To link WhatsApp #
- On the Chatbot Configuration page, click Apps under Integrations.
- Select the WhatsApp number already associated with your account to link it with YoroAI Chatbot.
