> ## Documentation Index
> Fetch the complete documentation index at: https://docs.z360.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Frequently Asked Questions

## Adding an Inquiry

**1. What is an inquiry in Z360 used for?**\
Inquiries help you capture interest from potential customers and manage those leads through a structured workflow.

**2. Can I add an inquiry manually?**\
Yes. Create an inquiry manually by choosing a pipeline and filling in the required contact and pipeline fields.

**3. Do I need to pick a pipeline when creating an inquiry?**\
Yes. Every inquiry belongs to a pipeline. The pipeline controls stages, sources, form fields, communication channels, AI flow, schedule, and reporting context.

**4. Can I respond to an inquiry directly from Inbox?**\
Yes. Open the linked Inbox conversation and reply there. Responses stay connected to the inquiry.

## Managing Inquiries

**5. What views are available for inquiries?**\
You can manage inquiries in list-style views and Kanban-style stage views, depending on the page and filters you are using.

**6. What can I filter inquiries by?**\
Common filters include assignee, stage, source, archive status, date range, pipeline, and status.

**7. What is All Pipelines view?**\
All Pipelines shows inquiries across every pipeline in one place. Use it for high-level monitoring and to catch items that may be stuck.

**8. What statuses can an inquiry have?**\
Key statuses include active, idle, secured, declined, and dropped. These statuses power dashboard reporting and help separate live leads from outcomes.

**9. Can I edit an inquiry after it is created?**\
Yes. Open the inquiry, click **Edit**, make changes, then save.

**10. Can I delete multiple inquiries at once?**\
Yes. Use bulk selection controls when available. Deleting is irreversible, so archive when you only want to hide items from active work.

**Can I reactivate a secured, declined, dropped, or idle inquiry?**\
Yes, when it is appropriate to continue active follow-up in the same conversation. Z360 still prevents duplicate active leads in the same conversation, so check whether another active inquiry already exists before reactivating one.

## Inquiry Pipelines

**11. What is an inquiry pipeline?**\
A pipeline defines how inquiries move from intake to outcome, including stages, sources, form fields, branding, communication channels, schedule, AI flow, and reporting economics.

**12. What are pipeline stages used for?**\
Stages represent progress, such as New, Contacted, Scheduled, and Closed. They help teams track where each lead sits in the workflow.

**13. What are inquiry sources used for?**\
Sources track how inquiries entered your system, such as a website form, landing page, referral, ad campaign, or manual entry.

**14. Can I customize inquiry form fields?**\
Yes. Pipelines include default fields, and you can add more fields to match your intake process.

**15. Can I brand the inquiry form?**\
Yes. You can configure header text, submit button text, and form colors.

## Communication and AI Outreach

**16. What communication channels can a pipeline use?**\
Pipelines can use configured email and phone channels for AI outreach. SMS behavior depends on the connected phone messaging setup.

**17. Can a pipeline use more than one channel?**\
Yes. A pipeline can have multiple communication channels. Z360 can round-robin across active channels and can keep disabled channels for history when they should no longer receive future inquiries.

**18. What channel rules should I know?**\
A pipeline must have at least one active communication channel. Active channels must have AI agent Z assigned. Default call nodes require an active phone channel.

**19. What are daily proactive limits?**\
Daily proactive limits are caps on a channel, such as a phone number or email account. Z360 uses them to spread outreach across working windows and avoid exceeding the channel's daily capacity.

**20. Can I enable AI follow-ups for inquiries?**\
Yes. Follow-up behavior is configured in the pipeline flow. Supported nodes can define how many follow-ups Z360 should attempt and how long to wait between attempts.

**21. What happens when follow-up limits are reached?**\
When a lead does not respond and the node's maximum follow-up count is reached, Z360 can stop scheduling generic follow-ups and mark the inquiry as dropped.

**22. Are follow-ups still scheduled after a lead is secured or idle?**\
No. Z360 cancels proactive wakeups when an inquiry is no longer eligible, such as when it becomes idle or secured.

## Pipeline Dashboards

**23. What can I see in the Leads Dashboard?**\
The Leads Dashboard can show leads created, conversion rate, net profit, ROI, status distribution, stage distribution, acquisition trends, channel distribution, tag distribution, usage ledger spend, proactive capacity, and source economics. Acquisition trends reflect lead source, stage, and status change events across the selected date range.

**24. What can I see in a Call Dashboard?**\
A Call Dashboard is tied to a specific pipeline call node. It can show unique leads reached, total call attempts, calls above one minute, average call duration, outcomes, daily trend, retry distribution, channel performance, and recent attempts.

**25. Why does a dashboard number look different than my list view?**\
Check the selected pipeline, date range, filters, archive status, status, and whether the dashboard is showing all pipelines or a single pipeline. Dashboards and list views can answer different questions.

**26. Why are ROI or net profit empty?**\
Confirm the pipeline has economics values configured, such as cost per inquiry and value per secured inquiry.

## Publishing

**27. Can I preview the inquiry form before publishing?**\
Yes. Use the preview option to review the form and pipeline configuration before sharing it.

**28. How do I publish an inquiry pipeline form?**\
After configuration, Z360 provides a direct form link and an embed iFrame code. Share the link or embed the form on your website.