Tell your agent what you need in a message or voice note. It can work in PreciseFP for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @PreciseFP agent, follow up on our discussion and make the updates.
PreciseFP agent
Done. It’s all in PreciseFP.
Automate Workflows with PreciseFP
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in PreciseFP.
Your agent, your control
Choose what your agent can access and how it can act in PreciseFP. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s PreciseFP AI Agent Do?
Find client and prospect data
Search PreciseFP for supported accounts, prospects, profile fields, datasets, and data-gathering records.
Retrieve profile information
Pull supported account-profile and structured dataset information from PreciseFP into the chat.
Work with supported data fields
Create or update supported profile, form, or dataset information in PreciseFP where the connected API allows it.
Flag incomplete information
Check PreciseFP for missing or incomplete supported client and prospect data that needs follow-up.
Summarize client data
Bring supported account-profile and data-gathering information from PreciseFP into a concise summary.
Run recurring data checks
Monitor supported data-gathering records and surface missing or changed information.
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.
PreciseFP is a client and prospect data-gathering platform for financial professionals, used to collect and maintain structured account-profile information and forms.
Connected
