Articles
AI assistant Goal. Configure the AI agents that handle incoming conversations: how they...
Audit log Goal. Know who did what and when: every create, update and delete recorded in the...
Backups and restore Goal. Turn on the daily encrypted copy of the database and documents to the...
Cases: numbering, traffic lights and lock Goal. Define how cases are numbered, when they turn...
Companies on the same installation Goal. Run several companies on the same device, each with its...
Contract: business details, clauses and PDF templates Goal. Prepare the contract the client...
Email Designer Goal. Design emails with the business brand from a preset, by blocks, with AI or...
Forms, checklist and intake Goal. Maintain the catalog of forms offered when creating a case,...
Installation license Goal. Activate the device's license with the purchase details, know the...
Integrations and Zevli Connect Goal. Connect the business's own accounts: messaging, email,...
Message templates Goal. Review and customise the automated messages the CRM sends to clients, in...
Services, prices and stages Goal. Maintain the service catalog with its price, the stage...
Settings and business parameters Goal. Get to know the "Settings" screen and adjust the business...
Team, roles and permissions Goal. Invite team members, assign them a role, adjust what each role...
