Agentic AI
Digital Employees: Behavior and Scope
When you activate a Zia Agent for a CRM module, a digital employee is automatically created in your CRM org. This is the agent's identity inside CRM. It acts as a record owner, which means records processed by the agent can be assigned to it, ...
Managing Agents
Using the Agent Once the agent is activated, it will be listed under the Active agents section. Managing an Agent To modify an agent’s triggers or settings, click Manage Agent. Check the Version id of the agent for reference. It lets you validate ...
Setting up Agents
Before you begin: How agents work inside CRM Before jumping into the setup steps, it helps to understand the three key decisions that shape how an agent operates inside CRM. Every agent configuration comes down to these three things. Deciding what ...
Zia Agents in Zoho CRM
What are AI agents? AI Agents are autonomous digital entities powered by artificial intelligence that can act similar to how a human employee might operate. The conventional chatbots and generative AI can provide information or draft content, and ...