A) Introduction

Yaraa AI Sales Agent Dashboard is a powerful platform built to help businesses manage and optimize their AI agent interactions. It allows you to track Leads activity within the ai agent , monitor real-time conversations, and configure ai agent behavior and settings — all from a single intuitive dashboard. An AI Sales Agent is a Smart Voice Assistant That Sells for You — 24/7. It instantly assists customers by providing instant responses, handling inquiries, and guiding potential buyers, all without human involvement. It works like a sales representative, supporting customers anytime.

This user guide covers all options that the Yaraa AI Sales Agent Dashboard provides. Please read the documentation carefully as it probably contains answers to most of the questions that may arise. If you feel some aspect is not covered or have some questions, contact us via e-mail yaraa.bizsuite@gmail.com. We will do our best to answer your questions in the shortest time.

B) Getting Started

To get started with Dashboard, you need to login. You will get your login credentials once you are onboarded(you have added your card details and start your free trial). This is the first step in accessing the platform.

Login

After logging in, you will be directed to the main dashboard. If you haven't added your domain yet, you will be redirected to the setup page to add it.

Setup Wizzard

C) Add Domain

1) To add your domain, click on the "+" icon.

2) After clicking on the "+" button, a popup will appear. Enter your domain name and click on the "Add Domain" button.

3) After adding your domain, you can setting up your ai agent .

D) AI Agent Setup

The AI Agent Setup section allows you to configure your agent's appearance and functionality.

Domain Configuration

This section allows you to specify the domain where your AI agent will be deployed.

AI Agent Settings

Configure the appearance and behavior of your ai agent :

• Business Name: Enter your business name that will appear in the ai agent .
• Business Logo: Upload your business logo to be displayed in the ai agent .
• Enable Microphone Mode: Toggle to allow users to interact with the ai agent using voice.
• Enable Brief Responses: Toggle to make the ai agent respond with brief answers.
• Enable Avatar: Toggle to display an avatar in the ai agent interface.
• Audio Speed: Select the speaking speed of the avatar (Slow, Medium, Fast).

Default Avatar

• Avatar Name: Set a name for your avatar.
• Avatar Designation: Set a title for your avatar.
• Default Idle/Speaking Video: Preview of the avatar's appearance when idle or speaking.

Generate Avatar

• Avatar Name: Set a name for your avatar.
• Avatar Designation: Set a title for your avatar.
• Avatar Image: Upload an image to generate avatar videos (for Generate Avatar option).
• Avatar Gender: Select gender preference for avatar generation.
• Generated Idle/Speaking Video: Preview of the avatar's appearance when idle or speaking.

After configuring all settings, click the "Save Configuration" button to apply your changes.

E) Train Agent

The Train Agent section allows you to specify URLs from your website that the AI agent should learn from.

Adding URLs for Crawling

This section allows you to add specific URLs from your website that contain information you want your ai agent to learn:

• URL List: Add URLs from your website that contain important information for the ai agent .
• Delete Option: Each URL has a delete button to remove it from the list.
• Add Another URL: Button to add more URLs to the list.

After adding all the URLs you want the ai agent to learn from, click the "Save Crawl URLs" button to initiate the crawling process.

F) Integrate AI Agent on Your Website

Option 1: Add via Code Snippet

1) Copy the code snippet provided under the "Code Snippet" section.

2) Open your website’s HTML file and paste the code just before the closing </body> tag.

3) Save the changes and refresh your website. The AI agent will now appear on your site.

Option 2: Install via WordPress Plugin

1) Click on the "Download Plugin" button in the "WordPress Plugin" section.

2) Log in to your WordPress admin panel and go to Plugins > Add New > Upload Plugin.

3) Choose the downloaded plugin file and click "Install Now".

4) After installation, activate the plugin. Your AI agent will now be integrated with your WordPress website.

Option 3: Install on Go High Level (GHL) Website

Follow the steps below to deploy the AI agent on a Go High Level website:

1) Copy the AI agent code snippet from the "Code Snippet" section.

2) Log in to your Go High Level account.

3) Go to your Developer Account

4) From the left sidebar, click on Sites.

5) Click on Websites and select your website.

6) Open the Settings tab for the selected website.

7) Scroll down to find the Body Tracking Code field.

8) Paste the copied AI agent code snippet into the Body Tracking Code field.

9) Click Save to apply the changes.

10) Refresh your website to confirm the AI agent is working. also check the deployent status in ai agent setting in deploy section

G) Dashboard

The Dashboard provides an overview of your website's Leads engagement and conversation statistics.

Dashboard Overview

The Dashboard displays key metrics including:

• Total Leads (This Month): Shows the total number of Leads to your website during the current month.
• Total Conversations (This Month): Displays the total number of conversations initiated this month.
• Today's Conversations: Shows the number of conversations that occurred today.
• Average Conversations/Day (This Month): Shows the average number of conversations per day for the current month.

Conversations Breakdown

The Dashboard includes a pie chart showing the breakdown of conversations by type:

• Text-based Conversations: Conversations conducted through text chat.
• Voice-based Conversations: Conversations conducted through voice interactions.

Monthly Conversations & New Leads Chart

This chart displays the trend of conversations and new Leads over time, allowing you to track engagement patterns throughout the month.

