Tell your agent what you need in a message or voice note. It can work in Affinity for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Affinity agent, follow up on our discussion and make the updates.
Affinity agent
Done. It’s all in Affinity.
Automate Workflows with Affinity
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Affinity.
Your agent, your control
Choose what your agent can access and how it can act in Affinity. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Affinity AI Agent Do?
Find customer records
Search Affinity for supported contacts, companies, opportunities, and recent customer activity.
Create CRM records from chat
Create supported contacts, opportunities, notes, and follow-up tasks in Affinity from a conversation.
Update accounts and opportunities
Change supported stages, owners, values, and record fields in Affinity as decisions are made.
Keep follow-ups moving
Check Affinity for stalled opportunities and create or update the next follow-up.
Summarize account activity
Bring recent interactions, open items, and customer context from Affinity back into the chat.
Report on the pipeline
Analyze supported pipeline data in Affinity and flag risks, gaps, or changes that need attention.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
Connected
