Ask-your-pipeline: question your business in plain language

"Which deals went quiet this week?" "What did Marriott ask in their demo?" "How many quotes over $5,000 are unopened?" It answers ONLY from your tenant’s data — no data, no claim, the same discipline as every Zanus answer. It can draft the follow-up email; sending always stays with you.

• Contacts, companies, funnels, quotes, transcripts, stats
• Numbers come from queries, never from model memory
• Drafts land in your operator queue — never auto-sent

Deal Plan: the plan to win, one click

On any contact or company: stakeholders engaged (and the missing ones), objections raised — answered and unanswered — engagement trajectory, and the next three steps as concrete Front Office actions.

• One page, human-readable, regenerate anytime
• Built from the full story: every call, chat, demo and email
• Works at company level too

Programmed by talking. Nothing changes without your yes.

Lisa reads your website, interviews you by voice or by chat — only about what the site does not say — writes every department, and tests it with exam calls before the line opens. Afterwards you change anything by telling her: “in Sales, add: we close at noon on Fridays in August.” A rule can carry dates: “the Christmas greeting until December 27.”

• Your website is the first interview — you answer only what it does not say
• Exam calls before the line opens; every real call reviewed afterwards
• She proposes improvements; you say yes or no. Nothing changes without your yes
• Keep your existing number and your existing phones

From your mobile, tell Lisa what to do with the caller on hold

A person who took a call on his mobile presses a key and tells Lisa: “transfer him to Mary”, “take a message”, “send him to voicemail.” The colleague receiving the transfer can say yes, no, voicemail, message, or the name of a department. Callers who drop in the menu are logged as call-back leads with number and path taken.

• Your whole team works from the phones they already have
• The administrator holds the first phone: an extension that rings in the browser, with hold, transfer, consult, a voicemail inbox and the AI beside him
• Every further person who wants a phone of his own inside Front Office is an operator — forwarding a call to someone’s mobile never needs one
• Hang-ups called back automatically — see Auto-Call below for scheduled calls

When your people are on the call, the AI is in their ear — AI ASSIST

Your operators work with headsets in the phone panel: outbound from to-do lists (yours, or the ones the AI prepares from hang-ups and follow-ups), inbound from the queue. Flip the AI ASSIST toggle and the AI listens to the live conversation and proposes, in real time, what to say — grounded answers in a side panel, each with its knowledge source named. The operator reads and talks — the AI never speaks into the call.

• Outbound from operator to-do lists, inbound from the queue — same panel, same knowledge
• New operators sound experienced on day one; nobody quotes a policy from memory
• Answers appear while the customer is still asking — sources shown
• Same knowledge base as every other channel — one truth
• Switch it on only for the calls where you want it

It closes, then hands over clean

The chat gives product answers, runs the demo, builds the quote and books the meeting. Your staff only handles the "needs human" queue.

• Full funnel in the chat window
• Instant handover with full transcript
• Auto dark / light theme, your branding

Next-generation chat, face to face

The chat window becomes a conversation face to face: your AI presenter speaks, listens with barge-in, and shows what it explains — while every word stays grounded in your approved knowledge.

• Real-time speech with barge-in — “speak naturally, interrupt anytime”
• Text, voice, or face-to-face: the visitor chooses
• One tap to a human: “Connect me with a sales rep” is always there
• Claim guard: no source, no claim — now with a face

Your demos get a presenter

The flagship AI Demo gains a human presence: the avatar delivers your approved storyline eye-to-eye, answers live questions from your knowledge, and books the meeting at the end. Viewers toggle the face with a USE AVATAR control — on a slow connection the voice continues seamlessly.

• Narrates the exact pitch you approved
• Live Q&A mid-demo, then resumes the script
• Delivered ~2 minutes after the form fill, any hour
• See AI Demo — the flagship →

A presenter persona, tailored to your brand

At your Done-for-You AI Launch you configure the persona your customers meet: name, portrait, backdrop — your office photo, brand color or a transparent stage — and where it appears (sales conversations only, or every chat). Voices are configurable per department.

• Name, face, voice and backdrop set at launch
• Backdrop: office photo, brand color, your own image
• Appears where YOU decide — sales chats only, or everywhere
• Per-department voices included

Presented by a person — your AI Avatar

Your demos can be fronted by the AI Avatar: a lifelike presenter who delivers the pitch eye-to-eye, reacts to the customer, and answers questions face-to-face.

• The avatar narrates your approved storyline
• Face-to-face Q&A — the customer talks to a lifelike AI presenter
• Same avatar as your chat: one brand persona everywhere
• Meet the AI Avatar →

Demo Marketing follows up by itself

Watched the demo? Personalized nurture starts automatically — follow-up emails grounded in what the customer actually asked during the demo.

