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This page explains your personal profile, your organization settings, your team, and how to log in to TextYess. To open the settings, select Settings at the bottom of the sidebar. For your plan and credits, see Plan, usage and billing.

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Open Settings in the TextYess dashboard

Select Settings at the bottom of the sidebar. The sidebar then shows the settings in groups:
  • Account: Profile and Notifications.
  • Workspace: Organization, Team, Contact attributes, Ticket types, AI assistants and Design system.
  • Plan & usage: Plan and Usage.
  • WhatsApp: WhatsApp Profile and WhatsApp Templates, when your WhatsApp number is connected.
  • Email: Email settings, Email Templates and Email brand, when your account has the email channel.
You can also open the menu with your store name at the bottom of the sidebar and select All settings. To go back to the main menu, select Go back to app. It is the arrow at the top of the settings sidebar.

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Change your name or phone number in your profile

  1. Go to Settings → Profile (open). You can also select your avatar at the top right, then Profile.
  2. In Personal profile, change Name, Surname or Phone number.
  3. Select Save changes.
The phone number can contain only digits, spaces, parentheses, plus and hyphen characters. The Email field shows your login email. You cannot change it there.

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Change the dashboard language

  1. Go to Settings → Profile.
  2. In Dashboard language, select a language in Language: English or Italiano.
You can also select the flag at the top right of the dashboard. The dashboard language changes only what you see in the dashboard. It does not change the language of the messages that your customers get.

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Change your login email

You cannot change your login email in the dashboard. The Email field in Settings → Profile cannot be edited. To use TextYess with another email address, ask an owner or an admin of your organization to invite that address. See “Invite a teammate to TextYess” on this page.

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Change your password

The Profile page has no password field. To set a new password, use the password reset:
  1. Log out: select your avatar at the top right, then Log out.
  2. On the login page, select Forgot password?.
  3. Follow the steps in “Reset a forgotten password” on this page.
If you log in with Continue with Google, you do not need a TextYess password.

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Reset a forgotten password

  1. On the login page, select Forgot password? (open).
  2. Enter your login email and select Recover now.
  3. Open the email from TextYess and select the reset link. The link works for 3 minutes. It fills in Email and OTP for you.
  4. Enter New password and Repeat new password, then select Recover now.
A password must have at least 8 characters, with an uppercase letter, a lowercase letter and a number.

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You did not get the password reset email

  • Look in your spam folder.
  • Make sure that you entered your TextYess login email. Do not use the email of your store.
  • A reset request stays open for 3 minutes. The button shows “Wait … seconds to retry” until you can ask again. Then select Recover now again.
  • If you created your account with Google, select Continue with Google on the login page.
If you still get no email, contact support at https://support.textyess.com/hc/en-us.

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You did not get the email to verify your account

After you sign up, the page Check your email shows the address where TextYess sent the verification link.
  1. Look in your spam folder.
  2. Select Open Gmail, Open Outlook or Open email app to go to your inbox.
  3. If the email is not there, select Resend verification email. You can ask for a new email once every 60 seconds.
If you see “Too many requests”, wait and try again.

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You cannot log in after your store email changed

Your TextYess login is the email that you used to sign up for TextYess. It is not the email of your Shopify store. When the email of your store changes, your TextYess login does not change.
  1. Log in with your TextYess email and password, or with Continue with Google.
  2. If you forgot your password, select Forgot password?.
  3. If you lost access to that email, ask an owner or an admin of your organization to invite your new email.
Opening TextYess from your Shopify admin does not log you in. You still log in with your TextYess account.

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Change your organization name

  1. Go to Settings → Organization (open).
  2. In Workspace name, change Name. The name can have at most 255 characters.
  3. Select Save changes.
The same page also shows Store location, the WhatsApp AI schedule, UTM tracking and Export conversations.

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Change your store location, currency or time zone

Settings → Organization → Store location shows the Country, Currency and Time zone of your business. TextYess reads them from your store or from your signup. You cannot change them in the dashboard. To change them, contact support from Help → Contact support.

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Set when the WhatsApp AI agent answers

In Settings → Organization → WhatsApp AI schedule, select one mode:
  • Always on: the AI agent answers at all hours.
  • Always off: the AI agent never answers. Your team answers in the Inbox.
  • Follows a schedule: add time windows for each day in AI active hours. Outside the windows, your team answers.
For example, your team can answer from Monday to Friday and the AI agent on the weekend. Select a time zone, then select Save changes. You can also turn on an Out-of-office message for when the AI is off. Each out-of-office message counts as a billable AI reply. See WhatsApp agent. In Settings → Organization → UTM tracking, TextYess adds UTM parameters to the links in your campaigns and automations. In your analytics tool, you can then see which traffic comes from each campaign or automation.
  • Source (utm_source) and Medium (utm_medium): you can change the values. Use only letters, numbers, hyphens, underscores and dots.
  • Campaign — Automation (utm_campaign) and Campaign id — Automation id (utm_id): TextYess fills them with the name and the ID of the campaign or automation.
Turn on Automatically add UTM parameters to links, then select Save changes.

