Going Further
Once your Yedric assistant is live, see which features help you monitor performance, improve your setup, and organize your team as usage grows.
Once your assistant is live and conversations are coming in, these features help you understand what is happening, improve your setup over time, and keep things organized as your team and usage grow.
- Dashboard: How your assistant is performing, and a ranked list of what to change next: prompt edits, documentation gaps, and opportunities, each linked to the conversations behind it.
- Actions: Enable additional built-in tools, or connect a custom MCP server.
- Settings: Per-assistant configuration: how conversations get tagged, the live chat and escalation setup, and assistant-level secrets.
- Usage: Tokens, estimated cost, and efficiency signals for one assistant, including what is driving your heaviest conversations.
- Organizations: Manage team access, roles, and shared settings across your entire Yedric workspace.
- Conversations: Monitor and analyze every interaction users have had with your assistant. Review individual conversations in detail, leave internal notes for your team, and use Trends to surface patterns across all your conversations at once.
- Live Chat: Hand a conversation from your assistant to a person on your team, in the same widget panel. Answer from an inbox in Yedric, with notes, transfers, canned responses, and reporting.
- Alerts: Show proactive messages on your site without waiting for the user to open the chat. Announce features, target specific pages or users, and drop people straight into a relevant conversation.
- Build a Character: Generate a custom mascot for your widget with AI, from a description or from your own logo, and reuse it across your assistants.
- Integrations: Connect Yedric to the systems you already use. Render your own panel beside a conversation with a custom app, or push events to your app as they happen with outbound webhooks.
- Simulations: Test changes to your assistant’s configuration in a safe sandbox before pushing them live. Run saved test scenarios, batch them into suites, and define pass/fail criteria so you can validate behavior with confidence.
- Versions: A full history of every change made to your assistant’s configuration. Compare any two versions side by side, restore a previous state at any time, and optionally sync your configuration to a GitHub repository.
- FAQ: Short answers to the questions that come up most often.
In this section
DashboardRead the Yedric assistant dashboard to see how it is performing and which prompt edits, documentation gaps and opportunities to tackle next.
ActionsLet your Yedric assistant do things, not just answer, with built-in actions and custom actions that connect to your own app data and services.
SettingsConfigure a single Yedric assistant's name, how the AI analyzer tags conversations, live chat and escalation setup, and assistant-level secrets.
UsageCheck token and efficiency numbers for one Yedric assistant to work out why usage changed or whether it is being used as you intended.
OrganizationsUnderstand Yedric organizations, the top-level structure that holds your assistants and users and controls access, structure and oversight.
ConversationsReview every conversation users have with your Yedric assistant, from a chronological list to Trends reports on how people use your product.
Live ChatLet visitors ask for a human in the Yedric widget and have your team reply from a dashboard inbox without a redirect or leaving your site.
AlertsCreate Yedric alerts that appear on your site without the visitor opening the chat, to announce features, share guides or promote an offer.
Build a CharacterGenerate a custom Yedric mascot with AI from a short description or your logo, pick one of eight styles, and get animated clips and avatars.
IntegrationsConnect Yedric to your team's other systems from Organization, pulling your own data beside a conversation or pushing events out to your app.
SimulationsTest your Yedric assistant in a sandbox before going live: run sample messages, define a good response, and iterate on your configuration.
VersionsBrowse the full history of changes to your Yedric assistant's configuration, see who changed what and when, and act on that history if needed.
FAQAnswers to common Yedric questions about cost, trying it without your own API key, bringing Anthropic, OpenAI or Google keys, and scaling up.
