Zyan documentation

The three surfaces, and the two gates that decide what you can see.

An opinionated path from empty workspace to a client with a portal.

Workspace, tenant, entitlement, capture token — the words used throughout.

Client records, the portal they log into, onboarding packs, requests and approvals.

Projects, work and tasks, timesheets, files, notes, calendar and booking pages.

The queue, forms, the embed and capture API, visitor identification, prospecting.

Setup, research, strategy, keyword gap, autoblog, publishing and client reports.

Projects and the workspace IDE, prompts, automations, GitHub and Vercel.

Social accounts, the composer and studio, the calendar, library and approvals.

Campaigns, templates, lists, sequences, the reply inbox and mailbox deliverability.

Building an agent, the call workflow, preflight, telephony and call records.

Google and Meta, campaign reports, change sets and the controls on paid spend.

Triggers and steps, the integrations directory, and webhooks in both directions.

The Messages hub, the inbox, announcements and notification preferences.

What the assistant can do, how to ask well, the dock, and what it remembers.

Bookkeeping, the billing catalog, invoices, payroll, commissions, QuickBooks and Stripe.

The Command Center, analytics, the sales dashboard and client-facing reports.

The desktop app, the iOS admin shell and the client portal app.