Chat Queries¶

This guide covers the queries you can make through the ZAI chat interface in the ConnectWise pod.

Query Types¶

The chat interface supports several types of queries for looking up information.

Ticket Queries¶

Look Up a Ticket¶

Get details about a specific ticket by ID:

Look up ticket 12345

Get ticket 12345

Show me ticket 12345

Returns: Ticket number, status, description, assigned resource, notes

Search Tickets¶

Search for tickets using queries:

Find tickets with status Open

Search for tickets assigned to me

User Queries¶

List Users¶

List M365 users in the current tenant:

List users

Show all users

List users in this tenant

Returns: Up to 50 users with name, email, job title, department, and status

Search Users¶

Filter the user list:

List users matching "john"

Find user john.doe@company.com

License Queries¶

View User Licenses¶

See what licenses a specific user has:

What licenses does john.doe@company.com have?

Show licenses for john.doe@company.com

Returns: List of assigned licenses

List Available Licenses¶

See all licenses in the tenant:

Show all licenses

List available licenses

Returns: License name, total units, used units, available units

Tenant Queries¶

Tenant Details¶

Get tenant configuration information:

Show tenant details

Get tenant configuration

SharePoint Quota¶

Check SharePoint storage usage:

Check SharePoint quota

How much SharePoint storage is used?

Defender Status¶

View Microsoft Defender configuration:

Check Defender status

Is Defender configured?

Company & Employee Queries¶

Search Companies¶

Find companies by name:

Find company Contoso

Search for company "Acme Corp"

Search Employees¶

Look up employees in the system:

Find employee John Smith

Search for John Smith

Workflow Queries¶

Search Workflows¶

Find available workflows:

Search for workflows about password

Find onboarding workflows

What workflows are available?

Run a Workflow¶

Execute a workflow:

Run the password reset workflow

Execute the new user workflow

The bot will prompt you for any required parameters.

Product Queries¶

Get Customer Products¶

View products for a customer:

What products does this customer have?

Product Details¶

Get information about a specific product:

Get details for product XYZ

Tips for Better Results¶

Use Specific Identifiers¶

Use full email addresses: john.doe@company.com
Use ticket numbers: ticket 12345
Use exact names when searching

Work Within Ticket Context¶

When viewing a ConnectWise ticket, the bot automatically knows which tenant to query. This makes queries simpler:

With context: List users Without context: May need to specify tenant

Check What's Available¶

If you're not sure what workflows exist:

Search for workflows

What can you help me with?

What Requires a Workflow¶

The following actions cannot be performed through direct chat queries. Use workflows instead:

Action	What to Do
Create a user	Run a user creation workflow
Reset a password	Run a password reset workflow
Assign a license	Run a license assignment workflow
Disable a user	Run a user disable workflow
Add to a group	Run a group membership workflow

Next Steps¶

Running Workflows - Learn how to execute workflows
Chat Overview - Full overview of chat capabilities