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Clients · AI agent

Run client work by message.

Ask ZlyntOffice in the app today. Slack, Teams, WhatsApp and email are coming soon. It reads the whole client relationship, tells you what needs doing and does it once you confirm.

Highlight

Knows the whole client

Requests, documents, invoices and activity are all in view, so every answer reflects the full relationship. Projects are coming soon.

What's inside

The client AI agent, in detail.

  1. Finds what is pending

    Ask "What is pending for Northwind?" and get open requests, items waiting on the client and anything overdue.

  2. Suggests the next step

    It recommends who should pick up a new request and which clients need a reminder today.

  3. Takes the action

    Log a request, assign it or send a reminder, straight from the thread. Updating its status from the thread is coming soon.

  4. Confirms before acting

    It shows what will change and who will hear about it. Nothing happens until you tap Confirm.

  5. Same permissions as you

    The agent sees and does only what the person asking is allowed to.

In practice

Starting the day from your chat

  1. You type "@ZlyntOffice what is pending for Northwind?"

  2. It lists 4 open requests: 2 waiting on Northwind, 1 unassigned and 1 due Friday.

  3. You tap Chase and assign. Northwind gets a reminder, and Ananya gets the new request.

Get started

Put every client request on track
from day one.

Start free for 14 days. No credit card needed.

14-day free trial. No card needed.