Understand Zia features in Creator
1. What does this page cover
Learn how you can build functional Creator applications and forms with Zia assistance by simply describing your requirements. Zia will design it for you, thereby accelerating application development and form creation.
2. Availability
Zia assistance for application and form creation:
- Is available only for paid plans of Creator
- Can only be created, authorized, enabled, and managed by the super admin. Admins and developers can create and manage AI-assisted apps, while other users can access the created forms
- Google, Anthropic and OpenAI are supported in all data centers except in CN.
- Zoho GenAI is supported in all data centers except in CN, JP, and SA.
3. Overview
AI can be incredibly helpful in various stages of the application creation process. You can simply describe your application and let AI analyze market trends, user preferences, and existing applications to generate innovative suggestions tailored to your requirements. OpenAI's text generation models can display text outputs in response to your inputs using Natural Language Processing (NLP). The descriptive inputs that we provide these models are referred to as "prompts". Zoho's native GenAI has been designed to deliver an efficient AI-driven experience to help you get a head start on your application ideas and deliver highly tailored solutions that best meet your needs.
You can also read more in OpenAI's introductory text generation guide and prompt engineering guide.4. Zia assistance in Creator
Creator enables you to create applications and forms using Zia, our smart AI assistant, thereby enabling you to leverage the potential of AI to simplify application development and form creation.
For new sign-ups, Zoho GenAI will be chosen as the default integration and is free to consume, while OpenAI, Anthropic, or Google can be integrated with a bring your own key (BYOK) approach.
The AI-assisted apps and forms will have AI-powered experiences built in from the first screen of application creation, speeding up the application development process.
4.1 How does Zia's integration with AI assist Creator?
This integration uses powerful language models that generate text in English, which looks and sounds like text written by humans. This integration lets you build an application and its components, including the data behind it (we provide sample data if required), just by describing your requirements through conversational prompts via the "text in, text out” interface. In turn, Zia will generate relevant use cases and field suggestions applicable to the description provided. You can also include a your custom use case while building your application.
This process of building an application as part of a multi-step conversation offers a seamless and human-like interaction for users. It also enhances developers' productivity and ensures that anyone with an idea to develop an application and relevant forms can implement it using AI. Incorporating AI assistance in application development can lead to more innovative, efficient, and user-friendly applications, which are essential in today's highly competitive digital landscape.
- Currently we only support giving prompts in English.
- Sample data for each use case showcases a real-world scenario but uses fictitious data.
- AI-generated content may have mistakes. Ensure that the descriptional prompts provided are accurate and appropriate before using it.
As a super admin or admin (or even a developer), you may wish to:
- See use cases that are relevant for your application
- Develop a fully functional application with merely an idea or a thought of what the application could do
- Create forms along with suitable field names and relevant field types for your application using natural language inputs
In the above cases, by allowing AI to assist in summarizing the purpose of your apps and generate relevant use cases, you can focus on building your applications and forms quickly and tailored to your exact requirements.
Apart from this, Zia's integration with AI also allows you to:
Automate multiple tasks by creating AI agents
Generate Deluge scripts automatically with a single prompt
4.1.1 Build applications through conversation
Using Zia, you can rapidly traverse from a mere idea to a fully functional application. You just need to describe your application requirements to Zia, and it will assist in creating relevant use cases for you. You can also include a your custom use case while building your application. You will also be assisted in generating and assembling the appropriate application components, thereby seamlessly bringing together an application designed to suit your communicated requirements.
- Learn how to use AI-assistance in building applications when Zia is configured using:
- Click here to know about a relevant use case for application creation.
4.1.2 Create forms through conversation
You can incorporate AI-driven features to enhance form creation and get suggestions that align with the purpose of your form, whether it's for surveys, registrations, feedback, or others. Using Zia, you can also effortlessly create functional forms suited to your application along with relevant fields. You just need to describe your form's purpose to Zia and it will assist in suggesting relevant fields for your form. You can then select or deselect the required fields and proceed to form creation. The form will be created and filled with the selected fields.
