Update on default settings for AI features in Cliq

Update on default settings for AI features in Cliq

Hello all,
 
We'd like to provide clarity on a recent change to AI feature defaults in Cliq.
 
As part of our regular review of AI features conducted in April 2026, we re-evaluated how these features are enabled by default. We've decided that the AI features listed below will be TURNED OFF by default for any organization that has not manually enabled or disabled them. This change aligns with our policy of wanting you to explicitly choose to turn on AI features, rather than having them automatically enabled.
 
Important: If you (or your admin) have previously enabled or disabled any of these AI features manually, that configuration remains unchanged and is not affected by this update. This default applies only when no manual action has ever been taken on a given feature.

For reference, here are the current default statuses of our AI features:

Unread Message Summary – ON
Conversation Summary – OFF
Writing Assistant (Zoho AI) – ON
Copy Text from Images in Previews (Zoho AI) – ON
Transcript for Recorded Meetings (Zoho AI) – ON
Summary of Meeting Transcript and Action Items (OpenAI) – OFF
Live Transcript (Zoho AI) – ON
 
If you've noticed any AI-related feature (such as Writing Assistant) appearing disabled, this can be checked and re-enabled at:
  1. Admin Panel → Organization → Configurations → Artificial Intelligence, and enable the feature(s) you'd like to turn on
  2. Individual user Profile & Settings → General, and enable the feature(s) you'd like to turn on
 
If you have any questions about which AI features are currently enabled for your organization, or need help re-enabling any of them, please reach out to our support team at support@zohocliq.com, and we'll be happy to assist.
 
 
Best regards,
Shanthana Lakshmi S
Zoho Cliq Team


    Access your files securely from anywhere


            All-in-one knowledge management and training platform for your employees and customers.






                                  Zoho Developer Community




                                                        • Desk Community Learning Series


                                                        • Digest


                                                        • Functions


                                                        • Meetups


                                                        • Kbase


                                                        • Resources


                                                        • Glossary


                                                        • Desk Marketplace


                                                        • MVP Corner


                                                        • Word of the Day


                                                        • Ask the Experts



                                                                  • Sticky Posts

                                                                  • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

                                                                    With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
                                                                  • New in Zoho Chat: Threaded conversation at its finest best

                                                                    Perform effective team communication in Zoho Chat with our new 'Reply' option.   Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads.   To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter.   Voila, that was pretty simple. 
                                                                  • Changes in Cliq iOS app notification due to iOS 13 and Xcode 11

                                                                    Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy.  Changes in iOS 13:  With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not
                                                                  • What's new in Zoho Cliq - June 2020 updates

                                                                    Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel   Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's
                                                                  • 4 Things You Should Do Once You Get Started with Cliq

                                                                    Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:   1. Invite your colleagues   Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?   To invite your colleagues to Cliq, head on over to the Admin Panel which


                                                                  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

                                                                                                    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

                                                                                                                      • Password Policy in Zoho Mail: Set password rules to keep your organization secure

                                                                                                                        Weak or repetitive passwords are one of the most common causes of unauthorized account access in organizations. Zoho Mail's Password Policy feature allows administrators to define and enforce specific password requirements for all users in the organization,
                                                                                                                      • What is Workqueue and how to hide it?

                                                                                                                        Hi, My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?
                                                                                                                      • Zoho Community Digest - July 2026| Part 4

                                                                                                                        Hi everyone, and welcome back! We're closing out July with a strong final week, from a major LinkedIn integration in Zoho Recruit to AI-powered forecasting in Zoho Analytics. There are also a few heads-ups worth noting, including API changes in Zoho CRM
                                                                                                                      • Zoho CRM Community Digest - July 2026| Part 2

                                                                                                                        Hello everyone! The second half of July brought five CRM updates, including a heads-up for developers on API changes coming in October, one Quick Win on keeping your attribution data intact through lead conversion, two Dev's Corner threads worth bookmarking,
                                                                                                                      • Shared Snippets Everyone

                                                                                                                        Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets
                                                                                                                      • Keeping project teams in the know with Zoho Cliq

                                                                                                                        Project management is all about processes, data flow, and maintaining order. But communicating appropriate information at crucial times to stakeholders is as important as the moving parts of a project. Zoho Cliq can facilitate effective communication
                                                                                                                      • Remove "Subject" as a required field on quotations

