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.
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
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.
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.
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.
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.
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.
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
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.