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DuckyHelper in Agencyzoom

DuckyHelper sees Agencyzoom on your screen and, in early access, works in it with its own cursor to create and update leads, manage opportunities and quotes, search customers and policies, track tasks, and read SMS and email threads. It's built to ask before it sends or pays, and explains or draws on Agencyzoom when you want to learn it.

Try asking
  • “Search the customers and update a lead”
  • “Create an opportunity in Agencyzoom”
  • “Show me how to create a lead”

Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud. Doing the work for you is early access on Mac.

Download for freeSee how it works
Customers in AgencyzoomDone in 5sExample
Search the customers and update a lead
  1. Searched the customers in Agencyzoom
  2. Updated a lead

Done in Agencyzoom.

Agencyzoom
5s · 1 app
Done
Updated a leadin Agencyzoom
Worked for 5s
Searched the customers
Updated a lead

Drawn from Agencyzoom's own actions · early access on Mac

WHAT TO ASK

Things you can ask it to do in Agencyzoom

Each one is something Agencyzoom itself lets you do, said the way you'd ask. Questions about your screen work today; having it do the job is early access on Mac.

Ask about it

Works today

It sees your screen, answers out loud and draws on it.

  • “Explain this lead to me”
  • “Where do I find the lead tasks in Agencyzoom?”
  • “Show me how to create a lead”
  • “What does this button do?”
  • “Walk me through this screen”

Read and find

Early access

It opens Agencyzoom and looks things up for you.

  • Search the customers
  • Search the leads
  • Search the life and health leads
  • Search the SMS threads
  • Search the email threads
  • Look up the lead tasks
  • Look up the customer tasks
  • Search and list the tasks
Show all 44
  • Look up the lead quotes
  • Look up the lead details
  • Look up the task details
  • Look up the thread details
  • Look up the opportunities for a lead
  • Look up the customer details
  • Look up the opportunity details
  • Read the SMS thread messages
  • Look up the lead files
  • Read the notes for a specific lead
  • Look up the driver details
  • Look up the vehicle details
  • Look up the vehicles for an opportunity
  • List the product categories
  • Search a leads count
  • Look up the lead sources
  • List the service tickets
  • Look up the lead source categories
  • Search the business classifications
  • Look up a list of CSRs
  • Look up a list of carriers
  • Look up a list of employees
  • Look up a list of locations
  • Look up a list of pipelines
  • Look up a list of producers
  • Look up a list of end stages
  • Look up a list of drivers for an opportunity
  • Look up the loss reasons
  • Look up the policies for a customer
  • Look up a list of life professionals
  • Look up the departments groups
  • Look up the AMS policies for a customer
  • Look up a list of assign groups
  • Look up a list of recycle events
  • Look up the product lines and policy types
  • Look up a list of custom fields

Write and send

Early access

It's built to ask before anything is sent or paid.

  • Update a lead
  • Update a business lead
  • Create a lead
  • Create a business lead
  • Create leads
  • Create an opportunity
  • Create a lead opportunity
  • Update a task
Show all 30
  • Create a lead quote
  • Update an opportunity
  • Reopen a task
  • Update a lead opportunity
  • Move a lead to a sold
  • Mark a task as completed
  • Create a lead note
  • Mark a thread as unread
  • Create a customer note
  • Create a vehicle for an opportunity
  • Create a driver for an opportunity
  • Rename a lead file
  • Update a driver's details
  • Update a vehicle's details
  • Link a vehicle to an opportunity
  • Create contacts
  • Update the customer info
  • Update the lead quote data
  • Link a driver to an opportunity
  • Update my profile
  • Update the lead status
  • Update the email thread read status

Manage

Early access

It tidies up and changes things in Agencyzoom.

  • Delete a task
  • Delete the tasks
  • Delete an opportunity
  • Delete a lead opportunity
  • Remove a text thread
  • Delete an email thread
  • Delete a lead quote
  • Delete a customer
Show all 16
  • Delete a customer file
  • Delete a file from a lead
  • Delete an opportunity driver
  • Delete a thread message
  • Delete a vehicle
  • Update a policy
  • Delete a customer policy
  • Add the tags to a policy

Why Use DuckyHelper?

Works in Agencyzoom like you do

  • Early access: it sees Agencyzoom on your screen and works in it with its own cursor, while you keep using yours
  • Nothing to set up: it works in Agencyzoom signed in as you
  • Finishes multi-step jobs across Agencyzoom and your other apps

Built to ask before it sends or pays

  • Built to ask first before it sends a message or pays for anything
  • Built not to type your passwords or card numbers for you
  • It listens and looks only while the pill is open

Shows you, not just tells you

  • Explains Agencyzoom out loud and draws right on your screen
  • Works it out with you on a blackboard when you want to learn it

Always there, in every app

  • Press one key in any app and ask out loud: fn on a Mac, Ctrl+Shift+Space on Windows and Linux
  • Runs jobs on a schedule (early access)
  • For Mac, Windows and Linux

Want it in every app you use?

One account works in every app on your computer. Try it for 10 minutes, no card, then pick a plan.

SEE PRICING
FAQ

Frequently asked questions

On your screen, the way a person at your computer would. Press fn (Ctrl+Shift+Space on Windows and Linux) and ask about what you see in Agencyzoom: it answers out loud and can draw on Agencyzoom to show you where things are. In early access on Mac it also works in Agencyzoom with its own cursor, signed in as you, while you keep using yours.

For example: “Search the customers and update a lead” and “Create an opportunity in Agencyzoom”. Or ask about what you see: “Show me how to create a lead”. Doing the work for you is in early access on Mac.

No. Open Agencyzoom and sign in yourself, the way you always do. DuckyHelper works in the window you have open, signed in as you. It's built not to type your passwords or card numbers for you.

It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money.

Yes. Press one key and ask out loud. It answers out loud while you keep working, draws on your screen to show you where things are, or works it out with you on a blackboard.

Yes. DuckyHelper works in any app on your computer, so one job can move between Agencyzoom and the other apps and pages you use.

Doing the work for you is new and in early access on Mac. Asking out loud, drawing on your screen and the blackboard work today on Mac, Windows and Linux.

No. It listens and looks only while the pill is open. When the pill is closed, nothing is heard or seen.

No, there is no charge per app. Try DuckyHelper for 10 minutes with no card. Plus is $20 a month, $14 a month for your first 3 months. See pricing.

Mac (Apple silicon, macOS 14 or later), Windows and Linux. Download DuckyHelper.

No. DuckyHelper is made by MingLLM, Inc. and is not affiliated with or endorsed by Agencyzoom. It works in Agencyzoom the same way you do, on your screen.

Try it in Agencyzoom.Press one key and ask.

It sees Agencyzoom, explains it out loud and does the work with you.Try it for 10 minutes, no card.

Download DuckyHelper
Questions and jobs

Do anything

Ask it a question or hand it a job, in any app.

Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.