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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 Wealthbox for supported contacts, companies, opportunities, and recent customer activity.
Create CRM records from chat
Create supported contacts, opportunities, notes, and follow-up tasks in Wealthbox from a conversation.
Update accounts and opportunities
Change supported stages, owners, values, and record fields in Wealthbox as decisions are made.
Keep follow-ups moving
Check Wealthbox for stalled opportunities and create or update the next follow-up.
Summarize account activity
Bring recent interactions, open items, and customer context from Wealthbox back into the chat.
Report on the pipeline
Analyze supported pipeline data in Wealthbox 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
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
AI Agents Have
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Your conversations, team, AI agents, tasks, and tools in one place.
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