4.1.3 Next field suggestions
Zia can also intelligently propose the most probable next fields that are relevant to the created form. This helps in streamlining the form building experience and makes it more intuitive.
It is recommended to use everyday words to describe what your app or form should collect, track, list, and manage, such as the following, while entering your prompts:
- “Create an app to track inventory”
- “Track sales leads”
- "Create a form to collect employee details"
4.1.4 Automate tasks with simple instructions using AI agents
You can create AI agents and automate multiple tasks by defining their behavior in a simple language. It uses Agentic AI technology that has autonomous decision making abilities. It is capable of analyzing the situation, planning, and executing a series of tasks without human intervention. It is similar to creating real agents with specific skills.
These agents can be built by instructing in plain natural language and adding the predefined Deluge functions required to perform the automated actions. An endpoint URL will be generated, which can be used inside Creator applications by using invoke URL or JS API widgets embedded in a page.
- Learn more about AI agents.
- Get to know about a relevant use case for AI agents.
4.1.5 Generate Deluge scripts with prompts
Zia can generate Deluge scripts with a single prompt. It understands the requirement given in the prompt and provides script suggestions. It also analyzes the application's metadata and provides scripts by considering the relationship between forms. Thus, making even complex coding more accessible and efficient. This enhances the development process and helps to speed up implementation.
- Learn how to generate Deluge scripts using Zia assistance
- Get to know about a relevant use case for generating deluge scripts.
5. Prerequisites
OpenAI
If you've chosen OpenAI as the GenAI, ensure that you are on a paid plan and have sufficient API credits for your OpenAI API key to work.
- You must have a valid OpenAI account along with an API key from your OpenAI account to use this feature in Creator. To get the OpenAI API key,
- Navigate to Settings in your OpenAI account and select the Billing section.
- Click the Add Payment Details button in the Settings page and add your required details.
- Next, navigate to the API keys section and click Create new secret key.
- Enter a name (optional) and choose the required project.
- Click Create secret key. The key will be generated. You can copy and use it in Creator's Zia settings.
- Before you can create apps or forms using Zia, ensure to configure your OpenAI API key in Zia Settings and enable the Zia - Open AI integration for your Creator account.
Google
info: If you've chosen Google as the GenAI, ensure you have a Google Cloud project with billing enabled and access to the Google AI API. This is required as the API is part of Google Cloud services, which need an active project and billing setup to manage usage and ensure access to generative capabilities.To use Google with Creator, you’ll need a valid Google Cloud account. To get the Google AI API key:
Go to the Google AI Studio.
Create a new project or select an existing one. Click Get API key in the top menu bar.
Click +Create API key to generate a new API key. Your existing keys will also be listed in this page.
Copy and paste this key into Zia Settings in Creator when Google is selected as the vendor.
Note:
- Make sure the Generative AI API has sufficient quota and is available in your region.
- Check Google AI documentation for any access limitations.
Anthropic
If you’re using Anthropic you must be on a supported plan with API access.
To use Anthropic AI models in Creator, you’ll need an Anthropic account with API access and an Anthropic API key.
To get the Anthropic API key:
Sign in to your Anthropic account.
Click API keys after expanding the left pane.
Click +Create Key.
Enter your key name and click Add to continue.
Copy the generated API key and paste it into the Zia Settings section in Creator when Anthropic is selected as the vendor.
Note: Ensure your account has API access and is on a paid plan if required. Refer to Anthropic documentation for API usage limits and billing details. 6. Configure Zia
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.
Steps to configure Zia
For Zoho GenAI, 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 GenAI
- If you've chosen OpenAI, Anthropic, or Google, you need to add your API key (go to step 4).
- If you've chosen Zoho GenAI, there is no further configuration required.
