Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone,
We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings.
What is LLM?
LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based on context. Zia's in-house LLM has been specifically designed to enhance Zoho CRM's AI capabilities, offering secure, accurate, and efficient solutions for various business needs.
To begin with, the LLM will be implemented for the Smart Prompt feature which has so far integrated Zia with OpenAI to provide generative AI solutions to user prompts to help streamline your daily sales processes, enhance productivity, and simplify decision-making. By analyzing the context of your CRM data, Smart Prompt delivers actionable insights for tasks like drafting emails, summarizing notes, or gathering record-specific information.
You can now choose between Zia LLM and OpenAI’s ChatGPT for processing Smart Prompts, giving you the flexibility to select the AI engine that best suits your business needs.
So how does the introduction of our LLM impact your operations? The functioning of the Smart Prompt feature remains the same, but there are a few key differentiators.
- Zia LLM processes data within Zoho’s secure environment, aligning with stringent data protection standards, resulting in a more optimized data handling.
- Using Zia LLM requires no external accounts or API keys—just your Zoho CRM account.
- Whether you choose Zia LLM or ChatGPT, the Smart Prompt feature continues to function seamlessly, offering contextual suggestions and generative responses to streamline your sales processes.
Why this matters
Zia LLM is designed to provide users with an AI experience that is fully integrated into Zoho CRM. Being a CRM-oriented LLM, it simplifies the setup, enhances productivity, and streamlines your sales activities.
To enable Zia LLM for Smart Prompt, simply navigate to the Smart Prompt settings in your CRM setup and select your preferred AI engine. Read more on our help documentation.
Whether you choose Zia LLM or ChatGPT, the flexibility is now in your hands.
The Zia LLM for Smart Prompt is the first step in establishing our own generative AI cases. Going forward, we have some exciting updates coming up:
- Record summary - The record summary provides a comprehensive overview of important record information, including deal status, related tasks, recent interactions, and other key details—all presented in one convenient location. This enables users to efficiently make informed decisions without having to navigate through the entire record. Read more.
- Prompt builder - The prompt builder feature allows users to create, customize, and manage AI-powered prompts that can provide personalized responses in the CRM. This feature leverages Zia's generative AI capabilities to assist users in interacting more efficiently with CRM data, performing tasks, and automating responses. More on this will be shared soon.
As we keep marching ahead, so shall our LLM keep expanding to handle our entire AI operations.
That's all for this announcement. Let us know your feedback and suggestions in the comments below.
Feature availability
- Smart Prompt with OpenAI (ChatGPT): Available to all Enterprise users and above, across US, EU, IN, AU, CA data centers.
- Smart Prompt with Zia LLM: Accessible to Enterprise and Ultimate users with 20+ licenses, for English-only usage. Currently available in the US data center.
Thanks,
Nizamuddin
Access your files securely from anywhere
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
Nizamuddin Sohel SK
Andres
Subhash Kumar
Vigneshvar Priyan
Castillorganization
Sticky Posts
Accessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatAct on your customers' voices in Zoho CRM
Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerfulFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. 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
New to Zoho TeamInbox?
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
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
Error when sending out email via SMTP
Hi, I recently started encountering an error when using my Zohomail account to send out emails. The error message was : sendEmail.exe[16528]: ERROR => ERROR => SMTP-AUTH: Authentication to smtppro.zoho.com:587 failed. rmtree failed: Directory not emptyReceive emails
I am unable to receive any mallsRemove older possible matches
Since Zoho Books only allows new users to import transactions for the last 90 days, we had to go through and manually enter all transactions since the beginning of the year. Now whenever we reconcile transactions that show up under Uncategorized Transactions,Every morning an Employee's line manager gets an email saying they have not checked in even though they have
Hello, We have an employee who's line manager received an email ever morning to say they are late checking in even though they have checked in on time?Out of Office
Hi, I'm trying to setup a out of office reply for Monday through Friday from 17:00-8:00 and Saturday and Sunday all day long. So basically I want to send back a out of office message when I'm not in the office. Is this possible ? I can make the MondayUI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,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 VendorsAdd home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?email association with CRM
Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multipleStandard Operating Procedures System in Zoho?
Hi, I've been in business for over 18 years, with 6 employees. We have over 300 policies and procedures that have been written and rewritten. They have always been stored on our Sharepoint server in a file folder structure. Because of it, nobody usesZoho Forms - Setup
Hi, Is it possible to share the ownership or let more than one person see the settings in a Zoho Form? Currently we use Zoho forms but everytime there is an issue we have to transfer the ownership between Admin people so they can investigate.Delete organization's contacts
Hi, since some days it's impossible to delete organization's contacts from Zoho mail browser web and desktop application. There is no more the "Delete" button in the single contact and also "Resete contacts" in the main screen. I'm the administrator'sCan't access email.
I am unable to get into my emails. Can't get anything from server.Filters not working
A couple of weeks ago, my filters stopped working. I tried redoing each of them, but still they don't work as they used to. I had made no changes before the time they stopped working. If you apply the filter manually, it works, but not for incoming email.Subform Layout
Hello.. I have a situation in Zoho forms where I am collecting data of family members and their health conditions. So, I think a sub form is the right choice where a person can add family members count of which can vary person to person. Now, I have almostZoho mail badge won't go away after mail is read
The zoho email app on my imac displays a red badge with a one constantly. The number never changes even when there are unread emails and when they are all read it still says a one.Issue with Fetching and Mapping Multiple Products in Line Items to Zoho CRM Leads
I am currently facing an issue with fetching and mapping products in line items to the Zoho CRM leads. Here's the situation: 1. When there is a single product in the line items, the system works as expected. It fetches the product name, matches it, andHow to recover deleted email account.
