Enhancements to Zia for Emails: Custom intents

Enhancements to Zia for Emails: Custom intents

Dear All,
 
We're excited to tell you about our latest enhancements to Zia for Emails: custom email intents. You can now customize your own email intent categories according to your business needs.

Email is a major mode of communication for any business organization; in fact, most business communications, transactions, and customer requests or feedback are transmitted via email. Hence, monitoring emails and quickly understanding customers' intents in emails enhances the quality of the customer service your organization provides, as well as boosts customer engagement.
 
To help your users interpret your customers' emails more easily, we've built a host of email features powered by Zia to analyze customers' emotions and sentiments, gather personal or meeting-related details from email content, and understand an email's intent.

Custom intents for emails 

Until recently, if you had enabled email intent analysis in your organization, Zia would monitor email conversations, interpret customers' intents from them, and tag each email with one of the system-defined intents—for example, a request, query, complaint, or purchase.

However, depending on the nature of your particular business, these default intent categories may not always match your requirements. For example, if your business doesn't provide any service or product directly, then there might not be any requirement for having the "request" intent.
 
We've therefore enhanced the the existing email intent analysis feature such that you can add customized intent categories that are more suitable to your business requirements, in addition to the option to keep the existing system-defined intents.

How does Zia identify custom intents in emails?

To enable custom intents in your organization, you either need to train Zia with email samples or provide keywords or phrases for Zia to look for in the emails your customers send. In the backend, Zia will look for the patterns and train itself on the provided data to enhance the accuracy of the intent analysis.

If you provide keywords, without any sample email content, you can add up to five words or phrases.

On the other hand, if you provide sample emails, you can enter email content directly or upload examples from your device.

Once you provide sample data or keywords, Zia analyzes the quality of the data, processes it, and trains itself automatically to provide customer intent analysis with the utmost accuracy.

Some additional information 

For custom intents with sample data, a minimum of 25 sample emails are required for Zia to start training. The 25 sample emails can be any combination of manually entered emails or uploaded files. If you have provided fewer than 25 sample emails, you can still continue to save the custom intent, but Zia will not be able to train.

The maximum limit for sample emails is 100.
 
That's all for the enhancement. Read more about email intent analysis and explore the possibilities of Zia for Emails in our help doc.

Release plan 

Custom intents is being released in a phased manner. Currently, these enhancements are available for all users in the EU and US DCs in orgs in Enterprise or above editions, with a minimum of 20 user licenses. We'll keep you posted about the availability and ETA for other DCs. 

Thanks and have a good one! 


    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


                                                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


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer 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

                                                                                                  • My emails going to spam folder for hotmail or outlook

                                                                                                    My emails (not spam mails) are going into the spam folder for my customers using hotmail. Gmail and Yahoo users are receiving the emails in their inbox. can you please solve this problem. I read few articles but coudnt find any solution to it. I am testing it by sending a simple text email no pictures nothing at all still it is filtering my emails as spam. Please help I am really loosing time and clients due to this. Thanks
                                                                                                  • Capture hotkeys inside the remote session and allow file exchange via clipboard

                                                                                                    Hi guys, assist is a really good app, and to become great it would be nice to have some features other vendors have in place and we take them for granted. For example, ScreenConnect, TeamViewer and others allow you to send hotkeys via the remote connection,
                                                                                                  • Self Client Authorization Issue

                                                                                                    Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"
                                                                                                  • Mass pdfs into OCR field

                                                                                                    I am working on a Creator app that my org will use internally. Is there any way to mass upload pfs through a form with an OCR file upload field? Is Creator capable of this, or would I need to use Catalyst?
                                                                                                  • Cannot fetch url with custom extension (sigma - javascript)

                                                                                                    Hello i try to make my first extension with API request, i have two cases 1) this a deluge code attach to a button --> this one works very well response = invokeurl [ url :"my_api_fetch_url" type :GET headers:{"api_key":"myapikey","accept":"application/json","content-type":"application/json"}
                                                                                                  • how to upload the picture and document

                                                                                                    i want to upload the picture and document,would you please told how to upload them?could you told it for each step?
                                                                                                  • Forgot my email management account

                                                                                                    Hello, I am the administrator of ihomemix.com. I can’t remember which email address I used to register the account and then opened the email service for ihomemix. I can’t see the subscription period of my email function when I log in with this account.
                                                                                                  • Add customer to account based on domain name.

                                                                                                    I generate reports based on a the account field, i.e. companyX.  In GoToAssist, my last provider, there was an option to automatically assign new ticket creators to a company (or account) based on their domain name. So for example, if a new employee creates a ticket from @companyx.com, for them to be automatically added to the companyx account would be a huge advantage.  As it stands right now, I have to remember to add them to the account manually.  Often I forget and when generating a report for
                                                                                                  • Facilitate business processes by mandating Kiosks in your Blueprint's transition settings

                                                                                                    Hello everyone, We've made a few enhancements to Kiosk Studio. Blueprints provide a structured and systematic approach to executing business processes, and you can use Kiosks to build custom capabilities to retrieve, collect, and execute actions on CRM
                                                                                                  • Response Violation - Zoho Desk

                                                                                                    Hi Team, I just need an information regarding the zoho desk - Response Violation and how can we avoid the tickets from getting the tickets response violated.
                                                                                                  • I need help in setting up a script that works for my calling service

                                                                                                    Please i need your guidance and expertise in how to go about a particular scripting. You see, we are a call service that assists companies to receive calls for them, i need to create a system in my Zoho CRM whereby i will receive call from my already
                                                                                                  • "Select All" item in the context menu

                                                                                                    In the Client on Android, there is a “Select all” item in the note’s context menu. There is no such item in the PC client. Can it be added in future versions of the client?
                                                                                                  • Zoho CRM Customer Portal Pricing Question

                                                                                                    Hello, I am trying to find out about the pricing for a portal that will be used for the contacts and a custom module. My client needs to use a customer portal for 15k users that will display the contact details and some informations to a linked custom
                                                                                                  • How to display Motivator components in Zoho CRM home page ?

