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04AI assistant and agents

An assistant that answers from your records, and agents you set up for a job

Ask questions in plain words, or build an agent that knows your documents, may only use the tools you allow, and asks a person before it changes anything important. It runs on the AI provider you connect.

The New agent dialog listing ready-made agents such as AI Business Assistant, Sales and Lead Qualification, Customer Support, AI Receptionist and Meeting Preparation

What is ZimraStudio AI?

ZimraStudio's AI features are a Command Center chat, an agent builder with 13 starting templates, approval steps for actions an agent proposes, and knowledge sources that answers can cite. They run on the AI provider your company connects with its own key. No model or free AI is bundled.

Who is it for?

  • Managers who want answers from their own records without building a report
  • Teams that want an agent to draft, summarise or prepare, with a person approving the result
  • Organisations that must choose and pay for their own AI provider

Your provider, your key

Bring your own AI key

ZimraStudio does not include an AI model and does not offer free AI. An admin connects the company's own provider and key, and the AI features use it. It works with OpenAI-compatible services and with local models such as Ollama. AI stays off for a company until an admin turns it on.

  • Provider-independent. Use an OpenAI-compatible endpoint or a self-hosted model such as Ollama. You pay your provider directly.
  • Off until you switch it on. Nothing is sent to a provider until an admin enables AI, and the settings page says what is sent.
  • Limits per plan. Your plan can cap AI requests, tokens, agents, workflow runs, knowledge storage and voice minutes.

Agents with limits

An agent builder with 13 templates and approvals

Start from a template (business assistant, lead qualification, customer support, meeting preparation, project coordination, workflow monitoring and more) or from a blank agent. Choose what it knows, which tools it may use and when it must ask first. Test it before anyone relies on it.

  • Approvals for AI actions. When an agent proposes a change, a person approves or rejects it first.
  • Test before you publish. Try an agent on a sample question and see how it got to its answer.
  • Command Center. One chat for questions and requests, answered from your own records.

Answers you can check

Knowledge sources with citations

Upload documents or add sources, and answers that use them show where they came from, so a person can open the original. When the sources do not contain an answer, the assistant says so instead of guessing.

  • Citations. Each answer built from your documents points back to them.
  • Honest gaps. When the sources do not contain the answer, the assistant says so.

How it works

How it works, in 3 steps

  1. Connect your provider

    An admin adds the company's AI provider and key in the AI settings, then turns AI on.

  2. Pick or build an agent

    Start from one of the 13 templates, add knowledge sources, and choose which tools it may use.

  3. Test, approve, publish

    Test it on real questions. Decide which actions need a person to approve them, then make it available.

What is included, and what you bring
PartHow it works
AI modelNot included. You connect your own provider and key.
Free AI creditsNone.
Command Center, agent builder, approvals, knowledge sourcesIncluded in the product, subject to your plan's limits.
Phone answering by an agentComing soon. The receptionist agent works as text today.

Questions

Questions about ZimraStudio AI

Does ZimraStudio include an AI model?

No. You connect your own AI provider and key, and you pay that provider directly. ZimraStudio does not bundle a model and does not offer free AI.

Which AI providers can I use?

Any OpenAI-compatible service, and local or self-hosted models such as Ollama. The AI settings show what your admin has connected.

Is AI on by default?

No. AI is off for every company until an admin turns it on.

Can an agent change my data on its own?

Only through the tools you allow it, and an action that changes something can be set to wait for a person to approve it first.

How does the assistant know my business?

It answers from your records and from the knowledge sources you add. Answers built from documents show citations so you can check them.

How many agent templates are there?

There are 13 templates to start from, and you can also start with a blank agent.

Can an agent answer my phone?

Not yet. Live phone answering is coming soon. The receptionist agent works as a text agent today.

Can I limit how much AI my company uses?

Yes. Plans can cap AI requests, tokens, agents, workflow runs, knowledge storage and voice minutes, and the app shows usage.

Last updated . Checked against the product by the ZimraStudio team.

See it with your own work in it

Start a trial, or book a short walkthrough and bring a real example. We will set it up with you.

New companies start on a 14-day trial of the Growth plan.