Applications started, documents collected, policies serviced
Distribution teams and support desks handle the same questions across thousands of customers: eligibility, documents, status, renewals. The agent runs those conversations on WhatsApp and the other channels, collects what is needed and escalates anything that requires advice.
Product enquiry
Ad · agent referral · DM
Eligibility questions
Published criteria only
Document collection
Checklist in chat
Application created
Core system via API
Relationship manager
Advice & exceptions
Product enquiry
Ad · agent referral · DM
Eligibility questions
Published criteria only
Document collection
Checklist in chat
Application created
Core system via API
Relationship manager
Advice & exceptions
Where financial services loses conversations today
Drop-off between interest and application
Customers ask, get a form link, and disappear. The questions in between go unanswered.
Document collection by hand
KYC and application documents chased across calls and email by relationship managers.
Servicing volume
Renewals, statements, status and payment reminders that a system can answer but a person currently does.
The flows that run financial services
Enquiry → application
Product enquiry
Ad · agent referral · DM
Eligibility questions
Published criteria only
Document collection
Checklist in chat
Application created
Core system via API
Relationship manager
Advice & exceptions
Product enquiry
Ad · agent referral · DM
Eligibility questions
Published criteria only
Document collection
Checklist in chat
Application created
Core system via API
Relationship manager
Advice & exceptions
Servicing and renewals
Renewal due
Policy system event
Reminder sequence
T-30 · 7 · 1
Questions answered
From policy docs
Payment link
Confirmed
Renewal due
Policy system event
Reminder sequence
T-30 · 7 · 1
Questions answered
From policy docs
Payment link
Confirmed
Runs where you decide
One platform, three ways to run it. Every plan is deployed with the full funnel built — Meta and Google ad entry points, lead qualification, conversion, follow-ups and retention — on the same agents, inbox and analytics. The difference is who operates it day to day.
Teams with an owner for the channel
Self-managed
Build agents and flows in the visual builder, connect your data, launch and iterate on the platform yourself.
See plans →Companies that want it live without hiring for it
Managed Deployment
ZapUp's deployment team scopes, builds, trains, connects data and optimises monthly on the same platform every customer uses.
How it works →Multi-outlet, multi-brand, franchisors
Network
One rollout program, every outlet live with its own agent, central reporting and brand-voice control from a control plane.
For networks →| Self-managed | Managed Deployment | Network | |
|---|---|---|---|
| Who builds the funnel | Deployment team builds it; your team iterates in the visual builder | ZapUp deployment team, end to end | ZapUp deployment team, templated per outlet |
| Data connections | Self-serve integrations, API | Configured and tested for you | Central + per-outlet sources |
| Go-live | Same day for standard flows | 30-day pilot with defined metrics | Rollout program in waves |
| Optimisation | Your analytics, your changes | Monthly review and changes | Network-wide and per-outlet |
| Reporting | Workspace analytics | Deployment reports + SLA | Control plane, per-outlet and roll-up |
| Support | Standard / priority | Named deployment lead | Named lead + rollout program |
In financial services: Regulated deployments typically run on Managed Deployment or Enterprise with SSO, audit logs and data residency configured before go-live.
Financial services questions
Does the agent give financial advice?+
No. It answers with published product information and process steps, collects documents and escalates advice, suitability and approval questions to a licensed person.
What controls exist for a regulated environment?+
SSO, role-based access, audit logs, PII redaction, approval workflows for templates and agent changes, and regional data residency.
Can agent networks and distributors use it?+
Yes. The Network tier runs per-distributor agents under one control plane with central compliance and reporting.