Supercharge your operator productivity by leveraging the power of OpenAI in Zoho SalesIQ

Supercharge your operator productivity by leveraging the power of OpenAI in Zoho SalesIQ

Heads-up: The OpenAI integration is currently available only for users in (US, IN EU, AU and JP region). We will be rolling it out to other regions soon.

From complex neuroscience to simple note-taking, AI has seeped through every part of human lives, and we can only assume it is to stay with us and become a part of our lives moving forward. AI has revolutionized how businesses operate; many companies have already implemented AI in their core operations, saving hundreds of hours and tens of thousands of dollars due to its effectiveness and efficiency. 

When we implemented AI features in Zoho SalesIQ, we had to prioritize functionality and reliability over features that are merely trendy. So, for this first phase, our focus was customer support.

Here are the features that have been enhanced by AI:

Become a better scriber with AI  

We have introduced a new module in the operator chat window called Writing Assistant powered by OpenAI. Using this, your operators can send better responses to customers. Proofreading is one of the most tiresome jobs, but with the Writing Assistant, you can quickly proofread for spelling, grammar, and tone.

 

What can it do?
  • Rephrase - Paraphrase to enrich the message.
  • Shorten - Shorten the message to make the content crisp.
  • Expand - Make the message longer to offer a more comprehensive explanation.
  • Revise - Checks of grammar and spelling errors in the message.

Conversation summary for quick understanding and recap  

Our new feature Summarize powered by OpenAI, will help you get a condensed overview of the entire conversation in actionable points.
 

How can this help?

  • Get a quick overview or recap of the conversation. Operators can skim through previous conversations to contextual assistance.
  • Admins and analysts can now skim through customer chats 10 times faster.
  • It can mitigate the need for operators to make conversation overview notes for admins, allowing them to focus on noting down critical drivers. 

Quick Tag Suggestions for Better Classification

Tagging can be one of the most compelling features of Zoho SalesIQ when categorizing your conversations. Using Tags, analysts and admins can get in-depth insights into the conversation; it can also be used to understand customer behaviors and trends at a glance.

But manually tagging all the conversations can be tiresome, even more so if you have many untagged chats and want to add tags.



With the tags generation feature, OpenAI can analyze conversations and assign tags to them. You can choose one or both of these options for tag generation.
  1. Generate and suggest tags - This option allows you to generate new tags or assign existing based on the conversation and assign them with the help of OpenAI.
  2. Auto-assign tags - This option automatically assigns tags based on the conversation once ended.
Power Up Your Chatbots with ChatGPT  

Take your chatbots to the next level and give them a boost by connecting them directly with ChatGPT, allowing your users to communicate directly with the AI. This feature can enrich your automated conversations by allowing users to ask general questions about your business domain or questions that are outside your area of expertise. With AI in the picture, your chatbots can become smart assistants that keep your visitors engaged.

Here is an example on how you can use the block in your chatbot:

Assuming you run a car retail business, you can set up the this block to help visitors with general questions about cars or how they work. ChatGPT can intuitively assist your visitors with these questions.




With features like the Writing Assistant, Summarize, and Tag generation, businesses can improve efficiency, accuracy, and personalization. As AI technology improves and becomes more reliable, we will be looking forward to further automating features of Zoho SalesIQ.

We hope that these features would add great value to operators and admins and to provide optimal support for your users. We are not stopping with this, as AI evolves and becomes more reliable we will be adding more AI based features or core functions of Zoho SalesIQ. Until then, please use this integration and let us know your suggestions. We are happy to hear back from you.

Get Started Now


Caution: Please be aware of the privacy concerns of using OpenAI. We prioritize protecting user data and encourage users to read more about OpenAI privacy policies. Read More.
 
Regards,
Naveen 

    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





                                                            Manage your brands on social media



                                                                  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

                                                                                      • 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

                                                                                                            • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

                                                                                                              I'm trying to make changes to a query but every time i try to save it i get this error message.  I'm not touching the data it's flagging.  All I've tried to do is reorder a couple of fields and add a new one.  Why won't it let me do this?  It's a core
                                                                                                            • Zoho Forms to Zoho CRM : First/Last Name to just Name ?

                                                                                                              When integrating a Zoho Form into the Accounts menu of the CRM I'm having trouble with how names are formatted ; In Forms the data is available as First Name or Last Name In the CRM there is only one field called Name How can I ensure that "John" "Smith"
                                                                                                            • multiple contacts for one account

                                                                                                              We currently use Zoho CRM where each Account represents a club or organization, and each Contact represents a manager or owner. However, some of our managers own or manage multiple clubs, and Zoho only allows a contact to be linked to one account at a
                                                                                                            • Exclude Segment from Campaign Recipients

                                                                                                              I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.
                                                                                                            • Reschedule Multiple/Mass Calls at Once

                                                                                                              When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.
                                                                                                            • Transitioning to API Credits in Zoho Desk

                                                                                                              At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give
                                                                                                            • Option to Empty Entire Mailbox or Folder in Zoho Mail

                                                                                                              Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only
                                                                                                            • More Formula Functions

                                                                                                              Hi, I would ike for example to be able to have a Date Field and Formula Fields, and then in the Formula Fields I would like to grab just the Month of the above Date Field or the Week Number of the above Date Field. So more "Functions" than the current
                                                                                                            • I want to Make the due date of the project appears automatically

