Email translation and summarizing by Zia | Zoho CRM

Email translation and summarizing by Zia | Zoho CRM

Dear Customers,

We hope you're well!

We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several clicks and scrolls for CRM users. Let's look at them!


Summarizing threads:

Email threads are conversations displayed in chronological order. This provides you the context of the correspondence in a single window. Although useful, even to skim the contents, you had to scroll to the bottom of the email thread.

Now, for a sales representative or a sales manager who is already managing several similar conversations, this top-to-bottom scrolling is sometimes an inconvenience; an accurate essence of these exchanges is what is needed.

That is why, at Zoho CRM, we are now providing the ability to summarize email threads. This means Zia can give you a summary or a highlight of the conversation in a transaction. Based on the severity, the user can prioritize their responses and actions.

Here are some pointers about summarizing email threads:
  • You can view the summaries directly from the related list.
  • The threaded email in the related list is indicated as an icon denoting stacked conversation in the UI for your identification.
  • Zia will give you the latest email summary, as well as the overall summary.
  • For detailed information, you can choose to view the email from the summary page itself.
  • As summaries, Zia just brings up the crux of the emails based on what is observed in the conversation. It will not create nor manipulate the emotions or tonality all by itself.
  • You can also pass on your feedback on these summaries using the thumbs-up/down feedback strip, below the summary.
  • Only threads in the English language will be summarized.

Translating emails:

Organizations that span across multiple geographies will have multi-lingual user and customer bases. To do business with them without the language being an impediment and to conduct fluid conversations, we have provided a native translation facility to every email in Zoho CRM. In a click of a button, all the contents in the display will be translated. It applies to composing emails, incoming and sent emails, and email threads. Because this is generated by Zia, the translation option is available to all users of Zoho CRM; you need not import any source file or AI key to translate.





Here are some pointers about translating emails:
  • Zia cannot translate abbreviations, jargons, and acronyms.
  • Native idioms will be translated as is. Zia will not translate/ transliterate based on the context.
  • Images in the email will not be translated. This is a text-only translating facility.
  • The language you set in your CRM is the default language. You can convert from and to up to 74 languages, including languages with RTL scripts.
  • Translating an email is a one-time activity. It will revert to its original language once you have closed the window. However, if you have translated an email draft to a different language, you can send that draft, and the translated script remains as part of the thread.

That's all there is to the enhancement. We hope these new additions to email intelligence will help you really "go" on the go without having to pause for context.

InfoRelease plan: These enhancements are available for all organizations in Enterprise and Ultimate editions in the US, EU, IN, AU, SA, and CA.
Help document: Zia for emails

That's all, folks.

Thanks and have a good one!

Kind regards,
Saranya Balasubramanian

    Access your files securely from anywhere

        Zoho Developer Community







                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure

                                                Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
                                              • Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities

                                                Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some will take time, and others may never close. This varying momentum directly impacts the organization’s
                                              • Context and convenience just got better with Zia's email intelligence

                                                Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
                                              • Investigate your losses using VoC's root-cause analysis

                                                Dear Customers, We hope you're well! Loss and customer churn are inevitable in any business, even for historically successful ones. While it's never pleasant to see customers leave, it's crucial for businesses to identify the triggers behind these losses
                                              • Enrich your CRM data and keep them updated

                                                You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns 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