1. How to set up Zia

Note: The LLM provider configured for Zia applies to all AI features. You cannot select different LLM providers for different features.

2. Prerequisites

Zoho GenAI

OpenAI

Google

Anthropic

Zoho GenAI

Zoho GenAI

Zoho GenAI is Zoho’s in-house LLM and is available by default in Zoho Creator. If you prefer Zoho GenAI as LLM provider for Zia, no additional setup or authentication credentials are required. You can skip directly to configure Zia.

OpenAI

OpenAI

Info: If you prefer OpenAI as the LLM provider, ensure that you are on a paid plan and have sufficient API credits for your OpenAI API key to work.

Before configuring OpenAI in Zia, create an API key from your OpenAI account for authentication.

Follow these steps to generate the API key:

1. Navigate to Settings in your OpenAI account and select the Billing section.
   
2. Click the Add Payment Details button in the Settings page and add your required details.
   
3. Navigate to the API keys section and click Create new secret key.
   
4. Enter a name (optional) and choose the required project.
   
5. Click Create secret key to generate the key.
   
6. Copy the generated key and use it in the Zia settings in Zoho Creator, if you've selected OpenAI as your LLM provider.
   

Google

Google

Info:

1. If you choose Google as the LLM provider, you must have a Google Cloud project with billing enabled and access to the Gemini API. Since the API is part of Google Cloud services, an active project and billing setup are necessary to manage usage and access generative AI capabilities.
   
2. Verify that the Gemini API has sufficient quota and is available in your region. Refer to the Google AI documentation for details on access limitations.

To use Google with Creator, you’ll need a valid Google Cloud account. To get the Google AI API key:

1. Go to the Google AI Studio.
   
2. Create a new project or select an existing one. Click Get API key in the top menu bar.
   
3. Click +Create API key to generate a new API key. Your existing keys will also be listed in this page.
   
4. Copy the generated key and use it in the Zia settings in Zoho Creator, if you've selected Google as your LLM provider.
   

Anthropic

Anthropic

Info: If you choose Anthropic as the LLM provider, ensure that your account is subscribed to a supported plan with API access. Refer to the Anthropic documentation for API usage limits and billing details. 

To use Anthropic AI models with Zia in Zoho Creator, you must have an Anthropic account with API access and generate an API key.

Follow the steps below to create your Anthropic API key:

1. Sign in to your Anthropic account.
   
2. Click API keys after expanding the left pane.
   
3. Click +Create Key.
   
4. Enter your key name and click Add to continue.
   
5. Copy the generated API key and paste it into the Zia Settings section in Creator when Anthropic is selected as the vendor.
   
   
   

3. Steps to configure Zia

1. Navigate to Operations in your Creator account.
   
2. Click Zia in the Applications card. The Settings screen will appear.
   
If you have already added an API key, then proceed to step 7.
1. 
3. Select your preferred LLM provider in the Integrate Zia dropdown.
   
1. By default, Zoho GenAI is selected and does not require an API key, as it is Zoho’s in-house LLM and is available in your Creator account at no additional cost.
   
2. If you prefer to use OpenAI, Anthropic, or Google as the LLM provider, you must generate and add the respective API key to enable the integration. Learn how to generate the required API keys
   
4. Click Add API Key in the Configuration tab. A popup will appear.
   
5. Enter the API Key of your selected LLM vendor and click Add.
   
1. To edit or update the key after adding it, click Edit. Modify the key in the pop-up that appears, and click Save.
   
2. To remove an API key, click Delete. This removes the configured key from Zoho Creator.|
   
Note: After configuring Zia, all supported AI features are enabled by default. These features can be disabled if required. This enables you to leverage the combined capabilities of Zia and GenAI to access the AI features in Creator.
6. Click the toggle near the preferred feature to enable or disable it.
   

3. Manage API usage

Note: When Zoho GenAI is selected as the LLM provider, API usage cannot be monitored because it is a free in house LLM and no usage limits apply.

1. Navigate to Operations in your Creator account and click Zia in the Applications card. The Settings screen will appear.
   
2. Switch to the Usage tab and click the button at the center.
   

4. Points to note

1. Zia does not consumes any AI calls or API calls from Zoho Creator. However, API rate limits may still apply. These limits are restrictions that the LLM provider imposes on the number of times a user or client can access their services within a specified period of time and vary based on their usage tier and the model consumed.
   
2. Rate limits for LLM providers can be referred by their respective official documentation.
   
1. OpenAI rate limits
   
2. Google Gemini rate limits
   
3. Anthropic rate limits
   

1. The Zia AI Agent feature is supported only with OpenAI LLM provider.
   
2. AI features can be enabled or disabled only by the super admin, except for the Create Applications feature, which can be managed by both the super admin and admin.
   

1. Zoho Creator constructs prompts based on user input and relevant form metadata to generate contextual responses for AI powered features. All supported GenAI providers, including Zoho GenAI, OpenAI, Google, and Anthropic, are committed to maintaining data privacy.
   
2. It is recommended not to include sensitive or confidential information in prompts while using AI features.
   
3. Zoho GenAI is Zoho’s in house LLM and is available at no additional cost. When using Zoho GenAI, your data remains protected within Zoho’s ecosystem.
   

5. Related topics

1. Understand Zia features in Creator
   
2. Creating applications using Zia App Builder
   
3. Create forms using Zia assistance
   
4. Generate field suggestions for AI assisted forms
   
5. Understanding AI Agent
   
6. Deluge Zia Task
   
7. Configuring next field suggestions