Discussions from Ask The Experts 19: Inside Zoho Desk Spring Release 2025 : Zia in Focus
Hello everyone,
We had insightful discussions in both the sessions of Ask the Experts(ATE) 19, diving deep into engaging conversations around Zia and the spring release. Your enthusiastic participation and thought-provoking questions brought the sessions to life!
In this post, we’re spotlighting the Q&A highlights focused exclusively on Zia.
We had insightful discussions in both the sessions of Ask the Experts(ATE) 19, diving deep into engaging conversations around Zia and the spring release. Your enthusiastic participation and thought-provoking questions brought the sessions to life!
In this post, we’re spotlighting the Q&A highlights focused exclusively on Zia.
1. Why are Zia Answer bots not performing as intended after integrating them with the internal Knowledge Base (KB)? Why is the bot unable to provide relevant answers when questions are asked in natural language?
Zia's Answer bot's response is based on how closely the user's query matches the content of your Knowledge Base(KB) articles. Zia operates using Retrieval-Augmented Generation (RAG) technology, which combines AI search and AI-generated responses. For AI search, we use AI training models specifically implemented for your knowledge base, while ChatGPT/Zia is used for generating the responses based on the service you select. Refer Setting up Generative AI Services: Zia or ChatGPT.
A. To improve this, we recommend following our best practices for training Zia Answer Bots. These include:
i. Use simple and commonly-used phrases rather than jargons/isolated keywords in your help documents.
ii. Include clear headings or sub-titles within your help documents to improve searchability and matching accuracy.
B. If you still do not receive relevant answers, we offer an improved Zia search powered by a new training model. If you would like to use it, please drop your request to support@zohodesk.com.
i. Use simple and commonly-used phrases rather than jargons/isolated keywords in your help documents.
ii. Include clear headings or sub-titles within your help documents to improve searchability and matching accuracy.
B. If you still do not receive relevant answers, we offer an improved Zia search powered by a new training model. If you would like to use it, please drop your request to support@zohodesk.com.
Additionally, we have introduced Generative AI powered by Zia, that is powered by open-source and run in Zoho's environment. To enable this, go to Setup(S) >> Zia >> Generative AI >> Services >> select Zia, under Choose service. This is hosted entirely within Zoho's environment and is included at no additional cost and works with the Enterprise edition or Zoho bundles supporting Enterprise features.
2. How to optimize and incorporate the Zia bot within the Professional Edition?
Zia offers its complete range of functionalities exclusively within Zoho Desk Enterprise Edition and Zoho's bundle services.
However, there are specific Zia features available on the Professional Edition:
a. Zia powered by ChatGPT: This integration is accessible within Zoho Desk, enabling responses based on open-domain data. In the Professional edition, Zia will respond using information from the public domain, and the "Reply with Knowledge Base" feature is not available.
Zia offers its complete range of functionalities exclusively within Zoho Desk Enterprise Edition and Zoho's bundle services.
However, there are specific Zia features available on the Professional Edition:
a. Zia powered by ChatGPT: This integration is accessible within Zoho Desk, enabling responses based on open-domain data. In the Professional edition, Zia will respond using information from the public domain, and the "Reply with Knowledge Base" feature is not available.
Additionally, Zia supports enhanced ticket handling through features like Ticket Summary, Zia Insights, Writing Assistance, and AI-generated content.
b. Content Analysis: Launched in the recent spring update, this feature improves upon the existing spell-check capability and is accessible across all paid editions..
b. Content Analysis: Launched in the recent spring update, this feature improves upon the existing spell-check capability and is accessible across all paid editions..
Currently, Zia can only be trained using your Knowledge Base and not from tickets or their resolutions.
Tickets often contain sensitive customer data and personally identifiable information (PII), which should not be accessible to all agents or customers. Due to this privacy constraint, we currently do not train Zia using ticket data.
However, there's an option to add information from the Resolution under the Ticket tabs. While creating a resolution, the agent can select "Save And Add Article" to add the resolution to the Knowledge Base thereby giving Zia an option to train on the article.
