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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

Zuko models three core CRM entities:
  • Contacts – people you interact with.
  • Companies – organizations associated with contacts and deals.
  • Deals – sales opportunities tied to contacts and companies.
You can create and manage these entities through the web app. The backend stores them in PostgreSQL via Prisma.

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Chat with context

The chat experience in Zuko becomes much more powerful when you attach CRM 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 you send messages with context attached, the backend includes that context in the prompt or retrieval pipeline so responses stay grounded.

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Example workflows

  • Prepare for a call: Attach a contact and company, then ask the agent for a summary of recent interactions and open deals.
  • Update follow-ups: After a conversation, ask the agent to summarize next steps and reflect them into deals or notes.
  • Pipeline review: Use chat to ask questions like “Which deals are closest to closing this month?” while viewing the deals UI.
As Zuko evolves, additional guides can expand on specific flows for contacts, companies, and deals, as well as deeper agent behavior and customization.