4. Click Add API Key in the Configuration tab. A popup will appear.
5. Enter your OpenAI API Key and click Add.
- 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.
After you've configured Zia by default, the features supported by Zia will be enabled. This will allow you to use the combined capabilities of Zia and the GenAI to create applications, forms, and so on.
Note: Deluge Assistance and AI Agent will be disabled when using Zoho GenAI, Anthropic or Google.
As a super admin/admin, you can disable the toggle button for any feature as required. This will disable that feature for your Creator account.
7. Points to note
- Anthropic Tier 1 plans are sometimes limited to one API request per second, which may cause timeouts or incomplete responses. You can upgrade to Tier 2 for better development experience.
- Gemini API Tiers are available in both free and paid tiers. When using the free tier, your app metadata may be used to improve the model.
- You can generate and/or add only upto five use cases.
- AI-generated use cases and custom use cases will be collectively used to aid in relevant application and form creation. This means that all use cases generated may or may not be used during creation.
- You can regenerate those use cases or proceed to create your AI-assisted application in a few more clicks.
- Relevant data tables will be generated automatically considering your app description, based on which your app will be built.
- As part of data table generation, the system recommends relevant columns, sample row data, and data types that you can customize.
- The following field types are not supported and will neither be displayed during creation of AI-assisted applications and forms nor will be suggested while generating fields using Zia.
Note: The sample data is for illustration only and is fictitious. No real association is intended or inferred.
8. See how it works
Zia constructs prompts based on your inputs and also use form metadata to generate relevant responses.
Info: We primarily use GPT 3.5-turbo-0613 and GPT 3.5-turbo -1106 as a fallback for Zia Assistance using OpenAI.
The below video shows how you can create an application using Zia's assistance.
The below video shows how you can create a form using Zia's assistance.
9. Use cases
Case 1: Accelerated application creation
Let's assume that you're a business analyst who wants to develop a Loan Approval application rapidly, but might not be well-versed with sufficient coding skills. You can create an AI-assisted application with Zia.
To do this, you can access your Zoho Creator account and specify a prompt as follows: "Create an application for managing loans and approvals". As an appropriate response, Zia will generate relevant use cases and also help translate your vision into a fully-functional application with the necessary forms and field relationships to kickstart your application development.
Case 2: Simplified form creation
Let's assume that you want to create a form for the above Loan Approval application. In general, contextual form creation for specific cases is time-consuming and error-prone. To create a form quickly, you can access your application and specify a prompt as follows: "Create a form to manage loan agents". As a response, Zia will generate 10 relevant form fields that are contextually relevant to the described form. You can select the required form fields and proceed to form creation.
Let's assume that you want to create a form for the above Loan Approval application. In general, contextual form creation for specific cases is time-consuming and error-prone. To create a form quickly, you can access your application and specify a prompt as follows: "Create a form to manage loan agents". As a response, Zia will generate 10 relevant form fields that are contextually relevant to the described form. You can select the required form fields and proceed to form creation.
Case 3: Intelligent field suggestions
In the above use case, Zia has assisted in generating the initial set of fields for the Manage Loan Agents form. You might struggle in adding new relevant fields. This is where Zia provides real-time suggestions for the next relevant form fields by understanding the context and thereby enhancing form building experience. Learn how
In the above use case, Zia has assisted in generating the initial set of fields for the Manage Loan Agents form. You might struggle in adding new relevant fields. This is where Zia provides real-time suggestions for the next relevant form fields by understanding the context and thereby enhancing form building experience. Learn how
Case 4: Automate tasks with AI Agents
Let's say a customer has submitted a loan application. It must go through processes like verifying applicant details, checking credit score, and assigning a reviewer. Manually handling these steps is tedious and also time-consuming. To automate these tasks, you can create an AI agent with a simple instruction like:
"You are a loan verifying agent. You perform the below actions:
- Verify applicant details and check repaying capacity
- Check if the credit score is more than 700
- Assign a reviewer based on the type of loan"
Once an agent is created with the above instructions, it acts like a loan agent. It can be called whenever an application is submitted, and it executes all the mentioned tasks.
