ZenTalk AI

ZenTalk AI is your team's built-in AI assistant. Use it to draft replies and emails, summarize transcripts, brainstorm, analyze files, and ask questions about your own ZenTalk data, all without leaving the dashboard.

Where it lives

Click ZenTalk AI in the top bar. Every member of the workspace has it; it does not depend on a module. It is separate from the customer-facing bot you set up in AI Sales Agent: ZenTalk AI only talks to you and your team.

Start and manage chats

• Click New chat to start a fresh conversation.
• Your past chats are listed under Recent on the left. Click one to pick up where you left off.
• Hover a chat and click the trash icon (Delete chat) to remove it.
• On a new chat, the starter cards such as Draft a reply, Summarize a transcript, Write outreach, and Brainstorm ideas drop a ready-made prompt into the box for you to edit before sending.

Ask and get answers

Type in the Message ZenTalk AI box and press Enter or click Send. The answer streams in as it is written. Click Stop generating to cut it short. Hover a finished answer and click Copy to copy it. If a reply fails, the message shows what went wrong with a Retry button.

Attach files and audio

Click the plus button next to the message box:

• Other files: images, PDFs, Word documents, and text or CSV files, which the assistant reads so you can ask about them.
• Audio: mp3, m4a, ogg, webm, or wav recordings, which are transcribed so you can ask about them.

Questions about your workspace

ZenTalk AI can look up real data in your workspace, such as customers, leads, conversations and transcripts, recent sales, and team performance, and answer in plain language. What it can see follows your role:

• Owners, admins, and marketeers can ask about the whole workspace.
• Agents who can see visitor contact details can ask about their own records and their team's.
• Agents who cannot see visitor contact details use it as a general assistant only, without workspace data.

It can also research a company from its public website and draft outreach based on what it finds. If your workspace has the Sheets or Docs module, it can work with the sheets and documents you have access to.

Related

For structured reports on sales, attendance, and salary, owners and admins can also use Get Report. For AI help inside a live chat, see the AI co-pilot in the Inbox.