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.

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • 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.
                                                            • Invitation-Based User Access in Zoho Analytics

                                                              Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Does Thrive work with Zoho Billing (Subscriptions)?

                                                                                                                I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
                                                                                                              • Radio button data won't update

                                                                                                                Wondering if anyone is experiencing the same problem. I tried bulk updating our data on Zoho Creator using API and noticed that the radio button field wasn't updated. I have tried updating it manually, it didn't work. When I tried updating a text field
                                                                                                              • Register the 'Contact Role' addition and change as a Potential edition so it can trigger Workflows

                                                                                                                We are trying to use "Contact Roles" in Potentials. Contact Roles are special and different than the other Related lists, so, it may have a special behavior. Something to keep in mind is that you will never have 100 Contact Roles as you can have 100 Tasks, Calls, or any other Related list. In our case we will have 2 in average and up to 4 or 5 maximum. The problem is that we need to bring information from 3 key Contact Roles to the Potential and adding a Contact to the Contacts Roles area never trigger
                                                                                                              • Synchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM

                                                                                                                Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should
                                                                                                              • Accessing shared mailboxes through Trident (Windows)

                                                                                                                Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
                                                                                                              • Introducing Global Sets for easy management of similar picklists in CRM

                                                                                                                Latest update (December 2025): You can now apply color coding to the values inside a global set, the same way you color code values in regular picklist fields. Update (Sep 2024): We've increased the maximum count limit for global sets. These new limits
                                                                                                              • Uploading a signed template from Sign to Creator

                                                                                                                Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
                                                                                                              • No Ability to Rename Record Template PDFs in SendMail Task

                                                                                                                As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
                                                                                                              • New in CPQ: Smarter suggestions for Product Configurator by Zia, and additional criteria in Price Rules

                                                                                                                Hello everyone! CPQ's Product Configurator in Zoho CRM allows sales teams to define structured product bundles through configuration rules, ensuring that the right product combinations are applied consistently in quotes. Admins set up these configurations
                                                                                                              • Feature Request: Dynamic Dimension Control for zc_LoadIn Popups

                                                                                                                As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a
                                                                                                              • Process between CRM and Campaigns to ensure double opt-in contacts?

                                                                                                                I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the
                                                                                                              • 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
                                                                                                              • Tip #52- Zoho Assist Downloads: Everything You Need in One Place- 'Insider Insights'

                                                                                                                Looking to start remote support sessions faster, manage unattended devices effortlessly, or join sessions without any hassle? The Zoho Assist Downloads Center has all the tools you need—across desktop, mobile, IoT, and browser environments. With our range
                                                                                                              • Condition based aggregate fields in subforms

                                                                                                                Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.
                                                                                                              • SalesInbox

                                                                                                                Sorry for saying this but SalesInbox is a really mess. BIG FAIL. Bad UX and VERY bad IMAP sync. I don't know how can someone use this to be more productive. It's just the oposite. I'm trying to use SalesInbox for a while but sales people do not have just sales activities so we still have to came back to the mail app anyway. Folders of SalesInbox are not in sync with folders of mail server (wich syncs Ok to mobile) and vice-versa wich leads to double work as now you have to cleanup 3 inboxes (Mail
                                                                                                              • Print labels on selected view

                                                                                                                How can I print labels for select view. Always defaults to ALL contacts when I select View = Mailing Labels. Thanks!!
                                                                                                              • Update CRM Price Books to include volume discounts as per Zoho Books/Inventory

                                                                                                                Once again, Zoho has 3 great products that all store information in different ways (which is not helpful when you attempt to integrate the 3 products - one of the best features of Zoho). Zoho CRM Price Books are basic at best. Zoho Books/Inventory Price
                                                                                                              • 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
                                                                                                              • Tip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’

                                                                                                                Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT team
                                                                                                              • Printing Client Lists

                                                                                                                I was looking for a way to print out client lists based on the account. For example if I want all my contacts from company A on one sheet, how would I do this. Moderation Update (3rd December 2025): There are two challenges discussed in this thread. 1.
                                                                                                              • Qwen to be the default open source Generative AI model in Zoho Desk

                                                                                                                Hello everyone, At Zoho Desk, we will make the latest Qwen (30B parameters) the default LLM for our Generative AI features, including Answer Bot, Reply Assistant, and others. As a subsequent step, we will discontinue support for Llama (8B parameters).
                                                                                                              • ZOHO Blueprint and Workflow

