Ezekia

AI Automations let you attach an AI agent to business events, such as a meeting being saved, a task being created, or a record being updated. When the ...

Built-in AI connectors let the AI Sidekick work with the everyday tools your firm already uses. Once a connector is enabled and you have linked your account...

You can enrich Company and Person records using publicly available information from the internet. For people records, enrichment works best if the person h...

The Ezekia Sidekick allows you to update Ezekia fields with data provided in the Sidekick panel.  Remember AI can get it wrong; it might suggest it can...

The Ezekia AI Server allows compatible AI tools to securely connect to your Ezekia account so they can search, retrieve, create and update data using natura...

What’s Possible, What to Consider, and Best Practice During Migration When migrating to a new CRM, many firms take the opportunity to improve data quality...

Some AI platforms, agents and automation tools require an API token to connect to the Ezekia AI Server (MCP). Examples include OpenAI Agent Builder, OpenAI...

  You can use AI creative assistance when writing emails or notes in Ezekia using 'Open AI', to augment your records with data from the internet, o...

This article explains how ChatGPT Enterprise or Business Owners or Admins can connect ChatGPT to Ezekia using Model Context Protocol (MCP) and make the Ezek...

This article explains how to connect Claude (Anthropic) to Ezekia using Model Context Protocol (MCP) and make the Ezekia connector available for use within ...