Help & docs
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

  1. Click the round ZicAgent button in the bottom right corner of any Email Marketing page.
  2. Pick a suggestion, or type a request such as "Why isn't my campaign sending?" and press Enter.
  3. 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.