Announcing Agentic AI - Ask Zia!

Announcing Agentic AI - Ask Zia!

We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.


Upholding our commitment to the motto – Analytics for All, Ask Zia, the AI agent (powered by LLMs), empowers users of different personas, such as data engineers, data analysts, and business users, to build and automate data pipelines and get intelligent recommendations and contextual suggestions through natural language prompts.

Ask Zia for Data Engineers

Ask Zia helps data engineers accelerate data preparation and pipeline tasks through natural language prompts.

Build Data Pipelines 


Ask Zia pipeline builder allows you to build, clean, transform, and automate data pipelines using simple, natural language. This streamlines the entire ETL process thereby reducing manual effort.

Learn more

Transform with Examples


Transform by example easily helps you transform the data in any column to your needs just by providing examples of the output. 

Learn more

Ask Zia for Data Analysts and Business Users

Build reports and dashboards using simple natural language. Get contextual narratives to understand the What and Why behind any scenario.

Smarter Report Creation


While users have always been able to build reports using Ask Zia, the new LLM-powered enhancements significantly improve the experience. With LLMs now driving report creation, Ask Zia better understands your queries, recommends the most relevant visualizations, and delivers deeper, more meaningful insights.

Learn more

Dashboard Creation Made Easy


Build fully functional dashboards using natural language prompts. Describe your requirements, and Ask Zia brings together the most relevant reports, applies filters, and arranges them into a customizable dashboard ready to share, explore, and act on.

Learn more

Get Actionable Insights and Smart Recommendations


Data analysts and business users no longer need to sift through multiple reports to uncover key insights. While Ask Zia has supported descriptive and predictive insights, it now goes further by offering diagnostic and prescriptive insights, helping you understand why something happened and recommendations for what actions to be taken next. This empowers you to move from insights to action faster.

Learn more

Create Data Stories Using Slideshow Skills


Turn insights into impactful data stories. Create slideshows directly from reports and dashboards. Just use a simple prompt, and Zia will compile key visuals and narratives into a ready-to-present deck, saving you time and effort.

Learn more

Take Instant Actions 


With Action Skills, you can instantly share reports, schedule email deliveries, and export dashboards within the Ask Zia portal without switching tabs.

Learn more

Embed Ask Zia Anywhere


Embed Ask Zia directly into the applications you work with. Ask questions, explore data, detect patterns or anomalies, and identify the key factors driving the metrics without switching platforms. Ask Zia is context aware, and insights are provided based on the user's role, data context, and access permissions. 

Learn more

Build Custom Agents with MCP server

The Zoho Analytics MCP Server (Beta) implements the Model Context Protocol (MCP), a standardized interface that enables AI models to interact seamlessly with applications. This middleware solution bridges the gap between AI agents and MCP clients, enabling them to leverage the powerful data analysis capabilities of Zoho Analytics to build custom agentic solutions.

Learn more.


Notes
Note: 
The GenAI capabilities are available in Premium and Enterprise plans. Learn more.

Do try out the new features and share your valuable feedback with us at support@zohoanalytics.com. Your suggestions are crucial to helping us improve and serve you better.
    • Sticky Posts

    • What's New in Zoho Analytics - January 2026

      Hello Users! We are starting the year with a strong lineup of updates, marking the beginning of many improvements planned to enhance your analytics experience. Explore the latest improvements built to boost performance, simplify analysis, and help you
    • What's New in Zoho Analytics - November 2025

      We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's
    • What's New in Zoho Analytics - October 2025

      Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
    • What’s New in Zoho Analytics – September 2025

      Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
    • Announcing Agentic AI - Ask Zia!

      We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.
    • Recent Topics

    • Make panel configuration interface wider

      Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.
    • Image Compression Options

      Much better if we have level of options to compress the image [20%, 40%...] We are dealing with service reports daily that has before and after photos (image field)- the file size too large and one thing, the current limit is 10mb or 15mb for report
    • Cannot get code to work with v2.mergeAndStore!

      Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all of
    • How to hide or archive a blog post temporarily in Zoho commerce website builder?

      I would like to temporarily hide or archive a blog post in zoho commerce website builder so that it doesnt appear on my website till I enable it again. I tried to look for this option but could not find it.  It only allows me to permanently delete a blog
    • Founders using Zoho — are you leveraging Zoho Campaigns + Zoho Social for thought leadership… or just sending emails?

