Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
Custom AI workflows & agents – built for your business
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Holded

Work with Holded Directly from Your Chat

Talk to Zenzap's Holded AI agent like one of your team. Connect your account, then ask it to get things done, so work happens where the conversation does.

How Zenzap AI Agents Work

Connected
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Holded Holded

AI agents and connected tools,
right in the chat

Tell your agent what you need in a message or voice note. It can work in Holded for you, finding information, taking action, and keeping track of tasks.

Brooklyn (You)

Hey @Holded agent, follow up on our discussion and make the updates

Brooklyn (You)

Done. It's all in Holded.

Turn chat decisions into Holded updates

Your agent connects the conversation to Holded, so what your team decides in the chat doesn't fall through the cracks.

Your agent, your control

Choose what your agent can access and how it can act in Holded. Require approval before actions, keep access read-only, or allow approved work to run automatically.

What Can Zenzap's Holded AI Agent Do?

Holded

Find customer records

Search Holded for supported contacts, companies, opportunities, and recent customer activity.

Holded

Create CRM records from chat

Create supported contacts, opportunities, notes, and follow-up tasks in Holded from a conversation.

Holded

Update accounts and opportunities

Change supported stages, owners, values, and record fields in Holded as decisions are made.

Holded

Keep follow-ups moving

Check Holded for stalled opportunities and create or update the next follow-up.

Holded

Summarize account activity

Bring recent interactions, open items, and customer context from Holded back into the chat.

Holded

Report on the pipeline

Analyze supported pipeline data in Holded 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.

Visit Trust Center
Holded

About
Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.

AI Agents Have
Entered the Chat

Your conversations, team, AI agents, tasks, and tools in one place.

Start for free
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