                                                                                                                        Not sure why, but Zoho has made 'Subject' a system defined required field. I'm not entirely sure why subject would be required as a key field (i.e. you cannot deactivate it or change it from required). It doesn't make much sense on many product quotations,
                                                                                                                      • Multi-currency and Products

                                                                                                                        One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
                                                                                                                      • Enable Credit Note creation for Sales Returns BEFORE receiving goods

                                                                                                                        Currently, it is not possible to issue a Credit Note linked to a Sales Return until the goods have been officially marked as "received" in the system. In our business, we often need to issue a credit note to our clients immediately upon the initiation
                                                                                                                      • Best way to setup Inventory bin tracking for products with multiple boxes/crates

                                                                                                                        Hi - we need some advice from the community on setting up Items in the Inventory for products with multiple crates. We have large products in our warehouse where the product is delivered as two large (double pallet) crates. We've setup the Items for these
                                                                                                                      • Getting Internal Server Error message when filing for MTD

                                                                                                                        I am trying to file for the MTD submission, and after I filled in all the information and click (Fetch Obligation) this message "Internal Server Error [500]" pops up. I have been trying for awhile and its still the same. What shall I do as today is deadline
                                                                                                                      • No access to change view permission for team members

                                                                                                                        Hi, I want team members to be able to update the percentage progress on their goals at mid year. Currently they cannot edit this, they can only update the comments against the goals. The ability to add view permission to goal progress for team members
                                                                                                                      • Turn your Zoho One Home into your workspace with Dashboard 2.0

                                                                                                                        When you open Zoho One, you probably don't need to see everything. You need to see what matters to you. A sales manager may want to track pipeline and revenue. An HR manager may want to monitor employee information. A business leader may want a quick
                                                                                                                      • Zoho Assist Feature Update: August 2026

                                                                                                                        Web Forms Web Forms in Zoho Assist help you collect support requests directly from your website and route them to the right team. Embed a customizable form so customers can raise issue details or join an active remote session using a session ID. Depending
                                                                                                                      • Tip #84 – A More Natural Remote Experience with Custom Cursor Support – 'Insider Insights'

                                                                                                                        Hello Zoho Assist Community! Anyone who has spent time in a remote support session knows the feeling. You're guiding a customer through a task, moving the cursor across the screen, and something feels just slightly off. The cursor doesn't behave the way
                                                                                                                      • 【無料/オンライン】8/20開催|Zoho ワークアウト|ユーザー同士で学び合うオンラインもくもく会

                                                                                                                        ユーザーの皆さま、こんにちは。 コミュニティグループの中野です。 8月20日(木)開催の「Zoho ワークアウト」をご案内します。 Zoho ワークアウトは、参加者それぞれが取り組みたいテーマを持ち寄り、 ユーザー同士で交流しながら、設定・検証・運用改善を進めるオンラインの「もくもく会」です。 「作業を進めたいけれど、一人だと手が止まってしまう」 「他社がどのように活用しているのか知りたい」 「同じ課題を持つユーザーと情報交換したい」 そんな方は、ぜひお気軽にご参加ください。 ▶︎ 参加登録はこちら(無料)
                                                                                                                      • Assign Price Book to Accounts (again!)

                                                                                                                        I can see this topic has been bumping about for over 10 years and unfortunately Zoho hasn't seen the need (or use case) in CRM to be able to assign an account to a price book to automate quoting (amongst other things). Strange given they DO assign price
                                                                                                                      • Custom Statuses - Can You Do Anything With Them?

                                                                                                                        As far as I can tell, one really cannot do much with custom statuses. I created a new custom status for sales orders called "Customizing / Hold". This is for sales orders that have the Confirmed status. The use case here is that, as an e-commerce company,
                                                                                                                      • Price Book in foreign currency

                                                                                                                        We have many customers who buy in foreign currency (USD), where our base currency is our local currency (AUD). It would be normal (it is in Zoho Books, Zoho Inventory etc.) to assign a currency to a price book, but I cannot find this option in Zoho CRM
                                                                                                                      • How to disable option to search (In Advanced Field > Matrix Choice > Dropdown)

                                                                                                                        In Advanced Field > Matrix Choice > Dropdown I don’t want the option to search or type to fill in words. How can I disable or remove this function?
                                                                                                                      • Layout rules in Zoho FSM

                                                                                                                        As titled, is there an item in the pipeline or an ETA for the implementation of layout rules in Zoho FSM? Similar to how they work in Zoho CRM https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-page-layouts/articles/create-conditional-layouts
                                                                                                                      • Marketing Tip #45: Use WhatsApp to engage customers and drive more sales

                                                                                                                        Email is great. Social media is useful. But when it comes to getting a message actually read? WhatsApp wins. In general, open rates on WhatsApp messages are significantly higher than email, and the conversation feels personal rather than promotional.
                                                                                                                      • Client Script also planned for Zoho Desk?

