Tell your agent what you need in a message or voice note. It can work in Momentum.io for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Momentum.io agent, follow up on our discussion and make the updates.
Momentum.io agent
Done. It’s all in Momentum.io.
Automate Workflows with Momentum.io
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Momentum.io.
Your agent, your control
Choose what your agent can access and how it can act in Momentum.io. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Momentum.io AI Agent Do?
Capture customer-conversation insights
Turn supported calls, meetings, emails, or chat signals in Momentum.io into structured revenue data.
Update CRM records
Write supported notes, next steps, fields, stages, risks, and customer context back to connected CRM records.
Create follow-ups and tasks
Create supported follow-up tasks, reminders, handoffs, and deal-room actions from customer conversations.
Flag deal and account risk
Detect supported risk signals, activity gaps, objections, forecast changes, or accounts that need attention.
Summarize pipeline activity
Bring supported deal intelligence, customer signals, and pipeline changes from Momentum.io into the chat.
Run recurring GTM workflows
Trigger supported alerts, updates, reports, and cross-functional revenue workflows on a schedule or signal.
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.
Momentum is an AI revenue orchestration platform that turns customer conversations into structured GTM data, CRM updates, alerts, tasks, and automated workflows. It connects call and meeting signals with systems such as Salesforce, Slack, and other revenue tools.
Connected
