Give Zinley its first real job

You do not need to configure every feature first. Create a clear identity, choose one boundary, then delegate a job you can verify.

1. Open Zinley

Go to zinley.com/dashboard, sign in, and complete the short introduction. Install the desktop app only when you want Zinley to work with files, browsers, or apps on that computer.

2. Shape the representative

Set the basics people will experience when Zinley represents you:

Open Configure → Your Zinley. Use Profile for its identity and Behavior for how it speaks and acts.

• how it introduces itself;
• the tone and language behavior it should use;
• what it may say about you;
• when it should stop and ask you.

You can refine its identity and contact card, voice and call behavior, and email behavior later.

3. Choose one way to work

On your behalf

Give Zinley a job it can complete without you in the room. Include the desired result and the boundary.

“Call the restaurant and ask for a table for four after 7pm Friday. Do not book anything above $50 per person.”

Use email or a phone number when other people need to reach Zinley directly.

By your side

You attend the live conversation and Zinley joins it with you. Send the meeting link or dial-in, say “Join me here,” and give it a live role.

“Join me here for tomorrow's interview. I will lead. Ask the approved follow-ups when I hand over to you, then give me an evidence-based debrief.”

If you will not attend, say “Join this for me” and use On your behalf.

See Meetings & interviews for the full pattern.

4. Set the authority

Use Ask me first while you are learning how Zinley handles your work. External actions pause for your review. Use Go ahead for tasks and boundaries you already trust.

Be explicit inside the job too:

• “Do not spend money.”
• “You may offer these three times, but do not confirm one.”
• “Reply only to trusted senders.”
• “Escalate if the caller mentions an emergency.”

Learn how authority and approvals work.

5. Review the result

Zinley should return something inspectable: a completed action, a proposal, an answer, or a receipt. Check what it did, which boundary it used, and what still needs you.

That record connects to People, Topics, decisions and follow-ups, and Calls & Emails.

6. Expand from a job, not from a checklist

After the first result, add only what helps the next job:

Next, read How Zinley works or open Zinley.