Create apps using Zia assistance | Zoho Creator Help

Create Apps Using Zia Assistance

1. What Does This Page Cover?

Learn how you can build a fully functional Creator application using Zia AI's assistance by simply describing your app's requirements to the AI using conversational prompts. The AI will then design it for you, accelerating application development.
  1. You also get in-app guidance using Zia (trained in Natural Language Processing [NLP]) to help you build your application's components.
  2. Before you proceed to learn how to create apps using Zia assistance, click here to know more about Zia's integration with OpenAI and Zoho LLM.

2. Availability

Zia-assisted applications
  1. Is available only for paid plans of Creator
  2. Can only be enabled, created, and managed by the super admin.  Admins and developers can create and manage AI-assisted apps, while other users can access those apps
  3. Zoho LLM is currently available for use only in US and IN data centres (DCs), while EU, AU, CA DCs will continue with the OpenAI Bring-Your-Own-Key (BYOK) approach as before.

3. Setting Up Zia for Creating AI-assisted Apps

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. To know more about the prerequisites, click here.

3.1 AI-Assisted App Creation Flow


3.2 See How To Configure


3.3 Configure Zia-OpenAI Integration

  1. To know more about the prerequisites, click here.
  2. Only the super admin and admins can configure Zia in Creator.
  3. For Zoho LLM, follow step 7 and then you can directly start creating apps without configuring any integration.
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.


3. Select the required LLM - OpenAI or Zoho LLM.
  1. If you've chosen OpenAI, you need to add your API key (go to step 3).
  2. If you've chosen Zoho, go to step 7 directly.
4. Click Add API Key in the Configuration tab. A popup will appear.



5. Enter your OpenAI API Key and click Add

6. To edit or update the key after adding it, click Edit. Update the key in the pop-up that appears, and click Save.



Refer to this page to know more OpenAI's authentication.
7. Toggle the Access button beside Create Applications in the Select Features section. By default, this button will be enabled. This will allow you to use the combined capabilities of Zia and OpenAI to create applications.
As a super admin/admin, you can disable the toggle button as required. This will disable this feature for your Creator account.

4. Create an app with the help of ZIa

1. Navigate to the Solutions page in your Creator account.
2. Click the + Create Solution button at the top-right corner.
3. Hover on the Applications card and click Select.
4. Choose one of the below options depending upon your application scenario.
  1. If you haven't configured Zia integration (refer to above section), click Configure in the Create using AI card. Click Go to Settings in the popup that appears.
  2. If you've already configured Zia integration, click Create in the Create using AI card.


  1. If you've already configured Zia integration but disabled the toggle button beside Create Applications in Zia Settings, click Enable in the Create using AI card. You'll be taken to the Zia Settings page.
After enabling Create Applications in Zia Settings, you'll be redirected to the Create create app using Zia page, where you can describe your app.
5. Provide a brief description of the application you want to create and click Generate Use Cases. Here, let's build an app to track orders for a hotel and you can enter order management for hotels.
To know more about recommended guidelines for application description and usage of generated use cases, click here.



By default, three use cases will be generated. You can generate up to five use cases (including custom use case) by clicking the Generate Use Cases button.
6. Click Generate to generate additional use cases relevant to your application.



7. Click Add Custom to add your custom use case relevant to the application you want to create, then click Add
When you try to add a use case that might not be relevant to your applications context, a confirmation popup will appear. You can click Proceed to add that custom use case.





8. Hover over a generated use case and click the delete icon to delete a use case. Then click Delete in the popup that appears.
Note: You need to have at least one use case to proceed in creating an application using Zia.
9. Click Re-generate Use Cases to regenerate use cases as required.
Note
  1. You can regenerate use cases only after all the five use cases have been generated in the first place.
  2. If you've added a custom use case and click Regenerate, all the use cases will be regenerated irrespective of the use cas etype.



10. Click Re-generate in the popup that appears.

11. Check Include sample app data (if required) to include sample data we provide in your application. You'll be taken to the import interface's Data tab.
  1. The sample data generated for each use case showcases a real-world scenario but uses fictitious data.
  2. Including sample data at this stage makes the process of application creation a tad easier as it helps you visualize how a working application will look with data populated.
  3. If you've checked the Include sample app data option, the Data tab will be pre-filled with sample data. 
12. Click Generate Application Layout to let Zia create an application (no data) with necessary forms.  A table with data that includes typical order details is created for you.

4.1 Review the table for your app

Based on what you described, AI generates use cases generated which in turn will be used to design tables (forms) for each of the use cases generated for your app in the previous step. You can now take the following actions. 
  1. Please note that AI-generated use cases will be collectively used to aid in relevant application and form creation.
  2. To know the list of field types that will not be included in the forms generated based on use cases, you can click here. However, you can add these fields post accessing your form.
  3. The tables generated may also contain lookup fields that enable you to lookup data from another form in the same application.
NoteThe below actions except editing app and form names are applicable only when you choose to include sample data.
  1. Filter: Filtering the data in your table can help you decide which data is to be refined, then imported into the to-be created application. 
  2. Find and Replace: You can find a value across a table or in one of its columns, and replace it with another. 
  3. Refine Data: You can perform smart data refining operations.
  4. Smart Suggestions: You can finalize the table after working on the actions suggested by Zia, the AI assistant.
  5. Edit app and form names: You can modify the app name, table names, and their properties.

4.2 Create app

When you're ready to create your app, after you're done viewing and refining your data,
1. Click Create from the top-right corner of the import interface. A pop-up showing the progress will appear.



2. Click Access Application to access the newly-created application.



You'll be taken to one of your application reports, in which you can add records.

5. Limitations

To know more about how to check the monthly usage of OpenAI API, click here.
  1. OpenAI API Rate limits: Rate limits are restrictions that OpenAI's API 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. 
    1. To view rate limit for your account that contains the API key used for this integration, visit https://platform.openai.com/account/limits
    2. To learn more about how rate limits work, visit the URL below. https://platform.openai.com/docs/guides/rate-limits
  1. Understand Zia features in Creator
  2. Create forms using Zia assistance
  3. Generate field suggestions for AI assisted forms

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick LinksWorkflow AutomationData Collection
                          Web FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Create Forms Using Zia Assistance

                                                                                                                1. What Does This Page Cover? Learn how you can build a Creator form using Zia AI's assistance by simply communicating your app's requirements to the AI, thereby accelerating form creation. You also get in-form guidance using natural language ...
                                                                                                              • Generate Deluge Scripts Using Zia Assistance

                                                                                                                Note: Generated scripts may not always be accurate, as is common with any AI. However, we are constantly refining it to maximize its reliability. Generated scripts are adaptive. The same prompt may generate different scripts at different times based ...
                                                                                                              • Understand Zia features in Creator

                                                                                                                1. What does this page cover? Learn how you can build fully functional Creator applications and forms with Zia assistance using OpenAI or our in-house Zoho GenAI by simply describing your requirements. Zia will design it for you, thereby accelerating ...
                                                                                                              • Installing custom apps and extensions

                                                                                                                This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. Install apps Navigate to the Operations tab on the left pane and click Marketplace under Applications. Click Custom Apps or ...
                                                                                                              • Configuring next field suggestions

                                                                                                                1. What does this page cover? Learn how Zia powered with OpenAI/Zoho GenAI provides real-time suggestions for the next relevant form fields by understanding youFFr form's context and thereby enhancing form building experience.F Before proceeding, ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources