Tell your agent what you need in a message or voice note. It can work in Close for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Close agent, follow up on our discussion and make the updates.
Close agent
Done. It’s all in Close.
Automate Workflows with Close
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Close.
Your agent, your control
Choose what your agent can access and how it can act in Close. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Close AI Agent Do?
Find customer records
Search Close for supported contacts, companies, opportunities, and recent customer activity.
Create CRM records from chat
Create supported contacts, opportunities, notes, and follow-up tasks in Close from a conversation.
Update accounts and opportunities
Change supported stages, owners, values, and record fields in Close as decisions are made.
Keep follow-ups moving
Check Close for stalled opportunities and create or update the next follow-up.
Summarize account activity
Bring recent interactions, open items, and customer context from Close back into the chat.
Report on the pipeline
Analyze supported pipeline data in Close 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.
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Connected
