We believe in simplicity, but definitely don’t believe in lack of growth.
The Release Notes page lets you easily track our work on improving Zendo and see all the new features and tweaks in a nutshell.
PS. We love receiving your feedback and do our best to add the features you’d wish to see in Zendo. So make sure to reach out to us to share your thoughts and help us build something meaningful together!
November 2022 — March 2023
Quotes & Invoices
The long awaited features are here — now, you can send quotes and issue invoices directly in chat, where your clients can approve them, ask for changes, or pay for them at once.
You can create a predefined template for Quotes & Invoices per Service, and adjust as needed later on. You can also decide on their level of automation; they can be issued manually or prompted by triggers. This way, you can ensure that your paperwork is in order and in one place, as well as save precious time.
Note that to make these features work properly, you need to fill out all the necessary information in Settings → Finances (only accessible to workspace Owners).
To learn more about Quotes, read this article. For Invoices, go here.
Introducing Services, a new way of creating and presenting your offers.
You can easily create three types of services: custom (with estimation needed), and free (perfect for support requests), or productized, which come with the biggest variety and options. Productized services consist of Items, which can be made optional, free, or quantifiable, enabling your clients to buy specific parts of your service in bulk within a predefined range.
You can also decide whether you want your Services to be visible on your Order Page or not by clicking on a single button. You can reverse it anytime you wish.
Moreover, you can decide in advance how automated this Service should be, for example, when it comes to sending Quotes, Payment Requests, and issuing Invoices.
To learn more about Services, read this article.
Workflows, previously known as Request Types, help you define Services even more. With Statuses, Status Triggers, and Custom Fields, you can more easily gather relevant information from your clients, let everyone know the status of each request, as well as set up triggers to change them automatically (for example, change the Waiting for payment status to Paid).
To learn more about Workflows, read this article.
Now, you can make sure that tax gets included in each Service.
In Settings → Finances → General Settings, you can use a toggle button to enable and disable Tax Support, as well as enter the default percentage tax that will be included in each service. When creating your Services, you can change it manually, as well as when editing the draft of your Quote.
Zendo supports four currencies when it comes to issuing Invoices, Quotes, and Payment Requests.
You can choose to issue your financial documents in USD, EUR, GBP, and PLN by default and you can now easily change the currency per individual document or Service.
To set the default currency settings going to Settings → Finances → General Settings.
Bank Transfer Support
For those who don’t like or can’t use Stripe, we’ve created an alternative in the form of good old bank transfers.
To enable bank transfers, go to Settings → Finances → Payment methods and toggle the button to change it from disabled to enabled. Then, a new field will show up, where you must provide all the necessary information that your clients need to make a transfer.
When creating your Services, choose the bank transfer as the default method of payment. Once your client gets prompted to make a payment, they will see the billing details needed to make a transfer.
Ask For Quote Approval
If you hate misunderstandings as much as we do, you can finally relax. We’ve introduced the option for you to ask for Quote approval in the best fashion.
After communicating with the client, getting everything they need, and creating a Quote, click on the Send and ask for approval button instead of the regular Send Quote button to trigger an approval request sent to the client. The client has to approve or reject the Quote before proceeding with their order.
That way, everything’s on the record and any differences leave the room.
Documents Tab And States
We wouldn’t leave you without a good overview of your documents! You can get the much needed overview of your Quotes and Invoices in a separate Documents tab found on the left-hand side panel.
There, you can view the document’s name, connected client, price of the Quote or Invoice in question, issue date, and most importantly its state, i.e., if the document is pending payment, awaits approval, is new, paid, or still in draft mode.
The Documents tab also makes it easy to download your documents, view them, and go to the Request they’ve been sent in.
More White Labeling Features
We want to make your experience even professional, and that’s why we’ve added some more white labeling features so that you can really make Zendo your own!
Besides just connecting a custom domain, adding your logo, setting a favicon, and tailoring the accent color, paid plans’ users can also customize the Zendo chatbot – Zenbot and remove the Powered by Zendo branding from the email footer.
Remember that without a paid plan, you can customize the email footer by adding your own footer content.
Zenbot AKA The Chatbot
Imagine having a chatbot that will deliver automatic messages for your clients. Well, that’s exactly what we’ve added to Zendo!
Zenbot is here to take care of further improving your customers’ satisfaction with professional automatic messages following automatic actions, such as a generated Invoice. You can also set your Zenbot to deliver an automatic follow-up message to your customers as soon as they reach out to you to cut their waiting time to zero.
Free plans’ users can take advantage of the professional-looking Zenbot as is, while paid plans’ users can give it their own spin, and personalize Zenbot’s avatar and name.
You no longer have to worry about awkwardly reminding your clients to complete the payment.
Zendo’s Payment Requests do all the nasty work for you. You can send manual or automatic (premium feature) Payment Requests to your clients right in the Zendo chat!
