Agent

Contact Card – General

• How do I perform a warm transfer?

Getting Started

• How do I confirm my agent invitation?
• How do I use the ZaiCommunicator Chrome extension?

Agent Profile

• How to setup an Email Signature

Agent Dashboard

• The Zailab Mailbox
• How do I see all the members in my organization?
• How do I create a new contact?
• How does my agent dashboard work?
• What can I do in the agent dashboard?
• What are conversations and interactions?

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Contact Card – Inbound

• How do I delete a contact?
• What happens when I receive a call?
• What happens when I receive an email?
• What happens when I receive an SMS?
• How do I schedule a callback?

Contact Card – Outbound

• How do I send a canned SMS or email response?
• How do I insert an image into an email?
• How do I make a call?
• How do I send an SMS?
• How do I send an email?
• How do I schedule a callback?