User Guide¶

Welcome to the Zenzero ZAI User Guide. This documentation covers how to use ZAI for daily IT operations.

What's in This Guide?¶

• Chat Interface - Using the ZAI Pod in ConnectWise to look up information and run workflows
• Workflows - Running and monitoring automated processes
• Microsoft 365 - Understanding M365 operations through workflows

Who Is This Guide For?¶

• Service Desk Technicians - Running workflows from tickets
• IT Support Staff - Looking up user and license information
• Help Desk Agents - Quick access to ticket and tenant data

Quick Access¶

How ZAI Works¶

ZAI has two main ways to interact with it:

1. The ZAI Pod (Chat Interface)¶

The ZAI Pod is embedded within ConnectWise service tickets. Open any ticket and you'll see the ZAI chat panel where you can look up information and run workflows:

2. The ZAI Web Portal (Resourcing App)¶

The web portal is where you configure and manage ZAI. Log in to:

• Create and manage workflows
• Approve workflow changes and review submissions
• View workflow execution history
• Manage employees, pods, and clients
• Configure actions and automations

Understanding Workflows¶

Workflows are pre-built automation sequences. When you need to perform an action like creating a user or resetting a password, you run a workflow.

graph LR
    A[Request Workflow] --> B[Provide Parameters]
    B --> C[Approve Execution]
    C --> D[Workflow Runs]
    D --> E[View Results]

    style A fill:#4285f4,color:#fff
    style C fill:#f4b400,color:#000
    style E fill:#0f9d58,color:#fff

Workflow States¶

Context Awareness¶

When working within a ConnectWise ticket, ZAI automatically knows:

• Client/Company - Which organization the ticket belongs to
• M365 Tenant - The Microsoft 365 tenant for that client

This means you don't need to specify the tenant for every query.

Best Practices¶

Do's¶

• Work within ticket context when possible
• Review workflow parameters before approving
• Check execution history to verify results
• Use specific identifiers (email addresses) when querying

Don'ts¶

• Don't approve workflows without checking parameters
• Don't assume the chat can directly perform M365 changes (use workflows)
• Don't ignore error messages

Getting Help¶

• Workflow History - See past executions and their outcomes in the Resourcing App
• Error Messages - Read detailed error information when workflows fail
• Contact your system administrator for permission issues or configuration changes

Next Steps¶