How to use your Portal to run day-to-day communications.
Contact Notes let your team add private comments inside a conversation—visible only to your staff, not the customer. This is perfect for handoffs, documenting what was promised, leaving reminders, and keeping a clear internal timeline without sending extra messages to clients.
With WhatsApp Business connected to Zonitel Office, you can manage WhatsApp conversations directly from your Conversations inbox—reply to customers, send images, and keep your team’s communication in one place.
A Ring Group lets you route incoming calls to multiple team members at the same time—or in a specific order—so customers reach the right person faster. This guide shows you how to create a Ring Group, set delays/timeouts, choose a fallback destination (like voicemail), and assign it to your business number.
Two-Factor Authentication (2FA) adds an extra security layer to your Zonitel Office login. After entering your password, you’ll also verify your identity with a one-time code—helping protect your calls, messages, numbers, and customer data even if a password is ever exposed. (Zonitel also recommends enabling 2FA as a security best practice.)
Learn how to access All Calls / Call History, apply filters to find specific calls, and export call logs to download and share. Call Logs (sometimes known as Call History) let you review every inbound and outbound call in your account, then filter, see the number history, send an SMS, call back the number, play or download the recording of the call, see the transcript for the recording, create notes, and more, depending on your current plan.
In this article, we explain how to reset your user password in the Zonitel portal if you forget it. This guide will walk you through step by step.
Zonitel Office can display call recordings directly inside your Call Logs, making it easy to review conversations, coach staff, confirm details with customers, and keep a clear record of important interactions. This article shows you how to find a call, filter results, play the recording (if available), and download it for internal use—plus best practices for staying organized.
Group Lists help you organize contacts into targeted groups (for example: September Birthdays, Active Patients, New Leads) so you can send bulk SMS messages faster and stay consistent with follow-ups. This guide covers how to create a list, add contacts, send a bulk text, and follow best practices to keep messaging compliant and effective.
The Active Panel Calls gives you a real-time view of your team’s call activity, instantly see which agents/extension is online, ringing, on a call, or offline, and take quick actions (depending on your permissions). You can listen to real-time without waiting for the recording later when finishing call route calls better transferring to any extension, do conference, and more, all from the panel calls.
Learn how to create or edit a voicemail inbox in Zonitel Office, set where voicemail notifications are sent, and update the greeting using Default Greeting, Upload File, or Text to Speech—including how to preview the greeting and save the new audio.