Unveiling the next iteration of Ask Zia in Zoho CRM
Your CRM assistant just leveled up.
Zoho CRM's Ask Zia functionality now offers a more conversational and context-aware experience to help you not just understand your data, but act on it—all from one chat window. With its redesigned interface and expanded capabilities, Ask Zia is evolving into a smarter assistant that helps you get things done faster without switching screens or writing reports manually.
You'll now find the Ask Zia icon on the next-gen vertical settings bar, right below the search icon. Once opened, you can chat with Zia using three distinct message intents: Insights, Help, and Action—each of which is designed to support your unique CRM journey.
1. Help is your go-to assistant for all things CRM—from answering simple how-to questions like "How do I create a workflow rule?" to guiding you through settings, configurations, and best practices. Whenever you're unsure about using a feature, just ask and let Zia walk you through it.
2. Actions help you get things done in CRM, whether it's generating a record or a note summary, creating workflow rules, or building reports—all from one screen.
For record and note summaries, simply start typing the record name and Zia will fetch related results that you can pick from.
When it comes to workflow creation, you can configure a wide range of supported actions, including assigning owners, updating fields, creating tasks or meetings, scheduling calls, adding or removing tags, triggering email notifications, converting leads, and even invoking custom functions or webhooks. These options ensure that your workflows are not only automated but also deeply customizable to suit different business processes.
3. Insights component is designed to answer data-related questions and help you better understand what's happening in your CRM. It retrieves relevant data and provides context-aware information. For example, you can say, "Show deal amounts by stages," and get a quick overview based on visible and processed data.
- Additionally, you can add the generated visual component directly to your analytics dashboard. Simply choose the desired dashboard, rename the component if needed, and save it for future reference.
- You can also access the code viewer to see the underlying logic applied in the background to generate the results.
You can review your past conversations with Zia in the left panel and continue them in the same context.
That's not all that's new—introducing the all-new co-creation mode: a guided, hands-on way to work alongside Zia while building reports directly within the Ask Zia chat window.
When you ask Zia to create a report, you'll see the entire configuration process unfold in real time. Zia takes care of everything you'd typically do manually, like choosing modules, selecting fields, setting filters, and defining charts—all without switching screens.
What sets co-creation mode apart is that you're not just watching the process; you can jump in at any point, make edits, fine-tune configurations, and continue where Zia left off. It's a collaborative setup that enables you to take over when needed and hand it back to Zia once you're done.
You can also expand the configuration view to get a detailed look at how your report is shaping up—essentially decoding the black box of AI by making every step of the setup transparent and editable.
To help you get a better sense of how it all comes together, here's a short video of Zia in action.
A few more things to note:
- You can maintain multiple chat sessions and start a new one anytime.
- You can delete a session or give feedback (like/dislike) for each response.
- You can not only type prompts, but give Zia voice prompts as well.
For the best experience, try aligning your prompt with the intended mode. For example, ask "How do I create a lead?" under the Help component, or "How many leads were created this week?" under Insights. But even if you don't, Ask Zia will still try to interpret and respond.Feature Availability:
- The all new Ask Zia is available for orgs in the Enterprise and Ultimate editions of Zoho CRM, with the Next Gen CRM UI enabled.
We'll start rolling out for orgs in the CRM bundles in a couple of weeks. - DC Supported: US
That's all for the current enhancement, but this is just the beginning. Please share your feedback in the comments below.
Resources: Ask Zia | Zoho CRM Help
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
Serena Woolridge
Andréa Kérébel
Ishwarya SG
SaaSguru
Andres
Sticky Posts
Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowZoho CRM: Sales Rep Professional Certification Program on Coursera
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universitiesEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithNotes 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 can
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
how to differentiate if whatsapp comes from certain landing page?
I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsAppIntroducing Profile Summary: Faster Candidate Insights with Zia
We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiringUpdating Subform Record from other Form
Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_Nowhen I email a invoice how can i see it was sent and also were i can go to see all emails sent
when I email a invoice how can i see it was sent and also were i can go to see all emails sent?Problem with Email an invoice with multiple attachments using API
I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with onlyZoho Books - Hide Convert to Sales Order if it can't be used.
Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactiveHow do I bulk archive my projects in ZOHO projects
Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapilCross-Data Center Collaboration and / Or allowing users to choose DC
Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific dataZoho Flow - Update record in Trackvia
Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow toNew Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link
I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe linkSend / Send & Close keyboard shortcuts
Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only forERROR CODE :512 - 5.4.4 DNS error:NXDOMAIN.
Suddenly we cant send mail, we are getting this error for all outbound mail to multiple domains.Is it possible to register webhooks in Zoho CRM using API?
Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule thatCalls where the local audio is shared, have echo
When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?Systematic SPF alignment issues with Zoho subdomains
Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered dueNo practical examples of how survey data is analyzed
There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic of Zoho analytics is that does not seem aware of how Zoho Survey codes 'multiple response' questions. These are questions where more than one option can be selected from a list. Zoho Survey stores this data as text, separated by commas withinUpdate application by uploading an updated DS file
Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?Minimise chat when user navigates to new page
When the user is in an active chat (chatbot) and is provide with an internal link, when they click the link to go to the internal page the chat opens again. This is not a good user experience. They have been sent the link to read what is on the page.How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.Reports: 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 withZoho Projects app update: Voice notes for Tasks and Bugs module
Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attachingzurl URL shortener Not working in Zoho social
zurl URL shortener Not working in while creating a post in Zoho socialIn the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to sh
Hi In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to show alert. How We can achive in Zoho CRm Using customPower of Automation::Streamline log hours to work hours upon task completion.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Zoho Bookings know-how: A hands-on workshop series
Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.Custom report
Hello Everyone I hope everything is fine. I've tried to To change the layout of the reports, especially the summary page report, and I want to divide summary of each section in the survey but I can't For example: I have a survey containing five differentZoho Journey - ZOHO MARKETING AUTOMATION
I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unableCustom Fields in PDF outputs
I created a couple of custom fields. e.g Country of Origin and HS Tariff Code. I need these to appear on a clone of a sales order PDF template but on on the standard PDF template. When I select "appear on PDFs' it appears on both but when I don't selectHow to create a Service Agreement with Quarterly Estimate
Hello, I'm not sure if this has been asked before so please don't get mad at me for asking. We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also includeChange Currency symbol
I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I wouldPython - code studio
Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics alreadyZoho Social - Post Footer Templates
As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm runningSeriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM
In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multipleThe Social Wall: August 2025
Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.Ugh! - Text Box (Single Line) Not Enough - Text Box (Multi-line) Unavailable in PDF!
I provide services, I do not sell items. In each estimate I send I provide a customized job description. A two or three sentence summary of the job to be performed. I need to be able to include this job description on each estimate I send as it's a criticalAllow to pick color for project groups in Zoho Projects
Hi Zoho Team, It would be really helpful if users could assign colors to project groups. This would make it easier to visually distinguish groups, improve navigation, and give a clearer overview when managing multiple projects. Thanks for consideringZoho Books - Quotes to Sales Order Automation
Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflowCan't find imported leads
Hi There I have imported leads into the CRM via a .xls document, and the import is showing up as having been successful, however - when I try and locate the leads in the CRM system, I cannot find them. 1. There are no filters applied 2. They are notCustom Button Disappearing in mobile view | Zoho CRM Canvas
I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the buttonThe connected workflow is a great idea just needs Projects Integrations
I just discovered the connected workflows in CRM and its a Great Idea i wish it was integrated with Zoho Projects I will explain our use case I am already trying to do something like connected workflow with zoho flow Our requirement was to Create a TaskNext Page