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This guide explains how to use Zuko as an agentic CRM, combining CRM data with AI chat.

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Working with CRM entities

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Contacts

People you interact with. Create and manage contacts through the web app — names, emails, associated companies, and deal history are all available as agent context.

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Companies

Organizations associated with contacts and deals. Attach a company to a conversation to let the agent reason about the account as a whole.

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Deals

Sales opportunities tied to contacts and companies. The agent can discuss deal details, stage, and next steps when a deal is attached to the chat.

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Chat with context

The chat experience becomes much more powerful when you attach CRM context before sending a message.

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Attaching context

  • Attach a contact so the agent can answer questions about that person
  • Attach a deal so the agent can discuss deal details and next steps
  • Attach a company so the agent can reason about the account as a whole
When context is attached, the backend includes it in the prompt so responses stay grounded in real customer data.

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Example workflows

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Prepare for a call

Attach a contact and company, then ask the agent for a summary of recent interactions and open deals.

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Update follow-ups

After a conversation, ask the agent to summarize next steps and reflect them into deals or notes.

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Pipeline review

Use chat to ask questions like “Which deals are closest to closing this month?” while viewing the deals UI.