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What is Zenphi Assistant?

What is Zenphi Assistant?

Zenphi Assistant is a conversational interface designed to help you complete daily tasks and interact with business AI Agents through natural language.

If you have ever interacted with conversational AI models like ChatGPT or Gemini, the interface will feel familiar—you simply type what you need in plain English. However, there is a fundamental difference: Zenphi Assistant is securely connected to your company’s approved data and workflows. It allows you to get answers, start processes, and complete tasks without switching between different tools, while staying within the data and processes your organization has configured.



Meet Your Agents

Behind the scenes, your workspace administrators deploy specialized AI Agents to handle distinct operational functions. Agents are personalized based on your role and permissions, so different users may see different agents and information.

Depending on your role and permissions, you may have access to one or several purpose-built tools (such as an “Expense Agent” or an “IT Support Agent”). When you need to complete a task, you can interact with these agents in two ways:

  • Manual Selection: You can choose a specific agent directly from your chat menu to address a dedicated task.
  • Auto-Select Mode: You can open the main chat window and type your request naturally. The Assistant analyzes your request and routes it to the most relevant available Agent, seamlessly handing the conversation context over to it.



What Can the Assistant Do?

Instead of navigating disconnected internal portals, tracking down links to web forms, or logging into separate software systems to check task statuses, you can manage your daily operations inside a single chat window.

Zenphi Assistant supports five primary capabilities:

  • Start Processes: Kick off automated Zenphi Flows on demand. The Assistant can gather the necessary data conversationally and initiate Flows configured with an On-Demand or Zenphi Form trigger.
  • Track Your Requests: Monitor the lifecycle of a Zenphi Flow you previously started. You can query the real-time status of any active request (e.g., checking if an expense report or hardware order has been approved).
  • Look Up Information: Query your organization’s structured records directly through the chat window. The scope of information available depends entirely on the Tables attached to that specific Agent. For example, an HR agent can reference your profile to provide your remaining PTO balance, while an IT agent can look up active software ticket logs.
  • Manage Your Approvals: Review, Approve, or Reject pending workflow tasks assigned to you. Reviewers can process their approval queues straight from the chat interface without digging through an email inbox.
  • Handle Pending Forms: Locate incomplete data collection tasks. If a Zenphi Flow requires your input via a Zenphi “Request Data” form, the Assistant can locate the pending task and provide direct access to complete it immediately.



The Assistant in Action: An Everyday Example

Here is what a typical interaction looks like when submitting a travel reimbursement:

  1. Initiate the Request: You open Zenphi Assistant (or another supported interaction channel) and type a natural sentence: “I need to submit a $75 expense for a client dinner.”
  2. Intent Routing: The Assistant analyzes your request and routes it to the most relevant available Agent (in this case, the Expense Agent).
  3. Conversational Interview: Instead of requiring a static web form, the agent prompts you for missing information one by one: “I can help with that. What date did this expense occur?”
  4. Data Collection: You provide the requested details, such as the expense date and amount, directly within the chat conversation.
  5. Submission Confirmation: Once all details are collected, the agent displays a clear summary of your data and asks: “Are you ready to submit this?” When you type or click “Yes”, the agent executes the submission.
  6. Instant Approval Routing: The request enters the approval pipeline, and your manager receives an actionable notification directly in their own Zenphi Assistant to Approve or Reject the expense instantly.



Real-World Use Cases

The following examples demonstrate how to structure your queries across the five core capabilities of the platform:

1. Starting Processes

Eliminate manual form-filling by initiating automated organizational processes through direct conversation.

  • Expense Reimbursements: “I need to submit an expense for a $50 client lunch yesterday.”
  • Time-Off Requests: “Can you book a vacation request for me from next Monday to Wednesday?”
  • IT Service Requests: “I need to request a new software license for Adobe Acrobat.”
  • HR Operations: “I need to kick off the onboarding process for a new contractor starting next week.”

2. Tracking Your Requests

Query the real-time status of your active workflows to pinpoint exactly where they sit in the operational chain.

  • Checking Approvals: “Has my leave request for next month been approved yet?”
  • Procurement Updates: “What is the status of the laptop order I submitted last Thursday?”
  • Reimbursement Tracking: “Did finance approve my travel expense report yet?”

3. Looking Up Information

Utilize your authorized agents as a secure, instant data retrieval layer for company records.

  • HR & Benefits: “How many days of PTO do I have remaining for this year?”
  • IT & Assets: “What is the serial number of the company laptop assigned to me?”
  • Sales & CRM Operations: “Can you look up the contact details for the client Acme Corp?”
  • Project Tracking: “What is the current status of the marketing campaign launch ticket?”

4. Managing Your Approvals

Reviewers and managers can clear out actionable pending items directly from the chat interface.

  • Reviewing Submissions: “Show me my pending approvals.”
  • Direct Approvals: “Approve the expense report for John Doe.”
  • Conditional Rejections: “Reject the budget request from marketing because the project timeline changed.”

5. Handling Pending Forms

Locate incomplete tasks where a workflow is waiting on your specific input to proceed.

  • Missing Data Catch-up: “Do I have any incomplete forms waiting for my response?”
  • Quick Links: “Send me the link to the feedback form I missed last week.”


Governance & Security Note While all of these use cases are fully supported by the underlying Zenphi Assistant architecture, your specific environment is governed by corporate permissions. You will only be able to view agents, start Flows, and look up records that your workspace administrator has explicitly authorized you to access through role configurations and user attribute mapping.



Next Steps & Channels

Zenphi Assistant is available through various interaction channels depending on your team’s existing infrastructure. Your workspace administrator determines which platforms are enabled for your team. To learn how to interact with your published agents on your preferred platform, please consult the dedicated channel documentation: