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AI Business Assistant

The assistant that actually runs your business

Zoye does everything the app does, plus the jobs no button can: pulling records out of a PDF or voice note, taking care of a job that would take five steps by hand, picking who should own a deal, and remembering how you like things done. It checks your live data before it answers, asks before deleting anything, and works in the app, on WhatsApp, in Slack or by voice.

CRMTasksCalendarDocsNotesBudgetReportsAutomations+BookingsChatsAI Notetaker
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TrustScore 4.4 out of 511 reviews on Trustpilot

Just ask Zoye

Every morning, tell me who to call first.

Z

On it. I'll take care of it and let you know.

Type it or say it out loud. No menus to learn first.

Everything
Actions, insights, suggestions, alerts & more
4
App, WhatsApp, Slack and Claude, by text or voice
Live data
Every answer, never a guess
Asks first
Before deleting anything
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CRM, tasks, schedules, files, notes, budget, reports: it all lives in one place, and Zoye can run all of it. It adds records, gets things done, books meetings, writes drafts and shows you what you actually need to see.

  • Driven by text or voice, anywhere you work.
  • It also spots problems, suggests next steps and sends alerts.
  • Changes show up in your workspace instantly. No refresh needed.

What Zoye does for you.

Anything you can do in the app, the assistant can do too. And more.

Capture & Import

Add Deals, Contacts and Tasks from notes, screenshots and files. No manual entry.

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  • Drop in a screenshot - Zoye extracts contacts, companies, deals.
  • Upload a PDF, .docx or CSV and Zoye turns it into records.
  • Paste meeting notes - Zoye creates the tasks and follow-ups.
  • Forward an email and Zoye logs the conversation against the right contact.

Multi-step Execution

Ask for several things at once and Zoye does them in the right order.

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  • "I spoke with Mike, he wants the contract by next week. Assign the best person." Zoye creates the contact, the task and assigns the right owner.
  • Linked both ways: deals, tasks, contacts and events stay connected to each other.
  • Asks before deleting anything and shows you exactly what changed.
  • Changes show up across the workspace in real time.

Insights & Advice

Zoye reads your workspace and gives you a real point of view.

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  • "How should I approach this deal?" - tactical, specific, grounded in your data.
  • "How valuable is this contact?" - based on history, deals and engagement.
  • "Break this task into action items" - structured plans you can run with.
  • Pipeline health, deal risk, workload alerts and weekly wraps - on demand.

Remembers How You Work

It keeps what you tell it about yourself, your business and your preferences, and applies it next time without being reminded.

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  • "Always put new gym leads in the Fitness workspace." It sticks.
  • Learns your tone, your currency, your working hours and your naming.
  • Per person, so your assistant is not your colleague's assistant.
  • Ask it what it remembers about you, and change any of it whenever you like.

Scheduling & Reminders

Meetings, reminders and recurring follow-ups - with availability that fits everyone.

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  • Find a slot that works for two, three or the whole team.
  • Book the meeting, send the invite and set the reminder without asking three times.
  • Set follow-ups against deals, tasks or contacts so nothing slips.
  • Reschedule on request and notify everyone affected.

Sits In Your Meetings

The AI Notetaker joins Zoom, Google Meet and Teams calls, and the assistant turns what happened into work.

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  • Send it to a call, or let it auto-join from your calendar.
  • Transcript with speaker labels, decisions and action items with owners.
  • "What did we promise Dana on Tuesday?" It reads the transcript and tells you.
  • Notes and tasks are attached to the right contact, company and deal automatically.

Drafting & Communication

Emails, follow-ups, proposals and notes - written in your voice.

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  • "Draft a reach-out email to Mike." - personalized to the contact's history.
  • Bulk follow-ups for everyone in a stage or segment.
  • Turn rough notes into polished documents.
  • Reply, confirm, decline - in the tone you choose.

Smart Assignment

Zoye picks the right person by skills and workload, then makes the change once you confirm.

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  • Suggests the best owner for any task, deal or event.
  • Balances workload across your team automatically.
  • Shows each person as a colored tag, so you see who owns what at a glance.
  • Asks you to confirm before reassigning anything.

Builds Automations From Your Description

Describe something that should keep happening and it writes the rule, shows it to you, and runs it after you approve.

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  • "Every new lead gets a WhatsApp reply within 10 minutes." Say that, and the rule is built.
  • Comments on Facebook and Instagram, new leads, stalled deals, overdue tasks.
  • Edit it later by saying what to change, not by reopening a builder.
  • It offers automations when it notices you doing the same thing by hand.

Configure on the Fly

Add custom fields, change views and tweak preferences without leaving the chat.

