ZipTier is an AI Sales Rep for marketing websites. It engages every visitor with answers from your own content, tracks what they do across your pages, captures and scores leads, books meetings inside the chat, and syncs high-scoring leads to HubSpot, or to any other CRM using our CSV export.

You can launch a branded AI assistant in under 10 minutes with no coding required: no engineering ticket, no sprint.

ZipTier is built for B2B marketing teams and founders who want to convert more of their website traffic into qualified pipeline without adding headcount. It is especially well-suited for:

• Companies that have high content density in their websites (10+ pages of detailed content)
• Reasonably high inbound traffic (1000+ monthly visits)
• Startups that need to qualify inbound leads automatically
• Sales-led and product-led growth companies capturing high-scoring buyers at scale

Most customers deploy their first AI assistant in under 10 minutes using a three-step wizard:

• Step 1 (Campaign Overview): Choose the campaign type (Event or Website), name it, set its start and end dates, and optionally pick a branded URL
• Step 2 (AI Assistant Customization): Set your branding, launcher design, lead capture questions, lead scoring rules, and meeting booking
• Step 3 (Campaign Knowledge Base): Upload your marketing documents and add the websites the assistant should answer from

No coding required. Test the assistant in the Sandbox, then share a direct link or embed the widget on your site with a single script tag.

No. ZipTier's Free plan requires no credit card. You can have up to 3 active campaigns and run up to 20 AI conversations per month at zero cost, with no trial period or expiration.

ZipTier uses a Retrieval-Augmented Generation (RAG) architecture powered by Claude from Anthropic. When a visitor asks a question:

• The AI searches your uploaded content for the most relevant information
• It generates an accurate, conversational response grounded in your content, not generic internet knowledge
• Responses are continuously monitored for quality and accuracy

This means the AI answers only based on what you have provided, reducing hallucinations and ensuring on-brand responses.

ZipTier supports the following in each campaign's knowledge base:

• Documents: PDF, DOC, DOCX, PPT, PPTX, TXT
• Images with text: JPG, PNG
• Websites: Any publicly accessible site. ZipTier crawls it for you, up to 50 pages per website

Limits per campaign depend on your plan:

• Free: 5 documents (up to 10 MB each) and 1 website
• Starter: 20 documents (up to 25 MB each) and 5 websites
• Pro: 35 documents (up to 25 MB each) and 10 websites
• Premium: 50 documents (up to 25 MB each) and 15 websites

The crawler cannot read pages behind a login or content that only loads through JavaScript, so upload that content as a document instead.

A crawled website is a snapshot taken at crawl time, so refresh it when your pages change. Open the campaign's Web Knowledge Base tab and click the Rescan website icon next to the site. Pages already in the knowledge base come back pre-selected, and newly discovered pages are listed separately so you choose what to add.

Your live assistant keeps answering from the existing copy while the rescan runs, so there is no need to pause the campaign. A rescan does not count toward your website limit.

Yes. Every campaign has a Sandbox for full testing before launch. Sandbox conversations have their own monthly allowance (10 on Free, 20 on Starter, 50 on Pro, 100 on Premium), separate from your live credits, so testing never reduces what your visitors can use. Sandbox chats are also kept out of your analytics.

A new campaign's sandbox can take up to 10 minutes to be ready while your content is processed.

Yes. Each campaign has its own branded assistant, set in Step 2 (AI Assistant Customization):

• Header: Company logo, header colors, and header links (Learn More, Watch Demo, Contact Us)
• Chat: A choice of 13 fonts (including Inter, Roboto, Open Sans, Lato, Arial, and Georgia), 3 conversation starter (kickoff) questions of up to 60 characters each, and a welcome message of up to 300 characters, shown when lead questions are asked before the chat
• Launcher: Four styles (Pill, Classic FAB, Agent Avatar, or Search Bar), plus colors, size, position, animation, and chat window size

Pro and Premium plans support white-label mode: removing ZipTier branding entirely.

In Step 2, under Lead Settings, choose a Capture Mode for when lead questions are asked:

• Before Chat: Questions are asked up front, one at a time, before the visitor can start chatting
• During Chat: The visitor starts chatting right away, and the questions are woven in after a couple of exchanges
• High Intent: Nothing is asked until the visitor shows buying intent in the conversation, then the questions are asked one at a time

All three modes ask the same questions in the same order: a primary contact (email or phone) first, plus up to 2 more fields, which can be standard fields or your own custom text or dropdown fields.

High Intent is especially effective for product research conversations, delivering higher-quality leads with less friction.

