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Zeta · Assistants

Business assistants

Assistants that watch your company’s records and tell you when something needs you. Each one says what it does, what it will never do, and — before you turn it on — what it would find in your records right now.

Every assistant is Zeta at work — one AI, under your rules

Zeta’s assistants

Every assistant is Zeta, working as you and under your role. It reads through the capabilities it lists, watches with the business assistants below where it has one, and can only prepare actions for a person to approve. Open one to give it a task, or ask for any of them in Ask Zeta in your own words.

Sales assistantAvailableFinds who could buy, who you know there, which accounts are going quiet and who to contact next, finds warm introductions, and prepares follow-ups for you to approve.Find companies that could buy · Who knows someone there · Relationships going quiet · Who to contact next · Ask for an introduction · Opportunities in my network · Build a proposalOpen and give it a task →Research assistantAvailablePulls together everything you have about a company, and the public web when research is switched on, labelled by source.Research a company · Search everything · Find a documentOpen and give it a task →Procurement assistantAvailableCompares supplier prices and quotes, spots price lists that beat what you pay, and prepares sourcing requests for approval.Compare supplier prices · What changed · What companies sent usOpen and give it a task →Supply Chain assistantAvailableWatches stock, shipments and lanes, and ranks what could make you late to a customer.Biggest risks · What changedOpen and give it a task →Meetings assistantAvailablePrepares you for the day ahead: each meeting with the account behind it, what is due and who is waiting on you.Prepare me · Unanswered messagesOpen and give it a task →Customer Success assistantAvailableKeeps customers from going quiet: flags accounts buying less or not heard from, and drafts what to send them for your approval.Relationships going quiet · Research a company · Send to a customerOpen and give it a task →RFQ assistantAvailableFinds public bids that match your company and tracks what you are pursuing — inside RFQ, through the same governed actions.Bids that match us · Find a documentOpen and give it a task →Coordination assistantAvailableFinds the right assistant for a task — Zeta’s own, an outside assistant your company registered, or a partner’s assistant under an agreement — and hands it over; outside assistants wait for your approval.Find the assistant for a task · Ask a partner’s assistantOpen and give it a task →Marketing assistantAvailableFinds who to reach — companies that could buy, opportunities in your network, customers going quiet — and drafts the message for you to approve before anything is sent.Find companies that could buy · Opportunities in my network · Relationships going quiet · Send to a customerOpen and give it a task →Recruiting assistantAvailableFinds people through your network: who you and your company know at a company, warm introductions, and everything you hold about a candidate’s company.Who knows someone there · Ask for an introduction · Research a company · Search everythingOpen and give it a task →Finance assistantAvailableReads your own records for money matters: what changed today across Revenue OS and Supply Chain, the biggest risks with what is at stake, and documents such as invoices and contracts in Volt.What changed · Biggest risks · Find a document · Search everythingOpen and give it a task →

Everything Zeta can do, and how

Business assistants

Five assistants over your business graph. Each one is responsible for a set of questions, looks at your own records every night when it is on, and raises a proposal when the platform has a change it can offer — a person approves it, the platform applies it, the outcome is recorded. Nothing runs on its own authority.

Supplier assistant

Supply Chain

Off

Watches: Supplier performance, quoted prices, lead times, single sources and shared exposure.

Proposes: Opening a sourcing event when one supplier is the only source, or when their quotes have risen.

Right now

Nothing open in its area.

Inventory assistant

Supply Chain

Off

Watches: Demand, cover, safety stock, reorder conditions, and shortages that will make you late to a named customer.

Proposes: Resetting an item's buffer to match how its demand and lead time actually move.

Right now

Nothing open in its area.

Procurement assistant

Supply Chain

Off

Watches: Spend at very different prices for the same thing, invoices that do not match, and price lists connections have sent that beat what you pay.

Proposes: Holding an invoice that does not match its order and delivery; opening sourcing where a cheaper list is waiting.

Right now

Nothing open in its area.

Logistics assistant

Supply Chain

Off

Watches: Shipments overdue, lanes getting worse, carriers with a better record on a lane, and shipments behaving unlike their lane.

Proposes: Nothing is changed automatically here yet; it reports and recommends.

Right now

Nothing open in its area.

Revenue assistant

Revenue OS

Off

Watches: Accounts buying less or more, deals gone quiet or past their date, single-threaded relationships, a forecast leaning on stale deals, thin coverage.

Proposes: Nothing is changed automatically here yet; it reports and recommends to the account owner.

Right now

Nothing open in its area.

Choose an assistant

Tell me when a deal goes quietthe CRM · every weekday at 07:00

Checks every open deal each morning and raises one for anybody that has not changed in a month, worst first, saying how long it has been and what it is worth.

It never: It never changes the deal, never moves it to lost, and never contacts the customer. It only tells you.

Nothing matches this in your records today — which is the answer you want. Worth switching on so it stays that way.

Checked every weekday at 07:00, because a deal going quiet is a this-week problem, and a weekend alert is noise.

Tell me when a close date goes bythe CRM · every weekday at 07:00

Each morning, raises any open deal whose close date has passed by more than a few days — the deals that are quietly making the forecast wrong.

It never: It never changes a close date and never closes a deal. A forecast the platform corrects behind your back is worse than one that is wrong in the open.

Nothing matches this in your records today — which is the answer you want. Worth switching on so it stays that way.

Checked every weekday at 07:00, because the forecast is read on weekday mornings, which is when a wrong one matters.

Tell me who nobody is looking afterthe CRM · every monday at 08:00

Once a week, lists the people whose account has no owner — the contacts an import brought in that nobody has picked up.

It never: It never assigns anybody to anybody. Who owns an account is a decision about people, not a gap for software to fill.

Nothing matches this in your records today — which is the answer you want. Worth switching on so it stays that way.

Checked every monday at 08:00, because this is a tidying-up job, and a daily reminder of it becomes wallpaper.

Warn me where one supplier is the only optionSupply Chain · every monday at 08:00

Each week, finds every category with exactly one active supplier and records it as a risk against that supplier, biggest exposure first.

It never: It never contacts a supplier and never places an order. Finding a second source is a commercial decision with a person in it.

Nothing matches this in your records today — which is the answer you want. Worth switching on so it stays that way.

Checked every monday at 08:00, because single-sourcing changes when a contract changes, which is not a daily event.

Tell me before something runs outSupply Chain · every hour

Checks stock every hour and raises anything at or below its reorder point, the closest to running out first — with the supplier it usually comes from.

It never: It never raises a purchase order and never commits money. It hands you the item, the number and the supplier; the order is yours to place.

Nothing matches this in your records today — which is the answer you want. Worth switching on so it stays that way.

Checked every hour, because stock moves through the day, and a day-old shortage is a day of lost cover.

Tell me when a connected account stops workingthe CRM · every day at 07:00

Checks each day whether your connected Google, Outlook, HubSpot or Salesforce accounts are still being read, and raises the ones that are not.

It never: It never reconnects anything on your behalf, because reconnecting means somebody signing in — which has to be a person.

Nothing matches this in your records today — which is the answer you want. Worth switching on so it stays that way.

Checked every day at 07:00, because a grant can be revoked at any time, and a week of silent failure is a week of missing records.

Every assistant here is added switched off, so nothing acts before you have read what it does. None of them contacts anybody outside your organisation — they tell you things, and they never speak for you. When you do want something said to a customer, the customer messages path drafts it and waits for a person to send it.