Meet Your AI Team
ZAPTIZ ships with a full AI workforce: autonomous agents that run on a schedule and draft work for your approval, and on-demand AI tools you use like power features.
One rule above all
Every agent ships in draft-and-approve mode. Reminders, follow-ups, requisitions, quotations, GRNs — the AI drafts them, a human clicks Approve/Confirm/Send. Auto-pilot modes exist but are off by default and opt-in per agent. Wherever money is involved, the numbers are computed deterministically in code — the AI writes the words, never the figures.
The one exception is the WhatsApp Sales Agent, which replies to customers directly — which is exactly why it's off until you switch it on, can't quote a price unless you separately allow it, and hands the conversation to a person the moment it's out of its depth.
The agents
| Agent | What it does | Where |
|---|---|---|
| Quote Studio | Customer enquiry (text/photo/drawing) → draft quotation | Sales → Quote Studio |
| CRM Follow-up | Chases leads going cold with escalating emails | Sales → Follow-ups |
| WhatsApp Sales | Answers inbound WhatsApp messages, escalates to a human | Settings → Integrations → WhatsApp |
| Smart Procurement | Daily sweep: what to buy, cheapest vendor, draft requisitions | Purchase → Smart Procurement |
| Invoice Reader | Reads supplier invoices/challans, flags over-billing, drafts GRNs | Purchase → Invoice Reader |
| Production Planner | Ranks open jobs into the best build order (advisory only) | Production → Planner |
| Collections | Escalating payment reminders with Pay-Now links | Accounts → Collections |
| Zaptiz GST | Computes GSTR-1/3B, ~20 error checks, filing calendar | Accounts → Zaptiz GST |
| Daily Briefing | The owner's AI-written morning brief | Company → Daily Briefing |
| Ask Your Data | Plain-English analytics with charts, inside the chat | The chat assistant |
| Security Sentinel | AI firewall watching every prompt; incidents & blocklist | Company → Security |
| Price-List Intelligence | OCR-imports supplier price lists into your catalog | Purchase → OCR Import |
Every plan includes every agent. Plans differ on monthly credits, seats and support — never on which agents you may use. See Plans.
The on-demand AI tools
Always included, never plan-gated:
- AI Chat Assistant — the sparkle button on every page. Ask about your data, get charts, propose actions.
- Voice — dictate to the assistant, have answers read aloud, or hold a hands-free conversation.
- Photo Analyzer — photo of a panel → every component identified and matched at three budget tiers.
- BOM Generator — description or drawing → complete parts list.
- Panel Design Studio — draw, trace, measure, count → costed BOM.
- Drawing Manager — the library that feeds the analyzers.
- Auto Costing — BOM → traced selling price.
How agents run
- Scheduled sweeps — Collections, Follow-ups, Procurement, Planner, Briefing and GST run automatically (daily/hourly/monthly as appropriate). Each also has a Run now button.
- On demand — Quote Studio, Invoice Reader, Price OCR and all the tools run when you click.
- Always on — Security Sentinel screens every AI prompt inline.
The "How it works" banners
Every AI page opens with a dismissible banner explaining the feature in three steps. Dismiss it with × — it collapses to a "How does X work?" pill you can reopen any time.
Paying for it
AI usage is metered in credits — a small chat costs a few dozen, a full photo analysis a few hundred. Every feature also has per-user rate limits. Full details: AI Credits & Limits.