                                                                                                                        Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field
                                                                                                                      • View Answer Bot conversations?

                                                                                                                        We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des
                                                                                                                      • Add Comment workflow action delayed by 1–2 minutes in Zoho Desk

                                                                                                                        Hello Zoho Support team, We are experiencing an issue with a workflow in Zoho Desk. The workflow is triggered when the Quote ID field is updated and performs two actions: A standard Field Update An Add Comment custom action When the Quote ID field is
                                                                                                                      • Where do I edit the "Welcome to [portal name]" message

                                                                                                                        I am looking for a way to edit the "Welcome to" part of the message that is seen on the landing page (ex: https://help.zoho.com/portal/en/home). When I use the French interface, it doesn't make sense... I want to change it from "Bienvenue chez" to" Bienvenue au". Thanks!
                                                                                                                      • Zoho Books | Product updates | August 2026

                                                                                                                        Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,
                                                                                                                      • Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

                                                                                                                        Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built
                                                                                                                      • Zoho Books and TRAINING SALES receipt label for eTims?

                                                                                                                        Hi, Can Zoho Books implement TRAINING SALES receipts and push them to eTims for test? In other words how can we send to Zoho or even create in Zoho training mode invoices and TEST the workflow POS>Zoho Books>eTims and back without actually registering
                                                                                                                      • Reporting Tags and COGS

                                                                                                                        Is there any way to get COGS recorded against reporting tags? The use cases seems very straightforward to me. If I'm running a P/L report against a specific reporting tag (I use mine for customer type, but it could be used for regions, etc.), the revenue
                                                                                                                      • Hide Custom Fields for Customers or Vendors

                                                                                                                        For whatever reason, all custom fields added to the Customer module also get added to the Vendor module. This leads to a clunky experience for users, as many custom fields we add only apply to one or the other. There should be a "hide" option to hide
                                                                                                                      • Onboarding process

                                                                                                                        I urgently need onboarding support. My account still shows trial period.
                                                                                                                      • Detailed General Ledger - Display Transaction Description in Reports

                                                                                                                        Hi Zoho Team, I'm currently using Zoho Books and have a question regarding the Detailed General Ledger report. When we enter a description or narration in transactions (Bills, Journal Entries, Expenses, etc.), the report does not display this description.
                                                                                                                      • Which Zoho CRM tasks would you want an AI assistant to handle?

                                                                                                                        I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be
                                                                                                                      • Zoho Mail Does Not Integrate with Analytics

                                                                                                                        Hello everyone, Just wanted to make a quick post about the problem with zoho mail. Currently it does not connect to Zoho Analytics, which I think is crazy considering both of these applications have existed for a long period of time. Even zoho voice a
                                                                                                                      • Net ##th Terms (e.g. due on the following 15th)

                                                                                                                        I have a client who pays me twice monthly per our contract. It would be helpful to have terms on my invoices where the invoice is due on the 15th or the 30th of the same or the following month.
                                                                                                                      • Project status update visibility within a project

                                                                                                                        Currently the only place within Zoho projects to see status updates for a given project is actually not in the project it's self it's in the Collaboration section and then by searching for a given project and clicking on the status tab. It would be great
                                                                                                                      • Using custom CRM fields

                                                                                                                        I have created a series of fields in the Deals module that need to be linked to fields in a contract I have customized. I can only see how to map standard fields, not the custom ones. How do I do this?
                                                                                                                      • Como limitar o Zia Agent?

                                                                                                                        Geralmente quando estamos criando um agente de IA no ZIa Agent Studio, colocamos o que ele deve fazer, utilizando as instruções que colocamos no Knowledge Base. Mas como colocamos limites que não devem ser ultrapassados? Para isso utilizamos os Guardrails,
                                                                                                                      • An important update for Zoho Cliq desktop users

                                                                                                                        The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15
                                                                                                                      • Next Page