Meet InZi — Your AI Sales Assistant Inside InZob

1. Introduction

Welcome to InZob! Meet InZi, your AI Sales Assistant. InZi is designed to make managing your business effortless. Instead of clicking through complex menus and filling out tedious forms, you can just talk or chat with InZi to get things done.

Think of InZi as the interface layer that connects you to the powerful backend engines like the Lead Agent and Insight Agent. You speak to InZi in plain language, and it commands the rest of the ecosystem.

2. Where to Find InZi

Desktop Location: Look for the floating blue 'Z' button or the dedicated dashboard panel on the right side of your screen.
Mobile Location: Tap the 'InZi' tab in your bottom navigation bar to open the full-screen chat interface.
Voice Support: Click the microphone icon in the chat input to speak directly to InZi instead of typing.

3. Getting Started — Onboarding

When you first log in, InZi acts as your onboarding guide through a simple setup process. You can skip any step and return later by asking InZi.

Language Selection

Choose from English, Hindi, Marathi, Gujarati, Tamil, Telugu, Kannada, Malayalam, Bengali, Punjabi, or Odia.

WhatsApp Connection

Link your WhatsApp Business API. (See our WhatsApp Setup Guide for details).

4. Managing Leads

You can manually instruct InZi to add, update, or query leads. Behind the scenes, InZi relies on the Lead Agent to process the raw data you provide, and updates the Customer Profile Worker to maintain a single source of truth.

YouAdd a new lead: Rahul from Mumbai, looking for premium office chairs.

InZiDone! I've created a profile for Rahul and noted his interest in premium office chairs. Would you like me to suggest some products from your catalog?

5. Managing Products

Ask InZi to fetch inventory status, update prices, or add new items to your Product Catalog.

YouUpdate the price of the ergonomic mesh chair to ₹4,500.

InZiGot it. The price for the Ergonomic Mesh Chair has been updated to ₹4,500 in your Product Catalog.

6. WhatsApp Automation

InZi helps you draft messages using the Coach Agent, or you can tell InZi to put a specific lead on autopilot via AutoJob.

YouDraft a follow-up message for Priya about the software subscription.

InZiHere's a draft: 'Hi Priya, just checking in to see if you had any questions about the software subscription we discussed? I'm here if you need anything!' Should I send this now?

7. Tips for Getting the Most Out of InZi

Be specific: When asking for reports, specify the timeframe ("Show me leads from last week").
Use voice: The voice input often captures natural intent better than typed shorthand.
Rely on the ecosystem: Remember that InZi is just the face; the real magic happens when you let the specialized agents (Insight Agent, Coach Agent) do their heavy lifting.