Introducing prompt builder in Zoho CRM

Introducing prompt builder in Zoho CRM

We’ve introduced a new way to put Zia’s generative AI to work—right where your teams need it most.

With the all new prompt builder for custom buttons, you can create your own AI instructions to generate tailored content, suggestions, or summaries across record pages and list views. Whether it’s drafting a follow-up email, summarizing a lead, or analyzing a customer account, you decide what the AI should do, and Zia delivers—instantly, and in context.

Let's say, business analysts want to create prompts to surface insights like SWOT analyses, competitor summaries, or pipeline bottlenecks—directly from within CRM records. With Prompt Builder, each button becomes a smart entry point to context-aware AI assistance.



Each button is backed by a fully configurable prompt, where you can:
  • Write clear instructions using a built-in editor with merge field support.

  • Set the style and length of the response.

  • Preview the AI’s output with sample record data before going live.

One of the key features is augmented prompting. When you define a prompt, Zia shows you the results in the CRM context—like record specific details.


Idea
You can use this to support a wide range of scenarios across teams.
  • Sales teams for instance, can generate quick custom summaries of leads' backgrounds—including sources, status, and owners—before follow-up calls.
  • Marketing teams can use prompt buttons to instantly draft personalized email content, proposal templates, or even create customer milestones or success stories directly from within Zoho CRM.
  • Support teams can rephrase technical content, translate email threads, or tailor responses using the customer’s interaction history.

Prompt Builder helps you move beyond generic responses and design your own AI-driven interactions that speak your language and your style—right inside Zoho CRM.


Info
Notes:
  • The option Execute Prompt in custom buttons will be available once you have enabled Smart Prompt feature in your org.

Alert
Feature Availability
  • Available for orgs in Enterprise and Ultimate editions of Zoho CRM, as well as for CRMPlus, Zoho One bundles.
  • DC supported:
  • If you're using smart prompt with OpenAI: US, EU, IN, AU, CA, SA, JP
  • If you're using smart prompt with Zia: US
That's all for the current enhancement. However, this is just the beginning. Let us know your feedback in the comments below.

Thanks,
Nizamuddin

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