Agent Studio with Zeplyn

Agent Studio lets your firm build custom AI agents — no code required. An org admin writes a plain-language prompt describing what the agent should do (how a meeting summary should read, what a follow-up email should say), then publishes it to the organization.

Published agents show up across the app as a Run {Agent Name} action.

Anyone can run one in a single click, and it automatically uses whatever you're working on — a meeting note, a client, or a draft email — to produce a result in your firm's style.

Who can use it

• Admins build, edit, and publish agents (requires org admin access, with a Zeplyn Agent Nexus subscription or trial activated)
• Everyone with a Zeplyn Agent Nexus subscription or trial can run any published agent!

Building an agent (Org Admins)

1. Go to Admin > Agents and click + Create new agent under the type you want (Note, Client, or Email).
2. Give it a Name — this is how it appears in the Run {Agent Name} action.
3. Write the Prompt —  plain-language instructions for what the agent should do and copy in any templates/output formats you would like it structured. 

The three types of agents

• Note (meeting) agents — run on a meeting note. Great for custom meeting summaries and recaps in your firm's voice.
• Client agents — run on a client. Great for onboarding prep, annual review prep, or client next steps. Can pull from associated meetings and your CRM.
• Email agents — run when drafting a client email (like a follow-up). Trainable with examples to match your tone.

Client (custom) agents also let you set an input type for the context they work from. Email agents add Training examples — sample emails that teach the agent your preferred tone and format.

Running an agent (everyone)

1. Open the relevant meeting note or client.
2. Choose the agent from the More actions menu
3. The result streams into the Ask Zeplyn panel

For additional questions, please reach out to support@zeplyn.ai.