Know your Agent
Stay up-to-date and win more deals.
Overview
It's important to remember the vital details of a deal, especially as the closing date is nearing. The Deal Close Reminder agent summarises and sends deal information to the owner 3 days prior to expected closing date.
Product(s) compatible
Zoho CRM
Customizable
Yes. You can add additional tasks by simply giving a prompt.
Industries
All industries
LLMs supported
Zia LLM, ChatGPT
API support
Supports external apps via APIs
Price
Free
Key Features
- Tracks expected closing date for each sales deal
- Summarizes deal information and notifies the deal owner
- Helps improve deal closing rate
- Flags stalled deals and suggests next best actions to keep momentum going
Digital Employee
When deployed as a Digital Employee, the agent has its own name and role inside the product. Every activity carried out will be under that name.
Connection
When deployed as a Connection, the agent will complete tasks on behalf of the user.
Frequently asked questions
You can build agents using Zia Agent Studio by accessing the platform and following the step-by-step guided workflow.
Pricing depends on your usage and the plan you choose. Check our pricing page for more details.
You can choose to deploy this agent as a digital employee or as a connection.
Yes, we have several pre-built agents available that you can deploy immediately.
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