How Zenzap AI Agents Work
AI agents and connected tools, right in the chat

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Your agent, your control
Find customer records
Search Affinity for supported contacts, companies, opportunities, and recent customer activity.
Create CRM records from chat
Create supported contacts, opportunities, notes, and follow-up tasks in Affinity from a conversation.
Update accounts and opportunities
Change supported stages, owners, values, and record fields in Affinity as decisions are made.
Keep follow-ups moving
Check Affinity for stalled opportunities and create or update the next follow-up.
Summarize account activity
Bring recent interactions, open items, and customer context from Affinity back into the chat.
Report on the pipeline
Analyze supported pipeline data in Affinity 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.
Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.



































