Create modules using natural language prompts

Create modules using natural language prompts

Hello all,

We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts.


Why this enhancement?

Creating a custom module traditionally involves multiple steps—choosing field types, naming sections, defining relationships, and ensuring layout consistency. While the module builder provides flexibility, setting everything up manually can be time-consuming, particularly for first-time users or teams trying out new processes.

With this enhancement, Zia can now interpret your natural language input and convert it into a structured module layout. Whether you're managing client onboarding, handling service requests, or setting up an internal project tracker, you can simply describe what you need, and Zia will take care of the initial configuration. This makes it easier to build modules aligned with your business processes, especially for users who prefer describing their requirements over configuring field-by-field.


How it works

You can create a custom module using Zia from the following entry points:
  1. The Ask Zia interface: Describe your requirement in the chat (e.g., “Create a module to track supplier onboarding with fields for company name, contract status, and assigned procurement manager.”).


  2. The module builder: Use the new Create Module Using Zia option to type your input directly in the builder.


  3. The quick create section of the left panel: Select Create module using Zia for a quicker guided setup.

Zia will generate the layout that includes the field names and types inferred from your input, and suggested lookup fields (if applicable).

Once the layout is generated, you can review and refine it—adjust field properties, update names, add or remove fields, and configure permissions based on your CRM setup.

Let's take a closer look with an example

Let’s say you want to manage your legal requests process in a team module in CRM. Instead of building it manually, you can type:
Quote
Create a module to manage legal requests. I need fields for request type, submission date, client name, assigned legal officer, and status.
Zia will parse the request and generate a module with:
  • A field for Request Type (picklist)

  • Submission Date (date field)
  • Client Name (text or lookup)
  • Assigned Legal Officer (user field)
  • Current Status (picklist with suggested values)

That's not all. Zia goes beyond just creating the fields mentioned in your prompt. It comprehensively understands your needs and incorporates additional modules that are relevant to your requirements.

For instance, in the case of tracking legal requests, Zia automatically includes the picklist field Priority, which offers options such as High, Medium, and Low, as well as the file upload field Evidence File. You have the flexibility to customize, designate as mandatory, or delete these fields as needed.


The goal is to help you spend less time building structures and more time optimizing processes.
Info
Notes
  • This functionality is available only in the Next Gen CRM UI.
  • The option to create modules with Zia will be visible to users with module creation permissions in their profile.
  • Support for creating modules directly from the Ask Zia chat interface will be available in a few days.
AlertFeature Availability
  • Available for orgs in Enterprise and Ultimate editions of Zoho CRM, as well as for CRMPlus, Zoho One bundles.
  • Minimum user licenses: 20+
  • DC supported: US
  • Language(s) supported: English
Gradually, we'll open for all paid edition and languages in a phased manner.

That's all for these enhancements. Let us know your feedback in the comments below.

Thanks,
Nizamuddin


    • Recent Topics

    • Domain restriction for User Management actions in Zoho One

      Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization

    • Zoho Mail iOS app update: Signature

      Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(inside

    • Copy paste from word document deletes random spaces

      Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without

    • Desktop app doesn't support notecards created on Android

      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

    • Approval Button in Subform

      Hi Team, I’m working on a subform-based requirement where users will submit requests, and these requests must go through approval by multiple team managers. Each line item in the subform needs to be individually approved or declined based on the user's

    • Reporting Limitation on Lead–Product Relation in Zoho CRM

      I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom related

    • Setting checkbox value on template in Sign from Creator

      Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":

    • Zoho Projects - Unread Comment Icon

      Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed

    • Zoho Projects - Update Feed via API

      Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you

    • Automated log-out/session end

      I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 

    • Subform auto populate values

      Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from

    • What is New in CRM Functions?

      What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.

    • Gantt Chart - Zoho Analytics

      Are there any plans to add Gantt Charts capabilities to Zoho Analytics?

    • WhatsApp Calling Integration via Zoho Desk

      Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

    • Identify long running sync jobs/tables

      My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome

    • Temporarily rate limited due to IP reputation.

      We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster

    • Zoho Analytics Regex Support

      When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.

    • Automatically CC an address using Zoho CRM Email Templates

      Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

    • Solution to Import PST File into Office 365.

      MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users

    • Series Label in the Legend

      My legend reads 'Series 1' and 'Series 2'. From everything I read online, Zoho is supposed to change the data names if it's formatted correctly. I have the proper labels on the top of the columns and the right range selected. I assume it's something in

    • Associate emails from both primary and secondary contacts to deal

      We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks

    • New integration: Zoho Sign for Zoho Projects

      Hey there! We’re excited to announce the brand-new Zoho Sign integration for Zoho Projects! With this integration, users can now send documents for signatures, track their progress, and manage approvals—all without leaving Zoho Projects. This bridges

    • Update to attachment display in ticket threads

      This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times and

    • Narrative 15: Blueprint - Automate, guide, and transform your support processes

      Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when their

    • Different MRP / Pricing for same product but different batches

      We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 

    • Batch/lot # and Storage bin location

      Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature

    • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

      Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • Latest update caused issue in using marathi typingzoho

      With latest update now marathi typing does Not work in zohonotebook. I preferred zoho over other because it was supporting marathi font without any distortion.. But after new update,keyborad simply does not work

    • Writer update results in BitDefender blocking it as malware

      After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.

    • Zoho Books - New Interface keep details with PDF View

      Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between

    • Zoho One Unified Portal - Applications

      Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned

    • Refresh frequency

      Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

    • Refund

      My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before

    • Add "Fetch Composite Item" Action for Inventory

      I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

    • Calling Function via REST API with API Key gives 401 using Zoho Developer

      Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer

    • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

      Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.

    • Embed CRM record images in email templates

      I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I

    • Assign multiple departments to multiple helpcenters

      Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help

    • Next Page