Who Is This Guide For? #
This guide is for anyone new to Zirpa — whether you are an admin setting up your first Journey, a team member managing Candidates, or a manager looking to understand the platform.
Recommended Reading Order #
Follow this sequence to build your understanding from the ground up:
Phase 1: Understand the Platform #
Start by learning what Zirpa is and how it works.
- Core Concepts — Learn the key terms: Candidate, Agent, Step, Path, Journey, Gate, Outcome, and more.
- How Zirpa Differs from a CRM — Understand why Zirpa is different from traditional tools.
Phase 2: Build Your First Agent #
Once you understand the concepts, get hands-on.
- Build an Agent in 5 Minutes — Follow a quick tutorial to create your first Agent.
- What is an Agent? — Go deeper into what an Agent does and how it works.
- Agent Editor — Learn how to configure your Agent's flow, Steps, and logic.
Phase 3: Learn About Steps #
Steps are the building blocks of every Journey. Understand what types are available.
- Steps Configuration Guide — Overview — See all Step types at a glance and learn how to choose the right one.
- Browse individual Step articles as needed (e.g., Form, Options, Send Email).
Phase 4: Connect and Launch #
Set up how Candidates enter your Journey.
- What is a Gate? — Learn how Candidates enter a Journey.
- How to Create a Gate — Set up your first entry point.
Phase 5: Manage and Monitor #
Once your Journey is live, learn how to manage Candidates and review performance.
- Understanding the Candidate Record — Learn how to view and manage Candidate data.
- Understanding the Journey Timeline — Track what each Candidate has done.
- Understanding the Dashboard — Monitor overall system activity.
Phase 6: Advanced Features #
Explore these when you are ready to optimise your setup.
- Using Merge Fields — Personalise messages with dynamic data.
- Compatibility Match — Score and evaluate Candidates automatically.
- Agent Chat & Knowledge — Enable AI-powered chat support for Candidates.
Quick Reference #
| I want to... | Read this |
|---|---|
| Understand the platform | Core Concepts |
| Create my first Agent | Build an Agent in 5 Minutes |
| Set up an entry point | How to Create a Gate |
| View a Candidate's progress | Understanding the Candidate Record |
| Check system performance | Understanding the Dashboard |
| Get help | How to Get More Help |