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Brooklyn (You)
How Zenzap AI Agents Work
Connected
AI agents and connected tools, right in the chat
Brooklyn (You)
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Your agent, your control
Find customer records
Search Insightly for supported contacts, companies, opportunities, and recent customer activity.
Create CRM records from chat
Create supported contacts, opportunities, notes, and follow-up tasks in Insightly from a conversation.
Update accounts and opportunities
Change supported stages, owners, values, and record fields in Insightly as decisions are made.
Keep follow-ups moving
Check Insightly for stalled opportunities and create or update the next follow-up.
Summarize account activity
Bring recent interactions, open items, and customer context from Insightly back into the chat.
Report on the pipeline
Analyze supported pipeline data in Insightly 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
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
AI Agents Have
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Your conversations, team, AI agents, tasks, and tools in one place.
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