We plan to introduce a feature allowing agents to generate replies based on similar tickets. In this approach, Zia will reference similar tickets and their corresponding responses to suggest an answer. Instead of directly training Zia on potentially sensitive ticket data, this reply assistance feature will help agents by leveraging responses from comparable tickets.
4. Will Zoho offer additional AI models beyond Zia and OpenAI?
Yes, we plan to introduce more AI models, primarily those hosted and managed by Zoho, considering the B2B nature of our services and ensuring data security and privacy.
5. How is data currently handled with OpenAI and Zia?
Currently, when using OpenAI, fields marked as PII are masked on the User Query or KB articles before sending them to Open AI for response generation alone and not for training. Similarly, Zia, powered by open-source models like Lama 3.1, uses data strictly for generation purposes. We've fine-tuned Lama 3.1 specifically for Zoho Desk requirements.
6. Which additional open-source models does Zoho plan to support in the future?
Besides Llama, we plan to soon support additional models such as Qwen, and Mistral.
7. Will Zoho Desk allow users to integrate their own AI models?
Yes, we are working towards creating a platform within Zoho Desk that allows users to bring their own open-source models or custom LLMs for various features.
8. How do we use the Zia GenAI-powered chat? Do we need to set it up with predefined answers?
To create an Answer bot, navigate to Setup > Zia > Answer Bot.The Answer Bot operates by learning from your existing knowledge base data. The Answer Bot leverages generative AI, which can either be powered by Zia using open-source technology or through OpenAI's ChatGPT integration, for which you would need an API key. In our recent spring release, we extended the availability of the Answer Bot across instant messaging (IM) channels. You can now deploy the generative AI-powered Answer Bot, trained specifically on your knowledge base, across IM channels such as WhatsApp, Telegram, Line, WeChat, Facebook Messenger, and your own website. You can also deploy the Answer Bot through ASAP within your Mobile App (SDK). The AI-powered Self-Service with Answer Bot can be powered with Zia(Llama) or ChatGPT.
9. I'm using Zia to predict the"Issue Theme" field automatically, and it shows as successful. However, when I open a ticket, it doesn't suggest any value for me to confirm. Why is this happening?
Regarding Zia's field predictions, there are two available options:
i. Auto-update predicted value.
ii. Allow agents to confirm the predicted values manually ("Let me confirm predicted value manually" option).
To enable Field predictions, navigate to Setup (S) >> Zia >> Field Predictions >> Create A Field Prediction. In the Field Update mode field, you can choose to predict the field automatically or confirm the predicted value manually.
If you're using the "Let me confirm" option, you need to manually confirm the predicted values. To do this, navigate to the Field Prediction section within the Ticket Detail View. You'll find a wand (star) icon in the sidebar (ibar). Click this icon to view the predicted values from Zia. Here, you can either confirm or reject the suggested value, and your choice will help improve Zia's training data.
We're actively working on integrating this feature directly into the ticket properties, so that Zia's recommended values will appear directly within the field itself.
To create an Answer bot, navigate to Setup > Zia > Answer Bot.The Answer Bot operates by learning from your existing knowledge base data. The Answer Bot leverages generative AI, which can either be powered by Zia using open-source technology or through OpenAI's ChatGPT integration, for which you would need an API key. In our recent spring release, we extended the availability of the Answer Bot across instant messaging (IM) channels. You can now deploy the generative AI-powered Answer Bot, trained specifically on your knowledge base, across IM channels such as WhatsApp, Telegram, Line, WeChat, Facebook Messenger, and your own website. You can also deploy the Answer Bot through ASAP within your Mobile App (SDK). The AI-powered Self-Service with Answer Bot can be powered with Zia(Llama) or ChatGPT.
9. I'm using Zia to predict the"Issue Theme" field automatically, and it shows as successful. However, when I open a ticket, it doesn't suggest any value for me to confirm. Why is this happening?
Regarding Zia's field predictions, there are two available options:
i. Auto-update predicted value.
ii. Allow agents to confirm the predicted values manually ("Let me confirm predicted value manually" option).
