Preferences - Complete Guide

Preferences in Yobi allow you to customize your experience and configure how the platform works for you.

Preferences in Yobi allow you to customize your experience and configure how the platform works for you. Access various preference settings through the Settings menu to personalize your communication style, appearance, and operational parameters.

1

Display Preferences

Compact And Dark Mode

Customize your visual experience with display options available in Settings:

  • Switch between standard and compact view for space optimization
  • Enable dark mode for reduced eye strain during extended use
  • Personalize the interface to match your viewing preferences
2

Communication Preferences

Phone System Customization

Adding a Custom Greeting Message

Personalize how callers are greeted when they reach your Yobi phone number by setting up a custom greeting message.

Setup a Custom Voicemail Message

Create a professional voicemail message that callers will hear when you're unavailable to take their call.

Recording Calls

Manage your call recording preferences. Note that Call Recordings are included with Essentials and higher plans.

Call Transcription and Summarization

Configure settings for automatic call transcription and summarization features to help document and review conversations.

Messaging Preferences

Text Reformulation

Access AI-powered text refinement to enhance your written communications with different tones and styles.

Snippets

Create and manage text templates for frequently used responses, ensuring consistent and efficient communication.

Translation

Configure translation settings to communicate with customers in their preferred language across all channels.

3

Availability Settings

Business Hours

Set and activate your business hours to ensure customers know when you're available. The platform includes options to change business hours as needed.

Do Not Disturb

Enable Do Not Disturb mode when you need uninterrupted focus time, temporarily pausing notifications and incoming communications.

4

Operational Preferences

Call Management

How to Activate Call Forwarding

Configure call forwarding settings to ensure calls reach the right person or number when needed.

Contact Management

Archive Messages

Set preferences for archiving completed conversations to maintain an organized inbox.

Managing Contacts

Configure how contacts are displayed and organized in your system.

Productivity Features

Managing Tasks

Set preferences for task management and organization within Yobi.

Internal Notes

Configure settings for internal note-taking and team communication.

Scheduling Messages

Manage preferences for scheduling messages to be sent at optimal times.

5

Integration Preferences

Adding And Managing Inboxes

Configure inbox preferences and manage how different communication channels appear in your unified inbox.

Notifications

Set notification preferences to control when and how you're alerted about new messages and activities.

6

Team Preferences

Team Chat

Configure team chat settings for internal communication between team members.

Collaboration Settings

Set preferences for how you collaborate with both human teammates and AI teammates within the platform.

7

Quick Access to Key Preferences

Common preference settings you may want to adjust:

  • Visual Comfort:Compact And Dark Mode
  • Availability:Business Hours and Do Not Disturb
  • Phone Setup:Custom Greeting and Voicemail Messages
  • Communication Style:Text Reformulation and Snippets
  • Organization:Archive Messages and Managing Contacts
8

Best Practices

Initial Setup

  • Configure your Business Hours immediately
  • Set up Custom Greeting and Voicemail Messages
  • Enable Dark Mode if you prefer reduced screen brightness
  • Create commonly used Snippets for efficiency

Regular Maintenance

  • Update Business Hours seasonally or as needed
  • Review and update greeting messages periodically
  • Adjust notification preferences based on your workflow
  • Keep snippets current with your most common responses

Optimization Tips

  • Use Do Not Disturb during focused work sessions
  • Enable Call Recording for important conversations (Essentials plan required)
  • Configure Translation for multilingual customer support
  • Utilize Text Reformulation for professional communications

Preferences in Yobi ensure that the platform adapts to your working style, making your communication more efficient and personalized while maintaining professional standards across all interactions.

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