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Welcome to Z360! This guide walks you through everything you need to do after signing up — from completing the onboarding wizard to fully configuring your workspace and exploring every feature. Follow it step by step and you’ll be up and running in about 15–20 minutes, no help needed. Your progress is saved automatically, so you can pause and come back anytime.

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What is Z360?

Z360 is an all-in-one customer communications platform built for small businesses. It brings your inbox, contacts, support tickets, sales inquiries, and an AI-powered assistant called Ask Z into a single workspace — so you can manage every customer interaction from one place. Z360 is available as a web app (PWA), on Android via Google Play, and iOS is coming soon.
When you sign in for the first time after creating your account, Z360 launches a short onboarding wizard. It takes about 2 minutes and has three steps. This wizard personalizes your workspace and sets up your AI agent with the basics.Step 1 of 3 — Business DetailsThis is where Z360 gets to know your business. You’ll fill in three fields:
  • Business Name — Enter your company or business name. This will appear across your workspace, in customer-facing communications, and on your AI agent’s profile.
  • Business Email Address — Provide the main email address for your business. This is used for sending messages and notifications from Z360.
  • Business Phone Number — Enter your business phone number including the country code (e.g., +1 for US). This is used for calls and SMS within the platform.
Once you’ve filled everything in, click Next to move on.Step 2 of 3 — Website & Business TypeThis step helps Z360 understand what your business does and automatically build your AI agent’s knowledge base.
  • Website URL — Enter your full website address (e.g., https://yourbusiness.com). Z360 will scrape your website to automatically create a knowledge base for your AI agent. This means your agent will be able to answer customer questions about your products, services, and policies right from day one. Enter this carefully — the accuracy of your AI agent’s initial knowledge depends on it.
  • Business Type — Describe what your business does in a few words (e.g., “plumbing services”, “dental clinic”, “AI platform for small businesses”). This helps Z360 tailor the experience to your industry.
Click Next to continue, or Previous to go back and edit your business details.Step 3 of 3 — AI Agent ConfigurationThis is where you give your AI agent its identity and personality.
  • Agent Name — Choose a name for your AI agent. This is what customers will see when they interact with it (e.g., “Zara”, “HelpBot”, “Alex”). Pick something that fits your brand voice.
  • Agent Introduction Instructions — Write a brief instruction for how your AI agent should greet customers. For example: “Greet warmly and ask how you can help” or “Introduce yourself as a support assistant and offer to answer questions.” This controls the tone and style of your agent’s first message in conversations.
Click Next to finish the wizard.After the Wizard — Informational ScreensAfter completing the three-step form, Z360 shows you a few informational screens before landing you on the main dashboard:Platform Availability (/onboarding/our-platforms) — This screen shows you where Z360 is available. You can download the Android app from Google Play, and the Web App (PWA) can be installed directly in your browser for quick desktop access. iOS support is coming soon. Click Continue to proceed.Help & Resources (/onboarding/get-help) — Z360 reminds you that help is always available. You can click the ℹ️ icon in the bottom-right corner of the app at any time to open the documentation. There’s also a direct link to visit the full documentation site. Click Continue to proceed.Bug Reporting (/onboarding/report-bug) — If you ever encounter a bug or want to share feedback, use the same ℹ️ icon in the bottom-right corner. Z360 encourages you to report issues to help improve the platform. Click Continue to finish and enter your workspace.Welcome Confirmation — You’ll see a popup saying “You’re all set!” confirming your workspace is ready to go. Click Got it to dismiss it and start using Z360.📖 Related help center article: Signup and Login back
Once you’re on the dashboard, look at the bottom-left of the sidebar — you’ll see an Onboarding Progress bar. Click it to open the onboarding checklist. The Setup tab contains 10 tasks that configure your workspace. Completing all of them gets you to 100% setup progress.Each task has a clickable arrow (↗) that takes you directly to the relevant settings page.Task 1: Update Organization DetailsWhat it does: Personalizes your organization with a logo and updated name so your workspace and customer-facing elements reflect your brand.How to do it: Go to Settings → Team & Security. You’ll find options to upload your company logo and edit your organization name. Upload a clear, high-quality logo (this appears in your workspace header and can be visible to customers). Update the name if needed and click Save.📖 Related help center article: Organization SetupTask 2: Invite Team MembersWhat it does: Adds your colleagues to the workspace so you can collaborate on conversations, tickets, and inquiries.How to do it: Go to Settings → Team & Security → Invite New Member. Enter the email address of the person you want to invite, choose their role (Owner, Admin, or Member), and click Send Invitation. They’ll receive an email with instructions to join. You can invite multiple people and manage pending invitations from the same page.Roles explained:
  • Owner — Full access to everything including billing and team management. Limit this to trusted individuals.
