# Z360 Help Center - [Getting Started with Z360 — Your Complete Self-Setup Guide](https://docs.z360.biz/z360-complete-self-setup-guide.md) - [Signup and Login back](https://docs.z360.biz/Signup-and-Login-back.md) - [Setup your organization - Free trial and subscription, Adding team members to your organization, Change organization identity](https://docs.z360.biz/Organization-setup.md) - [Z360 Mobile Experience](https://docs.z360.biz/guides/getting-started-with-z360/mobile-experience.md) - [Use Command Search and Keyboard Shortcuts](https://docs.z360.biz/guides/getting-started-with-z360/use-command-search-and-keyboard-shortcuts.md): Use Z360 command search and keyboard shortcuts to move faster across pages, records, Ask Z, and common actions. - [Frequently Asked Questions](https://docs.z360.biz/guides/getting-started-with-z360/frequently-asked-questions.md) - [Troubleshooting Guides](https://docs.z360.biz/guides/getting-started-with-z360/troubleshooting-guides.md) - [Working with Ask Z - Z360 assist, MCP tools, web search and third party apps](https://docs.z360.biz/Working-with-Ask-Z.md) - [Talk to Ask Z in Your Browser](https://docs.z360.biz/guides/working-with-ask-z/talk-to-ask-z-in-your-browser.md): Start a browser voice conversation with Ask Z, view the live transcript, mute your microphone, and keep the session open while you move around Z360. - [Use Files, Attachments, and Artifacts in Ask Z](https://docs.z360.biz/guides/working-with-ask-z/use-files-attachments-and-artifacts-in-ask-z.md): Upload files, paste large text, preview attachments, and share generated artifacts from Ask Z and AI Studio Library. - [Work with ability builder agent using Ask Z](https://docs.z360.biz/guides/working-with-ask-z/work-with-ability-builder-agent.md) - [Ask Z Expert Modes and Previews](https://docs.z360.biz/guides/working-with-ask-z/ask-z-expert-modes-and-previews.md): Use Ask Z expert modes, human approval, tool previews, files, artifacts, and pipeline previews in Z360. - [Frequently Asked Questions](https://docs.z360.biz/guides/working-with-ask-z/Frequently-asked-questions.md) - [Troubleshooting Guides](https://docs.z360.biz/guides/working-with-ask-z/troubleshooting-guides.md) - [Create a New Contact in Z360](https://docs.z360.biz/Create-a-New-Contact-in-Z360.md) - [Manage contacts in Z360](https://docs.z360.biz/Manage-contacts-in-z360.md) - [Contact Custom Fields and Multiple Contact Methods](https://docs.z360.biz/guides/contacts/contact-custom-fields-and-multiple-contact-methods.md): Manage custom contact fields, multiple phone numbers, multiple email addresses, and company links in Z360. - [Frequently Asked Questions](https://docs.z360.biz/guides/contacts/frequently-asked-questions.md) - [Troubleshooting Guides](https://docs.z360.biz/guides/contacts/troubleshooting-guides.md) - [Create a New Conversation in Z360](https://docs.z360.biz/Creating-new-conversation-in-z360.md) - [Adding tickets notes and reminders from Z360 inbox](https://docs.z360.biz/Adding-tickets-notes-and-reminders.md) - [Manage Conversations in Z360](https://docs.z360.biz/Manage-conversations-in-z360.md) - [Use AI Experts in Inbox Conversations](https://docs.z360.biz/guides/inbox/use-ai-experts-in-inbox-conversations.md): Use AI Experts directly inside Inbox conversations so they can work from customer context and continue as new messages arrive. - [View Conversation Details in Z360 Inbox](https://docs.z360.biz/View-conversation-details-in-z360.md) - [DND and Block Contact in Z360](https://docs.z360.biz/DND-and-Block-Contact-in-Z360.md) - [Fax in Z360](https://docs.z360.biz/guides/inbox/fax-in-z360.md) - [Manage Phone Number Routing, Texting, and E-911](https://docs.z360.biz/guides/inbox/manage-phone-number-routing-texting-and-e911.md): Configure receiving modes, call fallback behavior, texting, team access, and E-911 settings for Z360 phone numbers. - [Inbox Settings in Z360](https://docs.z360.biz/Inbox-settings-in-z360.md) - [Setting Up After-Hours Call Forwarding in