To enable Field predictions, navigate to Setup (S) >> Zia >> Field Predictions >> Create A Field Prediction. In the Field Update mode field, you can choose to predict the field automatically or confirm the predicted value manually.
If you're using the "Let me confirm" option, you need to manually confirm the predicted values. To do this, navigate to the Field Prediction section within the Ticket Detail View. You'll find a wand (star) icon in the sidebar (ibar). Click this icon to view the predicted values from Zia. Here, you can either confirm or reject the suggested value, and your choice will help improve Zia's training data.
We're actively working on integrating this feature directly into the ticket properties, so that Zia's recommended values will appear directly within the field itself.
10. Does Zia learn from our responses to tickets as well?
Currently, Zia does not learn from the responses you send. It does not have the capability to learn from the messages you type and send. We are working on expanding the capability for Zia to respond in the business tone based on the custom instructions added by agents for each feature.
11. Do I need to upgrade all licenses to Enterprise to use the new Zia LLM if I'm currently on Zoho One?
Yes, you have to upgrade Zoho Desk to the Enterprise edition to use Zia powered by open-source models. Zia is available by default in the Enterprise plan and all Zoho bundles supporting the Enterprise edition of Zoho Desk.
Currently, Zia does not learn from the responses you send. It does not have the capability to learn from the messages you type and send. We are working on expanding the capability for Zia to respond in the business tone based on the custom instructions added by agents for each feature.
11. Do I need to upgrade all licenses to Enterprise to use the new Zia LLM if I'm currently on Zoho One?
Yes, you have to upgrade Zoho Desk to the Enterprise edition to use Zia powered by open-source models. Zia is available by default in the Enterprise plan and all Zoho bundles supporting the Enterprise edition of Zoho Desk.
12. How does Zia determine that an agent needs to intervene in a ticket? Does it instruct the user to contact support, or can it notify agents to own the ticket?
Currently, Zia cannot request an agent to intervene in a ticket.
However, we have a feature called Field Predictions, which uses your historical ticket data to predict and assign ticket ownership. When a customer replies, Zia analyzes the customer's message and, based on its training data, assigns the ticket to an appropriate agent who has previously handled similar conversations. Currently, we do not have a feature that proactively prompts an agent to intervene.
Currently, Zia cannot request an agent to intervene in a ticket.
However, we have a feature called Field Predictions, which uses your historical ticket data to predict and assign ticket ownership. When a customer replies, Zia analyzes the customer's message and, based on its training data, assigns the ticket to an appropriate agent who has previously handled similar conversations. Currently, we do not have a feature that proactively prompts an agent to intervene.
13. While managing multiple departments, can we enable Zia Reply Assistance for just one department?
Currently, the Zia Reply Assistance is configured at the organization level, meaning it applies to all the departments. However, we are actively working on making it department-specific.
14. As I understand, does Zia use ChatGPT for translation purposes?
No, Zoho uses its own translation model. In our recent spring release, we introduced a feature called Writing Assistance. This feature allows you to draft replies in your preferred language (for example, English) and translate them into other languages like Spanish or Italian using Zia. In this scenario, Zia does not utilize ChatGPT. However, for summarizing content or providing reply assistance, we rely primarily on ChatGPT to generate responses directly in languages such as Spanish or Italian.
Additionally, Zia uses open-source models without any associated charges.
Currently, the Zia Reply Assistance is configured at the organization level, meaning it applies to all the departments. However, we are actively working on making it department-specific.
14. As I understand, does Zia use ChatGPT for translation purposes?
No, Zoho uses its own translation model. In our recent spring release, we introduced a feature called Writing Assistance. This feature allows you to draft replies in your preferred language (for example, English) and translate them into other languages like Spanish or Italian using Zia. In this scenario, Zia does not utilize ChatGPT. However, for summarizing content or providing reply assistance, we rely primarily on ChatGPT to generate responses directly in languages such as Spanish or Italian.
Additionally, Zia uses open-source models without any associated charges.
