Agentic Chat
Ask about your pipeline, contacts, and accounts in Zero. Agentic Chat brings CRM records, meeting prep, and at-risk deals into the conversation.
A chat that already knows your CRM
Ask anything about your pipeline, your contacts, or your accounts. Get answers with the actual records, not just descriptions of them.
What's new:
Agentic Chat is now live in Zero. Open the Home tab and start asking.
We've supported MCP for a while, so you could already point Claude or ChatGPT at Zero and have them read your data. Agentic Chat is different: it's built into the app, and it already knows Zero inside and out. Your GTM context, every conversation you've logged, your sales reports, all of it. And when you ask about a deal or a company, it can show you the actual record right there in the chat, not a summary of what the record might contain.
Some of our favourite use cases:
Morning meeting prep
Ask "what do I need to know for today's meetings" and get a full brief: who you're meeting, what the deal looks like, recent activity, open questions, and any red flags. All before your first coffee.
Spotting at-risk deals and churn signals
Ask "which deals look at risk right now" or "which customers are showing churn signals" and Agentic Chat scans your pipeline, activity history, and account health data to surface the ones that need attention. The stuff that's easy to miss when you're staring at a pipeline view.
Instant context on any record
Ask "what's going on with Acme" and get the company record pulled directly into the chat, along with the relevant deals, contacts, recent touchpoints, and notes. No tab-switching, no scrolling through timelines.
Bulk data updates
Ask "what's going on with Acme" and get the company record pulled directly into the chat, along with the relevant deals, contacts, recent touchpoints, and notes. No tab-switching, no scrolling through timelines.
Why this matters
The gap between a question and an answer used to be a bunch of clicks. You'd open a record, scan the timeline, cross-reference the deal, check the last email, remember where the meeting notes lived. By the time you had the full picture, the moment had passed.
Agentic Chat closes that gap. Your CRM stops being something you have to navigate and starts being something you can just ask.
Open the Home tab to try it.