                                                                                                                Hi, Correct me if i'm wrong, Blueprint triggers when a record that meets the criteria is created. It follows a specific transition that you will be setting up. Does blueprint work if the first state was triggered by a workflow? For example, In my custom module 1, I have a field named status. The statuses are 1, 2, 3 and 4. As soon as I create a new record, a workflow triggers that updates the status field to 1. Can a blueprint start from 2? My other concern is, can blueprint transitions work at the
                                                                                                              • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

                                                                                                                Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources
                                                                                                              • Zoho CRM Participants Automatic - Invite Using Deluge

                                                                                                                Hi Zoho! Is there a way to make the invitations automatic via API? I'm using this one but it doesn't work or reflect in the CRM: participantUser = Map(); participantUser.put("type","email"); participantUser.put("participant",email); participantUser.put("invited",
                                                                                                              • Work Order Assignment for Engineers Handling Their Own Requests

                                                                                                                I’m setting up FSM for a business where there are multiple engineers, but each engineer handles their own process end-to-end receiving the service request, creating the work order, and completing the field service job. I noticed that I must create an
                                                                                                              • Experience Zoho Show on Mac now!

                                                                                                                Work today isn’t tied to a single place, time, or routine. It happens in cafes between meetings, on flights, or late at night when ideas strike. And when ins, your tools need to be ready, wherever you are. That’s why we built the Zoho Show app for Mac.
                                                                                                              • 【開催報告】東京 ユーザー交流会 Vol.4 | Zoho CRM 自動化のコツ ・Bookings のビジネス活用シーンとおすすめ機能を紹介

                                                                                                                ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 11月28日(金)に新橋で「東京 ユーザー交流会 Vol.4」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました。ユーザー交流会の年内開催は、今回が最後でした。 この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション:関数やクライアントスクリプトまで、CRMをもっと便利に Zoho CRM には、ワークフローやブループリントなど、さまざまな自動化に役立つ標準機能が備わっています。さらに、関数(Deluge)のようにスクリプトを記述して高度な自動化を実現することもできます。
                                                                                                              • Kiosk Button Actions

                                                                                                                I need to add an action to a Kiosk Button to loop me back to start the kiosk again and I am not sure what that looks like (function, etc.).
                                                                                                              • [Webinar] Automate generation of wills, trusts, POAs, and other estate planning documents with Zoho Writer

                                                                                                                Managing the lifecycle of the estate planning documents such as wills, trusts, and POAs, from client intake to final storage, can be complex and time-consuming. Join our live webinar to learn how Zoho Writer transforms this process by automating document
                                                                                                              • Dependent drop-downs... how?

                                                                                                                Good day. I have 2 different situations where I need a dependent drop-down field. First is for a subform, where I want to show related fields for a specific customer on the main form. In my case it is a parent whose children make use of our school transport
                                                                                                              • 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
                                                                                                              • 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
                                                                                                              • Dynamic Signature - Record owner

                                                                                                                Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference
                                                                                                              • Set Warehouse based on Vendor

                                                                                                                Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.
                                                                                                              • Printing from Zoho Creator hosted on my own server to printers hosted on my clients local network

                                                                                                                Hello. Fairly new to Zoho Creator and looking for best options to be able to print from my application hosted on my own server to any printer hosted on my clients own local network. Any advice is welcome. Thank you.
                                                                                                              • Add System Pre-Defined Lookup Field to Subform?

                                                                                                                Hi there! New to using Zoho, so this may already exist, but I'm having trouble figuring it out. Is there a way to get the system pre-defined Account Lookup field (in our case, renamed to Company Name), as the starting point for a subform? In our company,
                                                                                                              • Numbered / bullet point List in Zho Cliq

                                                                                                                Hi, is there a way to format chat messages in Cliq like this Topic 1 Hey, I finished this project yesterday etc... Topic 2 I am still working on this etc...
                                                                                                              • Cannot Access Subform Display Order in Deluge

                                                                                                                As highlighted in this community post, we still have to deal with the significant limitation of not being able to access the user-sorted order of subform rows through Deluge. This creates a major disconnect between the UI capabilities and backend automation,
                                                                                                              • How many groups in Zoho Mail can I make?

                                                                                                                I'm currently on the free plan, which has a limit of 10 users. Does that limit includes groups too? If not, what is the limit for groups? Thanks!
                                                                                                              • Feature Suggestion for Zoho Social: Auto-reply to Comments or Keywords

                                                                                                                Hi Zoho team, I'd like to suggest a very specific feature that would be extremely helpful for customer engagement: the ability to automatically send a reply to comments on posts — either all comments or those containing specific keywords. For example,
                                                                                                              • Next Page