How to Use the Zingage Portal
Last updated: February 13, 2026
This guide walks you through the Zingage portal interface and shows you how to complete common tasks.
Getting Started
Logging In
Go to portal.zingage.com
Enter your phone number
Check your device for the login code
Enter the code to access your dashboard
First-time users: You'll receive an invitation email with a link to set up your account.
Navigation Overview
The portal is organized into main sections accessible from the left sidebar:
Dashboard — Analytics and performance metrics
Issues — Active and resolved issues Casey is working on
Search — Find issues, communications, and patterns
Settings — Manage your account, business guidelines, and preferences
Help — Search documentation and contact support
Working with Issues
Viewing Active Issues
Click Issues in the left sidebar
You'll see all active issues organized by status:
Open — Currently being worked on
Needs Attention — Hand-offs requiring your action
Resolved — Successfully completed
Transferred — Handed back to your team
Use the filters at the top to narrow by:
Date range
Issue type (call-outs, confirmations, schedule changes)
Status
Caregiver or client name
Opening an Issue
Click any issue card to open the detail panel on the right. You'll see:
Summary — What the issue is about
Status — Current state and who's working on it
Timeline — Chronological list of everything that's happened
Customer Comments — Your conversation with Casey
Reading the Timeline
The timeline shows every action taken on an issue, including:
Riley's calls and texts — Who was contacted and what was said
Casey's decisions — What Casey chose to do and why
EMR updates — Notes posted or schedule changes made
System events — Status changes, escalations, assignments
Timeline Tips:
Most recent activity is at the bottom
Click any call or text to see the full transcript
Look for the 🤖 icon to see Casey's reasoning
Timestamps show exactly when each action occurred
Adding a Customer Comment
To give Casey instructions or provide context:
Scroll to the Customer Comments box at the bottom of the issue panel
Type your message
Press Cmd+Enter (Mac) or Ctrl+Enter (Windows) to send, or click the send button
Casey will read your comment and adjust accordingly.
Examples of helpful comments:
"Try Jennifer first—she lives closest"
"Don't offer this to anyone on the do-not-call list"
"Client's daughter requested same-day confirmation"
"This caregiver is unavailable due to a family emergency"
Checking Issue Status
Issues move through different statuses:
| Status | What it means |
|---|---|
| Open | Casey is actively working on it |
| Resolved | Successfully completed |
| Transferred to Agency | Casey couldn't resolve it and handed it back to you |
| Cancelled | Issue no longer relevant (e.g., shift was cancelled) |
Needs Attention badge means Casey escalated or created a hand-off for you to review.
Using Search
The AI Search tool helps you find issues, investigate patterns, and pull reports.
How to Search
Click Search in the left sidebar
Type your question in plain language
Press Enter or click the search button
Example Searches:
"Show me all call-outs from last week"
"Find issues involving caregiver Maria"
"How many shifts did Casey fill in January?"
"What happened on February 10th with the Johnson client?"
"Pull up all unresolved issues from this morning"
Understanding Search Results
Search returns:
Matching issues with summaries
Relevant communications (calls, texts)
Aggregated data when you ask for counts or trends
Direct answers when asking "why" questions about Casey's decisions
Click any result to open the full issue details.
Reviewing Your Dashboard
Daily Metrics
Your dashboard shows key performance indicators:
Shifts Covered — How many visits Casey confirmed or filled
Response Time — Average time to resolve issues
Call-Out Fill Rate — Percentage of call-outs Casey found coverage for
Escalation Rate — How often Casey needed human help
Weekly Trends
Scroll down to see:
Coverage hours by day — Visual trend of how much care was delivered
Issue volume — How many issues came in each day
Top contacted — Which caregivers and clients Riley communicated with most
Resolution times — How quickly different issue types were handled
Needs Your Attention
This section highlights:
Open hand-offs — Issues requiring your action
Repeat call-outs — Caregivers with multiple absences
High-frequency missed clock-ins — Caregivers with attendance patterns
Escalations — Issues Casey flagged for review
Managing Settings
Updating Business Guidelines
Your business guidelines tell Casey how to handle different situations.