Vonage](https://docs.z360.biz/guides/inbox/setting-up-after-hours-call-forwarding-in-vonage.md) - [Setting Up Call Forwarding for a Specific Extension in Vonage](https://docs.z360.biz/guides/inbox/setting-up-call-forwarding-for-a-specific-extension-in-vonage.md) - [How to Add the Z360 Live Chat Widget to Your Website](https://docs.z360.biz/add-z360-live-chat-widget-to-your-website.md) - [Frequently Asked Questions](https://docs.z360.biz/guides/inbox/frequently-asked-questions.md) - [Troubleshooting Guides](https://docs.z360.biz/guides/inbox/troubleshooting-guides.md) - [Manage Work Items in Z360](https://docs.z360.biz/guides/work/manage-work-items.md): Use the Work workspace to review, assign, filter, and move AI-assisted work items through inquiry pipelines. - [Manage Tickets in Z360](https://docs.z360.biz/Manage-tickets-in-z360.md) - [Ticket Settings in Z360](https://docs.z360.biz/Tickets-settings-in-z360.md) - [Frequently Asked Questions](https://docs.z360.biz/guides/tickets/frequently-asked-questions.md) - [Troubleshooting Guides](https://docs.z360.biz/guides/tickets/troubleshooting-guides.md) - [Add an Inquiry in Z360](https://docs.z360.biz/Add-an-inquiry-in-z360.md) - [Manage Inquiries in Z360](https://docs.z360.biz/Manage-inquiries-in-z360.md) - [Create an Inquiry Pipeline in Z360](https://docs.z360.biz/Create-an-Inquiry-Pipeline-in-Z360.md) - [Pipeline Dashboards and AI Follow-Ups](https://docs.z360.biz/guides/inquiries/pipeline-dashboards-and-ai-follow-ups.md): Use Z360 inquiry pipeline dashboards, lead status reporting, call channel performance, and AI follow-up settings. - [Frequently Asked Questions](https://docs.z360.biz/guides/inquiries/frequently-asked-questions.md) - [Troubleshooting Guides](https://docs.z360.biz/guides/inquiries/troubleshooting-guides.md) - [Agent Setup and Schedule Availability in Z360](https://docs.z360.biz/Agent-setup-and-schedule-availability.md) - [Knowledge Base Setup for Agents in Z360](https://docs.z360.biz/Knowledgebase-setup-in-z360.md) - [Add and Configure Integrations in Z360](https://docs.z360.biz/Configure-integrations-in-z360.md) - [Create and Edit Abilities in Z360](https://docs.z360.biz/Create-and-manage-abilities-in-z360.md) - [Building Abilities in Z360](https://docs.z360.biz/Build-abilities-in-z360.md) - [Create and Automate Custom AI Experts](https://docs.z360.biz/guides/ai-studio/create-and-automate-custom-ai-experts.md): Create custom AI Experts in Z360, choose how they run, limit their tools, and review scheduled or app-triggered automation settings. - [Create and Manage AI Studio Automations](https://docs.z360.biz/guides/ai-studio/create-and-manage-ai-studio-automations.md): Create scheduled or connected-app AI Studio Automations, control access and status, review runs, and troubleshoot common setup issues. - [Browse and Review AI Skills](https://docs.z360.biz/guides/ai-studio/import-and-review-ai-skills.md): Browse, search, filter, and review reusable AI Skills in AI Studio. - [Manage Ask Z Memory](https://docs.z360.biz/guides/ai-studio/manage-ask-z-memory.md): Review and update organization and user memory files that help Ask Z keep durable context. - [Test abilities in Z360](https://docs.z360.biz/guides/ai-studio/test-abilities-in-z360.md) - [AI insights hub](https://docs.z360.biz/guides/ai-studio/ai-insights-hub.md) - [Setup stedi ability](https://docs.z360.biz/guides/ai-studio/setup-stedi-ability.md) - [Frequently Asked Questions](https://docs.z360.biz/guides/ai-studio/frequently-asked-questions.md) - [Troubleshooting Guides](https://docs.z360.biz/guides/ai-studio/troubleshooting-guides.md) - [Integrations overview](https://docs.z360.biz/Integrations-overview.md): Connect external systems to Z360 to send leads, embed forms, and automate your workflow. - [Share Z360 Forms via Direct Link & Embed Code](https://docs.z360.biz/share-z360-forms-via-direct-link-and-embed-code.md) - [Connect Z360 Forms with WordPress](https://docs.z360.biz/connect-z360-forms-with-word-press.md) - [Connect Z360 