Tell your agent what you need in a message or voice note. It can work in Unanet for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Unanet agent, follow up on our discussion and make the updates.
Unanet agent
Done. It’s all in Unanet.
Automate Workflows with Unanet
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Unanet.
Your agent, your control
Choose what your agent can access and how it can act in Unanet. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Unanet AI Agent Do?
Find business records
Search Unanet for supported customers, vendors, orders, projects, inventory, transactions, and operational records.
Create operational records
Create supported orders, transactions, projects, requests, tasks, and master data in Unanet.
Update business workflows
Change supported status, ownership, quantities, dates, values, and workflow details in Unanet.
Flag operational exceptions
Check Unanet for delayed, blocked, overdue, unbalanced, or unusual operational work.
Summarize business activity
Bring supported financial, inventory, project, order, and operational information from Unanet into the chat.
Coordinate recurring operations
Run scheduled checks and keep cross-functional business processes moving through Unanet.
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.
Unanet is ERP and CRM software for project-based organizations, with capabilities for projects, people, time, expenses, financials, customers, pipelines, and operational reporting.
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