Workspace and account
AI assistant page
The older assistant page with its own model and approvals. For most tasks, use ZicAgent.
Set it up
- Open the assistant from the ask bar on the Leads Engine home.
- Fill in Connect your LLM: provider, model and API key.
- Tell it what it should know about your business.
- Choose the permission level and a daily action limit, then click Save.
Use it
- Type a request in Chat and click Send.
- Actions that change things wait under Waiting for your approval. Click Approve or Decline.
- Earlier conversations are kept so you can pick up where you left off.