Zia - Zoho Bookings help

Zia

QuoteZia enables AI features in Zoho Bookings by integrating with supported Large Language Model (LLM) providers, including Zoho GenAI, OpenAI, Google, and Anthropic. You can configure multiple AI vendors and select one vendor for each AI feature. With Zia, you can use AI capabilities such as generating relevant booking form fields, helping reduce manual effort and setup time.

1. AI vendors and features

You can configure multiple AI vendors in Zoho Bookings. For each AI feature, you can select one of the configured vendors to process requests for that feature. This allows you to use different AI vendors for different AI features. For example, you can configure OpenAI, Google, and Anthropic, and assign OpenAI to one AI feature and Google to another. Only one AI vendor can be assigned to an AI  feature at a time.
Zoho Bookings currently supports the following AI vendors:
  • Zoho GenAI – Built-in AI that does not require an API key.
  • OpenAI – Uses GPT models and requires an API key.
  • Google – Uses Gemini models and requires an API key.
  • Anthropic – Uses Claude models and requires an API key.

1.1 Supported AI features  

Feature
Description

Generate booking form fields

Automatically generates relevant form field suggestions based on the event type name, description, and existing form fields, reducing the manual effort required to create booking forms.






Example: Let's assume you have an event type named “New Patient Consultation” with the description “Schedule a 30-minute consultation with a doctor to discuss your symptoms and medical history.” Zia may suggest fields like Symptoms, Medical History, and Preferred Doctor for the booking form. You can review the suggestions and add the relevant fields to your form.



Who can access this feature?

Available on

Paid plans

Super admin and admins

Can configure AI vendors and manage AI features

2. Connect AI Vendors

You can configure multiple AI vendors in Zoho Bookings and select one connected vendor for each AI feature. This allows you to use different AI vendors for different AI features.
  1. Click the Admin Center  icon and navigate to Developer Hub > Zia > AI Vendors.

  2. Connect the required AI vendor.

For Zoho GenAI

No API key is required.

For OpenAI, Google, or Anthropic  
  1. Enter the API key.

  2. Click Configure.


The AI vendor will be connected and available for use with AI features in Zoho Bookings.

Note: You can connect multiple AI vendors. However, you can select only one AI vendor for each AI feature.

3. Configure AI features  

After connecting one or more AI vendors, configure the AI features you want to use.

To enable an AI feature:
  1. Navigate to the Admin Center > Developer Hub > Zia >AI Features tab.
  2. Select a connected AI vendor for the required AI feature under the AI Vendor column.
  3. Enable the toggle for the required feature under the Status column.

Once enabled, the AI feature will use the selected AI vendor to process requests.

4. Use AI features

Once an AI feature is enabled, you can use it in Zoho Bookings. The feature uses the AI vendor selected for it to generate the requested results.

4.1 Generate booking form fields using Zia

Zia can automatically generate booking form fields while configuring an event type.
To generate booking form fields:
  1. Navigate to the preferred event type's booking form.
  2. Click Generate fields with Zia under the Fields section.
  3.  Review the generated fields and select or unselect, edit them if required.

  4. Click Add fields to save the changes.

The fields generated by Zia will be added to the event type booking form.

Info

Info: Zia analyzes the following information to generate relevant booking form fields:

  • Event type name

  • Event type description

  • Existing booking form fields

5. Manage AI vendor

You can manage connected AI vendors by updating or deleting API keys and reviewing AI usage.

5.1 Change the AI vendor for an AI feature

You can change the AI vendor assigned to an AI feature at any time.
  1. Navigate to Admin Center > Developer Hub > Zia > AI Features.
  2. Select the required AI feature.
  3. Select another connected AI vendor.

The newly selected AI vendor will be used for future requests for that feature.

5.2 Update API key

You can update the API key of a connected AI vendor.
  1. Open Admin Center > Developer Hub > Zia> AI Vendors tab and click the option icon near the required AI vendor.
  2. Choose Edit to provide the new API key and click Save.

5.3 Disconnect AI vendor

You can disconnect an AI vendor by removing the configured API key.
  1. Open Admin Center > Developer Hub > Zia>AI Vendors tab and click the option icon near the required AI vendor.
  2.  Click Disconnect.
Any AI features assigned to this vendor will no longer be available until another connected AI vendor is selected for those features.
Points to note
  • You can configure multiple AI vendors in Zoho Bookings.
  • Only one AI vendor can be assigned to each AI feature at a time.
  • Zoho GenAI does not require an API key.
  • OpenAI, Google, and Anthropic require a valid API key.
  • Changing the AI vendor affects only future AI requests for that feature.
  • AI-generated content can be reviewed and modified before saving.
FAQ
Which AI vendors are supported in Zoho Bookings?

Zoho Bookings currently supports Zoho GenAI, OpenAI, Google (Gemini), and Anthropic (Claude).

Does every AI vendor require an API key?

No. Zoho GenAI is built in and does not require an API key. OpenAI, Google, and Anthropic require a valid API key.

Can I configure more than one AI vendor at a time?

Yes. You can configure multiple AI vendors at the same time. However, only one AI vendor can be selected for each AI feature.

Can I use different AI vendors for different AI features?

Yes. You can select a different connected AI vendor for each AI feature. However, only one vendor can be assigned to an individual feature at a time.

Can I change the AI vendor assigned to a feature?

Yes. You can change the AI vendor assigned to an AI feature from Admin Center > Developer Hub > Zia > AI Features.

What happens when I change the AI vendor?

Future AI requests for that feature will use the newly selected AI vendor.

Can I remove a configured API key?

Yes. You can delete the configured API key if it is no longer required.

What information does Zia use to generate booking form fields?

Zia uses the event type name, event type description, and existing booking form fields to generate suggested fields.

Can I modify the fields generated by Zia?

Yes. AI-generated fields can be reviewed and modified before saving.

What happens if I enter an invalid API key?

If the API key is invalid, Zoho Bookings displays an error message prompting you to enter a valid API key before you can continue.

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