Go to Settings → Business Guidelines
Click Edit next to the guideline you want to update
Make your changes using clear, specific language
Click Save
Best Practice: Review and update your guidelines based on what you observe Casey doing. If Casey makes a decision you want to change, update the guidelines to reflect your preference.
See the Business Guideline Writing Best Practices guide for detailed guidance.
Managing Caregiver & Client Notes
Keep your EMR data up to date so Casey has accurate information.
In your EMR:
Update caregiver availability and preferences
Add client care instructions and family preferences
Record relationship dynamics (which caregivers work well with which clients)
Keep contact information current
Why This Matters: Casey pulls data from your EMR. If information is stale or missing, Casey's decisions will be less effective.
Reviewing Memories
Memories are insights Casey has learned over time.
Go to Settings → Memories
Browse caregiver and client memories
Click any memory to view, edit, or delete
You can:
Add new memories based on your knowledge
Edit existing memories to improve clarity
Delete outdated or incorrect memories
Common Tasks
Task: Check this morning's activity
Go to Issues
Set the date filter to "Today"
Review the Needs Attention section first
Scan the timeline of each issue to see what happened overnight
Task: Find out why Casey made a specific decision
Open the issue in question
Scroll through the timeline to find Casey's decision point
Look for the 🤖 reasoning note explaining the choice
If unclear, use Search to ask: "Why did Casey choose [action]?"
Task: Handle a hand-off
Go to Issues → Needs Attention
Click the issue to open details
Read the full context in the timeline
Take the required action (call a caregiver, update schedule, etc.)
Add a customer comment confirming you've handled it
Update the issue status if needed
Task: Prepare for a weekly review meeting
Go to Dashboard
Set the date range to "Last 7 days"
Screenshot or note key metrics
Go to Search and ask: "Show me highlights and issues from last week"
Export or summarize the results for your meeting
Task: Investigate a client concern
Go to Search
Type: "Find all issues involving [client name]"
Review the timeline of each issue
Look for patterns or recurring problems
Use the information to address the client's concern
Mobile Access
The Zingage portal is mobile-friendly. Access it from your phone or tablet:
Use the same login: portal.zingage.com
All features work on mobile, optimized for smaller screens
Get real-time notifications for escalations and hand-offs
Pro Tip: Enable browser notifications so you're alerted to urgent issues even when you're not actively in the portal.
Tips for Success
During Your First Week
Check the portal multiple times a day to get comfortable with the interface
Read through issue timelines to see how Casey works
Ask questions using the help button if anything is unclear
After You're Comfortable
Review hand-offs each morning before starting other work
Check your dashboard weekly to spot trends
Update guidelines as you go based on what you observe
To Maximize Casey's Performance
Keep your EMR data current (caregiver availability, client notes)
Use customer comments liberally when you want Casey to do something specific
Build up memories by adding context as you learn caregiver and client preferences
Refine business guidelines based on outcomes you see
Keyboard Shortcuts
Cmd/Ctrl + K — Open search
Cmd/Ctrl + Enter — Send a customer comment
Esc — Close the issue detail panel
Arrow keys — Navigate between issues in the list
Troubleshooting
I can't log in
Check that you're using the email address associated with your account
Look for the login code email (check spam folder)
Contact your Zingage support team if you don't receive the code within 2 minutes
I don't see any issues
Check your date filter—it may be set to a past date range
Verify you have the correct permissions (ask your account admin)
If issues should exist but don't appear, contact support
The timeline isn't loading
Refresh your browser
Try opening the issue again
Clear your browser cache if the problem persists
Contact support if the issue continues
I want to see data that's not in the dashboard
Try using Search to ask for it in plain language
Contact your Zingage support team—we can often add custom views or reports
Getting Help
In-Portal Help
Click the Help button in the left sidebar
Search the documentation for answers
Send a message directly to the Zingage support team
Response Times
Urgent issues: Within 1 hour during business hours
Standard questions: Within 4 hours during business hours
Feature requests: We'll acknowledge within 24 hours
Questions not covered here? Use the help button in the portal or email scheduler@zingage.com.