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Quick Start Guide

Get started with Zenzero ZAI in just 5 minutes! This guide explains where to find everything and how to get going.

How You Access ZAI

ZAI has two interfaces, each for a different purpose:

The ZAI Web Portal (Resourcing App)

This is where you configure workflows, approve changes, and manage setup. Use the web portal to:

  • Create and edit workflows in the visual designer
  • Review and approve workflow submissions
  • View workflow execution history
  • Manage employees, pods, and clients
  • Configure actions and integrations

To access:

  1. Navigate to your Zenzero ZAI URL (provided by your administrator)
  2. Sign in with your Azure AD credentials
  3. You'll be redirected to the main dashboard

First Time Login

If this is your first time logging in, you may be prompted to grant permissions to the application.

The ZAI Pod (Chat Interface)

This is where technicians interact with ZAI day-to-day. The chat interface is embedded as a pod within ConnectWise service tickets - it is not a standalone app or Teams bot.

To access:

  1. Open a service ticket in ConnectWise
  2. The ZAI Pod appears as a panel within the ticket
  3. Type commands or natural language queries in the chat input

The pod automatically knows which client and M365 tenant the ticket belongs to, so you don't need to specify context for every query.

Context Awareness

Because the pod lives inside a ConnectWise ticket, parameters like tenant ID and client ID are automatically filled when running workflows.

Step 1: Try a Chat Query

Open a ConnectWise service ticket and find the ZAI Pod. Try a simple query:

Example: Check an M365 User

Get user john.doe@company.com from Microsoft 365

ZAI will:

  1. Identify the tenant from the ticket context
  2. Execute the M365_GetUser action
  3. Display the user's details in the chat

Example: Run a Workflow

Run the password reset workflow for john.doe@company.com

ZAI will:

  1. Find the password reset workflow
  2. Ask for any required parameters
  3. Show you an approval card
  4. Execute the workflow when you approve
  5. Show real-time progress updates

Step 2: Understand the Slash Menu

Type / in the ZAI Pod chat to open the command menu:

Command What It Does
/run Browse and run workflows
/365 M365 queries (users, licenses, tenant info)

Step 3: Run Your First Workflow

  1. Open a service ticket in ConnectWise
  2. Find the ZAI Pod in the ticket
  3. Type your request: Reset password for john.doe@company.com
  4. Review the approval card that appears
  5. Click "Approve & Run"
  6. Watch the execution in real-time

Workflow Complete!

You'll see each step execute with status indicators and can expand details to see the output.

Step 4: Explore the Web Portal

Log in to the ZAI Web Portal to:

  • Browse workflows - See all available workflows and their status
  • Open the Workflow Designer - View or edit workflow steps and connections
  • Check history - Review past workflow executions and results
  • Create new workflows - Use the wizard to build automation sequences

Common First Tasks

Create a new M365 user: 

Create a new user in M365
ZAI will ask for required details like display name, email, and password.

Assign a license: 

Assign Microsoft 365 E3 license to john.doe@company.com

Reset a user's password: 

Reset password for john.doe@company.com

Add user to a group: 

Add john.doe@company.com to the Sales group

Understanding Workflow Approval Cards

When you request a workflow in the ZAI Pod, you'll see an approval card with:

Element Description
Workflow Name The name of the workflow being executed
Description What the workflow does
Parameters Values that will be used (context + runtime)
Context Parameters Auto-filled from the ticket (tenant, client, etc.)
Runtime Parameters Values you need to provide
Actions Approve & Run or Cancel

Next Steps

Troubleshooting

"No workflow found"

  • Check that workflows are enabled in your system
  • Verify you have permission to run workflows
  • Try being more specific in your request

"Missing required parameter"

  • Ensure you're viewing a ticket in ConnectWise (for automatic context)
  • Provide all required information in your request
  • Check the parameter hints in the approval card

"Action failed"

  • Verify you have the necessary permissions in M365
  • Check that GDAP is configured correctly
  • Review the error message in the workflow execution details

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