Smart Prompt is now powered by Zia

Smart Prompt is now powered by Zia

Hello everyone,

We're excited to announce the launch of natively hosted Large Language Model (LLM) to power our AI offerings. 
What is LLM?
LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based on context. The natively hosted LLM has been specifically designed to enhance Zoho CRM's AI capabilities, offering secure, accurate, and efficient solutions for various business needs.
To begin with, the LLM will be implemented for the Smart Prompt feature which has so far integrated Zia with OpenAI to provide generative AI solutions to user prompts to help streamline your daily sales processes, enhance productivity, and simplify decision-making. By analyzing the context of your CRM data, Smart Prompt delivers actionable insights for tasks like drafting emails, summarizing notes, or gathering record-specific information. 



You can now choose between the in-house LLM and OpenAI’s ChatGPT for processing Smart Prompts, giving you the flexibility to select the AI engine that best suits your business needs.

So how does the introduction of our LLM impact your operations? The functioning of the Smart Prompt feature remains the same, but there are a few key differentiators. 
  • Zia processes data within Zoho’s secure environment, aligning with stringent data protection standards, resulting in a more optimized data handling.
  • Using Zia requires no external accounts or API keys—just your Zoho CRM account.
  • Whether you choose Zia or ChatGPT, the Smart Prompt feature continues to function seamlessly, offering contextual suggestions and generative responses to streamline your sales processes.
Why this matters

Zia is designed to provide users with an AI experience that is fully integrated into Zoho CRM. Being a CRM-oriented LLM, it simplifies the setup, enhances productivity, and streamlines your sales activities.

To enable Zia for Smart Prompt, simply navigate to the Smart Prompt settings in your CRM setup and select your preferred AI engine. Read more on our help documentation.

Whether you choose Zia or ChatGPT, the flexibility is now in your hands.

The Zia for Smart Prompt is the first step in establishing our own generative AI cases. Going forward, we have some exciting updates coming up:
  • Record summary - The record summary provides a comprehensive overview of important record information, including deal status, related tasks, recent interactions, and other key details—all presented in one convenient location. This enables users to efficiently make informed decisions without having to navigate through the entire record. Read more.



  • Prompt builder - The prompt builder feature allows users to create, customize, and manage AI-powered prompts that can provide personalized responses in the CRM. This feature leverages Zia's generative AI capabilities to assist users in interacting more efficiently with CRM data, performing tasks, and automating responses. More on this will be shared soon.
As we keep marching ahead, so shall our LLM keep expanding to handle our entire AI operations.

That's all for this announcement. Let us know your feedback and suggestions in the comments below.

Feature availability
  • Smart Prompt with OpenAI (ChatGPT): Available to all Enterprise users and above, across US, EU, IN, AU, CA data centers.
  • Smart Prompt with Zia: Accessible to all Enterprise and Ultimate, for English-only usage. Currently available in the US data center.

Thanks,
Nizamuddin

    • Recent Topics

    • MS Teams Meeting to Zoho CRM

      Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just

    • In place field editing for candidates

      Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however

    • Automatic Matching from Bank Statements / Feeds

      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

    • Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

      I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

    • Fat Download of Ulaa Browser

      I just observed that Ulaa Browser is offering an one-capsule big download. These days it is a custom to offer a small bootstrap downloader and based on user customization options an appropriate download completes. And this is particularly common with

    • Cancelled Transfer order problem

      Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also

    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

    • Changing the Default Search Criteria for Finding Duplicates

      Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

    • Billing Management: #8 Usage Billing in Logistics & Delivery Services

      The logistics and delivery industry thrives on movement and precision. Every delivery completed, every kilometre driven, and every ton transported is a measurable activity. However, billing often lags behind. Many logistics companies still rely on fixed-rate

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • Zoho sheet for desktop

      Hi is zoho sheets available for desktop version for windows

    • Tags for New Tickets

      Hi there, When creating a new ticket, there is currently no way to choose a tag you would like to associate with the new ticket. Being able to associate a tag while creating a new ticket will be very beneficial as it will save time and flow well with

    • Default Sorting on Related Lists

      Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

    • Experience effortless record management in CRM For Everyone with the all-new Grid View!

      Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

    • Zoho Desk: No Incoming email

      Is Zoho Desk services down? No incoming email reflect to desk tickets.

    • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

      Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

    • Zoho CRM - Widgets | Update #3 : Introducing SDK V1.5 along with new ZDK Methods and ZRC Support

      Hello everyone! Widgets in Zoho CRM just got a big upgrade! With the release of SDK v1.5, developers can now create more immersive widget experiences. This update elevates Widget development with new ZDK methods for easier interactivity and ZRC support

    • How to update "Lead Status" to more than 100 records

      Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

    • Unusual activity detected, account blocked

      I am unable to send emails and am getting the error "Outgoing blocked: Unusual activity detected. To unblock your account, please and submit a request. Learn more.". I am unsure as to why this is happening since all my activity is legitimate, mainly confirmation

    • Unlock agreement intelligence with Zoho Sign's latest AI updates

      Hello! If you've been struggling with long, complex agreements and spending way too much time on them, here's exactly what you'll want to hear: Zoho Sign now integrates with OpenAI's ChatGPT to make agreement management smarter and simpler. Acting like

    • Unable to Send Emails – Outgoing Mail Blocked (Error 554 5.1.8)

      Description: Hello Zoho Support Team, I am facing an issue with my Zoho Mail account ( admin@osamarahmani.tech ). Whenever I try to send an email, I get the following error: 554 5.1.8 Email Outgoing Blocked I would like to clarify that I have not done

    • Issue connecting Zoho Mail to Thunderbird (IMAP/SMTP authentication error)

      Dear Zoho Support, I am trying to configure my Zoho Mail account on Thunderbird, but I keep getting authentication errors. Account: info@baktradingtn.com Domain: baktradingtn.com Settings used: IMAP: imap.zoho.com, Port 993, SSL/TLS, Normal Password SMTP:

    • Payment issue with Mail Lite plan – personal NIF not accepted as payment info

      Hello, I have already contacted Zoho Support by email regarding this, but since I haven’t received any reply yet, I’m sharing it here as well to see if the community can help. I’m facing a payment issue for my Mail Lite plan. I have a personal account

    • Customer payment alerts in Zoho Cliq

      For businesses that depend on cash flow, payment updates are essential for operational decision-making and go beyond simple accounting entries. The sales team needs to be notified when invoices are cleared so that upcoming orders can be released. In contrast,

    • {"code":1038,"message":"JSON is not well formed"}

      Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input

    • In arattai received message can't be deleted

      The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received

    • Zoho Editor

      Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.

    • Figma in Zoho Creator

      Hi Team, I’m creating a form using Figma and would like to know how to add workflows like scheduling, custom validation, and other logic to it. Can anyone help me understand how to set this up for a Figma-based Creator UI form?

    • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

      How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..

    • Enable / show scroll bar when Mega Menu is opened

      Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page

    • Restore lost Invoice!

      Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law. 

    • Zoho Desk Down

      Not loading

    • lookup and integrated forms

      I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookup

    • Partially receive PO without partial Bill?

      Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive

    • 2 users editing the same record - loose changes

      Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,

    • How to get the Dashboard page to be the first page when you open the app

      So when it opens on a tablet or phone it opens on the welcome page, thanks.

    • How I set default email addresses for Sales Orders and Invoices

      I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments

    • Adding hyperlinks in CRM emails time automatically

      It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template.  Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a way

    • Notes Attachments

      Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank you

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • Next Page