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  • Add a custom field to any record - just ask.
  • Show or hide fields per user - your view, your rules.
  • Filter, sort and group - by saying what you want to see.
  • Change workspace settings by telling Zoye what you want.

Voice & Text, Anywhere

Talk to Zoye however suits the moment. Answers always come from your live data.

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  • Type in the chat from web or desktop.
  • Send a voice note - Zoye transcribes and acts.
  • Reach Zoye on WhatsApp from anywhere.
  • Replies show your records as cards. Click one to open it.

Connected to Your Stack

Plays nicely with the tools you already use.

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  • Gmail - read, draft and send.
  • Google Calendar - book, move and remind.
  • Google Drive - find files and pull them into the conversation.
  • WhatsApp, Slack and Claude - live now. Outlook and Apple Calendar on the way.

Smarter the longer you use it

It learns how you work, follows your rules and keeps going while you are away.

Remembers how you work

Tell it once and it applies it on every channel.

Follows your rules

Say "from now on..." once and the rule holds.

Works while you are away

Give it a job and a schedule, and it reports back.

Knows your team

Sees who has room, and keeps private things private.

You stay in control

Anything can be undone, and nothing risky runs without your yes.

Researches for you

Real answers about the outside world, with sources.

What it looks like day to day

A few real moments, handled by sending Zoye a message on WhatsApp or in the app.

Example 1

Not sure where to start

What can you do for my business?

Zoye looks at how you work and suggests what to set up first, then sets it up with you.

Example 2

A rule for the whole team

From now on, every new brand deal inquiry goes to the Creators workspace

The rule applies to every new lead, from any source, until you change it.

Example 3

Something went wrong

Undo what you just changed

Zoye reverts its last change and tells you exactly what it put back.

One assistant, everywhere you already are

The same brain, the same full toolset, the same permissions. Nothing is second-class because you asked from your phone.

In the app

A chat-first workspace where replies come back as live cards you can open, edit and act on.

On WhatsApp

Text it, send a voice note, or forward a PDF or a photo of a business card and it files the data for you.

By voice

Finished a meeting with a client or have tasks you do not want to forget? Simply speak to Zoye.

In Slack

Ask from the channel your team already lives in, and the answer comes from your real records.

In Claude

Connect once and Claude works your Zoye workspace.

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Or ask Zoye to hand a task to Claude, and the answer comes back to you.

Add a new channel and it does everything from day one: one assistant behind every channel.

How it all connects

Every part of Zoye works together

  1. 1
    1. Capture

    Leads arrive from Facebook and Instagram, WhatsApp, forms and imports, and the assistant sees every one of them.

    Facebook & Instagram
  2. 2
    2. Reply

    It replies to new leads on WhatsApp, qualifies them, and tells you who is worth your time.

    Agent on WhatsApp
  3. 3
    3. Organize

    It creates and links the contact, deal, task and files from a message, a voice note or a screenshot.

    All Features
  4. 4
    4. Meet

    It books the meeting, sends the AI Notetaker, and turns the call into tasks with owners.

    AI Notetaker
  5. 5
    5. Follow through

    It builds the automation, sends the reminder or follow-up, and reports back on what changed.

    Workflow Automations
Why it matters

Zoye works across your whole business, from the first message to the closed deal, so you are not jumping between screens to get something done.

Why you can leave it alone with your data

An assistant with real write access is only useful if it is boring about safety. This is what stands behind every action.

It asks before deleting or making big changes

Anything that deletes or changes a lot at once waits for your OK.

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You get a plain-English summary of exactly what will change, and nothing happens until you say yes.

It never confirms what did not happen

A reply claiming a change is checked against the change that actually landed.

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If the write failed, it says so instead of showing you a green tick.

It only sees what you see

It can only read and change what you're allowed to see in the app, inside your own organization and workspaces.

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The same rules apply to admins.

Your connections stay yours

Your Gmail, Calendar and Drive are linked to you personally.

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A teammate's assistant cannot read your inbox, and neither can anyone else's.

It admits what it cannot do

Ask for something outside its reach and it tells you plainly, then offers the closest thing it can actually do.

MoreLess

It does not invent data to look helpful.

Nothing is one-way

Deleted records go to the archive and can be restored by asking, and every action it takes is visible in the workspace activity.

You can also hide tools and fields per person or per workspace. Anything hidden is invisible to the assistant too, so it can never act on what that person is not meant to see.

Prompts you can actually use

Real examples - copy them, riff on them, or just talk to Zoye.

