Your agent can combine ZoomInfo intelligence with the customer history your organization has connected. Start with one account you know: a current opportunity, a renewal, or an upcoming meeting.
Connect your agent
Choose your agent or terminal and sign in with your own ZoomInfo login. New builders can start with 1,000 data credits and 1,000 AI credits, issued once at signup. Existing ZoomInfo subscribers use their organization's credit allocations. See pricing and MCP requirements.
Your login determines which customer records and conversations you can access. Connecting an AI client gives it access to available ZoomInfo tools; your organization also needs to connect the customer sources those tools read.
Connect the customer sources
Start with your ZoomInfo admin. Ask them to confirm the sources below and enable any missing connections using your organization's approved process. Source setup depends on the provider and your subscription.
| Source | What it adds | Where the agent uses it |
|---|---|---|
| CRM | Account history, open opportunities, stage, and status | Account Research |
| Calendar and synced email | Meetings, participants, and email history | Browse Engagements |
| Google Meet, Zoom, Microsoft Teams, Gong, or ZoomInfo Chorus | Captured conversations, requirements, objections, and commitments | Conversation Intelligence |
| Business context | Your offerings, personas, ICPs, and competitors | GTM Context |
CRM and conversation connections apply at the ZoomInfo tenant level. Results respect each user's access permissions. Recent conversations can take time to index.
An admin can add product briefs or battlecards through Update GTM Context. You can run a briefing with the context already available; updating shared business context is optional.
Run one connected briefing
Paste the starter prompt into your connected agent. It asks which account to brief, reads available business context, and proposes the research before using paid credits.
(Use the ZoomInfo MCP tools if available; otherwise use the GTM CLI. Use the tool schema or CLI help for supported commands.) I just connected ZoomInfo. Help me complete the job below. 1. Read my saved business context with get_gtm_context, or the CLI equivalent. This read is free. Use the returned offerings, ICP, and role to frame the work. If context is missing, continue with the information we have. Save changes only if I explicitly ask; a first briefing does not require updating shared business context. 2. Prepare a connected account briefing. Ask me only which company or domain to brief if I haven't named one. Use the account and decision already in this conversation when available. Connect the account's available CRM history, including stage and status, with recent customer conversations and external buying signals. Use Account Research, and add Browse Engagements, Conversation Intelligence, or company signals when the briefing needs more evidence. Return a short briefing: where things stand, what changed, what remains unresolved, and one recommended next action. Cite the source and date for each material fact when returned. Distinguish the recommendation from the evidence. 3. Before calling a tool, check its schema or documented inputs rather than guessing at parameters. Ask only for missing inputs, in a single message, then name the tools and give a credit estimate if supported by their documentation. Label it as an estimate: actual charges depend on records and work done. Ask for approval once before paid research, then complete the selected job. If a tool call comes back "No approval received" or a similar permission response, say so plainly, name the tool, and continue with the remaining steps. Don't retry the same call hoping for a different result, and don't invent an approval that didn't happen. Include a source-coverage note of no more than 3 lines. Separate an unavailable or unauthorized source from a successful search with no matching records. If connection status is unknown, say so. Never infer "no customer history" from an empty result. Continue with available evidence and identify what is missing; use https://gtm.ai/guides/connect-customer-context for source setup. Recommend CRM changes as drafts. Applying them requires an available, separately connected CRM workflow and my authorization. Do not claim a CRM update was made by ZoomInfo research tools.
New to ZoomInfo?
Look for a changed decision. The briefing should connect the deal record, what the customer said, and an external change to a next action backed by dated evidence. Compare it with a recent conversation or opportunity you can access.
If a source is missing
An empty result does not establish that the account has no customer history. Check the source and access first.
| What you see | Next step |
|---|---|
| ZoomInfo intelligence, but no CRM or conversation evidence | Ask your admin which customer sources are connected and whether your login can access this account. |
| Meetings appear, but a recent conversation cannot be analyzed | Confirm that the recording or email was captured, is accessible to you, and has finished indexing. |
| The source works, but there are no matching records | Confirm the company match and date range. Keep the result scoped to the search you actually ran. |
| The tool does not explain why a source is missing | Mark source status as unknown and continue with the evidence available. |
A recommended CRM change is a draft until your CRM workflow applies it. Writing to CRM requires a separately connected workflow with permission to make that change; ZoomInfo's research tools return the context for the decision.