Zoie web app
Zoie is a CRM for capturing, talking to, and converting leads — with AI agents that can handle conversations and calls for you. This section covers using Zoie in your browser.
The MCP integration docs are complete. These web-app guides are being filled in section by section — each page below has an overview today, with step-by-step walkthroughs landing over time.
What's here
Getting started
Sign in, set up your business, and find your way around
Leads
List, kanban, custom views, and custom fields
Conversations
Messages, emails, and calls in one inbox
Appointments
Calendar, booking, and rescheduling
Campaigns & forms
Broadcasts, forms, and the website widget
Engagement
Inbound, outbound, and follow-up automation
AI agents
Configure agents, voice, knowledge, and skills
Reports
Pipeline, appointments, and performance analytics
Settings
Account, business, team, billing, and more
Integrations
Channels and AI connectors
Looking to connect an AI assistant?
Connecting Claude, ChatGPT, or another assistant to your Zoie data is covered in the MCP section.