Help & Documentation

Zudo's AI workers handle customer conversations by phone, email, and text on behalf of your company. Depending on how your deployment is configured, they can:

• Identify who is calling and confirm their account or contract.
• Answer coverage questions based on your contracts and rules.
• Open a service request or claim and gather the details your team needs.
• Follow up on the status of an existing claim.
• Record notes of each conversation in your administration system.
• Hand the conversation to a person on your team when it needs one.

Each deployment is configured for the company it serves, so the exact capabilities, hours, and escalation rules depend on your agreement with Zudo.

1. A customer calls, emails, or texts the number or address you provide.
2. The AI worker identifies the customer and understands what they need.
3. It answers, or takes an action in your systems (for example, opening a claim), using the information and rules configured for your company.
4. When appropriate, it transfers the conversation to a person on your team.
5. A summary of the conversation is recorded so your team can review what happened and follow up.

1. Understand your operation. We learn how your team handles calls, claims, and coverage questions today.
2. Define success. We agree on what the AI worker should handle, what it should escalate, and how results are measured.
3. Build and validate. We configure the AI worker, connect it to your systems, and test it against real scenarios before it takes live conversations.
4. Launch and improve. We go live and keep improving based on real conversations and your feedback.

To begin, schedule a consultation. Existing customers can review conversation activity by signing in to the dashboard.

A call was not answered or did not connect. Confirm the number was dialed correctly and try again. If it keeps happening, contact support with the date, time, and the number that was called.

The AI worker gave an answer that looks wrong. Contact support with the date, time, and what was said. Answers come from the information and rules configured for your company, so we review the conversation and correct the configuration if needed. For coverage decisions, your contract and your team remain the authority.

A pause or delay during a conversation. Brief pauses can occur while the AI worker looks up information. If a conversation goes silent or stalls, hang up and call back, and report it to support with the time it happened.

A transfer did not reach a person. Transfers depend on your team's availability and the routing configured for your company. Report the time of the call so we can check the routing.

You cannot sign in to the dashboard. Use the sign-in page and reset your password if prompted. If you still cannot sign in, contact support from the email address registered to your account.

For questions or problems, email support@zudo.work. To help us find the conversation quickly, include your company name, the date and time, and the phone number or email address involved.

To report a suspected security issue or data incident, email security@zudo.work.

Zudo's security practices and compliance documentation are available in our Trust Center. See also our Terms of Service and Privacy Policy.