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Meet your AI team
no oat‑milk lattes required

Three AI helpers inside WorkZeal. Each has its own job and gets it done while you focus on yours.

WorkZeal AI team: Insider finds clients, Lucy writes and translates, Helper answers customers Insider Lucy Helper
The best-looking assistant

AI Assistant Lucy

Lucy is your secretary in WorkZeal. She helps you translate, polish your writing and find what you need online. Always at hand — the ✨ button in the top bar. Too bad she can’t make coffee.

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AI Assistant Lucy
Helperanswers from your knowledge base

From documents, not from memory

We don’t train the model on your data. For every question, Helper first finds the right passages in the knowledge base you’ve connected — and answers only from them. This is called RAG, retrieval-augmented generation.

  1. 1
    Connect your sources Your help center, external services and files: price lists, policies, catalogs.
  2. 2
    Helper finds the answer It searches by meaning, not by matching words.
  3. 3
    Your customer gets a reply Short, clear and strictly within your knowledge base.

  • Answers customers instantly

    Helper works in your customer chat and answers questions about any of your products and services in seconds — day or night.

  • Knows your product range

    Prices, availability, lead times, terms and specs — Helper takes it all from your materials and gives accurate, clear answers.

  • Doesn’t make things up

    It answers only from the knowledge base you’ve connected. The model isn’t trained on your data, so its answers always match your documents.

  • Connects to your help center and files

    Help center, external services and documents: PDF, Word, Excel, presentations — even audio and video.

  • Searches by meaning

    A customer asks “how long to ship to Chicago?” — Helper finds the “Delivery times” section, even if the words don’t match.

  • Updates without retraining

    New price list? Upload the file, and Helper answers with the new prices right away. No weeks of model training.

More than 45 file formats

Upload what you already have. Nothing needs to be rewritten for the bot.

Documents
pdfdocxdocrtftxtmdtexmsgmpp
Spreadsheets & data
xlsxxlsxltxlaxlwcsvjsonjsonlxml
Presentations & web
pptxpptppspotppahtmlxhtml
Audio
mp3wavm4aoggflacaacaiffamrmidi
Video
mp4movavimkvwebmwmvmpegflvogvts3gp3g2
Insideragent scenario

The agent takes the first step for you

Insider finds companies that match your customer profile and adds them to the CRM on its own. Then your usual trigger automation takes over: an email, a reply, a task, a new status. Here’s what it looks like from the inside.

insider · log scheduled · 9:00 AM

  • Runs on a schedule

    Every morning at 9:00 AM or once an hour, the agent runs the scenario on its own. No clicks needed.

  • Every step in the log

    See what the agent found, what it added, what it skipped and why. Easy to check.

  • The same result every time

    The scenario is saved. Only the data changes — the steps and the output format stay the same.

  • Agent + triggers

    The agent handles what takes thinking: searching, checking, choosing. Emails, tasks and statuses are left to automation.

What you can hand off to Insider

  • Find and add 10 new potential clients
  • Fill in missing emails from company websites
  • Check new clients against the official business registry
  • Send me a summary of open deals every Monday
  • Find clients who haven’t bought anything in 3+ months
  • Create tasks for deals with no activity in 2 weeks
MCP server

WorkZeal, right in your AI chat

Connect WorkZeal to Claude, ChatGPT, Cursor and other AI tools. Ask and assign in plain words — the model finds, creates and updates what you need across companies, deals, tasks, finance and email.

Set up in a minute
  1. 1Add the server to your AI tool
  2. 2Sign in with your WorkZeal account
  3. 3CRM tools appear in the chat
https://mcp.workzeal.com/mcp
Setup guide for Claude, ChatGPT Codex, Cursor and VS Code

  • Plain words

    “What money came in today?” “Assign Michael a task for tomorrow.” The model picks the right tool itself.

  • More than 35 tools

    Companies, contacts, deals, tasks, documents, finance, products and email. Read, create, update and send.

  • Finds the data for you

    A working email, phone and Tax ID — straight from the company’s own website.

  • Your permissions, nothing more

    The model sees and changes only what the connected user’s role allows.

  • No tokens, no developers

    Sign in through your browser with your login and password. For clients without OAuth, there’s an API token.

  • Revoke access in one click

    Every connection is listed in Settings → API. Turn it off, and the app loses access instantly.

Works with
  • Claude
  • Claude Code
  • ChatGPT Codex
  • Cursor
  • VS Code
  • any MCP client