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Getting started
The ZenTalk mobile app
ZenTalk for Agents is the phone app for your team. It brings the inbox, live visitors, calls and the team messenger to iPhone and Android, so nobody has to sit at a desk to answer a customer.
Install the app
- iPhone: ZenTalk for Agents on the App Store
- Android: ZenTalk for Agents on Google Play
The app is free. It uses the seat you already have in your workspace, so there is nothing extra to buy.
Sign in
The app is for people who already belong to a ZenTalk workspace. There is no sign up inside the app. If you are new, create your account on the web first, then an owner or admin invites teammates from the Team tab.
- Open the app and sign in with your ZenTalk email and password.
- If two factor sign in is on for your account, enter the code from your authenticator app, or tap Use a recovery code.
- Pick the workspace you want to work in if you belong to more than one.
- Allow notifications and, for calls, the microphone when the app asks.
What each tab does
- Inbox: every open conversation from all your sites, grouped into new visitors, live, idle and snoozed. Chats the AI hands over to a person land here, along with WhatsApp, Facebook and SMS threads when those are connected. See the Inbox guide.
- Messenger: channels and direct messages with your teammates. See Messenger.
- Visitors: who is on your sites right now, the page they are on, where they came from, and who is talking to them.
- Calls: incoming, outgoing and missed calls, plus the dialpad if your workspace has a phone number.
- Me: switch workspaces, notification and call settings, appearance, the privacy policy and account deletion.
Working a chat
Inside a chat you can send canned replies, write whisper notes only your team sees, use AI reply suggestions or rewrite your own draft, switch the AI on or off for that chat, send photos, files and payment links, and snooze, ticket, email the transcript or close the chat.
Calls on your phone
When a visitor calls from the chat window, the call rings on your phone like a normal call, even on the lock screen. Answer with one tap and the chat stays open while you talk. When a teammate answers first, the call stops ringing on everyone else.
Notifications
You get a notification when a new chat starts or a customer sends a message. Agents are notified for the sites they are assigned to; owners and admins hear about every site.