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      2. Getting started

      Navigating the Yonder Dashboard

      A complete guide to understanding Yonder’s products, features, and insights.

      You’ve set up your account, created a password, and logged into your Yonder dashboard - now what?

      This guide will walk you through the Yonder Dashboard, helping you understand where to find key features, manage your AI ChatBot and Reviews, and optimise customer interactions. Let's dive in!

       

      Dashboard Overview

      Your Yonder Dashboard is your central hub. It provides access to essential features, including:

      • Home – View a performance snapshot of your AI ChatBot and reviews.

      • Inbox – Manage customer interactions via AI ChatBot and live chat.

      • Reviews – Monitor and enhance customer feedback and reputation management.

      • ChatBot – Customise and train your AI ChatBot to improve customer engagement.

      • Recommend – Create interactive quizzes that offer personalised recommendations.

      • Settings – Manage business details, integrations, and account preferences.

       

       

      Navigation Breakdown

      Home 

      Your homepage dashboard provides a quick snapshot of your AI ChatBot and review performance over the last 30 days. It includes insights and quick-access buttons for deeper analysis.

      Inbox

      This is where you manage all AI ChatBot and live chat interactions.

      • Open Inbox – Active and new conversations that require attention.

      • Closed Inbox – Archived conversations that no longer need action.

      📘 Learn more in our Unified Inbox guide. 

      Reviews

      Your reputation management centre for monitoring and optimising customer feedback.

      • All Reviews – View all Google reviews and Yonder survey responses.

      • Setup – Customise review requests, survey emails, and branding.

      • Mentions – AI-driven insights, review topic categorisation, and team-specific reporting.

      • Send Requests – Manually send review and survey requests to individuals or lists.

      • Record Feedback – Add in-person or external feedback received via email or on site.

      • Showcase – Display positive customer reviews on your website.

      • Requests Sent – Track review and survey requests from the past 30 days.

      • Reports – Access in-depth review performance analytics.

      📘 Explore our Review Management knowledge base. 

      ChatBot

      Optimise and personalise your AI ChatBot responses for better interactions.

      • Content – The knowledge base powering your ChatBot’s responses. 

      • Products – Connect your booking system and configure the ChatBot’s check availability.

      • Chat Logs – View conversation history and train the ChatBot on unanswered questions. 

      • Website Widget – Customise the ChatBot’s appearance and install it on your site.

      • Pop-up Messages – Engage website visitors with targeted webpage messages.

      • Reports – Analyse performance and integrate GA4 for revenue tracking.

      📘 Explore our ChatBot knowledge Base.

      Recommend

      Create interactive quizzes to provide personalised recommendations and capture leads.

      📘 Read our Quick Guide to Setting Up Your Interactive Quiz. 


      Settings

      Your administration panel for business details, integrations, and system settings.

      • General – Manage business info, billing, and user access.

      • Integrations – Connect booking systems, review sites, and automation tools.

      • Chat Widget – Use Auto-Close to reset conversations and streamline interactions.

      • Profile Settings - Update your profile image, name, email, and password. Customise notification preferences (specific to each user).

      📘 Explore our Getting Started Knowledge Base. 



      The Yonder dashboard is designed to streamline your customer interactions, automate processes, and provide valuable insights. Whether you’re monitoring your AI ChatBot’s performance, managing customer reviews, or customising your settings, everything you need is just a few clicks away.

      Have questions? Contact support@yonderhq.com.