Get More Done with Zenzap’s Maxio AI Agent

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

Get Maxio Agent →

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How Zenzap AI Agents Work

Connected

Maxio

Maxio agent

Talk to Maxio Like You Talk to Your Team

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

Dana Reyes

Works for me. Let’s lock that in.

You

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

Maxio agent

Done. It’s all in Maxio.

Automate Workflows with Maxio

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

Your agent, your control

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

What Can Zenzap’s Maxio AI Agent Do?

Find billing records

Search Maxio for supported customers, quotes, invoices, subscriptions, and payment activity.

Create quotes and invoices

Create supported quotes, invoices, billing records, or follow-up tasks in Maxio.

Update billing details

Change supported amounts, status, dates, line items, and customer information in Maxio.

Flag overdue or failed payments

Check Maxio for overdue invoices, failed payments, or billing exceptions.

Summarize revenue activity

Bring supported billing, subscription, and collection information from Maxio into the chat.

Keep collections moving

Create follow-ups and run recurring checks around billing work in Maxio.

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.