Overview

The Settings section of AskYura lets you configure every aspect of your workspace. Below is a complete listing of all settings categories, organized to match the dashboard structure.

Account

Manage your account-level configuration and activity tracking.

• Audit Log — Track all your agent's login and logout actions.

Plans

View and manage your subscription and billing details.

• Manage Plans — Upgrade, downgrade, or review your current plan. You can also claim 100 free AI credits.

User Management

Control who has access to your workspace and how they are organized.

• Roles — Define roles and assign permissions to users.
• Agents — Add, remove, and manage support agents.
• Teams — Organize agents into teams for better collaboration.

Chats

Configure how conversations are handled and presented to visitors.

• Web Widget — Customize the chat widget that appears on your website.
• Topics — Create and manage conversation topics for routing and organization.
• Configuration — Configure conversation settings such as resolution timing and read status behavior.

Attributes

Extend your data model with custom fields.

• Custom Attributes — Create custom attributes to capture additional information on contacts and conversations.

Agent Productivity

Tools and shortcuts that help agents work faster.

• Labels — Tag conversations and contacts for easy filtering and organization. Labels also act as the bridge between the chatbot and the knowledge base.
• Canned Responses — Create reusable message templates for common replies.
• Automation Rules — Set up rules to automate repetitive tasks and workflows.

Integrations

Connect AskYura with external services and platforms.

• 3rd Party Integration — Configure integrations with third-party tools and services.

Personalization

Customize the AskYura interface to match your workflow.

• Customize Sidebar Navigation — Rearrange and personalize the sidebar navigation to suit your needs.