Every captured lead is graded High, Medium, or Low from two weighted groups:

• Fit: Who the visitor is, scored from their answers to your lead questions using rules you set (for example, a company email domain scores higher than a personal one)
• Intent: How ready they are to buy, detected by the AI from the conversation

You configure this per campaign in Step 2, under Lead Scoring: set the weight of each group, write the Fit rules, and choose where Medium and High start. The default is Intent 100% and Fit 0%, with Medium starting at 40 and High at 70. Optional guardrails can hold a lead at Medium, for example when the visitor answered too few questions.

Scoring changes apply to new leads only; leads you have already captured keep their score.

ZipTier's intent engine looks for five BANT signals:

• Purchase: Visitor asks to get started or signals readiness to move forward (pricing questions alone don't qualify)
• Timing: Visitor mentions a concrete deadline, rollout window, or evaluation period
• Authority: Visitor explicitly states they make or influence purchasing decisions
• Need: Visitor describes a specific business problem they are trying to solve
• Budget: Visitor mentions a budget amount or financial approval requirement

The system is deliberately conservative: it only fires on clear, explicit intent, so your team only receives genuinely high-quality leads.

Within about 5 minutes. ZipTier waits that long so the score reflects the whole conversation, re-checks the lead's tier, and then sends an email alert and, if connected, pushes the lead to HubSpot. Only leads that are still High at that point are delivered.

The alert includes a conversation summary, the detected intent signals, and a link to the lead in ZipTier. For privacy, the prospect's email address is masked with asterisks in the alert; follow the link to see their full contact details. Choose who receives alerts (up to 5 addresses) under Settings > Email Alerts.

Responding within the first hour makes you 7x more likely to have a meaningful conversation with the prospect.

The most common reasons:

• The lead was not High: Only High-tier leads are delivered. A lead that reaches High and then drops, for example after sharing a personal email address instead of a work one, is held back
• The visitor did not share contact details: No alert is sent, but the conversation is still recorded in your analytics
• Alerts are turned off: Check that High-Scoring Lead Detected is on under Settings > Email Alerts

Medium and Low leads are still available on the campaign's Leads page, with their scores and transcripts.

Yes. Set your default Calendly or Google Calendar link under Settings > Booking, then turn on Meeting Booking in each campaign's Step 2. A campaign can use your default settings or override them with its own link. The scheduler opens inline, so visitors book without leaving the chat.

Choose when the booking option appears: When a high scoring lead is detected (recommended) or Always visible. Calendly bookings are detected automatically and shown in your analytics; Google Calendar bookings may not appear there.

Three options, usable together:

• Website embed (widget): Add a single <script> tag just before the closing </body> tag. Step-by-step guides are available for WordPress, Shopify, Webflow, Squarespace, and Next.js / React. Style the launcher button under Launcher Design in your campaign's AI Assistant Customization step; saved changes reach your live site without replacing the script tag.
• Standalone page: Every campaign gets a hosted URL (for example, yourbrand.ziptier.ai/chat) to share via email, social media, QR codes, or presentations.
• Custom triggers: Turn your own buttons, links, or search boxes into ways to open the assistant.

Yes. Add the ziptier-widget-trigger class to any element on a page that has the embed script. Clicking it opens the assistant. Add data-trigger-question to prefill a question, and data-trigger-autosend to send it straight away, which is how you build an "ask anything" search box or topic-specific buttons on a page.

Triggers use your own markup and styles, so they match your site exactly.

Yes. ZipTier natively integrates with HubSpot CRM on every plan, including Free. Connect it under Settings > CRM Integration > Connection and save your field mappings. From then on, each High-scoring lead creates or updates a HubSpot contact (matched on email, so you get an updated record rather than a duplicate), with an AI-generated conversation summary attached.

For all other CRMs, export leads as CSV from the campaign's Leads page. Salesforce and additional CRM integrations are on the roadmap.

Yes. ZipTier has a dedicated Event campaign type designed for conferences, webinars, workshops, trade shows, customer summits, and training sessions.

The AI is trained on your event content: agendas, speaker bios, session schedules, venue details, and FAQs. Attendees get instant accurate answers via a QR code link or your event registration page.

Yes. Active campaign limits by plan:

• Free: 3 campaigns
• Starter ($99/month): 25 campaigns
• Pro ($499/month): 75 campaigns
• Premium ($1,999/month): 150 campaigns

Every campaign that is not Closed counts as active. Each campaign has its own branding, knowledge base, lead settings, and analytics.

Each live campaign has an analytics dashboard with:

• Key metrics: average daily active users, engagement rate, leads scored High and Medium, CTA click-through rate, AI conversations used, and meetings booked
• An AI-generated campaign summary with highlights
• Trend charts for daily active users, CTA clicks, and AI conversations, plus CTA and job title breakdowns
• A Leads list with scores, intent signals, full transcripts, and CSV export

Every plan, including Free, gets the full analytics dashboard and AI insights. Conversation analytics refreshes twice daily (2:30 AM and 2:30 PM UTC), so full conversation details appear about 12 hours after a session. Visitor Analytics is live.

