How to integrate with AgencyZoom

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 (

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:
  • 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 🎉