ZepiqCRM Dashboard Documentation

Complete reference — Zoho CRM integration, AI assistant, configuration

BYOK AI Assistant

AI assistant integration with your own API key (OpenAI, Anthropic, Gemini) — data read from local cache, nothing sent without consent.

Zoho OAuth connection, data synchronization, module management, users, workflows and webhooks.

Real-time visualizations, email template health diagnostics, pipeline analysis and scoring rules.