                                                                                                    Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.
                                                                                                  • Zoho developer edition does not work for us

                                                                                                    Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms
                                                                                                  • is zoho CRM down today ?

                                                                                                    Is zoho CRM down today ?
                                                                                                  • Export email adresses to email service provider (mailchimp or other)

                                                                                                    Hello, Is there a way to export a list of email adresses from a search in my Zoho Creator forms to an external email service (gmail, yahoo...) and initiate at the same time an email message that I will fill and send myself ? And what about Mailchimp,
                                                                                                  • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

                                                                                                    so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
                                                                                                  • Problem viewing document imported from google drive.

                                                                                                    Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way
                                                                                                  • Launch Blueprint or Workflow Automation via Zoho Dataprep Import

                                                                                                    Greetings All, I'm curious - Is it possible to trigger a Blueprint or Workflow via Data Prep import? Thanks in Advance
                                                                                                  • Cross module filtering is now supported in CRM

                                                                                                    Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters While the feature is being released in phases, you can also request for Early Access. Early Access
                                                                                                  • Posibility to add Emoticons on the Email Subject of Templates

                                                                                                    Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
                                                                                                  • your phone line in the uk doesnt work i need help now

                                                                                                    i need to speak with customer service urgently
                                                                                                  • Quais são os maiores desafios que você enfrenta ao implementar o Zoho CRM?

                                                                                                    Olá, pessoal da comunidade Zoho Brasil! Sou parceiro autorizado da Zoho e, ao longo do tempo, tenho notado que cada implementação de CRM traz desafios únicos, dependendo do segmento de negócio, das metas da empresa e até da familiaridade da equipe com
                                                                                                  • Bulk Delete Customer Contacts.

                                                                                                    Due to a config issue on my end (my fault), I have ALL contacts from CRM imported as contacts in Books. Some clients have 30+ contacts. Is there a funky way to bulk delete? Each contact has three clicks and a scroll to delete them.
                                                                                                  • Multiple domains for same username and password

                                                                                                    I've come across this situation the vault is currently suggessting the passwords autofill option by the domain. wondering whether is there any option to save one password for multiple domains since the microsoft login has two domains https://login.microsoftonline.com/
                                                                                                  • Introducing Bot Filtering for Accurate Email Campaign Analytics

                                                                                                    Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine
                                                                                                  • Option to specify or disable "Idle" times in preferences

                                                                                                    It seems strange to me that my Cliq shows me as "Idle" when I'm using the PC and available just because I haven't interacted with Cliq in a while.  I'm far from "Idle" so we're just treating "Idle" and "Available" to mean the same thing.  I'd like to suggest a setting to change the timeout or even disable the automatic "Idle" mode.
                                                                                                  • Link project tasks to tasks in CRM and/or other modules.

                                                                                                    Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks
                                                                                                  • Function #61: Automatically add free item to the invoice based on item quantity

                                                                                                    Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions
                                                                                                  • Regarding GST Report Issue in Zoho Books

                                                                                                    Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.
                                                                                                  • Multiple Salesperson against an invoice

                                                                                                    Hello, Against a particular invoice, we have multiple sales people working. The reason we combine the invoice is becuase we are an exporter and often consolidate cargo for our customer to save them freight costs. How do I capture the contribution of each
                                                                                                  • Projectwise budget ---

                                                                                                    Can we have a Project wise subject in addition to the Monthly, and quarterly ACCOUNT LEVEL budget?
                                                                                                  • Looking back at Zoho Social's 2024: Highlights and memories

                                                                                                    Hey everyone, We hope you had a relaxing and joyous holiday season. Whether you're planning for the new year or still soaking in the magic of the season, we're here to share some exciting highlights from 2024 – a year that was fully packed with updates
                                                                                                  • BIN Locations

                                                                                                    Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks
                                                                                                  • Building a Zoho Extension for Webex CC - Handling URL Changes

                                                                                                    Hi everyone, I’m building a Zoho extension for Webex Contact Center (Webex CC) and facing an issue with handling URL changes. In telephony, I’ve set the URL of Webex CC to: https://desktop.wxcc-us1.cisco.com/ When this URL remains the same, everything
                                                                                                  • Remove County field from Customer Address input screen (or allow input to be deleted)

                                                                                                    We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we
                                                                                                  • Zoho still running very slow

                                                                                                    I have a lead log for my company and creator seems to be running extremely slow still.
                                                                                                  • Bigin API Token Request ("invalid_client")

                                                                                                    Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter
                                                                                                  • How to add a Data Updated As Of: dynamically in text?

                                                                                                    I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically
                                                                                                  • Next Page