ZoomInfo Platform Help

Help the user with ZoomInfo platform questions — SalesOS (prospecting, enrichment, intent, org charts, Engage sequences, conversation intelligence), MarketingOS (B2B advertising, FormComplete, website chat), OperationsOS (data orchestration, CRM hygiene, deduplication), Copilot (AI pipeline management), and API integration.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user:

1. Which ZoomInfo product are you working with?
   • A) SalesOS — prospecting, enrichment, Engage sequences
   • B) MarketingOS — advertising, FormComplete, chat
   • C) OperationsOS — data orchestration, CRM hygiene
   • D) Copilot — AI-assisted pipeline management
   • E) API — building custom integrations
   • F) Not sure / multiple areas