ReFocus AI is robustly integrated with AgencyZoom, which enrolls contacts in the proper journey when a retention opportunity is discovered.
💡Please note that an AgencyZoom Administrator must complete the following steps.
As the AgencyZoom Administrator, login into AgencyZoom (https://app.agencyzoom.com/).
Follow these instructions to create a ReFocus AI user within your account (click here to navigate to AgencyZoom documentation)
Use the information below to create the user:
- Name: ReFocus AI Integration
- Email: [company intials]az@refocusai.com (example: The Best Agency = TBAAZ@refocusai.com)
- Password: Set a secure password and provide it to your onboarding specialist.
- Role: Customer Service
- Permission Level: Manager
You have successfully configured AgencyZoom to work with ReFocus AI 🎉