Not a chat window bolted onto a CRM. Zoye does everything the app does, plus the work the app has no button for: pulling records out of a PDF or a voice note, chaining five steps from one sentence, choosing who should own a deal, remembering how you like things done. It reads your live data before it answers, asks before anything destructive, and reaches you in the app, on WhatsApp, in Slack or by voice.
CRM, tasks, schedules, files, notes, budget, reports - all of it lives in Zoye, all of it can be driven by your assistant. It captures, executes, schedules, drafts and decides for you, and surfaces the things you actually need to see.
Every UI action has a matching assistant capability. And then some.
Add Deals, Contacts and Tasks from notes, screenshots and files. No manual entry.
One sentence in, multiple actions out. Zoye chains them together.
Zoye reads your workspace and gives you a real point of view.
It keeps what you tell it about yourself, your business and your preferences, and applies it next time without being reminded.
Meetings, reminders and recurring follow-ups - with availability that fits everyone.
The AI Notetaker joins Zoom, Google Meet and Teams calls, and the assistant turns what happened into work.
Emails, follow-ups, proposals and notes - written in your voice.
Zoye picks the right person by expertise and workload, then executes on confirmation.
Describe something that should keep happening and it writes the rule, shows it to you, and runs it after you approve.
Add custom fields, change views and tweak preferences without leaving the chat.
Talk to Zoye however suits the moment - the answer is always live data.
Plays nicely with the tools you already use.
The same brain, the same full toolset, the same permissions. Nothing is second-class because you asked from your phone.
A chat-first workspace where replies come back as live entity cards you can open, edit and act on.
Text it, send a voice note, or forward a PDF or a photo of a business card and it files the data for you.
Talk instead of typing. It transcribes, understands and acts, which is the whole point between two meetings.
Ask from the channel your team already lives in, and the answer comes from your real records.
Connect once and Claude works your Zoye workspace directly, without leaving the conversation.
A new channel inherits the full toolset on day one, because there is one assistant behind all of them and only the presentation changes.
An assistant with real write access is only useful if it is boring about safety. This is what stands behind every action.
36 of its actions are confirm-gated. You get a plain-English summary of exactly what is about to change, and nothing happens until you say yes.
A reply claiming a change is checked against the change that actually landed. If the write failed, it says so instead of showing you a green tick.
Every read and write is scoped to your organization and your workspaces, and checked against the same permission matrix as the interface. Admins are not exempt.
Your Gmail, Calendar and Drive are linked to you personally. A teammate's assistant cannot read your inbox, and neither can anyone else's.
Ask for something outside its reach and it tells you plainly, then offers the closest thing it can actually do. It does not invent data to look helpful.
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.
Real examples - copy them, riff on them, or just talk to Zoye.
Most products added a chat box. The question is what happens after you press enter.
| What matters | The AI bolted onto other tools | Zoye |
|---|---|---|
| What it can do | Summarize, draft, suggest | Every action in the interface, plus the ones the interface cannot do at all |
| Where the answer comes from | A model guessing from context | Your live records, read at the moment you ask |
| When it is unsure | Makes something up confidently | Says what it cannot do and offers the nearest thing it can |
| Reach | One product, one tab | CRM, tasks, deals, calendar, docs, invoices, email, WhatsApp, ads |
| Where you can use it | Inside that app only | App, WhatsApp, voice, Slack and Claude, with the same permissions |
Everything you can ask the Zoye assistant to do for you.