ZicAgent: ask and it gets done

Open it

1. Click the round button in the bottom right corner of any page (Ask ZicAgent). It is the same ZicAgent, with the same chats, in the Leads Engine and in Email Marketing.
2. Pick a suggestion, or type a request such as "Find 100 heads of sales at SaaS companies in Germany" or "Why isn't my campaign sending?" and press Enter. Shift + Enter starts a new line.
3. On a table, campaign, mailbox or Unibox conversation, "this table", "this campaign", "this mailbox" or "this reply" means the one you are looking at.
4. Click the expand button for a wider panel, and press Esc or the close button to hide it.

Home, Chat and Help

• Home: the Ask card, Chat with support, your five latest chats and the first help articles.
• Chat: a new chat with suggestions for the module you are in. Open an earlier chat from Recent chats or the history button.
• Help: every article in this guide with a search box. Ask ZicAgent about this starts a chat about the article you are reading.
• At the top, switch between ZicAgent (do tasks) and Support (get help). See Help chat and support.

What you can ask in Email Marketing

• Campaigns: create one, write its sequence (up to 10 emails, with subject and body versions), add leads from a table, duplicate it, change its Settings tab (timezone, start time, days, window, daily limit, ramp, tracking, text only, mailboxes) and launch, pause or resume it.
• Why isn't my campaign sending? It checks the campaign and offers the fixes.
• Replies: show today's replies, interested first, draft answers, set a lead status and send the answer you choose.
• Mailboxes: list them with their health, pause or resume one, turn warmup on or off, change a daily limit, or connect a new mailbox with a secure form in the chat (your password never reaches ZicAgent).
• Deliverability: check mailboxes, SPF, DKIM, DMARC, MX and blocklists, and re-check a domain now.
• CRM: find and add contacts and companies, create and move deals, add notes, log calls and meetings, create and complete tasks, and run a report for 7, 30 or 90 days.
• AI Reply Agents: list them, create one (it starts switched off), switch one on or off, and choose the agent for a campaign.
• Analytics: an overview, your opportunities and a weekly report that compares the last 7 days with the 7 before.

What you can ask in the Leads Engine

Find people or companies, search Google for local businesses, find companies that are hiring, build and clean tables, add AI and waterfall columns, verify emails and send a table to a campaign. See ZicAgent in the Leads Engine.

Changes wait for you

• Searching, reading and checking happen at once. Anything that changes something (create, import, edit, run a column, launch, pause, send a reply, add leads, change settings) shows a card first with a short summary and the details.
• Nothing happens until you press Confirm on the card. Cancel drops it.
• Launching or resuming a campaign, replacing a campaign's sequence, sending a reply and anything that can use more than 100 credits also need the I understand what this does tick.
• Deleting (rows, duplicates, a webhook, an API key, a suppressed address) needs you to type DELETE.
• When a run spends credits (running a column, verifying emails) the card says how many it can use at most. Actions spend credits exactly as the same button on the page would.
• A card works once and expires after 15 minutes. Ask again and ZicAgent checks the current state first.

Example requests

• "Create a campaign for CTOs at seed-stage SaaS companies and write a 3-step sequence."
• "Add the leads from the table Funded startups to this campaign and launch it on Monday at 9:00."
• "How is my deliverability? Check my mailboxes and domains."
• "Show today's replies, interested first, and draft answers."
• "Move the Haven & Clear deal to Signed and add a task to send the contract tomorrow."
• "Pause every mailbox with a health below 80."
• "Give me my weekly report."

What only owners and admins can ask

• Webhooks (list, add, remove), API keys (list, revoke) and removing an address from the suppression list.
• New API keys and webhook passwords are only ever entered on their pages, never in the chat.
• Team, billing, MCP, connected apps and integration keys are not done through ZicAgent. Open Settings for those.

Credits

• ZicAgent uses 1 credit per message from the workspace balance. If no answer comes back, the credit is returned.
• Connect your own AI model in Settings, Integrations, AI models and ZicAgent uses no credits for its messages.
• Searches and reads cost nothing. Actions cost what they cost on their own page, for example verifying an email, and the confirmation card shows the most credits an action can use.

Memory and history

• Say "remember..." to keep a fact, such as who you sell to, and "forget..." to remove it. The bookmark button shows what ZicAgent remembers (up to 50 short notes), and you can remove any of them.
• Your chats and memories are private to you. The history button lists your last 30 chats; click the bin twice to delete one.
• ZicAgent also reads your AI Training. When a task needs something it does not have, such as your offer, it asks you and saves your answer there after you confirm.

Turning it off

• Owners and admins can turn ZicAgent off for everyone in the workspace: open the history view and click Turn off next to ZicAgent for everyone in this workspace. Turn on for this workspace switches it back.
• While it is off, members see the support chat button instead.
• ZicAgent is also off while the ZicReach team is signed in to your account for support.