Quick start

Welcome to WorkZeal! The video shows how the platform is organized inside: the workspace menu, switching between applications, and calling the AI assistant. Below is the same in text, followed by a checklist of things to do in the first few days.

How the platform is organizedHow the platform is organized

WorkZeal is built like a construction kit: each application is responsible for its own task, but all of them are seamlessly connected to each other.

Workspace menuWorkspace menu

In every application, there is a blue bar on the left with your workspace menu. By default it holds a standard set of applications, but the lineup adapts to you: you can add any of them, such as Email, Documents, Finance, and the rest.

To change the lineup, click the bottom button of the bar, the drop with a +. This is More: it opens a list of the remaining sections.

The pin to the right of the name pins the section to the bar: green means the section is already pinned, gray means it is not. From the side menu, a section works in a limited mode: only part of its features are available, and the full version opens separately.

Full version of applicationsFull version of applications

All applications are launched from the top left and the top right: click ⚬⚬⚬ and select the one you need.

An application pinned to another application's side menu through More is a showcase, not the whole service: only Dashboard and List are available there. The data is the same, but the other sections of the service and its own features do not work there. Documents will not have Sales, and Finance will not have Plan vs. Actual or Budget.

So if you opened a section from the side menu and could not find the button you need, go to the application itself and repeat the action there. Nothing needs to be transferred, the database is shared.

What is inside each applicationWhat is inside each application

When you open an application in full, you get all of its sections, listed in the blue side menu on the left:

Application	Sections in the side menu
CRM	Clients, Tasks, Deals, Activity log
Documents	Documents, Sales
Finance	Transactions, Plan vs. Actual, Budget
Chat	Chat, Quick reply templates
Email	Email, Mailings
Warehouse	Products, and with inventory tracking enabled also Stocktaking, Turnover, and Reservations
Analytics	Sales, Finance, Marketing, Productivity, Forecasts
Projects	Sections will appear later
Automation	Sections will appear later
Marketing	Sections will appear later

The first section is usually named the same as the application itself: in Documents it is "Documents", in Finance it is "Transactions". This is the section that lands in another application's side menu when you pin the service through More.

Warehouse is the exception: its set of sections depends on the Settings → Products → Warehouse mode toggle. When it is off, only the product catalog remains; when it is on, stocktaking, turnover, and reservations are added. Learn more in Warehouse and Products.

How to tell where you areHow to tell where you are

There are two signs: the icon in the top left corner and the address in the browser bar.

Where you are	Icon	Address
In CRM	CRM logo	crm.workzeal.com
In Finance	Finance logo	finance.workzeal.com

The section itself looks almost the same in both cases. Compare the "Transactions" heading in the two screenshots:

Artificial intelligence ✨Artificial intelligence ✨

Click ✨ to open your personal assistant, Lucy. She will write an email, come up with ad copy, suggest how to reply to a client, or structure a task. Just ask a question.

First days checklistFirst days checklist

The items go in the order that is convenient to follow: first the settings everyone needs, then application by application.

Profile and client communicationProfile and client communication

• Fill in your profile and add an avatar
• Connect your email to send and receive messages
• Set up IP telephony and test it with a couple of calls
• Connect message sources, the social networks and messengers that inquiries come from
• Enable the external chat to correspond with clients

EmployeesEmployees

• Invite your colleagues in the user settings
• Assign them access rights

First client and first dealFirst client and first deal

• Add a client
• Assign a task for them and complete it
• Set up the types and stages of deals
• Create a deal and move it across the board to a new status

Website leadsWebsite leads

• Install a web form on your website
• Add a chat widget, a consultant on your website pages

DocumentsDocuments

• Fill in your company details
• Upload your logo and stamp
• Look through the ready-made document templates
• Issue an invoice to a client
• Send the invoice as a link or copy it
• Open that link and look at the document through the client's eyes

FinanceFinance

• Set up the directory of company accounts
• Specify the income and expense categories
• Add an income and an expense; learn more in the Finance section

Products and servicesProducts and services

• Take a look at the Products section and see how items are set up
• Add a new item
• Make sure the catalog is available from documents
• Paste a link to a product into a chat and send it to a client

AutomationAutomation

Trigger scenarios work around the clock, with no coffee breaks or vacations.

• Go to Automation and add a trigger and an action
• Specify exactly what should happen. For example: a payment is received, and a thank-you email goes out to the client
• Perform that action in the system and make sure the trigger fired

Artificial intelligenceArtificial intelligence

Connecting AI models to the system is a separate big topic, which we cover in the AI solutions section.