Zaps guide
Ask how, then watch
Type a question like how do I plan a meeting. Zaps answers in your account's language and offers Show me, which walks you through it step by step on the real screens.
From any page
Ask Zaps how… sits in the top bar of the web portal and the admin console. Press ⌘K, or Ctrl-K on Windows.
In your language
The answer comes in the language of your account, English or Arabic, and names the tour that fits.
Show me
One button starts the tour. Or skip the question and pick a tour from the list, filtered as you type.
Spotlight on the real screen
Each step opens the right page, dims everything around the element and explains it in a short card.
Made for phones too
On a phone the card becomes a bottom sheet. The mobile app has its own Help & guide screen with popular questions.
Only what you can do
Tours follow your permissions. In the console, steps you have no permission for are left out.
How a tour runs
A question, an answer, a walk-through
The guide does not describe the product in the abstract. It takes you to the page and points at the thing.
Ask from the top bar
Open Ask Zaps how… with ⌘K or Ctrl-K and type what you want to do, in your own words.
Read the answer
A short answer in your language, with Show me for the tour it names. On the phone, popular questions and every guide are one tap away.
Follow the steps
The tour goes page by page, waits for each element, and dims the screen around it. Back, Next and Done, the arrow keys, or Esc to stop.
The specifics
What the guide covers
- 01Tours in the web portal
- Add a company, plan a meeting, record a visit, see a teammate's journey, create a quotation, send to Odoo, connect email, find companies and assign, set up offices, invite a user.
- 02Tours in the mobile app
- Add a client, plan a meeting, check in, start a visit now, record an outcome, log a call, replay a journey, approvals, attendance check-in, language and theme, and more.
- 03Keyboard first on the desk
- Arrow keys move through the steps in reading order, also in Arabic. Esc ends the tour; in the console, focus moves to the card and back.
- 04A step that is not there yet
- If an element does not appear, the console shows the step centred with a note instead of leaving you stuck.
- 05Calm with reduced motion
- When your device asks for reduced motion, the spotlight moves without animation.
- 06Works without AI too
- With an AI service configured, a small model matches your question. Without one, or if it fails, keywords match the tours.
guided tours in the web portal
guided tours in the mobile app
opens the guide from any page
Help, not a chatbot
The guide answers how to do things in Zaps and points you to a tour. It does not read your records. For questions about your pipeline or meetings, use Ask Zaps, which answers from what you can see.
Questions
Does the guide need AI?
No. With an AI service set up it understands looser wording; without one it still matches your question to a tour by keywords.
Can I use it in Arabic?
Yes. Ask in Arabic and the answer and the tour's cards come in Arabic, laid out right to left.
Is the guide on the phone?
Yes. The mobile app has a Help & guide screen with popular questions and its own tours, shown as bottom sheets.
See your team's day, the way it happened.
A 30-minute walkthrough on your own process: visits, journeys, quotations and the inbox, in Arabic or English.
14 days free · No card needed · Launch prices from 39 SAR