15. How can we utilize AI to analyze data and generate reports?
Currently, Zia is not available for the Reports module. We do have Zia dashboards to monitor Zia's performance, however, we are developing a feature that will allow you to interact with Zia conversationally to create reports on the go.
If you have a subscription to Zoho Analytics, you can already leverage AI to generate reports. Zoho Analytics integrates with Zoho Desk, allowing you to ask questions in natural language and receive AI-generated reports.
Currently, Zia is not available for the Reports module. We do have Zia dashboards to monitor Zia's performance, however, we are developing a feature that will allow you to interact with Zia conversationally to create reports on the go.
If you have a subscription to Zoho Analytics, you can already leverage AI to generate reports. Zoho Analytics integrates with Zoho Desk, allowing you to ask questions in natural language and receive AI-generated reports.
16. Can we obtain customer tone reports from Zia Insights?
Currently, Zia Insights, powered by open-source models, is in its initial phase and does not yet support sending insights directly to reports.
Another way to obtain customer tone reports from Zia insights is using Zia API. Identify the tone and record it on a custom field. Generate reports based on the custom field to get insights on customer tones. We are working on this capability to send Zia Insights results from individual tickets to reports and dashboards.
17. Could you please clarify how Zoho ensures the protection of personally identifiable information (PII) in relation to data retention and Zia’s learning processes?
Regarding data retention, Zoho does not retain your data for training the generative AI models. Zia and ChatGPT utilize your data temporarily for generating responses. For other features, such as field predictions, all data remains within our Zoho ecosystem and does not share data externally for training purposes. Zoho complies with GDPR and HIPAA and sends data to Open AI only after masking Personally Identifiable information.
18. What permissions can be configured when creating knowledge base articles for use with the Answer Bot?
The Answer Bot operates on two channels: one for agents and the other for customers, and uses permission-based generation. When creating knowledge base articles, you can set permissions such as "All Users," "Agents Only," or "Registered Users." Agents accessing the Answer Bot through the Ticket Detail view will have access to all articles, while end-users accessing via ASAP will only see articles marked for "All Users." Currently, the "Registered Users" permission is supported only for agents. Based on these permissions, the Answer Bot determines which articles it can use to generate responses.
We also have a private beta available for a new AI training model: New Retrieval System. If you're interested, please email us your details, and we can enable this feature to further enhance your Answer Bot's accuracy.
19. I currently have Generative AI enabled. What is the difference between ChatGPT and Zia? Should I switch to Zia under Generative AI?
ChatGPT is an integration with OpenAI, where you need your own API key and add credits to your wallet. With ChatGPT, your Zoho Desk data is sent outside Zoho servers to OpenAI for generating responses. On the other hand, Zia is powered by open-source language models, such as Llama, and your data remains within Zoho's servers.
If you switch to Zia under Generative AI, it will be included in your existing Enterprise plan without any additional cost. Zia also offers greater contextual intelligence regarding your data. For example, ChatGPT supports summarizing only up to five conversations per ticket, whereas Zia can summarize up to 30 conversations. Refer here for details.
ChatGPT is an integration with OpenAI, where you need your own API key and add credits to your wallet. With ChatGPT, your Zoho Desk data is sent outside Zoho servers to OpenAI for generating responses. On the other hand, Zia is powered by open-source language models, such as Llama, and your data remains within Zoho's servers.
If you switch to Zia under Generative AI, it will be included in your existing Enterprise plan without any additional cost. Zia also offers greater contextual intelligence regarding your data. For example, ChatGPT supports summarizing only up to five conversations per ticket, whereas Zia can summarize up to 30 conversations. Refer here for details.
Here are the recordings from our Ask the Experts 19 sessions:
Stay tuned on the Ask the Experts Community for more updates as we gear up for the upcoming sessions focussed exclusively on Zia and AI in Zoho Desk.
Regards,
Lydia | Zoho Desk
Stay tuned on the Ask the Experts Community for more updates as we gear up for the upcoming sessions focussed exclusively on Zia and AI in Zoho Desk.
