Tenzo integration
Extract data and insights from the Tenzo platform for sales, forecasting, and analytics. Use Tenzo from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 3 triggers
- Starts with
New Summary Sales - ZoftAgent or workflow decides what happens next
Zoft + Tenzo
What Zoft can do with Tenzo.
- 01Voice agentsA phone agent can use Tenzo actions during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Tenzo while it talks to the customer.
- 03WorkflowsStart a workflow when “New Summary Sales” happens in Tenzo, or use Tenzo as any step on the canvas.
- 04AI employeesAn AI employee can find and use Tenzo actions on its own, and ask for your approval before it sends or changes anything important.
Triggers 3
Events in Tenzo that can start a workflow.
- New Summary SalesTriggers when there is new daily sales data.
- New Daily ForecastTriggers when there is a new daily forecast for a selected location.
- New Summary PaymentsTriggers when there is new daily sales and payments data.
Setup
Connect Tenzo in three steps.
- 01ConnectChoose Tenzo in Connections and approve access in the Tenzo sign-in window. Zoft never sees your password.
- 02Put it to workAdd Tenzo as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Tenzo on Zoft, answered.
What can Zoft do with Tenzo?
Zoft supports 3 triggers for Tenzo. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Tenzo to Zoft?
Choose Tenzo in Connections and approve access in the Tenzo sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Tenzo?
Yes. Once Tenzo is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Tenzo without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.