Zu is the workspace chat agent. It lives inside authenticated workspace routes and answers from the context you are already looking at.
What Zu can see
Zu receives workspace context, the current route, and the current deal when you are on a deal page. It can use tools to fetch the records it needs instead of guessing from the visible page.
Common questions:
- “What deals need attention?”
- “What’s the latest on this deal?”
- “Who should I follow up with?”
- “Draft a recap for the buyer.”
- “Find the pricing objection from the last calls.”
Tools Zu can use
Zu can inspect workspace records and create work through scoped tools, including:
- Deals and deal details
- Contacts attached to a deal
- Recent emails and drafts
- LinkedIn posts and engagement
- Business-case content
- Uploaded chat attachments
- Master Vault documents that are safe for agent use
Tool-call rows appear in the chat thread so you can see when Zu looked something up or created something.
Attachments
You can attach files to chat when the answer depends on material outside Yuzu. Supported files are indexed into searchable chunks so Zu can retrieve the relevant parts without pushing a whole document into the model context.
Supported intake includes common documents and media such as PDF, DOCX, XLS/XLSX, CSV, Markdown, HTML, PPTX, text, OTF font metadata, PNG/JPEG image text, and audio formats.
Ask Zu to search for a term or summarize the relevant section of an attachment. That keeps large files out of the context window while still making them usable.
Where chat appears
Zu appears on authenticated workspace routes. It does not mount on public buyer routes such as /v/..., /link/..., sign-in, sign-up, checkout, or onboarding.
Observability
Admins can open /admin/agents to inspect recent chat turns, tool calls, compactions, model usage, token counts, and estimated cost. This page is meant for debugging and audit, not buyer-facing work. 
