Dashboard & App Layout
Overview
The Yazi dashboard is designed for intuitive navigation between building studies, managing participants, and analysing results. Everything you need is accessible from the main navigation, with most features requiring just one or two clicks to reach.
Main Navigation
The left sidebar provides access to all core features:
Section
Purpose
Studies
Your research projects — surveys, AI interviews, diary studies, and multi-day studies
Broadcast Messages
Create and manage WhatsApp message templates for inviting participants
Schedules
Set up automated broadcasts based on time triggers or participant behaviour
Settings
Account configuration, branding, AI interview defaults, and activity logs
Feedback
Report issues, request features, or ask questions directly to the support team
Studies Overview
Main Studies View
Your dashboard opens to the Studies section, displaying all your research projects in a clean tabular format:
Study name and type — survey, AI interview, diary study, or multi-day
Creation date and last modified
Status — draft, published, or completed
Participant count — how many people have started or completed each study
Quick actions — duplicate, archive, or delete studies
Study Card View
Toggle to card view to see your studies as visual tiles, useful when you have many projects and prefer a more visual browsing experience.
Study Details
Click on any study to enter the study workspace, which contains five main tabs:
1. Questions Tab
Survey questions — build and edit your structured questions
AI interview configuration — set up the AI moderator behavior and objectives
Routing logic — configure skip logic, branching, and conditional flows
Preview — see exactly how questions will appear to participants
2. Share Tab
Study links — get shareable links and QR codes for participant access
Broadcast statistics — see delivery, engagement, and response rates for any messages sent
UTM tracking — configure completion redirects and campaign tracking
3. Results Tabs
Interview Transcripts — read full WhatsApp conversations in chat format
Table Data — Excel-like view with filtering, exporting, and data enrichment
Graph Data — live charts of quantitative responses with cross-tabulation
Media Library — visual grid of all photos, videos, and voice notes submitted
Creating New Studies
New Research Button
Click New Research in the top right to start building a study. You’ll be guided through:
Study type selection — single-day or multi-day sequential study
Setup method — upload a brief for AI generation, or build manually
Methodology choice — survey, AI interview, diary study, or combinations for multi-day studies
The study builder opens immediately, allowing you to start configuring questions and settings.
Broadcast Messages Section
Message Management
The Broadcast Messages tab shows all your WhatsApp message templates:
Template library — all created broadcast messages with approval status
Message types — participant invites, reminders, thank you messages, etc.
Send history — detailed logs of every broadcast sent, including individual participant delivery status
Create new — design new broadcast templates with Meta approval workflow
Actions Menu
Create — build new broadcast templates
Send — dispatch approved messages to participant lists
Edit — modify existing templates (requires new Meta approval)
View stats — detailed engagement metrics for sent broadcasts
Schedules
Automated Broadcasting
The Schedules section allows you to set up automated broadcasts that trigger based on:
Time-based rules — send daily, weekly, or at specific dates/times
Participant behavior — trigger reminders for those who haven’t completed studies
Study events — send messages when participants reach certain milestones
This is particularly useful for diary studies and multi-day research where you need ongoing participant engagement.
Settings
Account Configuration
The Settings section (accessed via the gear icon) contains:
AI Interview Defaults
System prompts — default AI behavior and tone settings
Question limits — standard interview length and probing intensity
Model selection — choose between different AI models for different use cases
Branding
Organization logo — used in broadcast message headers
WhatsApp number settings — manage your dedicated number configuration
Default messaging — standard intro and closing messages for studies
Activity Log
Complete audit trail of all account activity:
Studies created, modified, or deleted
Broadcasts sent and template changes
User access and permission changes
Settings modifications
This is valuable for team environments where multiple people have access and you need to track changes.
Feedback System
In-App Support
The Feedback button in the navigation provides direct access to support:
Subject line — categorize your feedback or issue
Message box — describe your question, bug report, or feature request
Screenshot attachment — include visual evidence of any issues
Priority handling — urgent issues are escalated automatically
Feedback submissions go directly to the Yazi support team for immediate response.
Dashboard Customization
Personal Preferences
Default view — set whether you prefer tabular or card view for studies
Timezone — all timestamps and scheduling adjusted to your local timezone
Language — platform interface language (separate from study translation features)
Team Features
For organization accounts:
User management — see team members and their access levels
Shared resources — access studies and broadcasts created by colleagues
Billing overview — usage tracking and invoice history
Quick Navigation Tips
Recent studies — your most recently accessed studies appear at the top of the list
Search — use the search bar to quickly find specific studies by name
Duplicate studies — quickly create variations by duplicating existing studies and modifying them
Keyboard shortcuts — common actions like creating new studies have keyboard shortcuts for power users
The dashboard is designed to minimize clicks and maximize efficiency — most tasks require no more than 2–3 clicks from the main screen.
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