ZippyAssist

How to enable, configure, and use two-factor authentication to add extra security to your ZippyAssist account.

Two-Factor Authentication

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

Display important notices and announcements to customers

Notices and Announcements

Track changes made to Help, Refund, Customer, and Voice Message records

Audit Logs

Customize how data is displayed in the dashboard

Adjustable & Flexible Columns

Assign requests to users, filter by user or unassigned, and turn on and off the Assigned column

User Assignment

Bulk Updating allows you to perform the same action across multiple items at once

Bulk Updater

Zack Swindale

General

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype getting-started answer

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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