1. Prerequisites

1. To get started with Zia App Builder, first set up Zia to manage AI features across your Creator account. Make sure to integrate it with one of the supported LLM providers. Setting up Zia is a one-time process that grants access to all Zia features, including creating applications and forms, enabling next-field suggestions, and generating scripts. Learn how to configure Zia.

1. Once Zia is configured, enable the Access toggle for Create Application under the Enable Features section to start creating apps.

Note: If you've already enabled Zia ensure Access toggle for Create Application feature is enabled.

2. Steps to create an application using Zia App Builder

1. Navigate to the dashboard of your Creator account. You will land in the Solutions module by default.
   
2. Click + Create Solution in the top-right corner of the dashboard and select the Applications card to start building an application.
   
3. Choose the Create using Zia card to open Zia App Builder.
   
Note: If Zia integration hasn’t been configured before, click Configure on the Create using Zia card. In the popup that appears, click Open Zia Settings. You will be directed to the Zia page, where you can set up Zia to enable application creation.
4. Specify the application requirements through either or both of the below methods, and click Start Building to receive AI-generated use cases that would address your business problem. Learn how to write effective prompts for Zia App Builder
   
1. Text - Describe the application you want to create in detail for optimal results.
   
2. File - Click Upload and attach files that outline the application objectives or pictorially represent the application flow, such as a PRD, BRD, RFP, or any relevant process diagrams.
   
Note:
1. The text input can contain a maximum of 1000 characters.
2. The file input can include either 1 document or up to 3 images.
3. The supported file formats are:
1. Image - PNG, JPG, JPEG, WEBP
2. Document - PDF, and TXT
4. It is recommended for your prompt to have both a file and text input that covers more specifications to help Zia generate more tailored use cases for you.
5. Review the AI-generated use cases and the visualized data model, including the necessary tables based on those use cases. You can:
   
1. Click Generate to add a new AI-generated use case relevant to your application.
   
2. Click Add Custom to type a use case that you have in mind.
   
3. Hover over a use case and click the bin icon () to remove a use case that does not align with the application's needs.
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   Note: By default, five use cases will be generated. You can generate or add more use cases till a maximum count of 10 in total.
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6. Click Create Application to initiate the creation process based on the displayed data model. It builds forms that receive and store input data, reports that display this data, dashboards that present key metrics and performance indicators, and designs the application style for a visual appeal.
   
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   Note: The number of forms, reports, and dashboards that are created varies according to the use cases.
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7. Click Access Application once the creation process is complete to open the application in live mode, where you will land on the application dashboard. The application includes sample data to support your testing needs.
   

2.1. Connecting a table to another service to create an integration form

Note: Zia App Builder will search for the following supported services when a use case has a relevant requirement: Zoho CRM, Zoho Recruit,  Zoho Projects, Zoho People, Zoho BugTracker, Salesforce, and QuickBooks.

Scenario	Description	Steps to be followed
1. Zia App Builder automatically connects a table to a relevant service.	In certain use cases, data synchronization may require linking a table to an additional service. If Zia App Builder detects a relevant service with an active and authorized connection in the Microservices module, it will automatically establish the connection for the table. It will also link to the appropriate module in that service using a datasource. After the application is created, the table will function as an integration form. Note: If multiple connections to one or more relevant services are available, Zia App Builder will randomly connect to one of them.	-
2. Zia App Builder lists potential services but could not connect the table to any of them.	In certain use cases, data synchronization may require linking a table to an additional service. App Builder will list the relevant services but will not have connected to them, as the connection may be one of the following in the Microservices module Disabled - The connection's functionality is inactive Not connected - The connection is unauthorized Unavailable - No connection has been created for this service: In such cases, a connection can be created or linked from Zia App Builder, and its configuration will be synced in the Microservices module. Post establishing the connection, Zia App Builder will link to the appropriate module in that service using a datasource. After the application is created, the table will function as an integration form. Note: If a table is not connected to service, post application creation, the table will function as a normal form with default Creator fields.	1. Click the Connect dropdown in the top-right corner of the target table. 2. Click Connect next to the service you want to use from the list under Available Services.

Scenario	Steps to be followed
1. Change to another relevant service - A table can be linked to a different service if required. To do so, the existing connection must first be disconnected, after which the table can be linked to the target service.	1. Click the Connect dropdown in the top-right corner of the target table, then click Disconnect next to the existing service to remove the integration. 2. Click Connect next to the required service below Available Services to integrate with it.
2. Change to another relevant datasource (module) for a connection - If a different module of the service better suits the use case, you can link the table to it. To do this, simply add the required datasource for the connection and use it.	1. Click the connection dropdown in the top-right of the target table, then click +Create New Datasource under Connected Datasource. 2. Choose the required module from the Create Datasource popup and click Create to link to it.

3. Points to note

4. Related topics

1. Understand Zia features in Creator
   
2. Create forms using Zia assistance
   
3. Generate field suggestions for AI assisted forms
   
4. Writing effective prompts for Zia App Builder in Zoho Creator