Help & docs
ZicAgent in Email Marketing
Type what you want in plain words and ZicAgent does it across campaigns, mailboxes, replies and the CRM, asking before it changes anything.
Open it
- Click the round ZicAgent button in the bottom right corner of any Email Marketing page.
- Pick a suggestion, or type a request such as "Why isn't my campaign sending?" and press Enter.
- On a campaign or mailbox page, "this campaign" or "this mailbox" means the one you are looking at.
Home, Chat and Help
- Home starts a new chat, lists your latest chats and the first help articles.
- Chat opens a new chat. Open an earlier one from Recent chats or the history button.
- Help lists every article in this guide with a search box. Ask ZicAgent about this starts a chat about the article you are reading.
Changes wait for you
- Reading and checking happen at once. Anything that changes something (create, edit, launch, pause, send a reply, add leads, change settings) shows a card first.
- Nothing happens until you press Confirm on the card. Launching, resuming and sending a reply also need the "I understand" tick, and removing an address from the suppression list needs you to type DELETE.
- A card expires after 15 minutes and works only once.
What it can do
- Diagnose a campaign that is not sending and offer the fixes.
- Check deliverability: mailboxes, warmup, SPF, DKIM, DMARC and blocklists.
- Write a sequence that follows the cold email rules (80 words at most, no links, no spam words).
- Sort today's replies, interested first, and draft answers for you to approve.
- Give you a weekly report, and walk you through your first campaign.
- Answer how-to questions from this guide and API questions from the API reference.
Memory and history
- Say "remember..." to keep a fact, such as who you sell to, and "forget..." to remove it. The bookmark button shows what ZicAgent remembers, and you can delete any item.
- Your chats and memories are private to you. The history button lists your chats; delete any of them there.
- ZicAgent also reads your workspace AI context (Settings, AI context).
Turning it off
- Owners and admins can turn ZicAgent off for the whole workspace from the history view, and on again from the panel.