• Per-viewer follow-up sequences
• Engagement tracking: who watched, how far, what they asked
• Books the human meeting when the buyer is ready

From form fill to booked meeting, hands-free

The system itself works the leads: instant grounded reply, demo link, follow-up sequence, booking. Your staff handles only the "needs human" queue.

• Response in minutes, 24/7
• Every touch logged with transcript
• Competitor and free-mail screening built in

End customers, companies, resellers — three tabs, one truth

Contacts & Leads keeps end customers, the companies they belong to and your reseller network in one menu. A company card shows every stakeholder, the combined timeline and the health score; a reseller card shows their leads, approvals and web code.

• Contact → company → buying committee, mapped by the AI
• Health score 0–100 with the WHY on every record
• Reseller applications, approvals and their own lead flow

Qualification: the rules are yours, the work is the AI’s

Set what a qualified lead means for YOUR business: minimum budget, decision timeline, the fit questions the AI must ask, whether free-mail addresses count, which competitors’ employees to filter out. The AI asks in the conversation, scores the answers, and routes: qualified → demo or booking; unqualified → polite close; unsure → NEEDS HUMAN.

• Rules per department or funnel
• Competitor domains and free-mail screening built in
• Every score explained by the answers that produced it

Import review: old lists become live records

Trade-show badges, purchased lists, exports from a retired CRM — import them, review the AI’s matching (duplicates merged, companies recognized, junk flagged), then let the funnels work them.

• Duplicate detection and company matching
• Junk and competitor rows flagged before they pollute your base
• Hands the clean list to Marketing funnels

Keep Gmail or Outlook. Reply from Front Office.

Each person forwards a copy of his mailbox to his Front Office address and reads and replies in Front Office; a copy stays in his own mailbox; replies go out from your company’s own domain. Nothing to migrate, nothing to cancel.

• Your addresses, your domain — customers see nothing change
• A copy always stays in the person’s own mailbox
• A direct connection to Microsoft 365 and Gmail is coming

AI RESPOND — the whole reply, written for you

Lisa writes the reply from the thread, the customer’s history and the company’s knowledge; the person reads it and sends. Ask for changes in plain words. The same knowledge base answers the phone and the chat — one truth on every channel.

• Summarise a thread, translate it, read it aloud
• “Make a quote for 5 units at 10% discount and attach it” — done, inside that person’s discount authority; above it, the quote waits for approval
• Per department: AI drafts and a person approves · AI answers alone · people only

Quote-to-cash without a second system

Elsewhere, configure-price-quote is often a separate product bolted on top. Here, quoting is one included function of your integrated Front Office — connected to every conversation.

• No per-user CPQ tax
• Connected to chat, phone, demo and email history
• Quote-to-cash without a rollout project

From demo to quote to signature — one funnel, no gaps

The AI Demo, AI Quoting and Web Forms all hand their leads to Marketing. Each preset knows what happened before: "watched 80% of the demo, asked about pricing twice, quote unopened for 6 days" becomes the next email, not a guess.

• Presets: demo chase, quote chase, web-lead chase
• AI direction in one sentence: "friendly, mention the trade-in offer"
• Every send, open, click and reply on the contact timeline

Escalation to a human, on purpose

A funnel is not a spam cannon. When a lead replies, opens the quote three times or asks a question, the sequence stops and the lead lands in the NEEDS HUMAN queue with the whole story attached — your rep calls a warm customer, not a list.

• Reply = sequence stops, human notified
• Engagement thresholds you set
• Phone call-back can be the last step of any funnel

Measured on the forecast board, not in feelings

Every funnel step shows on the Statistics → Forecast board: which sequence moved which deal, close probability before and after, and the WHY sentence for each change.

• Funnel performance per preset
• Close probability with the WHY
• Export PDF / XLS or schedule the report by email

Meetings with context attached — and Brief Me

Every booked meeting carries the full history: the chat, the call transcript, the demo watched, the quote sent. And every call task now has a Brief Me button — the same brief the AI writes for its own calls, rendered for the human: goal, history highlights, open questions, next step.

• Booking links for your website and emails
• Time-zone safe
• Brief Me — walk into every call the way the AI walks into its own: briefed
• Available on its own or inside a solution

Health score on everything — always with the WHY

Every contact and company carries a 0–100 health score recomputed from real events: recency, demo engagement, quote opens, reply sentiment, call outcomes. "62 and falling — no reply to the last two touches, quote unopened for 9 days."