  • Admin — Can manage everything except billing settings.
  • Member — Access limited to tasks assigned to them and items they’ve created.
📖 Related help center article: Organization Setup — Adding Team MembersTask 3: Add Agent Knowledge BaseWhat it does: Gives your AI agent the information it needs to answer customer questions accurately. The knowledge base is a collection of documents, FAQs, product info, and policies that your AI agent draws from when responding.How to do it: Go to AI Studio → Knowledge Base. You have several options:
  • Scrape your website — Click “Scrape Website”, enter your website URL, and Z360 will automatically crawl your site and convert the content into organized knowledge base files. This typically takes 5–10 minutes and is the fastest way to get started.
  • Upload files — Click “Upload File” to add documents from your computer (PDFs, text files, guides, etc.).
  • Create files manually — Click “Create File” to write content directly in Z360.
  • Organize with folders — Create folders to group files by topic (e.g., “Pricing”, “Product Info”, “Support Policies”).
After adding content, always click Sync to update the knowledge base so your AI agent uses the latest information.📖 Related help center article: Knowledge Base Setup for AgentsTask 4: Add Agent AbilityWhat it does: Abilities are custom skills you create for your AI agent. They define specific tasks your agent can perform — like booking appointments, answering pricing questions in a specific way, or collecting customer information.How to do it: Go to AI Studio → Abilities. Click to create a new ability, give it a name and description, and define what it should do. You can also use the Ability Builder inside Ask Z to create abilities through natural language conversation.📖 Related help center articles:Task 5: Add Authenticated EmailWhat it does: Connects your email account to Z360 so you can send and receive emails directly from within the platform. This lets you manage email conversations alongside your other channels (SMS, chat, etc.) in one unified inbox.How to do it: Go to Settings → Channels (or follow the task link). Connect your email account by following the authentication steps. Once connected, emails will appear in your Z360 Inbox and you can reply to them without switching apps.📖 Related help center article: Additional Settings in Z360Task 6: Rent a Phone NumberWhat it does: Gets you a dedicated phone number for making and receiving calls and SMS messages through Z360. This is essential if you want to use Z360 for phone-based customer communication.How to do it: Go to Settings → Phone Numbers. Browse available numbers, choose one that fits your needs (local or toll-free), and rent it. Once active, you can make calls, send SMS, and receive messages directly in your Z360 Inbox.📖 Related help center article: Additional Settings in Z360Task 7: Update Ticket TypesWhat it does: Customizes the categories available for support tickets to match your business workflow. By default, Z360 comes with generic ticket types, but you’ll want to tailor these to your specific support needs.How to do it: Go to Tickets → Settings (or click the task link). Edit existing ticket types or create new ones that reflect your support categories (e.g., “Billing Issue”, “Technical Support”, “Feature Request”, “Account Access”). This helps your team organize and prioritize support requests efficiently.📖 Related help center article: Ticket Settings in Z360Task 8: Create Inquiry PipelineWhat it does: Sets up a sales pipeline to track and manage incoming leads and inquiries. A pipeline gives you a visual workflow showing where each inquiry stands — from initial contact through to closing.How to do it: Go to Inquiries → Pipeline Settings. Create your pipeline by defining stages that match your sales process (e.g., “New Lead”, “Contacted”, “In Progress”, “Won”, “Lost”). Each inquiry can then be moved through these stages as it progresses.📖 Related help center article: Create an Inquiry Pipeline in Z360Task 9: Configure Agent SetupWhat it does: Sets your AI agent’s working hours and personalizes its profile details. This controls when your AI agent is available to respond and what business information it shares with customers.How to do it: Go to AI Studio → Agent Setup. Here you can:
  • Update your agent’s business name, email, phone number, and website URL.
