Tell your agent what you need in a message or voice note. It can work in Upsales for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Upsales agent, follow up on our discussion and make the updates.
Upsales agent
Done. It’s all in Upsales.
Automate Workflows with Upsales
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Upsales.
Your agent, your control
Choose what your agent can access and how it can act in Upsales. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Upsales AI Agent Do?
Find customer records
Search Upsales for supported contacts, companies, opportunities, and recent customer activity.
Create CRM records from chat
Create supported contacts, opportunities, notes, and follow-up tasks in Upsales from a conversation.
Update accounts and opportunities
Change supported stages, owners, values, and record fields in Upsales as decisions are made.
Keep follow-ups moving
Check Upsales for stalled opportunities and create or update the next follow-up.
Summarize account activity
Bring recent interactions, open items, and customer context from Upsales back into the chat.
Report on the pipeline
Analyze supported pipeline data in Upsales 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.
The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.
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