Know your Agent
Never miss a sales follow-up again.
Overview
Missing a follow-up is fatal for your sales pipeline. The follow-up scheduling agent diligently identifies deals that require follow-up meetings and schedules the same.
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 progress in sales deals, monitors stages and interactions
- Identifies deals where follow-up is needed
- Proactively reaches out to prospects to schedule meetings
- Automatically schedules and adjusts follow-ups based on deal stage and rep
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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