You
Add Daniel Levi from SimilarTours, daniel@similartours.com, he wants a quote for 40 rooms
Zoye
Added Daniel Levi to SimilarTours with that email, and created a deal for the 40 room quote with a follow-up task for tomorrow.
Your whole business, one WhatsApp chat
The same assistant that runs your workspace, right in the app you already have open. Send a message, a voice note or a photo of a business card, and the work is done before you put the phone down.
CRMTasksCalendarDocsNotesBudgetReportsAutomationsBookingsChatsAI Notetaker
TrustScore 4.4 out of 511 reviews on TrustpilotJust ask Zoye
Add Dana from this business card and remind me to call her Monday
On it. I'll take care of it and let you know.
Type it or say it out loud. No menus to learn first.
Same brain
as the web app, not a cut-down version
Voice
send a note, it acts on it
Files
PDFs, photos and spreadsheets read and filed
0 apps
to install on your phone
What people actually send it
Real requests, in the words people really use. No commands, no slash syntax, no keywords to remember.
You
Move the Marina deal to negotiation and push the close date to end of month
Zoye
Marina is now in Negotiation, expected close 31st. The owner has been notified.
You
What is in my pipeline this month?
Zoye
14 open deals worth 82K. Four are past their close date, and three have not moved in two weeks. Want the list?
You
[voice note] Remind me to send the revised quote Thursday and book a call with Sarah next week
Zoye
Task created for Thursday, and I have offered Sarah three slots next week. I will tell you when she picks one.
You
[photo of a business card]
Zoye
Read the card and added Maya Cohen at Trulygo as a contact with her mobile and email. Want a follow-up task with it?
You
Follow up with every lead who has not replied since Monday
Zoye
That is 6 leads. Confirm and I will send each one a short, friendly follow-up.
Everything the web app can do, from the chat
Same assistant, same abilities. WhatsApp isn't a cut-down Zoye, it's Zoye with a different keyboard.
Create and update anything
Contacts, companies, leads, deals, tasks, meetings, notes and documents.
MoreLess
If you can do it on screen, you can ask for it here.
Ask for numbers
Pipeline, workload, overdue tasks, this week's meetings, how a rep is doing.
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Real figures from your live data, never a guess.
Voice notes
Talk while you drive.
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It transcribes, understands the request, and does it, including several things in one note.
Files and photos
Send a PDF, a spreadsheet, a screenshot or a photo of a business card and it reads the contents and files the records where they belong.
Bulk work
"Chase everyone who has not paid" touches many records at once, and asks for one confirmation before it does.
Build automations
Describe a rule from your phone and it goes live in the workspace, exactly as if you had built it at your desk.
The part that makes it safe to trust
An assistant that can change your business data has to be honest about what it did. So we built it that way from the start.
It never claims what it didn't do
If a write fails, you are told it failed.
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Zoye is built so a confirmation cannot be sent unless the change actually landed.
Big changes ask first
Deleting, bulk updating or sending to many people gets one clear summary and waits for your yes.
Your permissions follow you
The chat obeys the same roles and record visibility as the web app.
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Nobody sees more on WhatsApp than they see on screen.
It knows what it cannot do
When something is out of reach it says so plainly and points at what would work instead, rather than inventing an answer.
Zoye connects through the official WhatsApp Business Platform. The number stays yours, and your team members each link their own phone, so every action is attributed to a real person.
WhatsApp is just one way in
Every channel talks to the same assistant with the same tools and the same permissions, so a new one never means a new set of things it cannot do.
The web app
The full workspace, chat first, with every record a click away.
Everything above, from the app already open on your phone.
Slack
Ask from the team channel, so the answer is where the work is discussed.
Claude
Connect once, then work your Zoye workspace directly from a Claude conversation.
Live in three steps
No app to install, no new number to give out, no training for the team.
Connect WhatsApp
Link your business number in the workspace settings, on the official WhatsApp Business Platform.
Link your phone
Each person links their own mobile once, so every action carries their name and their permissions.
Send a message
That is the training.
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Write what you want in normal words, and it works from the first message.
Not a WhatsApp chatbot
Chatbots reply. This one does the work and then tells you what changed.
A WhatsApp chatbot
Zoye on WhatsApp
- "Add this contact"
- A WhatsApp chatbot: Captures text into an inbox
- Zoye on WhatsApp: Creates the contact on the right company
- "How is my pipeline?"
- A WhatsApp chatbot: A canned FAQ answer
- Zoye on WhatsApp: Live figures from your own records
- A voice note
- A WhatsApp chatbot: Unsupported or forwarded to a human
- Zoye on WhatsApp: Transcribed, understood and acted on
- A photo of a card
- A WhatsApp chatbot: Stored as an attachment
- Zoye on WhatsApp: Read, and the contact is created
- Something risky
- A WhatsApp chatbot: Does it, or fails silently
- Zoye on WhatsApp: Sums it up and waits for your yes
- New feature in the product
- A WhatsApp chatbot: Has to be added to the bot separately
- Zoye on WhatsApp: Works on WhatsApp the day it ships
What it looks like day to day
A few real moments, handled by sending Zoye a message on WhatsApp or in the app.
Between meetings, on your phone
Add Dana from this business card and remind me to call her Monday
Zoye reads the photo, creates the contact, and sets the reminder. Done before you put the phone down.
A voice note while driving
(voice note) Move the Acme deal to proposal and tell the team
Zoye understands the voice note, updates the deal and notifies your team.
A quick question
How many new leads came in this month?
You get the live number in seconds, with a link to the full report if you want it.
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.
- Comment to DM
- Lead ads, synced instantly
- Every chat on the contact card
- Lead Bot run by Zoye
- Payments 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
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
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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
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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
MayaFound you on InstagramHot lead
- Commented "I want" on your reel
- Got a quick reply, and your offer in her DMs
- Asked about times on WhatsApp and booked a call
- Saved as a lead, with a reminder for you to call her
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?
Zoye on WhatsApp FAQ
What it can do, how it is set up, and how it stays safe.
Is this the same assistant as in the web app?
Yes, exactly the same one, with the same tools and the same permissions. Zoye is one assistant on every channel, so anything that works in the web app works on WhatsApp, and anything new arrives on both at once.
Can it write to my CRM, or only read?
It writes. Create and update contacts, companies, leads, deals, tasks, meetings and notes, move stages, assign people and send messages. Risky or bulk actions are summed up first and wait for your OK.
Do voice notes work?
Yes. Send a voice note and it is transcribed and acted on, including notes that contain several requests at once. It is the fastest way to use Zoye while driving or between meetings.
Can I send files and photos?
Yes. Send PDFs, spreadsheets, screenshots and photos of business cards or receipts, and Zoye reads them and files what's inside on the right contact, deal or expense.
Is this official WhatsApp, or a workaround?
It runs on the official WhatsApp Business Platform, so message approval, consent, opt-out and pacing are all handled the way WhatsApp requires. Your business number stays yours.
How does the team use it?
Each person links their own mobile number once. From then on, every message they send carries their identity and their permissions, so nothing is visible or editable on WhatsApp that would not be on screen.
From Our Blog
Short guides on this topic, from our blog.
