ZippyAssist

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

About Help Requests

The Risk Escalation System uses AI to monitor help requests and voice messages for health, safety, and property risks — and calls your team when something needs immediate attention.

Escalations

Produce a formatted summary of any help or refund request — print it, save it as a PDF, or email it to someone outside your dashboard.

Printing and Sending Request Summaries

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.

Greg Elisara

Zack Swindale

Help Requests

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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