Answers before you connect your first conversation.
The practical questions teams usually ask before starting a Zio workspace.
How does the free trial work?
Create a workspace and the 3-day trial starts immediately. Payment is not required to begin the trial.
Can I connect an existing WhatsApp account?
Yes. The current Zio pilot connects WhatsApp through Linked devices using a QR code, so you can connect the WhatsApp operation your team already uses.
How do team members join?
An Owner or Admin creates a secure invitation for the teammate. The teammate opens the invitation link, enters their name and chooses their own password.
How are new conversations assigned?
Workspace admins can use manual assignment, Round Robin or Sticky routing, then reassign a conversation when needed.
How does the team track customer follow-up?
Conversations can move between Open, Follow-up and Closed states, with outcomes and follow-up dates helping the team keep the next action visible.
What can managers see?
The Dashboard shows conversation status, team workload and WhatsApp connection health so managers can follow operations without opening every conversation.
What happens if WhatsApp disconnects?
The workspace shows connection health. When a reconnect is required, an admin can reconnect the WhatsApp session from the channel setup flow.
Do I need to enter payment details during signup?
No. Payment is not required for workspace creation or the free trial. Paid activation is handled separately during the current pilot.
Still need help?
Open the support page for the fastest route based on whether you already have a workspace or are still evaluating Zio.