  • 1Import every contact from this screenshot and tag them as leads.
  • 2I spoke with Mike from zoye.io - create a deal, draft the contract task and assign the best person.
  • 3Find a 30-min slot for me, Sarah and James next Tuesday afternoon.
  • 4Remind me to follow up with the Brightwave deal on Friday morning.
  • 5Which of my deals are slipping and what should I do about each?
  • 6Draft a reach-out email to Mike - friendly, short, ask for a 15-min call.
  • 7Break the 'Q3 launch' task into clear action items and assign owners.
  • 8Summarize my open deals over $50K and rank them by close probability.
  • 9Add a 'Renewal Date' field to all my customer contacts.
  • 10Move every overdue task off Sarah - she's slammed this week.
  • 11Read this PDF and create a task list from it.
  • 12How is my pipeline doing this quarter compared to last?

From an answer to work done

An AI chat answers your question. Zoye answers it, then does the work.

An AI chat

Zoye

What it can do
An AI chat: Summarizes, drafts and suggests
Zoye: Every action in the interface, plus the ones the interface cannot do at all
Where the answer comes from
An AI chat: Works from what you paste in
Zoye: Your live records, read at the moment you ask
When it is unsure
An AI chat: Answers from what it knows
Zoye: Says what it cannot do and offers the nearest thing it can
Reach
An AI chat: Helps inside one app
Zoye: CRM, tasks, deals, calendar, docs, meetings, email, WhatsApp, ads
Where you can use it
An AI chat: In that app's window
Zoye: App, WhatsApp, voice, Slack and Claude, with the same permissions
Instagram · Facebook · WhatsApp

Instagram, Facebook & WhatsApp automations, all inside Zoye

Every comment, DM, ad lead and chat becomes a lead that gets an instant reply, with the whole conversation on one contact card.

  1. 1Comment to DM
  2. 2Lead ads, synced instantly
  3. 3Every chat on the contact card
  4. 4Lead Bot run by Zoye
  5. 5Payments in the chat

Instagram & Facebook

  • One inbox for DMs and comments

    Your team reads and answers every Instagram and Facebook message and comment in Chats

  • DM and story replies

    Auto-answer with buttons, a file or an AI reply in your brand's voice

  • Commenters become leads

    What they wrote is saved, and repeat commenters are matched to the same person

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  • Comment to DM

    A public reply and a private DM in seconds, on a keyword, one post or every comment

  • Lead ads, synced instantly

    Lead-form submissions land as contacts in the workspace you choose

  • Every chat on the contact card

    Read the conversation and reply yourself, right from the lead

WhatsApp

  • Instant first message

    Every new lead hears from you within seconds, from any source

  • Broadcasts to the right people

    Pick who gets it by stage, source or tag, and send now or on a schedule

  • Click-to-chat link and QR code

    Anyone who messages through it becomes a tracked lead

More (+2)Less
  • Lead Bot run by Zoye

    Answers questions, qualifies, books a slot and follows up when they go quiet

  • Payments in the chat

    Leads pay straight into your account, and paid leads move to the right stage automatically

Ads & agencies

  • See which ads bring customers

    Leads from click-to-WhatsApp ads are tracked all the way to the sale

  • Know where each lead came from

    The ad or post that brought them is right on their card

  • Each brand in its own workspace

    Leads from each Page go to the workspace you pick

More (+2)Less
  • Run all your clients in one place

    Every client gets their own workspace, accounts and automations

  • Plays by the platform rules

    One DM per comment and safe reply limits, so your accounts stay healthy

The whole story in the lead card
MMayaFound you on InstagramHot lead
  1. Commented "I want" on your reel
  2. Got a quick reply, and your offer in her DMs
  3. Asked about times on WhatsApp and booked a call
  4. Saved as a lead, with a reminder for you to call her
  • 6-week program for Maya$1,200
  • She opened your proposal 3 timesHot
  • Zoye drafted the follow-up for after the callDraft
  • Likely to close by the end of the month70%
  • Send Maya the price listDone
  • Prepare talking points for Thursday's callToday
  • Follow up if there's no reply by MondayMon
  • Add her to the workshop waitlistDone
  • Call MayaThu 10:00
  • Talking points sent to your WhatsApp an hour before09:00
  • A gentle nudge if the proposal stays unopenedAuto
  • Check in a month after she buys30 days
  • Proposal - 6-week program.pdfPDF
  • Price list 2026.pdfSent
  • The photo she sent on WhatsAppImage
  • Call notes, saved after ThursdaySoon
  • Discovery call with MayaThu 10:00
  • Video link sent to her automaticallySent
  • WhatsApp reminder to her an hour beforeAuto
  • Summary and next steps land here after the callAuto
  • Comment "I want": send the offer by DMLive
  • DM reply: create the lead and tag the sourceLive
  • Call booked: remind them on WhatsAppLive
  • Proposal unopened for 2 days: send a nudgeLive
  • 30-minute discovery callThu 10:00
  • She picked the time from your link in her DMsLink
  • Confirmation sent on WhatsAppSent
  • Rescheduling takes her one tap1 tap
  • Ready to join Thursday's callReady
  • Writes the summary on Maya's cardAuto
  • Turns "send me the agreement" into a taskAuto
  • Sends you the recap on WhatsAppAuto
  • Instagram leads this month48
  • Hot leads to call this week12
  • Workshop waitlist31
  • Kept up to date as leads move, no manual sortingAuto

