The Chief of Staff
You Can't Afford Yet
Most agencies are too small to hire a full-time operations expert who knows AgencyZoom inside-out.
So we built one. And it's free.
What Zoomy Actually Does
Think of Zoomy like the senior ops person who's been running AgencyZoom workflows for years—except it's available at 2 AM and doesn't charge $150/hour.
Answers The "How Do I..." Questions
"How do I set up a renewal pipeline?" "What's the best way to tag commercial lines clients?"
No digging through help docs. No waiting for support tickets.
Drafts Strategy For You
"Give me 3 automation ideas for a 5-person commercial lines agency." "How should I structure my pipelines?"
Gets you 80% of the way there, then you refine.
Always Available
Get help at 2 AM when you're finally finding time to work on operations instead of just fires.
No scheduling. No billable hours.
Explains Your Own Systems
"Why did this automation fire?" "What's the difference between these two pipelines?"
Learns your setup, explains it back to you.
Connects The Dots
"If I change this pipeline, what else breaks?" "Which automations touch this client?"
Sees the whole board, not just one workflow.
No Builder's Tax
Getting answers doesn't cost you configuration hours or broken workflows to debug.
Ask 100 questions. Still free.
What Zoomy Can't Do
Being honest about limitations builds trust:
- •Can't click buttons for you. Zoomy tells you exactly what to do, but you're still driving. (That's what our automation agents are for.)
- •Can't see your screen. You'll need to describe what you're looking at or paste error messages.
- •Can't guarantee it's always right. AI makes mistakes. Double-check before you commit to a major workflow change.
- •Can't replace your consultant entirely. Complex multi-agency setups or custom integrations still need human expertise.
Bottom line: Zoomy is like having a knowledgeable coworker who's always available—not a magic wand.
100 Messages Per Month. Forever Free.
No credit card. No bait-and-switch. We want you to trust automation before you pay for it.
Need more than 100 messages? Pro plan is $47/month for unlimited Zoomy + full automation tools.
EffiZoom Support
How can we help you today?