Everything your agency can hand off.
A free assistant that answers, a strategy engine that plans, a brand voice that keeps it sounding like you, and a connector that does the work inside AgencyZoom.
- Automations generated
- 847Automations generatedby the Architect, for real agencies
- Stalled revenue identified
- $2.1MStalled revenue identifiedacross 73 pipeline audits
- Hours saved
- 6,100+Hours savedversus building the same workflows by hand
Features
Zoomy — the free AI assistant
Your on-ramp. Ask about AgencyZoom, your processes, or your book and get answers grounded in how independent agencies actually operate.
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Zoomy is free forever and needs no credit card. It is the fastest way to find out whether an AI assistant is useful to your agency before you spend anything.
The Architect — the strategy engine
Describe a process in plain English and get a complete, importable AgencyZoom workflow back in four to six minutes.
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“Start 90 days out, send email, follow up in two weeks, text at 30 days” becomes a full 12-touchpoint workflow with your brand voice embedded, ready to review, edit and export as JSON for import into AgencyZoom.
Every agency is successful for a reason. The Architect molds to how you already sell, rather than asking you to rebuild around the tool.
Brand voice capture
About 20 minutes of questions, and every automation the Architect builds afterwards sounds like your agency wrote it.
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As soon as someone starts speaking you can tell whether they are from Minnesota or Mississippi. Agencies talk to their customers in a manner those customers are used to — your automations should do the same.
The profile captures tone, formality, regional phrasing and bilingual handling, then applies it to everything generated afterwards.
The Board — pipeline auditing
Reads your AgencyZoom pipeline stages, lead sources and activity logs, and surfaces the patterns you cannot see by scrolling.
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Stalled deals, lead transposition errors, and conversion drop-off points. One audit turned up a $38,000 deal that had been sitting in “Quoted” for 42 days with no activity.
Across 73 audits the Board has identified $2.1M in stalled revenue.
Goal-based AI agents
Rule-based automation says "if this happens, do that." Agents say "here is what I need accomplished — work out how."
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Deployed agents handle service ticket management and lead association intelligence: the judgment-shaped work that a rules engine has to punt back to a human.
Agents come with the Agency tier, where we build and operate them for you.
AgencyZoom Connector (MCP)
The only production-quality MCP server for AgencyZoom. Lets Claude search, create, update and resolve work inside your system of record.
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Every write is verified, duplicates are blocked before they are created, and each action is attributed to the individual team member who asked for it.
Digital employees, in production
What a live admin bot actually did
Real runs, not a demo script. Every write is staged for a licensed human.
- 220+ live emails processed: 27 customer notes, 7 tasks, 8 human escalations, zero destructive actions
- 200+ emails read in simulation, zero writes — trust is earned before write access is ever unlocked
Go deeper
The connector is the piece nobody else has
A real MCP server for AgencyZoom, not a skill wrapper and not a Zapier chain. It has its own page because it earns one.
Questions, answered
Which features are free?
Do I have to use all of it?
How long does the Architect take to build a workflow?
Does any of this replace AgencyZoom?
Start with the free one
Zoomy costs nothing and takes minutes. Add the rest when it earns its keep.
EffiZoom Support
How can we help you today?