The morning plan
Up to 8 actions a day: an email, a call with talking points, a reminder or a deal-stage move. Each one about one lead, with the reason.
A sales agent that follows up for you.
Every morning ZLO AI reviews your leads, writes the follow-ups and tells you who to call. When someone replies or opens your deck, the next step is ready in minutes. Approve with a tap, or let it send.
Plans your morningWrites the follow-upReplies within minutesNotices who opened your deckSends in your nameBooks the reminderMoves the dealNever forgets a lead
A Tuesday with your sales agent.
You met 30 people at the expo last week. Here is what happens while you get on with your day.
- Your plan is ready before you wake up.Eight actions, most valuable first. Two replies are waiting, one deal is past its close date, and three hot leads have not heard from you since the expo.
- You approve six, edit one, skip one.Over coffee. The emails are already written in your words, with the reason for each. One tap sends.Sent in your name
- Samir replies: he wants a call next week.ZLO AI reads the intent, marks him interested and adds a reply to your plan with two time slots.
- Your reply to Samir goes out.You turned on sending for leads who replied, so it waited an hour in case you wanted changes, then sent.Sent by ZLO AI
- Layla opens your pricing deck.The agent notices and writes a light check-in, not a hard sell. It is held for tomorrow at 9:00, your working hours, with Don't send one tap away.
- Omar's deal has gone quiet.Nothing has happened for 12 days at the proposal stage. It is on tomorrow's plan with a reminder and three talking points for the call.
What it does, and what it knows.
No setup. It works from the leads, deals and emails already in ZLO, and learns from your results: which emails get replies, the best time to send, and what you prefer to skip.
5minutes from reply to next step
Reacts as it happens
A reply or an opened document becomes a ready next step at the top of your plan.
Knows who needs you
Replies, overdue follow-ups, opened documents, deals past their date and deals gone quiet come first.
Sends in your name
From your own Gmail or Outlook when connected, with your signature and address. Replies come straight back to the plan.
- New
- Meeting
- Proposal
- Won
Works toward your goal
Tell it “Book 5 meetings a week with logistics heads in Qatar” and the plan leans that way. Your progress shows on the plan, and every Monday a short report says what it did and what it got you.
Start by approving. Then let it send.
Three settings. Start with the first, and move up when you have seen a week of its emails.
Off
You tap every send
The default. Every email, call and reminder waits for you. Nothing goes out on its own.
On for engaged leads
Leads who replied or opened your documents
The safest place to start. These people already showed interest, and a quick reply is what wins them.
On for everyone
Every lead who agreed to be contacted
The full agent. Morning follow-ups go out by themselves, in your working hours, and you watch the replies come in.
- Every automatic email waits an hour, so you can read it and stop it.
- Only between 8:00 and 19:00 in your time zone, at most 5 a day.
- Never twice to the same lead within three days.
- Never to anyone who has not agreed to be contacted, or who unsubscribed.
- Every email it sent is on your plan, marked “Sent by ZLO AI”.
- Switch it off any time, in one tap.
The deal is usually lost in the week after the event.
Not at the booth. In the days after, when the cards are in a drawer and the inbox is full. That week is what the agent is for.
- You follow up with the five you remember.Every lead gets the right follow-up, in order of who matters most.
- A reply sits unanswered for two days.The answer is written within minutes and sent within the hour.
- Someone reads your deck and you never know.You know, and a check-in is on its way the next morning.
- Deals go quiet and quietly die.A deal with nothing happening is back on your plan with a reason to call.
You stay in charge.
- Consent first.It only emails leads who agreed to be contacted. Found prospects and imported contacts stay manual.
- Everything on one screen.Every suggestion, every send and every skip is on your plan. Nothing happens out of sight.
- It reads replies once.Only the intent and a one-line summary are kept. The reply itself goes to your inbox.
On Ultra and Teams.
A day's plan or a reaction is one ZLO AI request. Ultra and Teams include 2,500 a month, so the agent can work every day.
- Ultra $49/month
- The sales agent, follow-up sequences, Gmail and Outlook sending, reply detection, Find leads and HubSpot push.
- Teams $44.10/seat/month
- Ultra for 5 or more people, with one bill, a team dashboard and a shared company voice.
Yearly plans get 2 months free. Compare plans
Good questions about the sales agent.
What does it do?
Every morning it reviews your leads and prepares your day: who to email, call or follow up, with the emails already written and the reason for each. During the day, when a lead replies to your email or opens a document you shared, it adds the next step within minutes. Approve each action with a tap, or let it send emails on its own.
Does it send emails without asking me?
Only if you turn that on. By default nothing goes out without your tap. You can let it email leads who replied or opened your documents, or every lead who agreed to be contacted. Automatic emails wait an hour, go out only between 8:00 and 19:00 your time, at most 5 a day, and you can stop any of them from the plan.
Who does it email?
Only leads who agreed to be contacted and have an email address, never anyone who unsubscribed. Emails go out in your name from your Gmail or Outlook when connected, with your business address and an unsubscribe link.
Does it get better over time?
Yes. It learns from your own results: which emails got replies, the time of day and length that work for you, and the kinds of suggestions you usually skip. Every Monday you get a short report of what it did, what it got you and what to try next week.
Which plans include it?
Ultra and Teams. Each day's plan and each reaction uses one ZLO AI request from the plan's monthly allowance of 2,500.
Does it read my leads' replies?
It reads a reply once to work out the intent, such as interested or not now, and keeps only that and a one-line summary. The reply itself is forwarded to you and not stored by ZLO.
Can it make calls or send WhatsApp messages?
It suggests calls with talking points and opens the call or WhatsApp for you. It does not make calls or send WhatsApp messages on its own.
Wake up to a plan tomorrow.
Start free
Capture leads free on Basic. The sales agent is on Ultra and Teams.