Yes. ZipTier's AI analytics surfaces top themes, questions, and pain points from your visitor conversations, for example, showing that 34% ask about pricing, 28% about integrations, and 22% about feature comparisons. You can also read full individual transcripts.

Yes. The Knowledge Base Gaps panel lists every visitor question the assistant could not fully answer, with the date. Search, filter, and export the list, then add the missing content to your knowledge base so the assistant can answer next time.

Yes. Open a lead's Lead Details to see:

• First-touch attribution: Source, campaign, UTM parameters, device, and country
• Summary: Total sessions, first and last visit, and total time on site
• Activity timeline: Every page they viewed in each session, with time spent on each

Activity is only reported once the visitor consents in the chat. From then on, ZipTier shows up to 48 hours of their browsing before the chat, plus everything afterwards. Activity is kept for 30 days.

Yes. Visitor Analytics shows live, anonymous traffic on pages where your assistant is embedded: visits, visitors, how many open the assistant, and how many go on to chat. It includes a daily trend, a conversion funnel, your top pages, returning versus new visitors, and peak hours.

It is on by default and can be turned off under Settings > Analytics. It counts only live widget traffic on your site (not Sandbox or standalone pages), keeps 60 days of data, and stores no names, email addresses, or IP addresses.

• Free ($0/month): 20 AI conversations, 3 campaigns. No credit card required.
• Starter ($99/month): 250 conversations, 25 campaigns. Best for ~2,000 monthly visitors.
• Pro ($499/month): 1,250 conversations, 75 campaigns, white-label branding. Best for ~10,000 monthly visitors.
• Premium ($1,999/month): 5,000 conversations, 150 campaigns, dedicated account manager. Best for ~40,000 monthly visitors.

Every plan includes the full analytics dashboard, email lead alerts, and HubSpot integration. All plans are billed monthly with no long-term contracts. Upgrade or downgrade anytime.

A conversation is a visitor session with your AI assistant. Credit counting:

• Messages 1–2 in every conversation are free
• Message 3 triggers one credit, covering messages 3 through 12
• One additional credit per subsequent 10-message block (at messages 13, 23, 33)
• Sessions are capped at 40 messages

In practice, most conversations are under 12 messages, so one credit covers a complete interaction.

New visitor sessions cannot start until your credits reset at the start of your next billing cycle, or until you add more. On a paid plan, buy extra credits anytime from Settings > Subscription > Buy Conversations ($0.65 each on Starter, $0.60 on Pro, $0.55 on Premium). Purchased credits last 90 days. On the Free plan, upgrade to keep conversations running.

For usage beyond the Premium plan, contact sales@ziptier.com for a custom volume package.

Yes. No lock-in, no contracts, no cancellation fees. Change or cancel your plan anytime from Settings > Subscription > Manage Plan:

• Upgrades take effect immediately and start a new billing cycle. Unused credits carry over when you upgrade between paid plans.
• Downgrades and cancellations take effect at the end of your current billing cycle.
• After cancelling, your campaigns close and your account stays available read-only for 90 days before the data is deleted.

• All data is encrypted in transit (TLS) and at rest
• Hosted on AWS with role-based access controls
• Your data is never sold to third parties
• Your data is never used to train AI models: Claude only draws on your uploaded content to answer questions

See ziptier.ai/policies/privacy-policy for the full privacy policy.

If your site uses a cookie consent banner, pass the visitor's choice to ZipTier by calling window.ziptierConsent({ analytics: 'granted' }) or 'denied'. This works with third-party consent tools too.

Until a visitor makes a choice, ZipTier applies a default by country: tracking is off by default for visitors in the EU/EEA, the UK, Norway, Iceland, Liechtenstein, and the United States, and on elsewhere. To change this, go to Settings > Analytics, pick a default policy (granted or denied), then add the countries that should get the opposite.

ZipTier is powered by Claude from Anthropic, a frontier large language model known for accuracy, safety, and careful instruction-following. ZipTier's RAG architecture means Claude only draws on your uploaded content to answer questions, reducing hallucinations and keeping responses on-brand.

• Documentation: ziptier.ai/docs
• Submit a ticket: support.ziptier.ai/support/tickets/new
• Support email: support@ziptier.com
• Sales: sales@ziptier.com
• Book a call: ziptier.ai/book-a-call

• Free: Email support
• Starter: Email support with 24–48 hour response time
• Pro: Priority email support with SLA-backed response times
• Premium: Dedicated account manager