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INTELLIGENCE

ZI Actions

ZI drafts the follow-up; a person presses the button.

When ZI recommends chasing a debtor, it drafts the message. You read exactly what will happen and to whom, and nothing occurs until you confirm. The action then runs as you, under your own permissions.

What it does

  • Drafted payment reminders
  • Notes added to a customer's record
  • Shows the exact effect before you confirm
  • Runs under your own permissions, never the AI's

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