ZippyAssist

Zack Swindale

Greg Elisara

User documentation for companies using ZippyAssist

ZippyAssist Dashboard

The Accounts tab gives you an overview of activity related to a specific account

Accounts

Learn how Visitor IDs are assigned and how they benefit ZippyAssist users

Visitor IDs

Manage inappropriate or suspicious customer activity

Blocking and Flagging

General

Organizations that need to manage multiple dashboards can do so with easy account switching

Managing Multiple Dashboards

Users

Operators have the ability to create Help and Refund Requests directly from the dashboard without needing to access the customer app

Creating Requests

The Request Link feature allows operators to send a link to customers using their name, phone number, or email

Request Links

Create Request

A Help Request is a customer submission using the “Get Help” option on the ZippyAssist web app.

About Help Requests

Each help request will be one of several types available in ZippyAssist.

Help Request Types

Use the Help Requests tab to view help requests submitted to ZippyAssist.

Viewing Help Requests.

Help Requests

A Feedback Submission is a customer using the “Give Feedback” button on the ZippyAssist web app to share feedback.

About Feedback Submissions

Use the Feedback tab to view help requests submitted via ZippyAssist.

Viewing Feedback Submissions.

Feedback Submissions

ZippyAssist has the ability to collect payment methods from customers and alter the request flow based on their selection

Payment Methods

Learn how to setup your payment and refund methods to best support your customers refund request

Payment and Refund Methods

The ZippyAssist Wallet allows operators to fund their refund transactions sent out to their customers

Wallet

Refunds

The Voice Messages feature is a convenient way for customers to report issues they encounter with machines via phone calls

Voice Messages

The Voice Messages feature allows you to manage how incoming calls to your ZippyAssist number are handled

Configuring Voice Messages

Using the equipment tab to add/edit/remove equipment and view requests per machine

Equipment

Tag ID is an alias that can be used in place of the Asset number

Tag ID

The Equipment Uploader allows you to quickly add or update multiple pieces of equipment in ZippyAssist by uploading a CSV file.

Uploading Equipment via CSV

Use Equipment Grouping to organize equipment into custom groups and apply specific rules or settings to each group

Equipment Grouping

The ZippyAssist dashboard has powerful filtering, sorting and exporting functionality to help you access the data you need.

How to filter, sort, and export data

Filtering, sorting, exporting

ZippyAssist and VendSys integration includes machine data syncing and automated service call creation

VendSys Integration

The Cantaloupe Seed Integration allows you to sync and manage equipment data between your Cantaloupe Seed account and ZippyAssist

Cantaloupe Seed Integration

Automations

This section describes how to send invitations to customers using ZippyAssists automation settings, and requesting them to leave feedback.

Feedback automation

Encourage customers who give you positive feedback to review you on Google to help boost your company profile.