Recent Leads

The Dashboard also shows a list of recent Leads with the following information:

• Leads: The name or identifier of the Leads.
• Email: The Lead's email address (if available).
• Phone: The Lead's phone number.
• Country: The country from which the Leads accessed your website.
• Status: The current status of the Lead's conversation (Active/Inactive).

H) Leads

The Leads section provides detailed information about all Leads to your ai agent .

Leads Overview

The Leads page displays key metrics including:

• Total Leads: Shows the total number of leads to your website.
• New Today: Displays the number of new leads today.
• Mobile Users: Shows the number of leads accessing from mobile devices.
• Average Leads/day: Shows the average number of Leads per day.

All Leads

The All Leads table provides detailed information about each Lead:

• ID: A unique identifier for each Lead.
• Name: The name of the Lead.
• Contact Info: Email address and phone number of the Lead.
• Device: The type of device used to access your website.
• Browser/OS: The browser and operating system used by the Lead.
• IP Address: The IP address of the Lead.
• Date: The date and time of the visit.
• Actions: Options to view details or see all conversations of each Lead.

I) Leads Details

The Leads Details modal provides comprehensive information about a specific lead.

Personal Information

• Username: The Lead's username or identifier.
• Email: The Lead's email address.
• Phone: The Lead's phone number.

Technical Information

• IP Address: The Lead's IP address.
• Device: The device type and specifications used by the Lead.
• Browser: The browser used to access your website.
• Operating System: The operating system of the Lead's device.

J) Conversations

The Conversations section allows you to review all conversations between Leads and your AI agent.

Conversations Overview

The Conversations page displays key metrics including:

• Total Conversations(This Month): Shows the total number of conversations.
• Today's Conversation: Displays the number of conversations that occurred today.
• Today's Leads: Shows the number of leads today.
• Average Conversations/day(This Month): Shows the average number of conversations per day.

All Conversations

The All Conversations table provides detailed information about each conversation:

• User Information: The name and contact details of the user.
• Last Conversation ID: The ID of the most recent conversation with this user.
• First Contact: The date and time of the first interaction with this user.
• Status: The current status of the conversation (Active/Inactive).
• Actions: Redirects you to the list of conversations for the selected Lead.

K) Conversation History

The Conversation History page shows a list of all conversations with a specific Lead.

User Information

The top section displays information about the lead:

• Name: The Lead's name or identifier.
• Email: The Lead's email address (if available).
• Phone: The Lead's phone number.
• First Seen: The date and time when the Lead was first detected.
• Device: The type of device used by the Lead.
• Browser: The browser used to access your website.
• IP Address: The Lead's IP address.

Conversation History

The Conversation History section shows:

• Conversation ID: The unique identifier for each conversation.
• Number of Messages: The total number of messages in the conversation.
• Status: The current status of the conversation (Active/Inactive).
• Start Date and Time: When the conversation began.

L) Conversation View

The Conversation View page displays the actual conversation between a Leads and the AI agent .

Conversation

The main section shows the conversation between the Leads and the AI assistant:

• User Messages: Messages from the Leads appear on the left with the Lead's name.
• AI Assistant Messages: Responses from the AI agent appear on the right with "AI Assistant" label.
• Timestamps: Each message includes a timestamp showing when it was sent.

M) Leads Form

The Leads Form section allows you to customize the messages that your AI agent sends to Leads during different stages of the conversation.

Types of Messages

You can customize the following types of messages:

• Welcome Message: The first message Leads see when they interact with the ai agent .
• Name Request Message: Message asking Leads to provide their name.
• Welcome Back Message: Message shown to returning Leads after they've provided their name.
• Email Request Message: Message asking Leads to provide their email address.
• Phone Request Message: Message asking Leads to provide their phone number.

Default Messages

The system provides default messages that you can customize:

• Welcome Message: "Hello! I'm Dr. Shah, your AI assistant from NiftyHMS."
• Name Request Message: "Could you please share your name with me?"
• Welcome Back Message: "Hello {name}! How may I assist you today?"
• Email Request Message: "Pleasure to meet you, {name}! Could you share your email address?"
• Phone Request Message: "Thank you! Lastly, may I have your Mobile Number?"

Using Name Placeholders

You can use the {name} placeholder in your messages. This will be automatically replaced with the Lead's name during the conversation.

Saving Your Configuration

After customizing your messages, click the "Save Configuration" button to apply your changes.

N) Help & Support

The Help & Support section provides answers to frequently asked questions (FAQs) about using Yaraa AI Sales Agent.

Frequently Asked Questions

The FAQ section includes answers to common questions about using Yaraa AI Sales Agent:

• How can I view Leads details? Information about accessing Leads information.
• How do I set up the ai agent for my website? Instructions for configuring the ai agent .
• Can I customize the ai agent 's messages? Information about message customization.
• How can I view past conversations? Instructions for accessing conversation history.
• What do conversation statuses mean? Explanation of different conversation status indicators.
• What Leads information is tracked? Details about the Leads data collected.
• How does the website crawling feature work? Explanation of the crawling functionality.
• What does "Default Avatar" mean? Information about avatar options.

Getting Additional Help

If you need further assistance, you can contact support at yaraa.bizsuite@gmail.com.

© Copyright 2021-2025 | Yaraa | All Rights Reserved