  • Add a company description and introduction script.
  • Switch to the Scheduling tab to set your agent’s weekly availability — choose which days it’s active, set start and end times, and configure the time zone. You can copy a schedule across multiple days to save time.
📖 Related help center article: Agent Setup and Schedule AvailabilityTask 10: 10DLC RegistrationWhat it does: Registers your business for 10DLC (10-Digit Long Code) compliance, which is required by US carriers for sending SMS messages. Without this registration, your SMS messages may be blocked or filtered by carriers.How to do it: Go to Settings → 10DLC (or follow the task link). Fill in your business registration details as required. This process involves providing your business name, EIN (Employer Identification Number), and other details to verify your identity with carriers. Approval may take some time depending on carrier processing.📖 Related help center article: Additional Settings in Z360
Once you’ve completed the Setup tasks, switch to the Explore tab in the onboarding checklist. These 12 tasks help you discover and try every major feature Z360 offers. They don’t configure anything critical — they’re designed to get you comfortable with the platform by actually using it. Completing all 12 brings your explore progress to 100%.Task 1: Configure Personal SettingsWhat it does: Lets you personalize your own profile and workspace preferences — separate from the organization settings.How to do it: Go to Settings → Profile. Update your display name, email, and upload a profile picture. You can also change your password and enable Two-Factor Authentication (2FA) for added security from the Password and Two-Factor tabs.📖 Related help center article: Configure Personal Settings in Z360Task 2: Set Notification PreferencesWhat it does: Controls how and when you receive notifications so you stay informed without being overwhelmed.How to do it: Go to Settings → Notification Preferences. Toggle email notifications on or off for conversations, tickets, notes, reminders, and inquiries. Choose which types of updates matter most to you and disable the rest.📖 Related help center article: Configure Personal Settings — Notification PreferencesTask 3: Send First MessageWhat it does: Lets you try the inbox by sending your first message, so you can see how conversations work in Z360.How to do it: Click Inbox in the left sidebar, then click New Chat or start a new conversation. Select a contact (or create one first), choose your channel (email, SMS, etc.), type your message, and send it.📖 Related help center article: Create a New Conversation in Z360Task 4: Send First Ask Z MessageWhat it does: Introduces you to Ask Z, your AI-powered assistant that can manage contacts, tickets, conversations, and inquiries using natural language.How to do it: Click New Chat in the left sidebar (the Ask Z chat). Type any question or command — for example, “Show me all my contacts” or “What can you help me with?” Ask Z understands everyday language, so just talk to it naturally.📖 Related help center article: Working with Ask ZTask 5: Build Ability with Ask ZWhat it does: Lets you use the Ability Builder inside Ask Z to create a custom AI ability through conversation, without needing to navigate through menus.How to do it: Open Ask Z and tell it you want to create an ability. For example: “Help me build an ability that collects customer feedback.” Ask Z will guide you through the process step by step.📖 Related help center article: Build Abilities with Ask ZTask 6: Add Actions or Integrate a ToolWhat it does: Connects third-party apps and services to Z360 so your AI agent can interact with external tools like Google Calendar, Calendly, X (Twitter), and Google Meet.How to do it: Go to AI Studio → Actions. Browse available integrations, select the one you want, and follow the connection steps. Once connected, Ask Z can interact with these services — for example, checking your Google Calendar availability or scheduling meetings.📖 Related help center article: Add and Configure ActionsTask 7: Add First InquiryWhat it does: Creates your first inquiry record to test the sales pipeline you set up earlier.How to do it: Click Inquiries in the left sidebar, then create a new inquiry. Fill in the lead’s name, contact info, and any relevant details. Assign it to a pipeline stage and save it.📖 Related help center article: Add an Inquiry in Z360Task 8: Create First TicketWhat it does: Lets you experience the ticket management system by creating a support ticket.How to do it: Click Tickets in the left sidebar, then create a new ticket. Give it a title, set the priority, assign it to a team member, choose a ticket type, and save it.