High-intent visitors are sent to a form
A visitor who wants to speak now may leave long before a representative sees the form and responds.
INSTANT MEETING AGENT
Turn website intent into an instant sales meeting.
ZIP starts a conversation while a high-intent visitor is still on your website, qualifies what they need, and connects the right available seller with the customer context already prepared.
What ZIP changesThe visitor gets an immediate path to help. ZIP handles qualification before the meeting, context during it, and CRM follow-up after it.
01 / THE WORK
Where the current process breaks.
Speed without qualification creates noise
Connecting every visitor to the first available person wastes seller time and creates a poor experience for serious prospects.
The meeting becomes another disconnected event
Without customer context, capture, and CRM follow-up, the team still performs the work before and after every live conversation.
02 / THE ZIP WORKFLOW
How ZIP handles the job.
ZIP works across the CRM and communication channels you already use. Human sellers stay involved where judgment or a relationship matters.
1→
Before: recognise and qualify
ZIP engages the visitor, understands the request, captures approved details, and combines them with source and CRM context.
2→
Before: find the right seller
The agent applies availability, ownership, territory, product, team, and custom routing rules instead of simply ringing the first person.
3→
During: start the meeting
The qualified visitor joins the right seller in a browser-based meeting without downloading another app. The seller sees the context before joining.
4
After: complete the follow-through
ZIP preserves the meeting summary and next steps, updates approved CRM fields, and starts the appropriate follow-up or scheduled next meeting.
03 / WHAT YOUR TEAM GETS
Work completed, with context your team can trust.
- ✓An immediate meeting option for visitors who are ready to talk
- ✓Qualification before seller time is requested
- ✓Routing by availability, ownership, team, geography, product, or custom rules
- ✓Customer questions and CRM context visible before the seller joins
- ✓Browser-based meetings without a visitor download
- ✓Meeting summaries, intent, next steps, and CRM updates connected after the call
SalesforceHubSpotZoho CRMLeadSquaredWhatsAppVoiceEmailChat
No CRM migration required. Start with one workflow and expand after your team sees the result.
05 / COMMON QUESTIONS
What teams ask before deployment.
What is an instant meeting agent?+
It is an AI-led website experience that qualifies a visitor and connects an appropriate available seller immediately, rather than requiring the visitor to submit a form and wait.
What happens when no sales representative is available?+
ZIP can continue the AI conversation, collect and qualify the requirement, answer approved questions, or offer relevant calendar availability so the journey does not end.
Can visitors join without installing software?+
Yes. Zipteams meeting rooms run in the browser and can launch directly from your website, landing page, CRM, or campaign.
How does ZIP choose the right seller?+
Routing can use current availability, team tags, territory, product, lead attributes, CRM ownership, and the rules defined for your sales process.
Does ZIP handle work after the instant meeting?+
Yes. The qualification context, transcript, summary, intent, commitments, next actions, and approved CRM updates can become part of the same customer history used by follow-up agents and human sellers.
Put ZIP to work on your CRM.
Choose the sales work consuming your team’s time. ZIP connects to your existing systems and starts with a focused deployment.
Book a deployment call ↗