Case 5: Instant Deluge script to calculate repaying capacity
Assume that, to verify the loan application, you need to calculate the applicant's repaying capacity. This must be written in a Deluge script. Making it easier, you can write a prompt in Deluge Zia Assistance "Write a script to calculate repaying capacity based on the salary and the location". It will generate the required script, which can be used in your application.
10. Navigation guide
10.1 Guide to create Zia assisted applications
To create apps using Zia App Builder, ensure to you've configured Zia with either Zoho GenAI or OpenAI in Zia settings and toggle the Create Application button.
Navigate to the Solutions page and click the + Create Solution button at the top-right corner. The screen will show options to create applications (solutions). Hover on the Applications card and click Select. Next, click Create in the Create using Zia card and provide a brief description of the application you want to create.
10.2 Guide to create Zia assisted forms
To create forms using Zia, ensure to configure your OpenAI API key in Zia Settings and toggle the Create Form button.
Navigate to the Solutions page and choose the required application in which you want to create forms using Zia's assistance. Create a form by selecting the Using Zia card beneath the On my own section. Provide a brief description of the form you want to create.
10.3 Guide to generate Zia assisted field suggestions
To generate field suggestions using Zia, ensure to configure your OpenAI API key in Zia Settings and toggle the Next Field Suggestions button.
Open the form in which you want to generate field suggestions using Zia's assistance. In the respective form builder, click the Zia icon to generate relevant field suggestions.
10.4 Guide to create AI Agents
Navigate to Microservices and click the +Create New button in the top-right side. Choose Create in the AI Models card and select the AI Agent card under the Build - Custom Models section. The AI Agent builder will appear. You can create a new AI Agent as explained in this page.
10.5 Guide to generate Deluge scripts using Zia
Go to the required app and create a workflow. Click Add New Action and the Deluge editor will appear. Click the Zia icon on the top right corner, which opens the Zia Assistant window. Here, you can enter a prompt to generate the script.
11. Manage OpenAI API usage
To view the monthly usage of OpenAI API:
1. Navigate to Operations in your Creator account.
2. Click Zia in the Applications card. The Settings screen will appear.
3. Click the Usage tab.
4. Click the Go To OpenAI button at the center. You'll be taken to the OpenAI developer platform login page.
5. Log in to your OpenAI account that contains the API key used for this integration.
6. Navigate to the side bar, select API keys, and verify the API key used.
7. Click on Usage to view the monthly usage of APIs in your Open AI organization.
12. Limitations
- OpenAI API Rate limits: Rate limits are restrictions that OpenAI 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.
- Learn more about the rate limit for your account that contains the API key used for this integration
- Learn more about how rate limits work in OpenAI
- Google (Gemini) API rate limits: Google also imposes rate limits, especially strict on the free tier of the Gemini API. Free Tier Limits (Gemini 2.0 Flash):
- 15 requests per minute (RPM)
- 200 requests per day (RPD)
- 1,000,000 tokens per minute (TPM)
- Learn more about how rate limits work in Google
- Anthropic API Rate limits: Anthropic defaults users to a paid Tier 1 plan, which generally allows generous usage. However, rate limits still apply and are limited to 50 requests per minute (RPM). Learn more about how rate limits work in Anthropic
Note: Attempting to create multiple apps at once can result in rate limit errors. For instance, if you're creating multiple apps in quick succession, you may exceed the 15 RPM limit and cause an error.Note: While generous, these limits can still impact high-frequency operations, especially in rapid app creation scenarios.13. Privacy
For Zia assistance using OpenAI and Zoho GenAI, Zoho Creator constructs prompts based on user input and also uses form metadata to generate relevant responses in feature context. In these cases, both OpenAI and Zoho GenAI are committed to maintaining your privacy. Learn how
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