Getting started
Yanola terminology
Use the same names as the Yanola interface for accounts, Agent Projects, Senders, workflows, schedules, integrations, events, and usage.
EveryoneBeginnerAvailable
What this guide covers
- This glossary defines product terms that appear throughout Yanola and explains intentional distinctions.
- Prerequisites: None.
- Result: You can map documentation terms to labels in the current Yanola interface.
- Limit: Some workflow node fields mention team roles even though a general member-and-role administration UI is not currently available.
What this is and when to use it
This glossary defines product terms that appear throughout Yanola and explains intentional distinctions.
| Use it when | Expected outcome |
|---|---|
A guide uses an unfamiliar term. | You can map documentation terms to labels in the current Yanola interface. |
You need to distinguish a Sender, number, Agent Project, or account. | You can map documentation terms to labels in the current Yanola interface. |
Before you begin
- None.
Prerequisites
None.
Complete the task
- Treat Account as the billing and identity owner.
- Treat Agent Project as the WhatsApp workspace shown under Dashboard → Agents.
- Treat Sender as a connected WhatsApp business phone number.
- Treat Scheduler as the one-time contact-message tool and Scheduled trigger as the workflow timing feature.
Confirm it worked
- You can map documentation terms to labels in the current Yanola interface.
Common problems
| Symptom | What to check |
|---|---|
A guide says workspace or organization | In current product UI, the closest implemented workspace is an Agent Project; organization administration is unavailable. |
Current limitations
Some workflow node fields mention team roles even though a general member-and-role administration UI is not currently available.
Product boundary
Some workflow node fields mention team roles even though a general member-and-role administration UI is not currently available.
Glossary
| Term | Meaning |
|---|---|
Account | The signed-in identity and owner of subscription, Balance, and Agent Projects. |
Agent Project | A WhatsApp workspace containing numbers, workflows, schedules, integrations, conversations, and settings. |
Sender | A connected WhatsApp business number used to send and receive messages. |
Workflow | A saved graph of one trigger and connected nodes. |
Workflow execution | One run of a workflow for a matched event. |
Node | One configured step on the workflow canvas. |
Trigger | The event or schedule that starts a workflow. |
Variable | A named value referenced with braces, such as {{contact.name}}. |
Scheduler | The Agent Project page for one-time messages to saved contacts. |
Integration | A supported external app available to workflows. |
Connected account | An authorized instance of an integration. |
Template | A Meta-approved WhatsApp message format synced into Yanola. |
Webhook | An HTTPS callback for a workflow or developer event. |
Yanola Balance | The shared prepaid amount used by billable account activity. |
API key | A Yanola credential scoped to an Agent Project and used only by trusted server code. |
Where to go next
Related documentation
WhatsApp Agent ProjectsUnderstand the project boundary for numbers, chat, workflows, schedules, templates, integrations, data, analytics, billing, and API tools.Scheduler overviewChoose between Yanola's one-time Scheduler and the once, daily, weekly, or monthly Scheduled workflow trigger.Organizations, members, roles, and invitationsCurrent availability of organization and team administration in Yanola.