Welcome to ZoomInfo Chat.
We are so excited for you to get started. Here you’ll find step-by-step instructions and the resources you need to get started with Chat.
Step 1: Provisioning
Account Provisioning
The first step to getting started with Chat is to schedule your Integrations call with an Engineer and get access to your account.
Activate Your Admin Account
You should have received an email from your Onboarding Team to get started. You can work with them to schedule a call. If you have not received that email check your spam or email customeronboarding@zoominfo.com.
Provision Your Users and Setup
The first step in utilizing Chat is to add your users, and work on your question logic and resolution routing. Your dedicated Chat Engineer will work with you and assist with this entire process. Again, if you need assistance getting these items scheduled, please contact customeronboarding@zoominfo.com.
Step 2: Integrations
Set Up Your Integrations
If you have purchased integrations, you will want to set them up as soon as possible. Some integrations can be completed on your own, but most will be completed with your dedicated Chat Engineer. If you require additional assistance, work with your dedicated Chat Engineer.
Step 3: Training
Schedule Your Trainings
Your introductory training will be conducted by our talented Learning & Development Managers. If you need help getting in touch with them, please reach out to us for assistance at customeronboarding@zoominfo.com
Additional Resources
The ZoomInfo team is here to help! If you need assistance at any time, please access any of the resources below, including our support team.
