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

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Your agent, your control
Find reports and datasets
Search Klipfolio for supported datasets, reports, dashboards, queries, and saved analytical assets.
Query business data
Run supported queries or report requests in Klipfolio and return the results to the chat.
Refresh and retrieve reporting
Refresh or retrieve supported reports, datasets, or analytical results in Klipfolio where available.
Flag reporting issues
Check Klipfolio for refresh failures, stale data, threshold changes, or reporting items that need attention.
Summarize business performance
Bring supported report and metric information from Klipfolio into a concise summary.
Run recurring BI checks
Monitor supported reporting assets and share updated results in the chat.
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.
Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.



































