Yullama

For business

Business in Yullama: inbound customers, bot, and team workflow

This is not an abstract B2B page. It is a concrete operating model: a customer writes into one entry point, your team replies from Business, and the thread keeps its context.

Inbound customersFirst-response botTeam workflow
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Экран переписки Yullama на большом экране
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Экран настроек и безопасности Yullama на большом экране
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История звонков Yullama на большом экране

Product moment

Key scenarios feel obvious right away

Less explanation. More product on screen and short, sharp statements.

01

One entry point for the customer

To the customer it feels like one organization, even when different people inside the team reply over time.

02

Answer first, sort out routing second

The bot can send the first reply, collect basics, and hand the thread to a human without losing history.

03

Chats instead of a heavy CRM

It works best when your real workflow happens in conversations, not in a large card-based pipeline.

Экран переписки Yullama на большом экране

Product showcase

How it looks inside the product

Business lives inside the app and reuses the same mechanics as regular chats: thread list on the left, working context on the right.

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Сообщения, участники и контекст разговора в одном окне.

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Настройки, устройства и контроль доступа в одном разделе.

Desktop

Журнал звонков и быстрый перезвон без лишних переходов.

Mobile

Личные сообщения и группы под рукой с телефона.

Narrative

What the path looks like

If you do not know where to enable this and what to do next, the path should be explicit and short.

1. Enable the tab

Open Settings and turn on Business mode. After that, the Business tab appears in the left navigation.

2. Open Business

Open the Business tab. The left side shows inbound business threads, the right side shows the selected thread and work actions.

3. Configure the bot if needed

If you want an automatic first reply, enable auto-reply, set a bot name, greeting text, and a handoff rule.

4. Work incoming conversations

When a customer writes through a public entry point, the thread appears in the list. Open it, reply, accept handoff, and turn it into work if needed.

Highlights

What problem it solves

Business is not for everyone. It becomes useful when you have inbound requests and more than one person can work them.

Do not lose the customer between teammates

The customer writes to one organization instead of hunting for a specific employee. The team decides internally who owns the conversation next.

Remove first-response routine

The bot can greet the customer and collect topic, contact, budget, or other intake before a person joins.

Keep conversation and work close together

A thread can become a task or a deal, so the team does not have to rewrite incoming requests into another tool by hand.

Separate different inbound flows

Lists, statuses, tags, and intake templates help you separate new leads, support, spam, and manual team work.

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Экран настроек и безопасности Yullama на большом экране

Guided tour

Practical use cases

This is where the Business tab starts paying off in real work.

01

Studio or agency

A customer writes about a service, the bot collects the brief and contact, a manager accepts handoff, then a task or deal is created from the same thread.

02

Product support

New requests land in Business, the support team replies from one queue, and statuses move through new, open, waiting, done, and spam.

03

Multiple divisions or service lines

If you run multiple business directions, use separate entry points, tags, intake templates, and custom lists. If you need hard separation of brands and roles, that is the next product layer.

Supporting

What matters right now

So you do not expect Business to be something it is not yet.

Is this a standalone CRM?

No. Right now it is a business inbox on top of the chat model: inbound threads, handoff, bot, tags, statuses, and creating work entities from a conversation.

Can I run multiple businesses or departments?

Yes, but today you model that through separate entry points, tags, intake templates, and lists. If you need a fully isolated space per business unit, that is a deeper product layer.

When should I enable the bot?

Enable it when speed of first response and collecting basics matter. Leave it off if every thread must be picked up directly by a human or you are still testing the flow.

Where do I get website code?

Open the integrations page. Today you have an auth-first widget button, not a full embedded chat widget.

Final CTA

Start with one clear workflow

First enable the tab in settings, then connect one real inbound flow, configure the first reply, and watch how your team handles a customer inside one thread. That is enough to see whether you need a deeper business layer.

Open Business