Tell your agent what you need in a message or voice note. It can work in Wealthbox for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Wealthbox agent, follow up on our discussion and make the updates.
Wealthbox agent
Done. It’s all in Wealthbox.
Automate Workflows with Wealthbox
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Wealthbox.
Your agent, your control
Choose what your agent can access and how it can act in Wealthbox. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Wealthbox AI Agent Do?
Find customer records
Search Wealthbox for supported contacts, companies, opportunities, and recent customer activity.
Create CRM records from chat
Create supported contacts, opportunities, notes, and follow-up tasks in Wealthbox from a conversation.
Update accounts and opportunities
Change supported stages, owners, values, and record fields in Wealthbox as decisions are made.
Keep follow-ups moving
Check Wealthbox for stalled opportunities and create or update the next follow-up.
Summarize account activity
Bring recent interactions, open items, and customer context from Wealthbox back into the chat.
Report on the pipeline
Analyze supported pipeline data in Wealthbox 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.
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