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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 client and prospect data
Search PreciseFP for supported accounts, prospects, profile fields, datasets, and data-gathering records.
Retrieve profile information
Pull supported account-profile and structured dataset information from PreciseFP into the chat.
Work with supported data fields
Create or update supported profile, form, or dataset information in PreciseFP where the connected API allows it.
Flag incomplete information
Check PreciseFP for missing or incomplete supported client and prospect data that needs follow-up.
Summarize client data
Bring supported account-profile and data-gathering information from PreciseFP into a concise summary.
Run recurring data checks
Monitor supported data-gathering records and surface missing or changed information.
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
PreciseFP is a client and prospect data-gathering platform for financial professionals, used to collect and maintain structured account-profile information and forms.
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