Forms/Pipelines with WordPress using custom code](https://docs.z360.biz/connect-z360-pipelines-with-word-press.md) - [Connect Z360 with WordPress using Bit Integrations](https://docs.z360.biz/connect-z360-with-word-press-using-bit-integrations.md) - [Connect Z360 with Third-Party Forms via Zapier](https://docs.z360.biz/connect-z360-with-third-party-forms-via-zapier-1.md) - [Connect Z360 with MCP Servers](https://docs.z360.biz/connect-z360-with-mcp-servers.md) - [Connect Z360 with External Tools Using Custom/API Integrations](https://docs.z360.biz/connect-z360-with-external-tools-using-custom-api-integrations.md) - [Frequently Asked Questions](https://docs.z360.biz/frequently-asked-questions.md): Common questions about Z360 integrations — Forms, Pipelines, WordPress, Zapier, and API. - [Troubleshooting Guides](https://docs.z360.biz/Troubleshooting-Guides.md): Solutions for common issues with Z360 integrations — API, Zapier, WordPress plugins, Bit Integrations, and custom code. - [Personal Settings and Notification Preferences in Z360](https://docs.z360.biz/Configure-personal-settings-in-z360.md) - [Billing and Pay-As-You-Go Settings in Z360](https://docs.z360.biz/Billing-settings-in-z360.md) - [Manage Prepaid Wallet, Usage Controls, and Statements](https://docs.z360.biz/guides/settings/manage-prepaid-wallet-usage-controls-and-statements.md): Add prepaid funds, set auto-recharge, configure usage alerts and spend caps, and download closed-month statements in Z360. - [Connect a Physical Phone to Z360](https://docs.z360.biz/guides/settings/connect-physical-phone.md): Connect a compatible SIP desk phone, verify its connection, and choose where assigned calls should ring. - [Review the Organization Audit Log](https://docs.z360.biz/guides/settings/review-organization-audit-log.md): Review organization activity and filter recorded changes by date, category, action, or teammate. - [Managing Organizations and Customizing Display Settings in Z360](https://docs.z360.biz/Additional-settings-in-z360.md) - [How to Register for 10DLC in Z360](https://docs.z360.biz/guides/settings/how-to-register-for-10-dlc-in-z360.md) - [Port Your Phone Number to Z360](https://docs.z360.biz/guides/settings/port-your-phone-number-to-z360.md): Transfer your existing phone number from another carrier to Z360 using the built-in number porting wizard. - [Frequently Asked Questions](https://docs.z360.biz/guides/settings/frequently-asked-questions.md) - [Troubleshooting Guides](https://docs.z360.biz/guides/settings/troubleshooting-guides.md) - [HIPAA on Z360](https://docs.z360.biz/hipaa-organizations/overview.md): How Z360 supports healthcare practices that handle patient information. - [Get and manage your BAA](https://docs.z360.biz/hipaa-organizations/get-a-baa.md): How to request, sign, and activate a BAA, and what changes in your organization once it's active. - [What's covered and what's not](https://docs.z360.biz/hipaa-organizations/coverage.md): The Z360 services protected under your BAA, and the features that sit outside it. - [Your responsibilities](https://docs.z360.biz/hipaa-organizations/shared-responsibility.md): What Z360 is responsible for, what your practice is responsible for, and how email works. - [How we handle your data](https://docs.z360.biz/hipaa-organizations/data-handling.md): How Z360 protects patient information, our position on AI training, retention and deletion, and incident reporting. - [Subprocessors](https://docs.z360.biz/hipaa-organizations/subprocessors.md): Every company that processes customer data for Z360, and which ones are covered for HIPAA organizations. - [HIPAA FAQ](https://docs.z360.biz/hipaa-organizations/faq.md): Common questions from healthcare practices about HIPAA on Z360. - [Z360 Versions](https://docs.z360.biz/changelog/z360-versions-1.md) - [Z360 Beta Release — Version 0.1](https://docs.z360.biz/changelog/z360-versions.md) ## OpenAPI Specs - [openapi](/api-reference/openapi.json) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.