Feature: Search

Before you dive in to this article, take a minute to watch the short video below—it shows Search in action and how it fits into your day-to-day work.

Search lets you explore and investigate your Zingage data by simply asking questions in plain English. It looks across calls, texts, issues, caregivers, and clients to return clear answers with helpful context and links. Think of Search as a built-in research assistant that knows where everything lives in your Admin Portal.

What You Can Do With Search

With Search, you can:

• Investigate issues without digging through multiple screens

• Understand why calls or messages happened

• Quickly answer questions from families or caregivers

• Review caregiver or client activity before a conversation

• Spot patterns and trends across recent activity

Instead of navigating the system, you talk to it—and get answers back with supporting details.

How Search Works

Step 1: Ask a Question

Type a question into the search bar using natural language.

Example: “How many times did Casey call Maria Santos this week and why?”

Step 2: Search Interprets Your Question

The system automatically understands:

• Your intent (for example, reviewing call activity)

• Who or what you’re asking about (caregivers, clients, issues)

• Timeframes and context (like “this week” or “last month”)

If a name or request is unclear, Search may ask a quick follow-up question to clarify.

Step 3: It Searches Across Your Data

Search looks across all relevant areas of the Admin Portal, including:

• Issues – timelines, statuses, and related activity

• Calls – inbound and outbound calls, outcomes, and transcripts

• Texts – SMS conversations and responses

• Caregivers – profiles, call history, and issue involvement

• Clients – profiles, family contacts, and issue history

• Activities – actions logged on issue timelines

Step 4: You Get a Clear Answer With Context

Search returns a summary along with links to supporting records.

Example result:

“Casey called Maria Santos 3 times this week:

• Monday 6:02 AM — Callout confirmation (Issue #4521)

• Tuesday 7:15 AM — Coverage request for Johnson shift (Issue #4538)

• Wednesday 2:30 PM — Schedule change notification (Issue #4552)”

You can click into any issue, call, or record to see full details.

Step 5: Ask Follow-Up Questions

You can continue the conversation to drill deeper.

Example: “Show me the details on the Tuesday call.”

Example Questions You Can Ask

Issue Lookup

• “Find issues related to Mrs. Johnson”

• “Show me open issues from this week”

• “What happened with the Garcia callout on Monday?”

Call Investigation

• “How many times did we call this caregiver?”

• “Why did Riley transfer the call at 5 AM yesterday?”

• “Show me all calls from the Chen family”

Caregiver Research

• “Which caregivers called out this month?”

• “Show me Maria’s recent activity”

• “Who has the most callouts this quarter?”

Client Research

• “What issues have we had with the Martinez account?”

• “How often does Mrs. Patterson’s family call?”

• “Show me all escalations for Sunrise clients”

Patterns & Summaries

• “What are the most common reasons caregivers call?”

• “How many issues did Casey resolve without escalation this week?”

Specific Lookups

• “Find issue #4521”

• “Show me the call from 555-123-4567 yesterday”

• “Get me the transcript from Maria’s last call”

Example Use Cases

A Family Member Calls With a Question

• A client's daughter calls and says: "Someone called my mom yesterday about a schedule change—what was that about?"

• Ask: "What calls did we make to Mrs. Patterson yesterday?"

• You'll see exactly what call was made, why, and what the outcome was—so you can answer confidently while they're still on the phone.

Checking Why a Caregiver Was Removed From a Shift

• A caregiver calls upset, saying they were taken off a shift without explanation.

• Ask: "Why was Maria removed from the Tuesday shift for Mr. Chen?"

• You'll get the specific issue, what happened, and who made the decision—so you can explain clearly or escalate if something went wrong.

Finding Out Why a Shift Went Uncovered

• You notice a visit was missed and need to understand what happened.

• Ask: "What happened with the 8 AM shift for Mrs. Johnson on Monday?"

• You'll see the full timeline—who called out, who Casey contacted for coverage, who declined, and why it wasn't filled.

A Client Says They Never Got a Call

• A family member says no one notified them about a caregiver change, but you think Casey should have called.

• Ask: "Did we notify the Robinson family about the caregiver change on Wednesday?"

• You'll see if the call was made, when, whether anyone answered, and what was said.

Preparing for a Difficult Conversation With a Caregiver

• You need to talk to a caregiver about reliability before it becomes a bigger problem.

• Ask: "Show me all callouts from Darnell this quarter"

• You'll get a list of every callout—dates, reasons, and whether there's a pattern (e.g., mostly Mondays, mostly last-minute).

A Client Wants to Know Their Caregiver's Schedule

• A family member asks when their mom's caregiver is coming this week.

• Ask: "What's the schedule for Mrs. Williams this week?"

• You'll see upcoming shifts, which caregivers are assigned, and any recent changes.

Tracking Down a Specific Issue

• A client references something that happened "a few days ago" but you're not sure which issue they mean.

• Ask: "Show me recent issues for the Garcia family"

• You'll get a list of recent issues involving that client so you can quickly identify the right one.

Understanding Why Casey Escalated Something to You

• You received an alert and want context before calling the family back.

• Ask: "Why did Casey escalate the issue for Mr. Davis this morning?"

• You'll see what happened, what Casey tried, and why it needed your attention.