An AI chatbot for agencies that sets up clients one workspace at a time.
Build each client's agent in its own ZynfoAI workspace, trained on their website and documents. Embed it on their domain, invite their team, and hand over an Inbox they can run themselves. There's no rebranding option and no multi-client dashboard. Each client simply has their own workspace.
7-day free trial No credit card required
Do you take new patients on Saturdays?
Yes please, I'm Priya, 555 0192.
Different clients, each with their own agent.
Each conversation runs in that client's workspace, on that client's sources only.
How much is a check-up without insurance?
- Searched Maple Dental's workspace sources only.
- Found the fee on the client's fees page.
- Replied with a link to that page.
Can I view the two-bed flat on Harbour Road this week?
Wednesday or Thursday after 5.
- Answered from Northwind Realty's listing page.
- Collected name, email, property and availability in the chat.
- Saved the lead in Northwind's workspace and synced it to their Freshsales.
The CSV export on my invoices page just shows a blank file.
- Found no fix in the client's help articles.
- Collected the customer's email in the chat.
- Created a ticket, ready to sync to the client's Freshdesk.
I want to freeze my membership while I'm injured.
Tom from Riverside Gym joined the chat
- Detected a request the client wants a person to handle.
- Checked the gym's live-agent working hours.
- Queued the chat in the gym's Inbox, where Tom claimed it.
Build a client's agent, then hand it over.
Create a workspace for the client, import their website and documents, write the agent's instructions, and add their domain to Allowed Domains before you paste the script tag.
<script id="__chatbotSdk__" src="https://app.zynfo.ai/widget/embed.js" data-chatbot-id="ava-7f3k" async></script> Can I swap it for a larger size?
Queued for SupportWhere's my tracking number?
AutomatedDo you ship to Canada?
AutomatedClean handover, clear ownership.
Each client's workspace is separate, so their data, team and bills stay theirs. You build it, they run it.
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One workspace per client
Every client has their own sources, agent, Inbox, Leads and billing. Data in one workspace is isolated from the others.
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Locked to the client's domain
Add the client's domain to Allowed Domains so the widget only loads on their site, not on a copy of it.
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Invite the client's team with roles
Invite staff by email as Owner, Admin or Agent. Agents see the Inbox, Leads and Tickets, while Owners and Admins have wider access.
Can I change my appointment to next Tuesday?
I can't change appointments, but I'll pass this to the front desk so they can call you.
Queued for Front Desk
How do we add the chat widget to a client’s website?
Copy the script tag from the Deploy page and paste it into the site’s HTML, or use the WordPress plugin.
Where can I see what visitors asked about this month?
Open the dashboard: Trending Topics shows the most common questions and Unanswered Questions shows what the agent couldn’t answer.
How agencies set up and hand over a client's AI chatbot
Scope the job before you build
Setting up a client’s AI chat agent is a small project, and it goes better with a clear scope. Agree which questions the agent should answer, which sources it will learn from, and when it should hand a chat to a person. Write that down. It becomes the agent’s instructions and fallback message, and it stops the client expecting the agent to do things it can’t, like change bookings or take payments.
Create a separate workspace for each client. Each workspace has one AI agent on its plan, so a client with two brands usually needs two. Import the client’s website with the crawler, pick only the pages that should be used, and upload any policy or price documents they give you.
Test with the client, then lock it down
Use the Playground to run through the client’s real questions with them before anything goes live. It is the quickest way to find missing pages and awkward answers. Set the appearance to fit their site: colours, position, size and greeting. The “Powered by ZynfoAI” line stays visible, so tell the client up front.
Before you paste the script tag, add the client’s domain to Allowed Domains. The widget then only loads there. If the client uses WhatsApp Business, connect it from their workspace with their own Meta account so the number stays theirs.
Hand over the Inbox
Invite the client’s team with the right roles. Front-line staff usually need the Agent role, which covers the Inbox, Leads and Tickets. Give the client at least one Owner so they’re never locked out if your contract ends. Show them how to claim a chat, leave private notes, and check Unanswered Questions each week, then offer a short review a month after launch to add missing content and Resync.
Can we put our own agency branding on the widget?
No. The widget shows "Powered by ZynfoAI" and you can't replace it with your own logo or stylesheet. You can set the client's colours, header colour, position, size and greeting so it fits their site.
Is there a dashboard to manage all our clients?
No. Each client has a separate workspace with its own sources, agent, Inbox and billing. You work in each one individually, and the client's team can be invited to it.
Who pays for each client?
Each workspace has its own plan and billing. Each plan includes one AI agent, so one client normally means one workspace and one plan.
How do we hand the agent over to the client?
Invite the client's staff by email with the Owner, Admin or Agent role. Agents work the Inbox, Leads and Tickets. Keep at least one Owner on the client side.
Related ways teams use ZynfoAI
By team
Set up your first client's agent this week.
Train an agent on your own content, test it in the Playground, then go live on your website or WhatsApp.
No credit card requiredWhat it does while you're away
- Order status sent WhatsApp
- Demo booked, invite sent Website chat
- Lead captured and synced Freshsales
- Chat handed to a teammate Inbox