ZenTop Triage overview

ZenTop Triage helps your service team classify incoming tickets, review work that needs attention, and assign tickets to available technicians. You can search past tickets and connected documentation, create a ticket with AI assistance, and manage the settings used for routing and scheduling.

The available records, labels, and actions depend on your connected PSA, documentation provider, and assigned roles. These docs cover the controls available within ZenTop Triage.

Find the right guide

Section	Use it to
Use ZenTop Triage	Read the Dashboard, search knowledge, manage tickets in Queue and Service Board, and create and assign a ticket.
Configure	Configure connections, routing, members, holidays, dispatch, privacy, triage, and knowledge content. Admins can also manage ticket relationships and user roles.
Integrations	Look up the connection fields for ConnectWise, HaloPSA, and Autotask.

Main navigation

Navigation item	What you can do
Dashboard	View triage metrics and scheduled utilization, search the knowledge base, or select Triage New Ticket.
Queue	Review the Ticket Queue, filter work, and use the available ticket actions.
Service Board	Browse tickets with additional New and Assigned filters and page controls.
Triage	Open Create Ticket, the three-step assisted ticket creation flow.
Setup	Open Configuration and select a configuration tab.

The top bar shows the signed-in user, a Logout control, and the light/dark appearance control. On smaller screens, open the menu to reach the navigation items and Logout; the appearance control and user name are not shown there.

PSA terms

PSA terminology changes with your connection:

Connected PSA	Service scope	Routing tab
ConnectWise	Board	Boards & Routing
HaloPSA	Team	Teams & Routing
Autotask	Queue	Queues & Routing

Some shared screens and controls still use the word “board.” Follow the names and selections displayed for your connected PSA.