Multiple activity extraction from emails, query suggestions in Ask Zia, and more

Multiple activity extraction from emails, query suggestions in Ask Zia, and more

Dear all,

We're excited to introduce a series of quick yet impactful enhancements to our Activity Extraction in Email Intelligence, Ask Zia, and Zia Presentation features.

The enhancements include:
  • Multiple activity support in Activity extraction
  • Capturing commitments from sent emails
  • Query suggestion in Ask Zia
  • Story mode for Zia Presentation
  • Best time analytics and VoC forecast charts in Zia Presentation
These updates bring added depth and efficiency to how you manage email information, simplify data retrieval with Ask Zia, and provide detailed insights in the form of meaningful stories for your presentations. Let's dive in.

1. Enhancements in Activity extraction


Zia has excelled at extracting vital information from emails to generate CRM activities, greatly improving the process of capturing key details such as meeting schedules, task assignments, or call plans directly from emails. This functionality has minimized the need for manual data entry and significantly reduced the potential for errors. We're now elevating this feature to a new level with our latest enhancements.

  • Multiple activity support
    Previously, it was only possible to capture a single activity from an email, even if the email contained mentions of multiple activities. The activity that was captured would be the one with the earliest due date or time. Now, Zia is capable of recognizing multiple activities within a single email and recommending the creation of those activities in your CRM.

    You can change the configurations if needed, or proceed with the activity creation as it is.

    Multiple activities can also be captured from the Zia notification panel. If you have activity extraction notifications enabled, Zia will display up to two activities along with their due dates in the panel notification. By clicking on the notification, you can proceed to view the full email and configure the activities from there.


  • Capturing commitments from sent emails
    Zia now has the capability to identify and categorize commitments made by CRM users or sales reps in emails. This includes references to meetings, calls, and tasks agreed upon with customers, enabling these activities to be recorded within your CRM.

    Once you send an email containing a commitment, Zia will display a link in the sent email confirmation message. Clicking this link opens a pop-up, allowing for the quick creation of the commitment activities.

    This guarantees that all commitments made to customers are meticulously tracked and addressed, ensuring that no critical detail in emails is overlooked.

2. What's new in Ask Zia?


Ask Zia simplifies your work flow by retrieving data, managing tasks, and providing intelligent insights. Whether it's pulling up sales figures, scheduling meetings, or offering predictive analytics, Ask Zia is designed to streamline your CRM experience with ease and efficiency.
  • Introducing query suggestion
    We've supercharged Ask Zia with advanced query suggestion capabilities, making your interactions with Zoho CRM faster and more intuitive than ever.

    If you type front slash "/" in the Ask Zia chat window, Zia will instantly suggest queries—relevant questions based on your CRM usage pattern. Once you start typing a query, Zia dynamically generates suggestions based on the keywords you enter. You can easily select from these suggestions or continue typing your query.

    For instance, just hitting "/" could bring up a personalized list of your frequent queries like "Show campaigns with campaign owner as myself and status as active" or "Show deals with amount greater than 1000".Ask Zia QS 1.png

    These immediate suggestions save overall time, speeding up your CRM interactions. Zia also adapts to your specific CRM usage habits and thereby keeps changing the suggestions over time.

3. Story mode and advanced analytics in Zia Presentation


Zia's presentation tool uses algorithms to auto-generate professional, visually appealing presentations with charts and KPIs, saving time and ensuring data accuracy. This allows users to create slideshows quickly and concentrate on other tasks.

  • We're now introducing the all-new Story Mode in Zia Presentation. This feature transforms your data into captivating narratives, highlighting key insights and trends in a coherent sequence. By making your presentations more engaging and easier to understand, it allows you to tell the story behind your data effectively.

    For instance, if Zia suggests graphs from the Deals module and finds a related forecast, it adds this forecast directly to keep the story flowing well. If no Deals graphs are suggested because Zia thinks you don't use that module much, it adds the forecast at the end instead.

  • To offer deeper insights into customer interactions and future trends, we've integrated advanced analytics into Story Mode, featuring the Best Time Analytics and VoC Forecast charts.

    The charts for VoC forecast includes:
  • Open deals categorized by the intent in the form of a pie or donut chart
  • Table for the deals lost based on the intent
  • Tabular representation of the main keywords for analyzing a forecast.Voc Charts.png
  • For Best Time Analytics, Zia shows important charts, like the best times to contact customers and how they interact. It uses data from individual users or the whole organization, depending on settings. If a manager adds team members, Zia includes their data in the analytics automatically.

Feature Availability:
  • The features and these enhancements are available for Enterprise and above editions of Zoho CRM with 20+ user licenses.
  • Activity extraction from emails and Ask Zia features are available across all data centers except CN and JP data centers and currently support only English language.
  • Zia Presentation is available for orgs in the US data center alone and supports all left to right (LTR) languages.
  • For more detail on the feature availability and limitations click here.
That's all we have for the enhancements. Let us know your feedback in the comments below.


Thanks,
Nizamuddin

    Access your files securely from anywhere


            Zoho Developer Community





                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                      • Ask the Experts



                                          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 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

                                                                                                  • Support streaming display of long texts in zobot chats (usefull for chatgpt / openAI and any other AI )

                                                                                                    Hello, I was able to test the new features you offer to connect chatgpt or openAI assistant with built-in feature or custom code. This is great but the chat seems very slow and laggy because you don't use streaming api from openAI, so the chat has to
                                                                                                  • Configure Notes Title for Blueprint Transition

                                                                                                    It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the
                                                                                                  • Website not publishing

                                                                                                    My website with Zoho (domain purchased on Zoho) - GilmoreGirlsGetaway.com - has been active for a few months now with no problems. I went to change the template and make modifications today, but as soon as I click "Publish" it says "Error occurred while publishing - contact support". The website preview looks fine, it just won't update. Thanks, Laura
                                                                                                  • ZDC Hackathon 2024 Category-wise Winners – Zoho CRM Client Script

                                                                                                    Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1: Marcin Duchnowski Team
                                                                                                  • ZDC Hackathon 2024 Category-wise Winners – Zoho Creator

                                                                                                    Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho Creator – Product Category award for their outstanding innovations! Team 1: Wonderboy Thandanani MthiyaneTeam
                                                                                                  • ZDC Hackathon 2024 Category-wise Winners – Zoho CRM Custom Function

                                                                                                    Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Custom Function – Product Category award for their outstanding innovations! Team 1: Onur Gulay Team 2: Yonathan
                                                                                                  • ZDC Hackathon 2024 Category-wise Winners – Catalyst

                                                                                                    Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Catalyst – Product Category award for their outstanding innovations! Team 1: Raghavan P, Santhosh Kumar K, and Jayabalan
                                                                                                  • ZDC Hackathon 2024 Category-wise Winners – Extensions

                                                                                                    Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Extensions – Product Category award for their outstanding innovations! Team 1: Puneet Chandhok, Parv Kumra and Akriti
                                                                                                  • ZDC Hackathon 2024 Category-wise Winners – Zoho SalesIQ Zobot

                                                                                                    Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho SalesIQ Zobot – Product Category award for their outstanding innovations! Team 1: Naveenkumar M, Tulasidhasan
                                                                                                  • Announcing the Zohotshots of the ZDC Hackathon 2024

                                                                                                    Hey everyone! After 46 days of innovation, collaboration, and intense competition, the first-ever Zoho Developer Community (ZDC) Hackathon has officially concluded! 🎉 With 1079 participants, 797 teams, and representation from 45 countries across 6 continents,
                                                                                                  • Retrieve separate records from multiselect lookup field

                                                                                                    Hi, I know there are many post on this one, but I just don't get it. I have a multiselect look-up field named Delivery containing 3 different informations like this : Montreal - Tuesday - 3 to 4 pm I need to do an IF script based on the first item in
                                                                                                  • Cannot set Subform Multiline field to read-only using Client Script

                                                                                                    I am using client script to set different subform fields as read-only It works for Single Line Fields, but when I try to set a Multiline field as Read-only it doesn't work var subform = ZDK.Page.getSubform("Subform_1"); var item_Code_old = subform.getField('Item_Code_Old').setReadOnly(true);
                                                                                                  • Round robin not processing backlog tickets

                                                                                                    We set up a round-robin for one of our departments which initially worked, but something seems to have broken during the 'tweaking' process as it will no longer assign backlogged tickets of any kind. (I've included images of the settings.) Based on the
                                                                                                  • Deluge script that creates a popup with a dropdown list of choices

                                                                                                    Hi, In an order form, when a portal user choose a delivery day, another field is automatically filled with a delivery location, and that field is not linked with a lookup. I have now one day of the week that has 2 delivery locations. I do not want to
                                                                                                  • Schedule workflows to run on business days only (not weekends)

                                                                                                    Is there any way in Bigin to set workflow automation emails to run only on business days (Monday-Friday) and not weekends? It will be strange for my customer to receive an email from us on a Sunday for example, if my workflow is set to send an email in
                                                                                                  • A way to view the sales of leads conversion that were successful

                                                                                                    Hi there, I have a question about this analytic component that can be selected in the dashboard. Currently it shows the conversion rate of leads plus how many leads went to deals and how many won deals. I want to be able to view how much sales the lead
                                                                                                  • Lookup Field Values In BulkRead

                                                                                                    I am pulling cases from the Zoho Case module using the BulkRead API. However, I am receiving IDs (random numbers) as field values. I later discovered that if I include column_name.Name in the returned fields, I get the actual value. However, this approach
                                                                                                  • Email alias per task list so these tasks don't get listed under a 'General' task list that we didn't create nor use