Regards,
Lydia | Zoho Desk
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Lydia | Zoho Desk
Sticky Posts
Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices
Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums; wherein a panel of experts will take on questions specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer anyAsk the Experts 7: A 5-hour online Q&A on Telephony and Call Module
Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.Ask the Experts 5: Online Q&A on Zoho Desk Extensibility
Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.Ask the Experts 4: A 5 hour online Q&A on agent productivity
Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.Ask the Experts 3: A 5 hour online Q&A on reports and dashboards
Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Zoho Books Idea - Include another field in Bank Details for Address
Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in thea question about the COQL API v8
When I specify eight or more values in a WHERE IN clause and execute it, an error occurs. Is there a limit to the number of values that can be specified in a WHERE IN clause? ↓Error select * FROM Vendors WHERE (id in (1, 2, 3, 4, 5, 6, 7, 8, 9)) ↓SuccessZoho Books Idea - Bank Details Button on Banking
Hi Books team, Sometimes I'm asked to share bank details with a customer or a colleague. So I go to the Banking Module, find the correct bank account, click Setting > Edit, then copy and paste the bank details. Wouldn't it be great if there was a buttonJS SDK 8.0 – TypeError: Cannot read properties of undefined (reading 'getCacheStore') with sample code
Hello Zoho Support Team, I’m integrating the Zoho CRM JavaScript SDK v8.0 and I’m getting the error below when running your official sample. I tested directly from: https://github.com/zoho/zohocrm-javascript-sdk-8.0/blob/main/samples/create_records_sample/create_records.jsFunction #55: Convert multiple quotes to single SO using Custom Button
Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer'sZoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books
Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submitTime based workflow without edit/action
Hello I need help solving this problem if possible. We have Deals come into the CRM via Live Transfer which have the field properties: Stage = New Channel = Inbound Some of them don't get answered so we want these to automatically go into our OutboundWhat's New - August 2025 | Zoho Backstage
Every month, Zoho Backstage grows with you. These updates aren't just features and fixes, they're about making your workday smoother, your events more impactful, and your attendees happier. We’ve listened, learned, and shaped this release to keep thingsprevent selling expired items
Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.Product details removed during update from other system
We maintain our product details in an other system. These details are synchronized with Zoho at the end of each day, through an API. This has worked perfectly sofar. But last Monday, all product codes and some other product data have been wiped duringClient Customer
I purchased a customer user license, but we cannot see the project I added in the customer account. I would like to ask for support on what we should do.Add Ability to Use Zoho Finance Tags
For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.Embeded Signing doesn't work on Safari Browser
We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us knowDataprep Webhook Limits and Cannot update column with Dataprep
I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybeNew in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection
Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’reProject Management Bulletin: August, 2025
We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,Zoho Sign and Zoho Workdrive Integration
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder namedEmpowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsHow do you list multiple contacts for a lead?
My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieveModifying Three Dot Menu Options
Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable forField Not Updating in FSM Script - Service and Parts module.
Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C andZadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads
Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t makeZoho Books | Product updates | September 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. IntegrateHow to update Multiple Users field in Quote Module from Deal Module
Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both ModuleAuto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.Clone a Module??
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of VendorsAdvance PDF creation from CRM data
I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I wanthow to disable staff selection Zoho Booking integrated to SalesIQ?
currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It willHow to change the text in WhatsApp Zobot integrated to Zoho Booking?
I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?Updating Subform Record from other Form
Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_NoZoho Books - Hide Convert to Sales Order if it can't be used.
Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactiveHow do I bulk archive my projects in ZOHO projects
Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapilCross-Data Center Collaboration and / Or allowing users to choose DC
Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific dataZoho Flow - Update record in Trackvia
Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow toNew Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link
I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe linkSend / Send & Close keyboard shortcuts
Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only forIs it possible to register webhooks in Zoho CRM using API?
Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule thatCalls where the local audio is shared, have echo
When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?Systematic SPF alignment issues with Zoho subdomains
Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered dueUpdate application by uploading an updated DS file
Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?Next Page