YouEx.ai Documentation

Setup and operate YouEx.ai with clear, task-focused guides for administrators and teams.

Start with workspace setup, knowledge management, agent configuration, deployment, and conversation review.

Start with the essentials

Workspace setup

Confirm workspace settings, invite teammates, and validate the short ID and integrations that affect public experiences.

Knowledge and agents

Build trusted knowledge bases, create a focused agent, and tune Q&A, info fields, offers, and scheduling behavior.

Review and improve

Use conversations and CRM records in Lead Converter to refine agent quality, capture better data, and improve follow-up.

This documentation set is being rebuilt from scratch. The first published guide is the Admin Onboarding Guide.