Get More Done with Zenzap’s Holded AI Agent

Zenzap’s Holded AI agent works across your workflows and alongside your team, all through a familiar chat interface.

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How Zenzap AI Agents Work

Connected

Holded

Holded agent

Talk to Holded Like You Talk to Your Team

Tell your agent what you need in a message or voice note. It can work in Holded for you, finding information, taking action, and keeping track of tasks.

Dana Reyes

Works for me. Let’s lock that in.

You

Hey @Holded agent, follow up on our discussion and make the updates.

Holded agent

Done. It’s all in Holded.

Automate Workflows with Holded

Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Holded.

Your agent, your control

Choose what your agent can access and how it can act in Holded. Require approval before actions, keep access read-only, or allow approved work to run automatically.

What Can Zenzap’s Holded AI Agent Do?

Find customer records

Search Holded for supported contacts, companies, opportunities, and recent customer activity.

Create CRM records from chat

Create supported contacts, opportunities, notes, and follow-up tasks in Holded from a conversation.

Update accounts and opportunities

Change supported stages, owners, values, and record fields in Holded as decisions are made.

Keep follow-ups moving

Check Holded for stalled opportunities and create or update the next follow-up.

Summarize account activity

Bring recent interactions, open items, and customer context from Holded back into the chat.

Report on the pipeline

Analyze supported pipeline data in Holded 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.