                                                                                                              hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn't
                                                                                                            • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

                                                                                                              Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to
                                                                                                            • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

                                                                                                              Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting
                                                                                                            • Kaizen #129 : Client Script Support for Blueprints

                                                                                                              Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint
                                                                                                            • Deluge Tips & Tricks: Mastering dates and times

                                                                                                              Hello everyone! We're bringing back our Deluge Tips & Tricks series, where we show you how to make the most of Deluge for achieving a wide range of use cases. Working with dates and times is a fundamental part of almost any business application. Whether
                                                                                                            • Adding a Button in a Form in Zoho Creator App

                                                                                                              Hi I want to know how can I add a Button in Zoho Creator form. I have options that I select from a multiselect options and I want the button to add those selected options in a Subform. I do not want to add on a Page Builder I want it inside a specific
                                                                                                            • Internal Exception for Creator function

                                                                                                              I have been running a script successfully for several days using the scheduler in my application. Now today it suddenly creates and Internal Exception error. Nothing has changed about the script. The data is still retrievable from the web service it is using. Why would this suddenly be happening for no apparent reason? Also noticed that my usage logs are not up to date. Is something changing behind the scenes?
                                                                                                            • How to Set Up a Custom Domain and Customize Homepage

                                                                                                              Hello, I am experimenting with Zoho Creator to build applications for my own use case and have encountered a couple of issues: 1. Custom Domain Access: Is it possible to access my Zoho Creator application through a domain that I own? If so, how does the
                                                                                                            • Announcing new features in Trident for Mac (1.26.0)

                                                                                                              Hello everyone! Trident for macOS (v1.26.0) is here with new updates to securely manage your passwords, locally save your emails, and protect against emails with suspicious URLs. Let's take a quick look at them. Manage passwords with Zoho Vault eWidget.
                                                                                                            • Sub-Form Fields as Filters for Reports

                                                                                                              Hi, I would like to use the Sub-Form Fields as Filters in Reports just like we do for Main Page Fields. Thanks Dan
                                                                                                            • Cadence reports as front-end reports

                                                                                                              Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can
                                                                                                            • Default Value on a Number

                                                                                                              Hi, I would be nice to also be able to set the Default Value for a Number Field, not just the Initial Value shown, so if not on the screen so not enetred it can have a value of 0 for example. Thanks Dan
                                                                                                            • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

                                                                                                              I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,
                                                                                                            • Tip#44: Custom Tags and Cluster Tags

                                                                                                              Tagging your work items helps categorize and label work items within your Zoho Sprints workspace. Now, this feature is expanded across multiple modules, along with the introduction of cluster tags that offer an advanced tagging mechanism. Manage Tags
                                                                                                            • Sub-Form Padding in CSV Export

                                                                                                              Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad
                                                                                                            • CRM : Function to add user name to text field

                                                                                                              I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field
                                                                                                            • Extensions 101 webinar series: Build, integrate, and monetize with extensions

                                                                                                              Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last
                                                                                                            • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

                                                                                                              I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in
                                                                                                            • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                              The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
                                                                                                            • Currency abbreviations

                                                                                                              Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?
                                                                                                            • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                                                                                              Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
                                                                                                            • [Free Webinar] User Management in Zoho Creator - Creator Tech Connect

                                                                                                              Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
                                                                                                            • A couple of minor enhancements to Workflows

                                                                                                              Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"
                                                                                                            • Business Continuity - Disaster Recovery

                                                                                                              I know about the Zoho CRM backup .zip files, however, this doesn't include any of the infrastructure with like custom fields or custom modules. I am curious on what everyone has in place for a true backup or what your plan is if your Zoho instance were
                                                                                                            • Tip 7: How to fetch data from another application?

                                                                                                              Hi everyone, Following our Zoho Creator - Tips and Tricks series every fortnight, we are back today with a tip based on one of the most popular questions asked in our forum. This tip would help you fetch data from another application(App B) and use it
                                                                                                            • Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory

                                                                                                              Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join our
                                                                                                            • Narrative 11: Are your customers happy?

                                                                                                              Behind the scenes of a successful ticketing system: BTS Series Narrative 11: Are your customers happy? Happiness isn't just something you experience; it's something you remember. Hear your customers' voices by enabling customer happiness ratings in Zoho
                                                                                                            • Don't understand INVALID_REQUEST_METHOD when I try to post up an attachment

                                                                                                              When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method type
                                                                                                            • Organization Emails in Email History

                                                                                                              How can I make received Org Emails to show up here?
                                                                                                            • Signature field is showing black

                                                                                                              Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?
                                                                                                            • Zoho CRM Android app updates: record sharing, user image upload, Zoho Survey integration, and more

                                                                                                              Hello everyone, We've made some important improvements to Zoho CRM's Android app, and we'd like to walk you through the latest updates. Here's what's new: Record sharing with org users User image upload Zoho Survey integration support Venue preference
                                                                                                            • How to Delete/hide Google adwords section from Layout?

                                                                                                              Hi people, maybe someone can tell me how to remove or hide the Google adwords section from my layout? Im not using it and it takes too much space.
                                                                                                            • Next Page