Just ask Zoye

  • Set upWhen someone comments "I want" on my post, DM them my offer↵
  • ManageInvite everyone who chatted with us this month to our open day
  • ImproveWhich ad brought the most paying customers this month?

Z

Facebook & Instagram automationsSee everything it can doWhatsApp AutomationsSee everything it can do

Fully Managed by Zoye

One AI workspace built around how small businesses really work. Fewer separate tools, and less to pay for.

WhatsAppSlackClaudeWeb Platform

A day with Zoye

  1. 09:00

    Morning: what's on?

    What's on today?
    3 meetings and 2 follow-ups. I'll send you a reminder before each one.
  2. 12:30

    Midday: a deal walks in

    Just met Mike from MindGap. $75K deal - assign best person and follow up.
    • Deal: MindGap - $75K
    • Contact: Mike linked
    • Task assigned + due date set
  3. 16:45

    Afternoon: a voice note does the paperwork

    0:14

    Done - here's what I did:

    Contact addedTagged VIPLinked to deal
How Zoye works on WhatsApp$2,400/yrAvg saved

Replaces

See plans & pricing

Loved by the businesses that run on it

Real reviews from Zoye customers, published on Trustpilot.

TrustScore 4.4 out of 511 reviews on Trustpilot
  • Trustpilot

    Convenient system for businesses

    Zoye is a very convenient system. The whatsapp agent is helpful and has many options, and takes initiative which is really nice. I'm still learning as new features are being added. Recommended

    YDYarin DanielIsrael · Sep 25, 2026
  • Trustpilot

    Amazing one stop shop to manage all my clients, leads, opportunities, sales, etc. The WhatsApp agent is great and very useful and helpful! I recommend it for any type of business.

    LNLiana NIsrael · Jul 16, 2026
  • Trustpilot

    It's been a good experience so far

    It's been a nice experience using mostly the agent. Sometimes I like checking my boards but mostly using the agent

    ESEden ShotashviliIsrael · Aug 3, 2026
  • Trustpilot

    Awesome stuff, my friend just show it to me. I can replace many tools from my stack

    LSLászló Sz.Hungary · Aug 5, 2026
  • Trustpilot

    Very comfortable app, I use it daily in my business

    SShaiIsrael · Jul 16, 2026
  • Trustpilot

    Helps me a lot everyday, highly recommend!

    AAdamHungary · Aug 4, 2026
  • Trustpilot

    Wow,it was incredible,I really enjoyed it

    DPDavid PichkhadzeUnited Kingdom · Aug 4, 2026
  • Trustpilot

    I had a wonderful experience

    Excellent, very satisfied.

    NKNoa KhasdashviliIsrael · Aug 4, 2026
  • Trustpilot

    smooth and well made

    EREtay RaSouth Africa · Aug 5, 2026

AI assistant questions

Everything you can ask Zoye to do for you.

