Introducing routine messages in AskZia
Dear All,
Greetings!
AskZia is our conversational chatbot designed to provide on-demand responses to your queries. You can prompt Zia with different messages like "leads created today" or "list of deals that closed won this quarter", or even ask for guidance on a particular subject. Zia will provide instantaneous responses. Click
here
to learn more about the AskZia chatbot.
While these instant responses are handy, we understand that regularly typing queries to receive information you need often is repetitive and unproductive. For this reason, we're adding
routine messages
to AskZia and are excited to share more information. Let's have a look!
How do routine messages help?
To stay up to date in the business world, users often ask Zia the same questions frequently. For example, sales reps might want to know the number of leads they've created at the end of each day; sales managers might want to know the number of deals closed each month; or as you start your day, you might want to have a quick glimpse at your open tasks or cases.
At times like these, Zia's routine message feature enables you to pre-configure messages and set the time or frequency so that these messages will be triggered automatically and fetch relevant responses. All you have to do is check the responses.
How do I set routine messages?
There are two ways you can set routine messages:
-
Add it from the routine messages chat window.
-
Or, set your existing message as a routine message.
Where can I see these routine messages and responses?
Zia displays these messages and their responses in a dedicated window for routine messages within the AskZia panel.
Notes:
- All CRM users (in Enterprise and Ultimate editions) can configure and view routine messages in their respective accounts.
- A user can add up to five routine messages.
- You can either add a custom message or choose from the suggestions available.
- You can also preview how the response renders in real time.
What happens when I set a routine message on the 31st day of each month?
For months with 31 days (Jan, March, May, July, Aug, Oct, and Dec), Zia will push the messages on that date. Otherwise, in months with only 28/29 or 30 days (Feb, April, June, September, and November), Zia will push those messages on the last day of the month.
What are the limitations?
- Action or skill-based messages like create task or create record are not supported in routine messages.
- Looking up help resources or starting a search are not supported in routine messages.
That's about the update. We have opened this feature for all users in IN, EU, US, and AU DCs. For more information on AskZia, click here.
Thanks and have a good one!
Kind Regards,
Saranya Balasubramanian
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
Saranya Balasubramanian
Sticky Posts
Good news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesVoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria
VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute ExpandedWrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank youPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard
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
Advanced Deluge help needed with custom function and COQL limits
I have a scheduled function that takes a snapshot of specific metrics and saves them to a custom module. However I'm struggling with the limits of COQL. I attach my full code, but an example of the issues I'm having is that it's erroring with a 'LimitTip of the Week - Conditional Formatting Chart
Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend. Zoho Analytics allows you toZoho Campaign says "null"
Here is what I did: 1. Created a list in CRM, made a form to fill information in the list. - This is working fine. 2. Created a flow to connect CRM (chose a the list) and want to add an event in Google Calendar. (Calendar is connected). Problem 1 - WhenZoho Learn - AI Translate
Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were strugglingPower of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateIntroducing auto-upgrade in Zoho LandingPage
Hi everyone, We’re excited to share an upcoming update to help you get the most out of your landing pages — the auto-upgrade option, launching on October 22, 2025. Your landing pages are designed to bring in leads, and we want to make sure you never missWebhook Authentication Key
As Google Ads' lead form extension does not integrate with Zoho CRM at the moment other than Zapier. I want to use the Zoho Flow webhook feature to send leads to Zoho CRM. Meaning creating a flow in Zoho Flow that triggers based on Webhook and then webhookWorkdrive comment links stopped working.
I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now itHow to Bulk-Update Sales Orders in CRM
Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields toZoho ToDo in Cliq
Our organization utilizes Zoho ToDo in the Zoho Mail Desktop app. Is there a way for these to show up in Cliq Desktop app as well?【Zoho CRM】サンドボックス機能のアップデート：カスタムビューが利用可能になりました。
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、サンドボックス機能のアップデートをご紹介します。 目次 1. カスタムビューとは 2. 今回の機能アップデートについて 1. カスタムビューとは カスタムビューは、ユーザーが設定した条件に基づいてデータをフィルタリング・整理し、 重要な情報へ効率的にアクセスできるようにする機能です。 「過去15日間の見込み客」や「受注間近の商談」、「特定の優先度レベルが設定された案件」など 条件を指定してわずか数クリックで設定できます。Changing an agents email address
How do you change an agent's email address? I keep getting a red circle even though I am an admin. And on one of my agents he has two email addresses? How is that possible?Zoho CRM - Potentials Tab
Hi! When I create a Deal (Potentials tab) the header looks like this: After a refresh on the page it looks like this: What should I do so that it is displayed like in the second pic without refresh? Also I have a user that as of recently, cannot see thisUnable to create embed code for resource of workdrive using API
Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, belowFeature Request - Insert URL Links in Folders
I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to createnot able to convert pdf to jpg and other forms and vice versa.
i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.Enable / show scroll bar when Mega Menu is opened
Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole pageReports: Custom Search Function Fields
Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report withHow can I transfer data from Production to Development environment?
Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?New portal SAML authentication error: User not found
Dears, Has anyone else been experiencing this lately? I am creating a new portal authenticated by SAML (Entra ID). I followed the same process as I did with other portals, but any new portal created after this always encounters this error. I’ve been reportingDevis et facture multi page
Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilitéHelp with Filtering Records, HTML Pages, and Automatic File Uploads in Zoho Creator
Hi Zoho Creator Community, I’m building a Zoho Creator application and need guidance on a few features I’ve been struggling with. I want to implement them safely and efficiently, and I’d appreciate any examples, tips, or best practices. I want users toFeature Suggestion for Zoho Websites – Inspired by Squarespace Systems
Dear Zoho Team, I’m a Zoho user and also a Squarespace Platinum Circle member, and I recently noticed the launch of Zoho Websites in India. I wanted to share some ideas for features that could enhance the platform for professional users and agencies.Custom View - Sort by Custom Field
I created a custom field for our Engineering team to know which tickets to work first by numbering them. I created a custom view to general data which includes the Engineering Priority. However, I cannot sort the Engineering Priority column ascendingZoho Indeed Intergation not pulling candidate details
We have recently integrated zoho with indeed. Prior to this our candidates came into the candidates tab via the zoho.resumes email address from indeed and it pulled through the candidates mobile number, and majority of the time a postcode. However sinceCustom View of tickets created today
How can I create a custom view that list all my ticked created in the current date? Currently, if I select the "Created Time" criteria, the "Current Time" option does not work as today. Actually, I don't know how it works this "Current Time".Lifecycle Reports
From data to decisions: A deep dive into ticketing system reports A lifecycle report captures and visualises the sequential states that a ticket undergoes across its lifespan. For instance, when a customer submits a support ticket for a faulty product,Zoho Forms - Print Button on Forms
Hi Forms team, I'm replicating a form for a client which is currently based on JotForm. I noticed that at the end of the form there is a button to print the completed form. I thought this would be something worth sharing and a nice to have in Zoho Forms.Putting Watermark on Zoho Sheet
Can this be done?Validation function not preventing candidates under 18 or over 30 from submitting the web form
Hello everyone, I’m trying to create a validation rule for the Candidate Webform in Zoho Recruit. I added a custom field called “Date of Birth”, and I want to make sure that candidates cannot submit the form unless their age is between 18 and 30 years.Report to know the history of certain Tickets on Desk
Hi there guys, As the title implies we're wondering if there's any way to get some kind of Report that allows us to check the History of various Tickets at the same time since as of today if we want to know that we have to check them 1 by 1 which is notAdvanced Usage Billing: Prepaid with Drawdown
Picture yourself at your favourite coffee shop, Bean & Brew. You come by every morning for your usual cappuccino, and occasionally you get an extra cold brew and a muffin or two in the afternoon. Interestingly, Bean & Brew has a new idea of offering aZoho Commerce in multiple languages
When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?Urgent Zoho Creator down!!!???
Now my zoho creator faced this issue. Anyone has idea? Urgent!!!The Social Wall: September 2025
Hello everyone, As we step into the fall season, some major updates are on the horizon. Meanwhile, here are the exciting updates we rolled out this September. Approvals in iOS Managing approvals just got more seamless on mobile. With this update, theIntroducing Detailed View for Candidates in Vendor Portal
We’ve added a new Details sub-tab inside the Vendor Portal to help vendors easily view complete candidate information after submission. With this update, vendors can now access all candidate details, from personal information to associated job openings,Zoho One Down
Zoho Team, Checking if when the services up - currently Zoho One is downHow can I track which zoho users are actively using Zoho CRM
I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activityAccess to Detail View From HTML Snippet
Zoho Creator displays a detail view that slides out from the right onClick of a record in a report. Am I able to access that detail view from an html snippet, e.g. click a record in a list and display the detail view? The zc_LoadIn dialog is a bit clunky,Billing Management: #10 Solving Common Mistakes in Billing
Over the past few weeks, we have explored different facets of billing, from the simplicity of traditional one-time billing to the evolving landscape of subscriptions, retainers, and usage-based models. We've unpacked how billing isn't just about sendingNext Page