Microsoft QnA Maker for Zoho CRM
The Microsoft QnA Maker extension for Zoho CRM lets you access AI bots in Zoho CRM that can answer your queries. Any bots created in your Microsoft cognitive services can be linked with Zoho CRM with an API call.
Note: Please note that the Microsoft QnA Maker extension for Zoho CRM is available in US, EU, CN, IN, AU, and JP datacenters.
Installing the extension
You can install the Microsoft QnA Maker extension either from Zoho Marketplace or from within your Zoho CRM account as follows:
- Go to Setup > Marketplace > All. The installed extensions will all be listed here.
Click All Extensions to view the extensions supported by your CRM edition. - Under All Extensions, browse for and click Microsoft QnA Maker.
Details about the extension will be available here. - Click Install.
- Agree to the terms of service and click Install.
- Choose one of the following, then click Confirm:
- Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
- Install for all users - The extension will be installed in CRM for all users.
- Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
The extension will be installed automatically for the specified users. - In the pop-up, click Authorize.
- Sign in with your Microsoft credentials, then click Finish.
Note:
- If you skip this step, you can authorize it later from your Setup page in Zoho CRM. To do so, go to Setup > Marketplace > All. Find the Microsoft QnA Maker extension and click Configure.
- The extension works only when authorized with a Microsoft account having a Global Admin role.
Configuring extension settings
Once the extension is installed and authorized, you will be redirected to the Configuration Settings page.
- Select your Subscription Name.
- Select the desired Resource Group from the drop-down.
- Select the desired Bot Service from the drop-down.
- Click Save.
Once configured, a custom module QnA Bot will be created and you can access the extension from that module.
Getting answers in bot
Any of the queries related to the product can be addressed in the bot, and the bot can be accessed in QnA Bot module.
To get answers:
- Go to the QnA Bot module.
The bot will open with the predefined message. - In Type your message, enter your queries.
The bot will fetch you the appropriate answers.
Uninstalling the extension
To uninstall the extension:
- Go to Setup > Marketplace > All. All the installed extensions will be listed.
Under All Extensions, you can view all the extensions supported in your CRM. - Browse for Microsoft QnA Maker and click the corresponding Uninstall link.
- Click Ok to confirm and uninstall the extension.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Microsoft Sentiment Analysis for Zoho CRM
The Microsoft Sentiment Analysis extension for Zoho CRM analyzes and scores the sentiments of each customer's comments, helping salespeople know whether the client is happy or sad throughout the engagement. This feature evaluates text and returns ...Microsoft Exchange - Administrator Guide
Microsoft Exchange is email and calendar server software that comprises a collection of applications for digital messaging and collaboration. The applications include email services, scheduling events, contact management, task management, messaging, ...How Zoho CRM can help service providers
Maintaining customer relationships is as important to a service-based business as it is to any other company. Service providers are very reliant on satisfied customers and their recommendations, as word of mouth creates more business opportunities. ...Microsoft Exchange - User Guide
In the Microsoft Exchange extension for Zoho CRM, only the administrator can manage all the settings options. The users are restricted to the following actions: Authorize the extension Access the extension dashboard Access emails Update the account ...Microsoft Outlook add-in for Zoho CRM
The Zoho CRM add-in for MS Outlook enables you to view details of your CRM account right within your outlook account. The installation will allow you to do the following from your MS outlook account: Add leads or contacts Add notes to the CRM ...
New to Zoho LandingPage?
Zoho LandingPage Resources