AI Agents

ZedClaude · Sonnet

What needs my attention today?

AM

Zed

Across your apps: 5 approvals waiting, 2 overdue tasks and 1 integration that needs re-authorising. Your first meeting is at 11:30.

Summarise my week across apps

AM

Zed

This week: 14 tasks done, 3 documents signed and 2 new hires onboarded. Two items slipped to next week; I can draft a note to the owners.

Show me today's pipeline.

AM

Zed

You closed 3 deals worth ₹3.86 Cr today, 12% above yesterday. Meetings converted at 41%.

Which deals need my attention?

AM

Zed

5 high-priority deals worth ₹9.42 Cr. 2 haven't been updated in 10+ days. Want me to draft re-engagement emails?

Which quotes are about to expire?

AM

Zed

4 quotes expire this week, worth ₹1.28 Cr. Two were viewed in the last 48 hours.

Should I offer a discount on Q-2041?

AM

Zed

Similar won deals closed at 6% to 8% off. Above 8% needs manager approval. I suggest 6% with a 30-day payment term.

Who is on leave next week?

AM

Zed

6 people are on leave next week. Sales South is down to 2 of 5 on Tuesday; no approved cover yet.

Draft a job description for a site engineer

AM

Zed

Done: a draft JD with responsibilities, must-have skills and the salary band from your grade structure. It is ready for review.

Top candidates for open jobs

AM

Zed

3 strong matches above 85%: two for Site Engineer, one for Sales Executive. Two have not been contacted yet.

Write an interview kit for Site Engineer

AM

Zed

Kit ready: 8 questions across safety, planning and stakeholder skills, each with a scoring guide.

Catch me up

AM

Zed

Since yesterday: 3 decisions in #project-techpark, a client question waiting for you in #sales, and the huddle notes from 4 pm.

Turn this thread into tasks

AM

Zed

I found 4 action items with owners and due dates. Review them before I create the tasks.

Build a deck from a brief

AM

Zed

A 12-slide outline is ready: problem, offer, pricing, case study and next steps, in your brand theme.

Who viewed my decks this week?

AM

Zed

9 viewers across 4 decks. The pricing slide got the most time; one viewer forwarded the deck to a colleague.

Summarise this contract

AM

Zed

12-month term, auto-renews, 30-day notice. Payment net 45. Liability capped at fees paid in 12 months.

Find risky clauses

AM

Zed

2 clauses to review: unlimited indemnity (section 9) and a one-sided termination right (section 14). Suggested redlines are ready.

Fill my timesheet from my calendar

AM

Zed

I added 31.5 hours from 14 calendar events, 24 of them billable. Two meetings had no project; please pick one.

Any unusual entries?

AM

Zed

One entry stands out: 11 hours on Tuesday for P-104. Everything else is within your usual range.

Who is free on Thursday afternoon?

AM

Zed

4 people are free from 2 pm: two carpenters, one electrician and one site supervisor.

Find schedule clashes next week

AM

Zed

2 clashes: Sara is double-booked on Monday, and Ravi has a shift during approved leave on Friday.

Which jobs are at risk today?

AM

Zed

3 jobs may miss their SLA: two waiting for parts and one with a technician running 40 minutes late.

Write the job report for the last job

AM

Zed

Report drafted from the checklist, photos and parts used. Ready to send to the customer after your check.

Which projects are at risk?

AM

Zed

2 projects are behind: Tech Park fit-out is 6 days late on electrical, and the budget on P-109 is at 88% with 3 weeks left.

Write a status update for Tech Park

AM

Zed

Draft ready: progress 64%, the electrical delay and the recovery plan, written for the client.

Ideas for subject lines

AM

Zed

3 ideas for the November newsletter, each under 45 characters, with a suggested A/B pair.

Best time to send?

AM

Zed

Your audience opens most on Tuesday 10:00 to 11:00. Sending then should lift opens by about 9%.

Metered on the tokens each answer uses

ESC

Try asking · “deals over ₹50 L closing this month with no activity”

Object: DealsValue > ₹50,00,000Close date: this monthLast activity > 7 days

3 deals match · ₹8.84 Cr totalShow results

Try asking · “unassigned jobs today with an SLA under 2 hours”

Object: Field jobsTechnician: noneDate: todaySLA < 2 h

2 jobs matchShow results

AI actions

Create an automation from a description Draft re-engagement emails for stalled deals Start voice agent campaign for new leads Auto-dispatch today's unassigned jobs Check leave clashes next week Approve this week's timesheets

Quick actions

Invite people Change plan or seats

Workspace pages

Teams Access profiles Workspace roles Shared data Automations Portals Webhooks & API Privacy & data Company & locale Branding Master data Notifications My AI usage

Jump to

Lead sources & channelsZetCRM

Pipelines & stagesZetCRM

AnnouncementsZetPeople

HelpdeskZetPeople

AttendanceZetPeople

Daily registerZetPeople

LeaveZetPeople

Field staffZetPeople

Attendance kioskZetPeople

PayrollZetPeople

Advances & adjustmentsZetPeople

ExpensesZetPeople

StatutoryZetPeople

Documents & lettersZetPeople

Attendance rulesZetPeople

Pay setupZetPeople

AccessZetPeople

Employee portalZetPeople

Project spacesZetChat

Huddles & callsZetChat

Links & accessZetPitch

Viewer analyticsZetPitch

Brand & themesZetPitch

People & ratesZetTime

Projects & tasksZetTime

AccessZetTime

ScheduleZetPlan

CapacityZetPlan

Shift templatesZetPlan

Dispatch boardZetField

JobsZetField

TechniciansZetField

Customers & sitesZetField

Parts & servicesZetField

AccessZetField

ProjectsZetWork

My tasksZetWork

Team & capacityZetWork

ClientsZetWork

AccessZetWork

DashboardZetCampaigns

Email builderZetCampaigns

AudiencesZetCampaigns

Campaign reportZetCampaigns

↑↓navigate↵open⌘Btoggle sidebar

Keyboard shortcuts

Search & commands: ⌘K
Ask Zed: ⌘J
Apps: ⌘.
Toggle sidebar: ⌘B
Close / cancel: Esc
Show shortcuts: ?

New agent

Describe the job. It starts in Suggest only mode so nothing goes out until you change it.

ZetCRM isn't part of your company's suite

You don't have access to this page

Agent activity

Keyboard shortcuts