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Export your conversations to a CSV file

  1. Go to Settings → Organization → Export conversations.
  2. Select a Date range. One export can cover at most 90 days.
  3. In Include channels, select WhatsApp, Onsite or Voice.
  4. Select Download CSV.
The file has the conversations of the channels that you selected: the AI replies, the automation messages and your customers’ messages.

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Invite a teammate to TextYess

  1. Go to Settings → Team (open). The page is called Collaborators & access.
  2. Select Invite teammate. The Invitations tab opens.
  3. Enter the Email address and select a Role.
  4. Select Send invitation.
Your teammate gets an email with a link to join. An invitation expires after 7 days. In Pending invitations, select Resend to send the email again, or Revoke to cancel it. Only owners and admins can invite teammates.

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Roles in TextYess: owner, admin and member

Each teammate has one role:
  • Owner and Admin can invite teammates, change roles, remove teammates and see the invitations. Only they can change the switch that lets automations send past your plan, and delete a conversation with the API.
  • Member can use the dashboard, but sees View only access on the Collaborators & access page. A member cannot invite or remove teammates.
An organization always keeps at least one owner. You cannot remove the last owner or give the last owner another role.

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Accept an invitation to TextYess

Open the link in the invitation email.
  • If you already have a TextYess account with that email, you join the organization at once. Then select log in.
  • If you do not have an account, enter First name, Last name, Password and Repeat password. Then select Create profile and join.
If the page shows “This invitation is no longer valid”, the invitation expired or was revoked. Ask for a new invitation.

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Change a teammate’s role or remove a teammate

  1. Go to Settings → Team.
  2. In Team members, select a new role in the list next to the teammate.
  3. To remove a teammate, select Remove, then Remove member.
A removed teammate loses access to every feature of this organization. You can invite them again at any time. You cannot remove yourself. Only owners and admins can make these changes.

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Switch between your stores (organizations)

Each store in TextYess is an organization. If you belong to more than one organization, open the menu with your store name. This menu is at the bottom of the sidebar. Under Organizations, select the organization to open. You can also select Switch organization on the Collaborators & access page. When you log in, TextYess asks you to Select Organization if you belong to more than one.

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Connect a second Shopify store

  1. Log in to TextYess.
  2. Install the TextYess app on the other Shopify store.
  3. TextYess asks Connect your Shopify store?. Select Connect store.
TextYess creates a new organization for that store and opens the setup steps. Each organization has its own plan, contacts and settings.

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Connect an AI assistant to your TextYess account

In Settings → AI assistants, you connect an external AI assistant to your store. You can then ask it questions about your sales, campaigns and customers. Copy the Server address, then follow the setup guide. By default, a connected assistant can only read. It cannot send messages, spend credits or change anything. Connected assistants lists every assistant that can read your data. Select Disconnect to remove one.

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Find your API key on the Developers page

Select Help at the top right, then Developers (open). The page shows:
  • Organization ID: the ID of your organization.
  • Bearer Token: the key for the TextYess API and the Zapier app. The API pages call it the x-auth-token.
  • Flow token: the key that starts your automations from another system. Send it in the x-flow-token header.
Each key has a copy button. Webhook Activity Log shows the webhooks that TextYess received in the last 14 days.

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Revoke the flow token

If your flow token can be known by others, revoke it:
  1. Select Help → Developers.
  2. Next to Flow token, select Revoke.
  3. Select Revoke token.
TextYess makes a new token at once. Every tool that uses the old token stops starting your automations. Paste the new token into each of these tools.

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Refer a friend to TextYess

The referral program page is at https://ai.textyess.com/referral.
  1. Select Copy your referral link or Copy Link.
  2. Send the link to a friend.
  3. Your friend signs up and starts the free trial.
After the free trial ends, you both get an email to claim a reward. Each of you selects one reward: outbound message credits, AI reply credits or an Amazon voucher. The table on the page shows the status of each referral. Reward credits are extra credits: they do not reset each month.

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See the new features of TextYess

Select Help at the top right, then Product updates (open). The page lists the new features, the improvements and the changes. A red dot on Help shows that there are updates that you did not read. Help → Video tutorials opens the video library.

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Use TextYess on your phone

There is no separate TextYess app to download. TextYess works in the browser of your phone. Add the dashboard to the home screen of your phone, so it opens like an app. See TextYess on smartphones.

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Contact TextYess support

Select Help at the top right of the dashboard, then Contact support. It opens the TextYess help center at https://support.textyess.com/hc/en-us. You can also ask Atlas, with Ask Atlas in the sidebar.