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