The Payment Request will either include a Pay now button directing your clients to a Stripe’s checkout or your bank details for them to make a bank transfer. The end result depends on your preferences and the payment method selected.
To stay updated at all times and never miss a thing, you can enable web-browser notifications. You can choose what you want to be notified about as well: team members joined your workspace, you’ve got a new message, a new request has been created, a quote has been paid, and so on.
You can do that in Settings → General → Notifications.
Note that in order for web-browser notifications to work, you need to have the Zendo tab open.
Email Notifications Turned Off For Active Users
Those who are logged in to their Zendo workspace won’t be getting notifications to their email inboxes. The notifications will only be sent to those who are at the moment inactive. This way, everyone will get fewer notifications overall, and those that will land in inboxes, will be more relevant.
Deleting Pending Agents
Now, you can delete agents that you sent invitations to, but didn’t accept them. This will free up your seats and let you invite those who really want to be a part of your team.
Everyone Can Reply To Emails
Before, only clients could send messages from the comfort of their own inboxes without the need to log in to Zendo. Now, that privilege has been extended to all the users as well.
Clients Can Sign Up More Than Once
Previously, if a specific client has been deleted, they couldn’t sign up again with the same email. Now, that’s not an issue, and your clients can go back-and-forth how many times they want.
New Demo Content
To make all these changes easy to digest and understand how they work in action, we’ve created a new demo content that explains all the ins-and-outs of all the major features.
Note that if you’re already using Zendo and want to experience the new demo content for yourself, you need to create a new workspace.
New Knowledge Base
We know that’s a lot of changes to get used to — but don’t worry! We’ve updated our Knowledge Base and included everything you need to know to make the best use of Zendo, and more. In case of any trouble, you can either contact us directly through live chat or search for answers in our new articles.
Now you can mention your team members in conversation threads to get their attention. Note that all agents and watchers mentioned will be by default assigned to the specific Request.
If you’re a Growth or Enterprise Zendo user, you can now connect your own domain to your Zendo workspace.
Your clients will get a more trustworthy and professional experience when using your client portal and you will get all the benefits of Zendo while remaining consistent with your brand!
Free Forever Plan
Our Starter Plan is now entirely free! Teams of up to two agents with an unlimited number of watchers can now enjoy Zendo for free with no time limits breathing down their necks.
Archiving Feature Added
You can now easily archive unneeded Requests with a click of the button.
Don’t worry though! You can still view the archived Requests by filtering your workspace to specifically show the archived conversations. Or, for a more handy access, create a global or private View for all your archived Requests.
If you wish to bring the archived conversations back to their place, use the Restore option that’s easily reachable right at top of the archived chat box.
Personalized Help Center
Swap the Zendo’s Help Center link for your own Knowledge Base link to ensure a personalized experience for your clients. The new Help Center link will be visible to both your agents and customers, whereas it’s the workspace owners who will be able to see the original link to Zendo’s Help Center as well.
Improved Visibility of a New Request/Order Button
A new Create Request button for your clients has been added to Zendo to make it much more visible and accessible! This makes submitting new requests easier for all your logged into Zendo customers.
You can now configure your Zendo workspace in such a way to allow submitting new requests only by the invited to Zendo customers.
You can now get a clear view of all Zendo’s possibilities by reading our demo content featuring iconic movie characters, including Obi-Wan, Mad Max, and Agent Smith to see Zendo in full action!
Learn about Zendo’s features and how to use them to get the most out of our software.
Allow you to easily filter out your Requests by type and view only those you’re interested in!
You can now make a private set of filters for future use or a sharable filters configuration for your team. Keep your Requests organized and view them the way you want.
May – June 2022
New Views Added
You can now view your Requests in a Kanban or Table view on top of the List view.
- Table view: gives you a detailed overview of all your Requests with the most crucial information available upfront
- Kanban view: gives you a helicopter view of all your Requests with a status-based focus and a distinction between each Request type
Use Zendo in Spanish!
A Spanish translation of Zendo has been added, on top of Polish, Italian, and English language options.
March – April 2022
A set of new features introduced to help with an easy productization of your services! You can now set up the following when creating a new Request Type:
- One-time payment: so that you can receive the payment for your productized service upfront, just like for selling a product!
- Order form fields: to help your clients predefine and personalize the service they want to order when completing the Order Page
- Addons for your services: so that your customers can add more items/services to their order in the Order Page
Zendo is now based on a subscription model, offering a three-tier plan to all users!
Your clients can now easily order your services, send support requests, ask for an estimation, or simply reach out using the Zendo Order Page.
You can set automatic initial messages that will be sent to your customers right after they pose a new Request.
You can now use a separate logo for both screen size and email!
You can now invite your clients to your Zendo platform via email.
You can now use Zendo in English, Polish, and Italian!
We’ve created an onboarding tour to help you get comfortable with Zendo right after signing up with simple to follow lessons.