You are viewing the documentation for version 18.0.
See this page in the latest version (19.0) →
Productivity¶
- Discuss
- Calendar
- Notes
- Schedule activities
- Contact
- Zalo OA
- Getting Started with Zalo OA
- Setup and Operation
- Customer Conversations
- Reply to Zalo OA Messages
- Create and Manage ZBS Message Templates (Admin/IT)
- Step 1 — Understand why ZBS templates must be approved by Zalo first
- Step 2 — Access the ZBS Template list
- Step 3 — Create a new template: understand required fields before filling
- Step 4 — Design template content
- Step 5 — Configure parameters: the step that determines if messages are sent correctly
- Step 6 — Submit template to Zalo
- Step 7 — Monitor approval status from Zalo
- Step 8 — When Zalo approves: verify team can use it
- Step 9 — Monitor Template Quality and performance after launch
- Step 10 — Maintain templates: when to create new, when to archive old
- Common troubleshooting scenarios
- Send ZBS Message Templates from Sales Orders
- Send Payment Request Messages via Zalo from Invoices
- Update Helpdesk Tickets via Zalo
- Why Send Ticket Updates via Zalo
- Prerequisites
- Scenario: Printer Error Ticket from An Phat Packaging Company
- Step 1 — Receive Request and Confirm Receipt
- Step 2 — Assign Staff and Notify Assigned Handler
- Step 3 — Update Progress During Handling
- Step 4 — Notify Resolution Complete
- View Send History
- Handling Common Issues
- Create Quotations Directly from Zalo Chat
- Extend Customer Channels
- Viindoo AI
- Who Does What
- Guides for Administrators and Employees
- Get started with Viindoo AI
- Connect AI vendors and choose data location
- Spend limits, usage and audit
- Use the AI assistant
- Before You Start
- Ask the Assistant a Question
- See Where an Answer Comes From
- Hide a Conversation and Find It Again
- Use AI Conversations on a Phone
- Ask From Any Screen
- Write Text in a Document with the AI Command
- Choose the Model for One Conversation
- When No Answer Comes
- When Nothing Matched or a Record Is Not Found
- Choose an Assistant
- See What the Assistant Remembers
- See What the AI Read From a File
- Review Where the Assistant Took You
- Success Checkpoint
- Common Problems
- Teach the AI assistant
- External tools and feedback
- Advanced configuration
- Viindoo Brain
- Who Does What
- Guides for Everyone Who Uses the Wiki
- Read, create and edit pages
- Search the wiki
- Submit and approve page changes
- Own and verify a page
- Delete, restore and archive pages
- Share a page with people inside and outside
- Print and use Markdown files
- Set up Spaces, templates and access
- Watch the health of the wiki
- Use the AI assistant in Brain
- Review AI changes and set up the wiki