What can Zoye do?
Zoye adds records, gets things done, books meetings, writes drafts and helps you decide, across your whole workspace. It runs your CRM, tasks, deals, calendar, documents, notes, budget and reports by chat or voice, and every change shows up in the workspace instantly.
Does Zoye work on WhatsApp?
Yes. Zoye is available on WhatsApp in addition to the web app, so you can capture, ask, and act from your phone without opening the app. You can also connect Zoye to Claude, which then works your workspace directly from the chat. Beyond that, Zoye integrates with Slack, Google Calendar, Gmail and Google Drive - all live. Outlook and Apple Calendar are on the way.
Can Zoye understand voice messages?
Yes. Send a voice note and Zoye transcribes it and acts on it. Voice and text are both supported anywhere you work, including inside WhatsApp.
Can Zoye import contacts from a screenshot, PDF or CSV?
Yes. Drop in a screenshot, upload a PDF, .docx or CSV, or paste meeting notes. Zoye pulls out the contacts, companies, deals and tasks and adds them to your workspace, no typing needed.
Does it remember things I tell it?
Yes. Tell it how you work, what your business does, where certain leads should go or how you like things worded, and it keeps that and applies it next time. The memory is per person, so your preferences are not imposed on your teammates, and you can ask it what it remembers and change any of it whenever you like.
Does Zoye assign tasks automatically?
Zoye suggests the right owner for any task, deal or event based on expertise and workload, balances assignments across the team, and asks you to confirm before reassigning anything.
Does Zoye integrate with Google Calendar and Gmail?
Yes. Zoye reads, drafts and sends through Gmail; books, moves and reminds through Google Calendar; finds files in Google Drive to pull into the conversation; and sends, receives and acts on Slack messages alongside your workspace. Outlook and Apple Calendar are on the way.
Can Zoye draft emails and follow-ups for me?
Yes. Zoye drafts personalized emails based on contact history, runs bulk follow-ups for everyone in a stage or segment, and turns rough notes into polished documents - in the tone you choose.
How does Zoye decide which deals need attention?
Zoye looks at your pipeline, how each deal is moving and how engaged each contact is, then gives you specific advice based on your own data, not generic tips. Ask anytime for slipping deals, a weekly wrap-up or workload alerts.
Can Zoye add custom fields or change views?
Yes. Add custom fields to any record, show or hide fields per person, and filter, sort or group just by saying what you want to see, all without leaving the chat.
Will Zoye execute actions without my confirmation?
Not for anything risky. Zoye asks before it deletes something or makes bulk changes, then shows you exactly what changed. It never says something is done when it isn't, and it never makes up data.
Can I give the assistant standing rules?
Yes. Say "from now on..." and Zoye saves it as a standing rule that holds on every future request until you change, pause or delete it, or until an end date you set. Some rules, like putting new leads in a workspace or tagging them, are applied to every new lead automatically, including leads from forms, imports and ads. Team-wide rules proposed by a teammate go live after the owner approves them.
Can I undo something the assistant did?
Yes. Say "undo that" and Zoye reverts its last action, or ask it to list recent changes and pick the one to take back. It works for changes made by the assistant on any channel, by you in the app, or by an automation, and the undo itself can be undone.
Can the assistant do work on a schedule while I am away?
Yes. Describe the job and when it should run, for example "every Monday at 10, summarize my business and what I missed" or "every morning, tell me which deals went quiet". Zoye runs the whole task on schedule and sends you the result in the app, by email, on WhatsApp or in Slack, depending on your notification settings.
Can Zoye hand work to Claude or Claude Code?
Yes. Ask Zoye in the app, on WhatsApp or in Slack, for example "ask my Claude Code to fix the failing test". Zoye passes it to Claude and brings the answer and any files back to the same chat. If Claude needs your OK for a step, Zoye asks you right there. It can run on your own Claude Code with the Zoye plugin, on your company's Anthropic key, or in the cloud on your Zoye credits.
Is the assistant included, or is it an add-on?
It is included with every plan, including the free one. Plans differ in how many assistant prompts you get per month and which advanced tools are included, and you can scale prompts with a slider inside your plan. The pricing page has the current numbers.
Still have questions? hello@zoye.io
All FeaturesEvery tool in the Zoye workspace, on one pageWorkflow AutomationsDescribe a rule, Zoye builds and runs itAI NotetakerIt joins the call and turns notes into tasksAgent on WhatsAppRun your whole business from a WhatsApp chatWhatsApp AutomationsAuto-message, qualify and broadcast on WhatsAppFacebook & InstagramComments and ads become leads, answered in seconds

From Our Blog

Short guides on this topic, from our blog.

Business owner reviewing work on a phone, representing an AI assistant that acts on live company data

AI Assistant for Business Owners: What to Hand Over and What to Keep

AIAI AgentsSmall Business

An AI assistant for business owners: one that drafts versus one that executes, what it must never do unasked, and the five jobs to hand over first.

Aug 12, 2026
15 min read
Small business owner reviewing work an AI agent completed automatically on a laptop

AI Agents for Small Business in 2026: What They Are and Which to Pick

AIAI AgentsSmall Business

AI agents for small business explained: agent vs chatbot vs assistant, what running a business really requires, and which 2026 option does the work itself.

Jul 2, 2026
15 min read
A small business owner watching an AI Business Operator run leads, deals, and follow-ups on a single dashboard in 2026

What Is an AI Business Operator? The 2026 Guide

AIAI AgentsBusiness Automation

An AI Business Operator runs your back office by conversation: capturing leads, booking clients, updating records, and chasing follow-ups. Here is what it is.

Jul 19, 2026
14 min read

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The AI-native CRM and agent you run your whole business with

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