Gyanendra Singh gyanendra.singh@stellaranalytics.co How to recover it ? Please help. Its urgent.Workdrive Integrations - API not working
Hello, Zoho Workdrive integrations (APIs, Connections, etc). are not working. The first discovery of this was in Zoho Projects connection with Workdrive, which was showing error "Error due to - Internal exception".WhatsApp Channels in Zoho Campaigns
Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.Function #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,Booking outside of scheduled availability
Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?A consultant with different working hours for each workspace
As of now, it doesn't seem to be possible to set different working hours for a single consultant in two (or more) different workspaces. For example: A consultant is going to work 2 weeks/month at workspace A and 2 weeks/month at workspace B. Yet, rightis there a way to add the products i created in zoho books to zoho crm
I started using zoho books last week and put in several of our products.. now i signed up for zoho crm and i would like to import the products and streamline the sales process so i don't have to create the products twice. i read that you can import products after you create a new client in crm but it seems like it will be double work since i won't have products / inventory items in crm to take my lead from contact/lead to client/potential client. how in the world do i integrate these pieces andCannnot find criteria tab
We need to be able to segment contacts based on an account view or field. The online help shows a screen with three options: Under Sync Details there is All Contacts; Custom view; Criteria. The latter is missing from my screen. I need it. I also want to know if I delete contacts from campaigns, will they still remain in CRM?Why Are Arrays Not Allowed in Webhook Payloads?
Hello Support, I would like to understand the reasoning behind the limitation where arrays are not accepted in API payloads. Could you please clarify why this restriction exists? It seems like arrays would be a natural and efficient way to handle multipleWhat are your best practices for using client scripting?
I'm beginning to leverage client script, and getting myself a little confounded with dealing with scripts for both in-line edit and full edit mode. Though my users like in-line edit, I can migrate us to full-page edit IF that is the more versatile modeTotal number of External Call Statements exceeded
Hi, In a Zoho Creator application yesterday we started getting this error: Total number of External Call Statements exceeded. Line:(8) The line referenced looks like this: contact = zoho.crm.getRecordById("Contacts",contact_ID); Can anyone tell me whereA new UI for distraction-free engagement in online meetings and webinars that scale up for 3000 attendees
Hello all, We're excited to share our new, refined UI for online meetings. Here's how the new UI will improve your experience during online meetings: We've re-designed Zoho Meeting's online meeting UI to enable users to fully engage in conversationsExporting Records from an Embedded View ...
@support: In one of my Applications for a Customer, I have an HTML View ... part of whose content looks like ... //variables in iframe tag iframeName = "zoho-Case_Law_View"; iframeSrc = ((("http://creator.zoho.com/" + zoho.adminuser) + "/") + zoho.appname) + "/view-embed/Case_Law_View/";%> <p class="zc-viewtitle"><%=Current_Expert_Info%></p> <iframe height='800px' width='100%' name='<%=iframeName%>' frameborder='0' scrolling='auto' src='<%=iframeSrc%>/Expert_Info=<%=Encoded_Expert_Info%>'></iframe>...How to deal with multiple people requesting to order parts, then auto send and email to the customer at the end of the week
Hi there , so I like to be able to send an e mail once a week to order parts that the guys over ordered over the week, also we need to maybe order parts from an other customer there and have an the email ready to go once its been approved. What wouldUnable to verify account information - zoho on iPhone
Hello I have followed the instructions as described on http://zsync.zohosites.com/iPhone.html and repeatedly receive the message "Unable to verify account information". I would like to set up zoho mail on my iPhone and would greatly appreciate some assistance with this. Thank YouZOHO Meetups Deutschland und weitere Veranstaltungen!
Die ZOHO Meetups gehen in die nächste Runde! natürlich kostenfrei! Treffen Sie ZOHO Nutzer, Interessierte und Experten powered by söll.vertrieb der ZOHO Premium Partner in Deutschland. Wann: Februar 2024 Thema: ZOHO CRM - Wie organisiere ich meinen Vertriebsalltag?Multiple Clicks on a Single Open
I have sent out several campaigns and experienced this issue on multiple occasions. When an email is opened, all of the links in that email are reported as having been clicked. I have tested this and found this to be happening. When a single click isClarification on Lead Score Breakdown in Zoho Marketing Automation
Hello I have a question regarding the lead scoring system in Zoho Marketing Automation. Specifically, I want to understand the breakdown of how a lead's score is accumulated. For instance, if Person A has a lead score of 50, I would like to see the detailedCan't select Leave type while applying a leave
Hello, while trying to apply a leave, I can't find any leave type among the options in the Leave type select: Here are my leave settings. Daily: Hourly: Tried to clear cache and to navigate from another browser, but the problem persists. Any hint? ThankIs and Is Not Empty option in Workflow Conditions
I noticed today that there is no "Is Empty" or "Is Not Empty" option on workflow conditions in Zoho Projects. I wanted to prevent a webhook from firing if a specific field is empty as it is required in the webhook parameters. It would be great to seeHow do i change the user without reduce of the liscence
We have 6 user in our company, 1 of them we dont use anymore, but when we pay for 6 users the account have actived . and now i can turn on deactived.List of past retainer invoice inside the last invoice
Hello, We are sending retainer invoice to our customers. The last invoice has the last amount to be paid. However we need to have attached to this invoice, the list of all retainer invoice, with date and paid amount. How can I achieve this using ZohoAutomatic Signature Populated Incorrectly
To whom it may concern, The problem is as follows: When creating a new email, the automatically included signature is populated incorrectly. Disregarding a lot of the formatting such as padding and margins. (see image below) YET when manually selectingNext Page