Set up your representative
Representative is the part of Zinley that handles conversations and follow-ups with other people. Set up its contact identity, phone, email, and rules before asking it to act for you.
Open it
On desktop or mobile, start the job in Home → Chat. Review identity under Settings → your agent's name, authority under How your agent works, and decisions in Action Center → For you.
Set up the parts you need
| What to manage | Guide |
|---|---|
| Name, photo, public identity, and share link | Identity and contact card |
| Get a number or manage an existing line | Phone setup and line management |
| Address and incoming messages | Email address and incoming email |
| Replies, copying you, and voice | Email behavior and call behavior |
| What it may say, share, promise, or do | Representative rules |
| Who is recognized as you or blocked | Caller access and sender access |
| What happened in a conversation | Calls, email threads, and History |
Choose a role before the job starts
| Role | Your instruction | What you should verify |
|---|---|---|
| On your behalf | “Handle this for me within these limits.” | The destination, authorized action, and final outcome. |
| By your side | “Help me while I lead; speak or act only as agreed.” | The connection, participation mode, and evidence you need. |
The agent needs a supported way to reach the task: a connected account, working phone line, browser session, or approved computer. A written request alone does not prove it joined a meeting or contacted someone.
Define a complete handoff
Give the goal, relevant sources, audience, permission boundary, and return condition:
“Ask the supplier for the earliest delivery date. Use this order number. Do not accept a surcharge or disclose our internal budget. Return the confirmed date and anything I need to decide.”
If the agent needs missing information, answer in the same conversation. For a decision outside the boundary, review the proposal rather than broadening permission to “do anything.”
Keep identity and private context separate
The contact card, email, and phone line should make clear that the agent is AI and who it represents. Ordinary contacts do not become trusted owners. Do not make private documents or owner memories public merely because the agent knows them.
Review actions, not only summaries
A job can end with a draft, a question, partial completion, or a completed action. Inspect History, the returned file, source messages, and Action Center before relying on the result.
Correct a repeated mistake through the conversation and saved context. Use Workflows only after the trigger, steps, authority, and success condition are clear.