• Messages And Notes

  In this section, we'll explain messages and notes in detail. Roles That Can Send Messages And Notes: Agent, Manager, Admin, Owner 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 other hand, are internal and cannot be seen by customers. They're only visible to the platform operators. You can switch between the messages and notes in the chat window to easily filter andSome readers

• Requests

  In this article, you’ll learn all about Zendo Requests. Roles That Can Manage Requests: Agent, Manager, Admin, Owner What Are Requests? A Request in Zendo is any order or inquiry that one of your clients submits to Zendo. Submitting a Request can happen either through your Service Catalog or directly from within your Zendo workspace. The submitted Request then shows upFew readers

• Invite Only

  Learn how to configure the Request submission settings and allow only invited clients to submit new Requests in your workspace. The Role That Can Change The Invite Only Settings: Owner How To Change The Invite Only Settings? First, head to Settings by hitting the cog icon on the left-hand side panel of your workspace. Next, choose General and stay in the Essentials tab. Then scroll down to find Request submission permissions. The Request submission on the right is the setFew readers

• Request Archiving

  This article will help you learn how to use the Archiving feature in Zendo. Roles That Can Archive Requests: Agent, Manager, Admin, Owner There are too many Requests hanging on your workspace? No worries! How To Archive A Request In Zendo? To archive an unneeded Request in Zendo, choose the Request you want to archive by clicking on it to reveal the chat box. (Few readers