      I’ve noticed something interesting in the Zoho ecosystem. Many founders use Zoho Campaigns and Zoho Social for basic marketing—newsletters, scheduled posts, and announcements. But very few are using these tools strategically to: • Position themselves
    • WATERFALL CHART IN ZOHO ANALYTICS

      Hi Team, I would like to know whether Zoho Analytics currently supports a Waterfall Chart as a built-in visualization type. If yes, could you please share the steps to create one? If not, is there any workaround or recommended method to build a Waterfall
    • How to mix different types of inputs (such as dropdown list and textbox)

      Hi, I'm creating a form called "Room Reservations" for a company. I created a "table" using "Matrix Choice". I created "Room 1", "Room 2" and "Room 3" with the "Questions". I would then like to create two columns with the "Answers", one called "Department"
    • Full Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage

      Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses for
    • Ability to assign Invoice Ownership through Deluge in FSM

      Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
    • Reply to Email for SO/PO

      Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email
    • How to Convert NSF to PST Format Effortlessly? - SYSessential

      It is highly recommended to obtain the error-free solution of the SYSessential NSF to PST converter to convert NSF files from Lotus Notes. Using this professional software, it becomes easier to convert all NSF database items, including emails, journals,
    • Zoho Commerce - Poor Features Set for Blogging

      Hi Zoho Commerce team, I'm sure you will have noticed that I have been asking many questions about the Blogs feature in Commerce. I thought that it would be useful if I share my feedback in a constructive way, to highlight the areas which I feel need
    • Pass shipping info to payment gateway Zoho Books to Authorize.net

      For some reason the integration from Zoho books to Authorize.net does not pass the shipping address. Authorize.net is ready to receive it, but zoho books does not send it
    • Massive Zoho Books failure

      We have not received any communication or notification from Zoho, but we have detected that Zoho Books is not working for all our users. We cannot access or use Zoho Books. This is critical. We are trying to contact Zoho on the Spain telephone number,
    • Does the Customer “Company Name” field appear anywhere in the Zoho Books UI outside of PDFs?

      Hi everyone, I’m trying to understand how the Company Name field is actually used in Zoho Books. There is a Company Name field on the customer record, but when viewing transactions like a Sales Order in the normal UI (non-PDF view), that field doesn’t
    • Email outbox is now available in the sandbox

      Hello all! Testing emails without visibility has always been a blind spot in the sandbox. With the new Outbox, that gap is closed. You can now view and verify every email triggered from your sandbox, whether it’s through workflows, approvals, or mass
    • Zoho Desk blank screen

      opened a ticket from my email, zoho desk comes up blank, nothing loads. our receptionist also gets the same thing under her login on her computer. our sales rep also gets same thing on zoho desk at his home on a different computer. I tried clearing cache/history/cookies,
    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
    • Looking For Recruit Developer

      Hi everyone, I am looking for a Zoho Certified Developer to assist with a development project for MetalXpert. We are building a software system designed to bridge the gap between a candidate mobile app and an employer web portal using Zoho Recruit as
    • sales IQ issue on website

      i integrated the zoho sales IQ code on the website but it is comming in distroted form i am sharing the screenshot below the website is bulit in wix platform
    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
    • Deprecation of the Zoho OAuth connector

      Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector
    • I need to know the IP address of ZOHO CRM.

      The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM. Moderation Update: The post below
    • Important Update: Google Ads & YouTube Ads API Migration

      To maintain platform performance and align with Google's newest requirements, we are updating the Google Ads and YouTube Ads integrations by migrating from API v19 to the newer v22, before the official deprecation of v19 on February 11, 2026. Reference:
    • Importing into the 'file upload' field

      Can you import attachments into the file upload field. I would expect it to work the same way as attachments do, But can't seem to get it to work.
    • Zoho recruit's blueprint configuration is not functioning as mapped

      Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client
    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
    • Blocklist candidates in Zoho Recruit

      We’re introducing Block Candidate, which helps recruiters to permanently restrict a candidate from applying to current/future job openings. Once the candidate is blocked, they will no longer be able to participate in the recruitment process. This will
    • Layout Rules Don't Apply To Blueprints

      Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now
    • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

      Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
    • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

      Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
    • Zoho Desk - Upsert Ticket

      Hi Desk Team, It is common to request more information from end-users. Using forms is a great way to ensure all the required information is collected. It would be great if there were an "upsert" option on the Zoho Form -> Zoho Desk integration which would
    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
    • Client Side Scripts for Meetings Module

      Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currently
    • Introducing Multiple Sandbox Types and Support for Module's Data Population

      Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
    • Creator Offline

      We had online access setup and working on our iphones. We have just set it up on an 'Android Tablet' and it is not downloading all the images? We use it to show customers our catalogue. Any ideas. Offline components all setup on both devices
    • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

      Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to
    • Enable or disable any Field Rule!

      Hello Zoho Forms Community, We are excited to announce a powerful new enhancement to Field Rules that gives you greater control and flexibility in managing your form logic! Previously, if you wanted to temporarily deactivate a field rule, you had two
    • Next Page