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Help Center

Zappilo Help Center

Find setup guides, product tutorials, troubleshooting steps, and answers for every Zappilo workflow.

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Getting Started3 articlesAI Workforce2 articlesShared Inbox2 articles

Knowledge base

Latest Help Articles

21 articles

See Zappilo in action
Integrationsguide

Configure the Website Pre-Chat Form and Routing

Collect visitor details, create contacts, add custom fields, and route Website Channel conversations to the right team.

7 min readRead article
Teams & Usershow to

Invite and Manage Tenant Agents

Create tenant agent accounts, assign organization access, and keep user capacity within plan limits.

CRM2 articles
Automation2 articles
Integrations2 articles
Teams & Users2 articles
Security2 articles
Billing2 articles
Product Updates2 articles
6 min readRead article
Teams & Usershow to

Create Teams and Conversation Routing Rules

Group agents into teams and configure maintainable routing rules for incoming customer conversations.

6 min readRead article
Securityhow to

Reset Your Zappilo Password

Request a password-reset OTP, verify your identity, and choose a new secure Zappilo password.

7 min readRead article
Securityguide

Manage Roles and Permissions

Create tenant roles that grant agents only the modules and actions required for their responsibilities.

6 min readRead article
Billingguide

Understand Plan Usage and Limits

Read account and organization usage for agents, contacts, campaigns, messages, AI credits, channels, and industry modules.

7 min readRead article
Billinghow to

Upgrade or Change Your Zappilo Plan

Compare plans, start a secure checkout, and understand how upgrades, downgrades, trials, and usage resets behave.

7 min readRead article
Product Updatesreference

Website Channel and Unified Inbox Overview

Learn what the Website Channel adds to Zappilo, including pre-chat forms, AI replies, rich results, meetings, and unified inbox handling.

7 min readRead article
Product Updatesreference

Plan Limits and Usage Controls Overview

Understand the account, organization, module, feature, campaign, message, AI, channel, property, and commerce controls available in Zappilo plans.

7 min readRead article
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