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• Roles and permissions

  In this section, you'll learn the important information about roles and permissions. Roles that can assign roles and permissions: Owner, Admin Roles and Permissions There are five roles that can be assigned in Zendo: Watcher, Agent, Manager, Admin and Owner. Out of these roles, only watchers don't count as seats in your plan, so you can assign as many watchers as you’d like.Very popular

• Request Types

  In this section you'll learn everything there is to know about request types. Roles that can access and manage the contents of the section: Owner, Admin Request Types The request type is what lets you, as a Zendo user, unify communication with your customers. You can define different types of requests to diversify the flow for each of them. Support tickets are different from customization requests as they require different statuses and also different departments inside your companyVery popular

• Customer profile

  This section will explain how to access customer profiles and what information you can find there. Roles that can access and manage the contents of the section: Owner, Admin, Manager, Agent Customer Profile Client info As you can see on the image above, in the Client info section you can **impersoPopular

• What is Zendo?

  In this section, you'll get to know what Zendo is and all other important information about it. What is Zendo? Zendo is a platform that lets businesses handle customer requests in one place. With configurable ${color}[#ff0000](request types) and statuses, you can effortlessly handle all your client communication and deliveries in one place. Support tickets, cPopular

• Sending Estimations

  This section will tell you everything about sending estimations. Roles that can access and manage the contents of the section: Owner, Admin, Manager, Agent Sending Estimations Apart from ${color}[#ff0000](messages or notes) you can also send estimations to your customers. With this feature, your customers are able to pay you instantly for your service withPopular

• Inboxes

  This section focuses on inboxes and how to filter them. Roles that can access and manage the contents of the section: Owner, Admin, Manager, Agent Filters Each request type receives a generated email address and each task sent to this email address will appear in your inbox. ![Filters](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/filSome readers

• Statuses

  This section will cover all you need to know about statuses. Roles that can use this feature: Owner, Admin Statuses Statuses are an integral part of Zendo as they help your teammates and customers to remain on the same page. They indicate the progress of the request, i.e. on what stage of development the request is. ![How to access statuses](https://storage.crisp.chSome readers

• Messages and Notes

  In this section, we'll explain messages and notes in detail. Roles that can use this feature: Owner, Admin, Manager, Agent Messages and Notes Notes and messages Messages and notes are the two basic means of communication with your customers and teammates. When it comes to messages, they can be seen by anyone. Notes, on the otheSome readers

• Sharing files and sending attachments

  In this section, you will learn about sharing files and sending attachments. Roles that can access and manage the contents of the section: Owner, Admin, Manager, Agent Sending Files and Attachments Sharing files and attachments is a pretty simple process as you can do that from the chat view! ![How to share files](https://storage.crisp.chat/users/Some readers

• Inviting members

  Roles that can access and manage the contents of the section: Owner, Admin Inviting Members Work without your colleagues doesn’t seem that appealing? Invite them to work with you through Zendo! Don’t be selfish! 😉 In the upper right-hand corner, you'll find an invite button. There are two ways you can invite people, either with an email or an invitation link. Make sure to check which role they should receive when they accept thSome readers

• Getting started

  In this section, you'll learn how to register your account on the Zendo platform. Roles that can access and manage the contents of the section: Registering on Zendo To register on Zendo, please provide the following information: Signing upSome readers

• Are there any setup fees?

  Are there any setup fees? No, Zendo doesn’t have any setup fees. If you find yourself lost, you can get free help through our website chat widget or Slack Zendo community.Some readers

• How can I get help?

  How can I get help? Getting in touch with us is really simple! You can reach us through the chat widget on our website! Also, we highly encourage you to join Zendo Slack. There you'll be able to talk directly to the team behind Zendo. 🎉Some readers

• Does my trial period limit my access to features?

  Does my trial period limit my access to features? No, our trial period features all functionalities. We always start your trial with the highest plan. After the trial period ends, you can choose the plan option that best suits your needs.Few readers

• Impersonate

  In this section you'll get to know impersonations. Roles that can access and manage the contents of the section: Impersonate How to impersonate the clientFew readers