📖 Related help center article: Add Tickets in Z360Task 9: Add First ContactWhat it does: Starts building your contact database by adding your first customer or lead.How to do it: Click Contacts in the left sidebar, then click to add a new contact. Enter their name, email, phone number, and any other relevant details. Save the contact — it will now be available across your inbox, tickets, and inquiries.📖 Related help center article: Create a New Contact in Z360Task 10: Add Live Chat WidgetWhat it does: Embeds a live chat widget on your website so customers can reach you in real time. Messages from the widget appear in your Z360 Inbox.How to do it: Follow the task link to configure your chat widget. Customize its appearance (colors, position, welcome message), then copy the embed code and add it to your website’s HTML. Once installed, visitors to your site can start conversations that flow directly into Z360.📖 Related help center article: Additional Settings in Z360Task 11: Explore Billing SettingsWhat it does: Familiarizes you with your subscription plan, usage tracking, and payment configuration.How to do it: Go to Settings → Billing. Review your current plan, check your usage, update payment methods, and explore Pay-As-You-Go (PAYG) options if needed.📖 Related help center article: Billing and PAYG Settings in Z360Task 12: Test an AbilityWhat it does: Lets you test your custom AI abilities in a sandbox environment before deploying them to real customer interactions.How to do it: Go to AI Studio → Playground (or follow the task link). Select the ability you want to test, simulate a conversation, and see how your AI agent responds. Tweak the ability if needed and test again until you’re satisfied.📖 Related help center article: Test Abilities in Z360
Z360’s AI agents don’t just answer questions — they actively handle customer interactions and execute workflows on your behalf. There are two types of agents, and they work together with actions and abilities to automate your business communications end to end.Inbound AgentsInbound agents handle incoming customer communications. When a customer messages your organization — whether through an authenticated email, a rented phone number, the live chat widget on your website, or a phone call to a number assigned to the agent — the AI agent takes over the conversation.Here’s how the flow works: when a customer reaches out, the agent analyzes their message to understand what they’re trying to do (their intent). If the customer’s intent matches a trigger defined in one of your abilities, the agent automatically executes that ability’s workflow. For example, if a customer emails asking about your return policy, the agent can guide them through the relevant information from your knowledge base. If someone calls asking for support, the agent can collect the issue details and create a support ticket. If a potential customer reaches out asking about pricing, the agent can gather their information and mark them as an inquiry lead in your pipeline.The key is that the agent responds based on the abilities you’ve built. Each ability defines what triggers it (the customer’s intent) and what workflow to follow — what questions to ask, what information to collect, what actions to take, and how to respond. The more abilities you create, the more scenarios your agent can handle automatically.Inbound agents work across all your connected channels: authenticated email, phone numbers (calls and SMS), and your live chat widget. This means customers get a consistent, intelligent experience regardless of how they contact you.📖 Related help center articles:Outbound AgentsOutbound agents work proactively by reaching out to potential customers and leads. They’re tied to your inquiry pipelines and activate based on where an inquiry sits in the pipeline.Here’s how inquiries enter the system: a potential customer fills out a form on your website, a team member manually adds a contact as an inquiry, or your inbound AI agent identifies a potential customer during a conversation and marks them as an inquiry lead. Once someone becomes an inquiry in a pipeline, the outbound agent kicks in.The outbound agent executes a workflow based on the specific stage the inquiry is at within its pipeline. For example, you might have a pipeline with stages like “Initial Contact”, “Follow-Up”, “Qualification”, and “Proposal”. When a new inquiry lands in the “Initial Contact” stage, the agent sends a welcome message and collects basic details. When it moves to “Follow-Up”, the agent checks back with leads who haven’t responded. At the “Qualification” stage, the agent asks specific questions to determine if the lead is a good fit. Each stage can have its own workflow, so the agent adapts its behavior as the inquiry progresses through the pipeline.This means your sales follow-ups and lead nurturing happen automatically — the agent handles the outreach so your team can focus on closing deals rather than chasing leads.