Documentation
Learn ZenTalk, one tab at a time.
Practical, plain guides to every part of the dashboard, from your first login to running sales, support, voice, projects, and payroll. Pick a tab and see exactly what each button and view does.
Getting started
Conversations
The Inbox
Handle chats, WhatsApp, calls, and SMS in one place, with saved replies, AI help, Nudge and Steer, and bot handoff.
The Visitors Tab
Watch live site traffic, filter by source and location, and start a chat with any visitor.
The Meet Tab
Create and run browser-based video and voice meetings with shareable links.
Messenger
Internal team chat: channels, direct messages, mentions, and cross-workspace messaging across your organization.
Saved Replies
Create private or team-shared prewritten replies and insert them with a slash shortcut.
Ratings
See the customer satisfaction ratings and feedback left after each conversation.
Calling and texting customers
Place browser phone calls and send text messages to customers from the Inbox.
Call Recordings
Find, play, and download recorded agent calls, AI confirmation calls, and web calls.
Session Recordings
Replay visitor sessions with frustration signals, a friction timeline, and a click heatmap.
Configure your sites
Sites
Configure the chat widget and the AI for each of your websites.
AI Sales Agent
Give the AI bot a persona, prices, hours, and timing so it engages, qualifies, and closes.
Payments
Switch on charging for a site and pick the merchant it settles through.
Unhappy-customer Alerts
Email your team the instant a visitor sounds unhappy, so you can save the customer.
Google Ads
Sync your blocked-IP list to Google Ads as excluded IPs to stop paying for bot clicks.
Meta Ads
Track Facebook and Instagram ad visitors: campaign, ad set, ad, and platform on every profile.
Microsoft Ads
Track Microsoft Advertising (Bing) visitors: the search term, keyword, match type, campaign, and ad group on every profile.
Store
Pair your WooCommerce or Shopify store so the AI answers product and order questions.
COD confirmation calls
Have the AI phone COD customers to confirm or cancel orders before you ship.
Customers and sales
Customers
Your CRM list of known people who have shared contact details, with profiles, reachability, and one-click chat.
Leads
Work the captured contacts from your chat and widget, deduped into one row per person.
Appointments
Control who the AI can book, set availability and offices, and review booked meetings.
Tickets
Track support issues as tickets from chat, email, or created by hand.
Deliver the work
Projects
Manage delivery work kanban style with tasks, versioned deliveries, and customer sign-off.
Sheets
Collaborative spreadsheets with live co-editing, an AI panel, sharing controls, and exports.
The Docs Tab
Write and co-edit rich-text documents with templates, AI help, versions, exports, and comments.
An email helpdesk on your own domain, with threading, templates, and attachments.
Setup and admin
The Team Tab
Invite teammates, set their roles and access, and manage accounts.
Insights
Conversion intelligence: per-actor scorecards, AI win and loss patterns, and one-click fixes for your bot.
Analytics
Operational stats for your workspace: volume, response time, ticket tags, and revenue outcomes.
The Organization Tab
Group multiple workspaces under one parent org, manage members, suspend or resume workspaces, and control cross-workspace messaging.
Employees
Run HR and payroll: salaries, shifts, attendance, reasons, and monthly salary slips.
Settings
Where to configure your account, workspace, billing, numbers, channels, payments, and modules in ZenTalk.
Numbers & Wallet
Rent numbers, fund the calling wallet, assign numbers to agents, and activate SMS.
Billing
Trial, seats, add-ons, card, and invoices, managed by the workspace owner or an admin.
Admin and platform
Channels
Connect WhatsApp numbers and Facebook Messenger Pages so their chats land in your ZenTalk inbox.
Domains
Authenticate an email domain and add branded senders so email lands, not spam.
Blocked IPs
Block and unblock IP addresses and review the click history behind each block.
Get Report
Ask in plain language for sales, HR, and attendance reports and get an instant answer.
AI Brain
Edit the shared sales playbook your AI follows across every chat and call.
Compliance
Moderate and remove chat and channel messages, with every action logged.
Still stuck?
Cannot find what you need?
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