                                                                                                    Using an email alias to add tasks is very good for forwarding emails directly into Zoho Projects however everything gets listed under a 'General' task list which is counter-intuitive. It would be good to have an email alias for each task list so we can
                                                                                                  • CRM portal users can now log in using their mobile phone numbers

                                                                                                    Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancement
                                                                                                  • Menu Bar

                                                                                                    Hi, Please guide how to change menu bar from vertical to horizontal
                                                                                                  • Zoho Signing embedded with iframe is moved out of view when navigating to focus signature on mobile devices

                                                                                                    Dear Zoho team, I'm having difficulty embedding the signing url into a website for users to sign on their phones, it's not working perfectly. The problem occurs after the user accepts and continues to sign, or the user clicks to redirect to any of the
                                                                                                  • Insert information on another form of a Zoho loginuser

                                                                                                    Hello, I have 2 forms that are linked, a customer form, and then a subscription form in which there will be a subscription number that I would like to transfer back in a field of the first form called "current subscription number", How do I write the
                                                                                                  • Confirmation prompt before a custom button action is triggered

                                                                                                    Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
                                                                                                  • Canvas View in Zoho Recruit

                                                                                                    Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
                                                                                                  • Kaizen #78 : How to disable clone record?

                                                                                                    Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss a workaround solution for the use case - How to disable clone record for a user. Requirement Consider that you want to disable the clone option for the Deals
                                                                                                  • Automated Shopify adjustment problem. "An inventory adjustment has been created by the system to set the initial stock from Shopify"

                                                                                                    Has anyone noticed issues since the Shopify Sync has been updated recently? If you sync with Shopify, check to see if there are automated adjustments for old products that keep recurring. We have this problem for 6 SKU's that Zoho is doubling the stock
                                                                                                  • Mass-Delete-Action over API doesn't work because of scope

                                                                                                    Hi all, we're currently trying to mass delete 40000 deals from our CRM, that we have already put into a custom view. I'm not that used to the API, but I managed to authenticate by https://accounts.zoho.com/oauth/v2/token with Postman and going by the
                                                                                                  • Can you be a Learner as well as a Contributor

                                                                                                    If you are the Author or a Contributor, can you also be assigned as a Learner? This is particularly relevant if you need to certify that you have taken the quiz and done the learning yourself!
                                                                                                  • Merge Tickets Directly from Contact Page in Zoho Desk

                                                                                                    Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can
                                                                                                  • Important update in Zoho Forms: Enhancements for improved email deliverability

                                                                                                    Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com
                                                                                                  • Multiple Vendor SKUs

                                                                                                    One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for
                                                                                                  • Introducing Booking Pages—an topping for your Calendar Scheduling needs!

                                                                                                    Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent
                                                                                                  • Add Serial Number Zoho CRM Subform

                                                                                                    Hi Guys, I need to add Serial Number in Zoho CRM Subform table. In addition of an row we can easily create in Zoho Creator. But in Zoho CRM how we can do that? Any suggestion would be very helpful.
                                                                                                  • Access Sales Order line Items in Deluge

                                                                                                    Does anyone have a Deluge snippet that shows how to access an Order_Items from a Sales_Order? Thanks in advance! Brenedn
                                                                                                  • Tip of the Week - Timeline User Filter for Dashboard

                                                                                                    Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created.   To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column.  To know more on
                                                                                                  • Issue Saving Workflow Rule – "Unable to Process Your Request" Error

                                                                                                    Dear Zoho Recruit Support Team, I am experiencing an issue while trying to integrate a new rule into a workflow. Specifically, I am setting up a Follow-Up workflow for applicants, where a user is assigned based on specific requirements. However, when
                                                                                                  • Protégez et valorisez votre contenu avec un filigrane personnalisé

                                                                                                    Un filigrane est un élément visuel, tel qu'une image, un texte ou un motif distinctif, intégré dans un document numérique ou physique. Généralement semi-transparent, il se superpose au contenu original afin de préserver sa lisibilité tout en restant reconnaissable.
                                                                                                  • Zoho Recruit in 2025

                                                                                                    Hi Zoho team, Is it possible to disclose what is on the roadmap for Recruit in 2025? In comparsion to other ATS options available, Recruit is falling behind. Within the community there are endless request and suggestions from users on feature which would
                                                                                                  • Leave Balance

                                                                                                    Hi, I am new to Zoho People and currently trying to set up annual leave for all our staff. I configured the leave policy but when a request is made and approved, the leave balance doesn't reduce. Any ideas as to why this may be? Cameron
                                                                                                  • Canvas rules

                                                                                                    I see that we can create canvas rules. However, all I see is a way to define criteria that will control when a Canvas Rule is applied. However, I can't find a ways to define the settings that would be applied when the criteria are met for the Canvas Rule.
                                                                                                  • Next Page