May 29, 2025 — “Workflows Reloaded & Scheduler AI Sneak Peek”

Last updated: May 30, 2025

At-a-Glance

Webinar recording	Video replay available here
Length	45 min
Audience	Agency owners, branch managers, HR/ops leads, frontline schedulers, tech-curious execs
Focus	Deep-dive on Workflows, Employee Groups, Goal Center refresh, Communities 2.0, Multi-stage Referrals, live caregiver demo, Scheduler AI preview

Why Read This

If you already blast a few texts from Zingage—or haven’t touched Workflows since onboarding—this session shows how to turn Zingage into a set-it-and-scale-it comms engine and preview the next frontier: done-for-you scheduling powered by AI + human backup. Victor Hunt (CEO) and Head of Ops Sammy Tepper run live builds, answer chat-fire Qs, and tease real results from early Scheduler AI pilots.

Key Takeaways


Workflow Builder = one message, many channels	• SMS, email, in-app, or any combo. • Send-now, schedule-later, recurring, or event-based (e.g., Birthday, 30-Day Review). • Attach videos, PDFs, AI-generated images, quick-record selfies.
Employee Groups = laser-focused reach	Target Active This Month, <30-Days, location pods, or ad-hoc custom lists—no more spamming the whole roster.
Best-Practice Library	One-click “Use this Template” for Onboarding Surveys, Availability Drives, Referral blitzes, Quote-of-the-Day, and more.
Goal Center refresh	• Streak vs. milestone goals. • Monthly caps + group targeting. • Live leaderboards; drill to individual history.
Communities 2.0	Facebook-style groups with built-in AI moderation + admin flagging. Perfect for 24/7 case hand-offs or night-shift chatter—request activation via success@zingage.com.
Multi-stage Peer Referrals	Reward referrer and recruit at 1st shift, 15 visits, 90 days—no more one-and-done bonuses.
Caregiver Wallet Demo	Instant gift-card redemption, auto tax-safe caps, plus “Say something nice” feedback loop.
Scheduler AI Sneak Peek	Live agencies now running 24/7 after-hours & weekend scheduling with AI triage and human escalation—freeing owners from 3 AM call-outs and crushing OT.

Mini-Playbook Shown Live

Step	What We Shared	Why It Matters
1	Built Urgent Shift announcement (text + in-app) & sent to “Active-This-Month” group	Real-time fill without WhatsApp chaos
2	Scheduled a 4th of July greeting with video & PDF handbook (send-later)	Set-it-and-forget-it holiday comms
3	Created 30-Day Tenure Spot Reward (event-based)	Autopilot retention touchpoint
4	Flagged an off-topic post in Community; AI hid it for peers	Safe, admin-first moderation
5	Caregiver demo: redeemed 1 000 pts Amazon card, left feedback, triggered budget guardrails	Confirms end-user ease + spend control
6	Previewed Scheduler AI dashboard—AI handled call-out, reassigned shift, alerted family	Proof of “done-for-you” scheduling loop

Q&A Nuggets

PDF vs. Text? Attachments render in-feed; SMS sends a secure link.
Where’s the old message? Show Preview inside Workflow details surfaces the exact content.
Paused caregivers get blasts? No—once paused, they’re excluded from group logic.
Admin alerts on survey lows? Smart notifications in development; today, filter survey dashboard for ≤ 3-star responses.

Resources Mentioned

help.zingage.com — searchable knowledge base + past webinar replays
trust.joinava.com — SOC 2 & HIPAA compliance docs
success@zingage.com — Communities activation, Scheduler AI interest
victor@zingage.com — direct line for Scheduler AI inquiries

Next Up

June 11, 2025 webinar — vote on topic in the post-event survey & lock your seat via the link in the follow-up email.