Zia for Workflow Rules | AI Sales Assistant - Zoho CRM

Zia for Workflow Rules

You automate several sales followup activities using workflow rules to save time and efforts, which in turn increase the productivity of sales people. However, keeping track of triggers made through workflow rules to see what works best and what doesn't could be cumbersome. Zia does just that for you.

Zia brings AI to your workflow automation processes by detecting anomalies and provide suggestions for your workflow rules. Zia also identifies and prevents you from making mistakes, such as sending multiple email templates to the same customer on the same day.

Availability

Permission Required
Users with manage Automation permission in their profile can access this feature.


To view Workflow Anomalies and Suggestions from Zia

  1. ClickZia icon in the bottom right corner.
  2. You can click open the alerts individually to view more details.

You will receive Workflow Anomalies and Suggestions when:

  • The same contact receives an email twice via two workflows on the same day.
  • The same contact receives two or more email via multiple workflows on the same day.

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