• On contact cards, company cards and a sortable Statistics column
• Falling scores surface in the morning briefing’s At Risk list
• Available on its own or inside a solution

Every lost deal makes the next one easier to win

Objections that were never answered feed the knowledge-gap queue automatically. Answer once — every channel knows it forever. Aggregate view: your top 5 loss reasons this quarter.

• Post-mortems from transcripts, not from a rep’s memory
• Losses become knowledge, automatically
• Response-time stats included

Training and operations share one truth

When you update a price or a policy, the phone AI, the chat, the email AI and the training update together. No stale binders.

• Onboard new hires with AI
• Practice conversations before real customers
• Inside a solution — see pricing

Team Assistant: every employee gets a private AI

Each team member receives a personal link by email and gets their own private staff chat — on any device, no dashboard login. It answers from YOUR knowledge base, including staff-only pages the public channels can never surface.

• Personal links, sent and revoked from the dashboard — revoking locks out instantly
• INTERNAL-marked pages: answered here, never on website chat, voice or phone
• Every conversation saved with the TEAM badge and the member’s email
• The tutor and the whisperer are the same brain — one knowledge, everywhere

On the floor, in the truck, at the counter

The Team Assistant page opens on the employee’s own phone — internal procedures, staff pricing and escalation rules answered mid-shift, without a dashboard login or an IT rollout.

• Works on any device — personal link, no install
• Personal links for every team member
• Same claim guard: grounded answers only

Off-hours is where you win

A customer with a broken product at 9 PM gets an answer, a ticket and instructions — not voicemail. That customer stays.

• 24/7 in up to 40 languages
• Status updates sent automatically
• Inside a solution — see pricing

AI-native is a protocol, not a partnership

Some platforms let one chosen AI read your data — through their partnership, on their terms. Zanus takes the open road: a standard MCP server, so ANY AI you authorize can read your front office.

• Works with any MCP-capable assistant and with your own agents
• Scope checkboxes per token — least privilege by default
• Read-first: writes go through your approval paths

Not a replacement. A layer.

The old way: software your team operates, one screen at a time, with an “AI button” bolted on. The AI way: the whole front office is AI — it answers the phone, the chat, the e-mail and the web forms, and files the result in the systems you already trust. You keep the filing cabinet; the work moves here.

• Your CRM stays the system of record — the AI writes into it
• Your phone numbers stay — the AI answers first, your team first, or any mix
• Your mailboxes stay — forward a copy and reply from Front Office

Read the story: the old way vs the AI way →

Not a replacement. A layer.

The old way: software your team operates, one screen at a time, with an “AI button” bolted on. The AI way: the whole front office is AI — it answers the phone, the chat, the e-mail and the web forms, and files the result in the systems you already trust. You keep the filing cabinet; the work moves here.

• Your CRM stays the system of record — the AI writes into it
• Your phone numbers stay — the AI answers first, your team first, or any mix
• Your mailboxes stay — forward a copy and reply from Front Office

Read the story: the old way vs the AI way →

Not a replacement. A layer.

The old way: software your team operates, one screen at a time, with an “AI button” bolted on. The AI way: the whole front office is AI — it answers the phone, the chat, the e-mail and the web forms, and files the result in the systems you already trust. You keep the filing cabinet; the work moves here.

• Your CRM stays the system of record — the AI writes into it
• Your phone numbers stay — the AI answers first, your team first, or any mix
• Your mailboxes stay — forward a copy and reply from Front Office

Read the story: the old way vs the AI way →

Not a replacement. A layer.

The old way: software your team operates, one screen at a time, with an “AI button” bolted on. The AI way: the whole front office is AI — it answers the phone, the chat, the e-mail and the web forms, and files the result in the systems you already trust. You keep the filing cabinet; the work moves here.

• Your CRM stays the system of record — the AI writes into it
• Your phone numbers stay — the AI answers first, your team first, or any mix
• Your mailboxes stay — forward a copy and reply from Front Office

Read the story: the old way vs the AI way →

Polite failovers, not error screens

Over-cap chat falls back to lead capture. Voice falls back to text. The avatar drops to the free standby loop. Marketing sends shift to tomorrow. Customers see courtesy; scripts hit a wall — and the first fuse trip of the day emails your billing contacts, with every trip in the audit log.

• Customers see a polite fallback, not an error screen
• First trip of the day → email to billing contacts
• Every trip in the audit log

Credits on an honest gauge

Some AI features run on rechargeable credits, consumed only if and when you use them — and Protection guards that balance: a live gauge with the value in view, per-feature spend graphs, and auto-refill with a monthly cap that never double-orders. Refill directly from the app.

• Alert thresholds mailed BEFORE anything runs out
• Auto-refill: pick the pack, set the trigger, cap the month
• At zero the tenant pauses politely — a call in progress is never cut
• See plans →