📖 Related help center articles:Actions (The Tools Your Agent Uses)Actions are the tools that your AI agent executes as part of an ability workflow. When you build an ability, you define the steps the agent follows — and actions are the “do something” steps where the agent actually creates, updates, or interacts with data.Z360 comes with a set of pre-built actions that cover the most common tasks: creating a new contact, creating a support ticket, updating an inquiry’s pipeline stage, adding a note to a conversation, and more. These are ready to use out of the box — you just select them when building your ability workflow using Act nodes.Beyond the pre-built actions, you can also add custom actions by configuring your own API endpoints. This lets you connect the agent to any external service that has an API — you define the endpoint URL, the arguments the action needs, and any authentication headers required.Z360 also supports custom MCP (Model Context Protocol) configurations. MCP lets you connect advanced automation modules by providing a server URL, and Z360 will fetch all the available tools from that server for your agent to use.On top of that, Z360 offers integrations with 40+ third-party services — including Google Calendar, Gmail, Google Drive, QuickBooks, ClickUp, Trello, Slack, Salesforce, Zendesk, HubSpot, Stripe, and many more. Once you integrate a service, its tools become available as actions that your agent can use within ability workflows. For example, after connecting Google Calendar, your agent could check a customer’s requested time against your calendar availability as part of a booking ability.You manage all of this from AI Studio → Actions, where you can create custom actions, configure MCP servers, and connect third-party integrations.📖 Related help center articles:
You don’t have to build abilities and pipelines manually through the visual editor if you don’t want to. Ask Z includes an Ability Builder agent that lets you create them through natural language conversation.Open Ask Z and describe what you want to build. For example: “Create an ability that collects a customer’s name, email, and issue description, then creates a support ticket with that information.” Or: “Set up a pipeline called New Leads with stages for Initial Contact, Qualification, Proposal, and Closed.” Ask Z will walk you through the process, ask clarifying questions if needed, and build the ability or pipeline for you.The key to getting good results is writing clear, detailed instructions. The more specific you are about what the ability should do — what triggers it, what information to collect, what conditions to check, and what actions to take — the better the result. You can always edit and refine the ability afterward in the visual editor.📖 Related help center articles:
Ask Z is available from the New Chat button in the left sidebar. It’s your AI-powered assistant that can manage data, search the web, and integrate with third-party apps — all through natural language.Creating records — You can tell Ask Z to create contacts, tickets, inquiries, or conversations. For example: “Create a new contact named Sarah with email sarah@example.com and phone number 555-1234.”Reading records — Ask Z can retrieve and display information. Try: “Show me all open tickets assigned to John” or “Show me all conversations with Mark.”Updating records — Change any record by describing what you want. For example: “Update Sarah’s phone number to 555-5678” or “Change the status of ticket #102 to In Progress.”Deleting records — Remove records you no longer need: “Delete the contact Sarah” or “Delete the inquiry from Mark about pricing.”Web search — Click the WebSearch button in Ask Z and type any question to search the web. For example: “What’s trending in home services right now?” Results appear directly in the app.Third-party integrations — If you’ve connected apps like Google Calendar in the Actions tab, Ask Z can interact with them. Try: “Check my availability for this week.”Combining commands — You can chain multiple actions together: “Create a new contact, assign them to a new ticket, and set the ticket to high priority.”📖 Related help center articles:

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Getting Help

If you get stuck at any point, here’s where to find help: Help Center — Visit docs.z360.biz for detailed guides covering every feature in Z360. In-App Help — Click the ℹ️ icon in the bottom-right corner of the app to open documentation or report a bug, anytime. Email Support — Contact the team directly at complaints@z360.biz for personalized assistance. Mobile App — Download Z360 from Google Play to manage your workspace on the go. Key help center articles for reference: You’re all set! Work through the setup and explore tasks at your own pace, and your onboarding progress bar will track how far along you are. If anything is unclear, the help center articles linked throughout this guide have step-by-step instructions with screenshots for every feature. Start now at beta.z360.biz