Zia Notifications

Zia Notifications

Staying ahead of all the latest updates that come in from different resources is crucial for any business. If you have been using Zia to gain meaningful insights to improve your sales, then you might also want to take advantage of its notifications that can detect and send alerts about anomalies in your business process. 
So what are anomalies? They are unexpected changes to the regular trend that occur. Zia can identify new trends and abnormal patterns in customer acquisition and your other sales processes.

What can Zia detect and notify you of? 

Zia detects abnormalities like critical incidents, new opportunities, and changes in customer behavior. It then triggers notifications to inform your team about the anomalous behavior. This helps the team to examine the anomaly and identify the reason it occurred and take any necessary measures. It also helps you to capitalize on current trends as they happen. 
To put it simply, it helps you to:
  1. View sales trend at a glance
  2. Get alerted of anomalies in real time
  3. Predict anomalies in advance
Any unusual trend such as a sudden decrease or increase in the number leads, number of deals closed, or revenue generation will be tracked and you will be notified. An anomaly does not necessarily mean a negative impact. Positive impacts will also be captured by Zia as anomalies. 
Knowing these trends in real time, lets you track these fast-moving changes helps you understand how the anomalies are connected to the rest of your data. This gives you a clear idea the full picture, so you can predict what might cause further anomalies in future. 

Where can you find these notifications? 

You can view the notifications by clicking on the Zia icon  from the bottom panel. Zia identifies anomalies from the following two categories:
  1. Workflow Rule 
  2. Anomaly component 

To view Zia notifications
  1. Go to Setup > Zia > Notifications.
  2. In the Notifications page, go to Workflow rule tab to view the related notifications.
  3. Click the Anomaly component to view the related notifications.

Anomalies in Workflow rule

Workflows help to automate many standard business operations and save time and increase teams' efficiency. However, any change to the current configuration will be detected by Zia. The table below lists the anomalies that will be detected and notified:

Notification type
Alert on
Untouched records created in the last 7 days
Percentage of records created in the Leads and Contacts modules that have not been modified for at least 7 days.

Records created in the last 7 days without email follow-up

Percentage of records in the Leads or Contacts modules created in the last 7 days that were not sent a follow-up email.
Anomaly in the number of records touched after modifying a workflow rule
Increase or decrease in the number of records that have been modified after the workflow configuration is
Anomaly in email open rate after modifying a workflow rule
Increase or decrease in the email open rate 2 days after a workflow is modified.
Top performing workflow rule template by open rate in last 7 days
The email template (associated with a workflow rule) that has the highest  open rate in the last 7 days.
*compared with the other templates associated with the same workflow rule. 
Same template sent to the same Lead or Contact on the same day
Anomaly alert when a lead or contact is sent the same email template twice on the same day. 
Same Lead or Contact receiving more than one template on the same day
Anomaly alert when a lead or contact is sent more than one template on the same day. 

Anomaly Component

The notifications in this column represent unusual behavior in specific activities. These notifications are triggered on a daily, weekly, or monthly basis depending on the frequency set up when the anomaly alerts are created. The table below lists the anomalies that will be detected and notified:

Notification type
Alert on

Anomaly in Lead Creation
An increase or decrease in the number of leads created.
For example: If 10 leads are created everyday and one day less than 10 leads are created.

Anomaly in Deal Closure Amount
Anomaly alert if the deal amount is less than the usual amount.
Alert: Notifies the percentage of the abnormality found in the amount when closing a deal.
Example: If a user usually closes$100 of deals in a week, but no deals are closed by the user one week, this is considered as a anomaly and a notification is triggered.

Anomaly in Task Closure
Increase or decrease in the number of tasks closed.
Example: If all users close 100 tasks per week, and then one week only 50 tasks are completed, this is considered as an anomaly and z notification is triggered.

In addition to the situations listed above, you can also be notified of custom anomalies created under dashboard components that you've created. You will be notified of the anomalies based on the Anomaly Duration you set up when creating the anomaly detector. If you haven't created one, learn more about how to set them up here.
Note: You will only receive notifications and see the created component under Anomaly Component in the Zia Notifications page if you subscribe to anomaly notifications.

Filter notifications

In addition to notifying about the anomalies, Zia also sends notifications when there is an alert from any of the following:
  1. Competitor alert
  2. Prediction
  3. Workflow rule
  4. Anomaly component
  5. Conversational AI
You can view these alerts under Zia notification on the bottom panel of the CRM account. For quick access to a specific alert use the filter options. 

To filter Zia notifications
  1. Tap the Zia icon on the Zoho CRM home screen.
  2. Click the All dropdown and choose the required filter option.

Disable Zia notifications

If you do not wish to receive notifications for specific anomalies only, you can disable the ones for which you do not want to be notified.

To disable notifications
  1. Go to Setup > Zia > Notifications.
  2. Toggle the button next to the notifications.
Note: All Zia notifications will be removed from the Zia notification panel, automatically after 15 days.

    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 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

                  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

                                                      • Zia - An Overview

                                                        In today's world, businesses deal with mammoth sizes of data that come from multiple sources. It could be a simple phone enquiry that you just had, a new follower on your Facebook page or a bounced email in your marketing campaign. Making sense of ...
                                                      • Zia Recommendation

                                                        Recommendation tool and its benefits A recommendation tool uses artificial intelligence to identify and analyze customer data such as their purchase details, interests, requirements, and behavioral patterns to suggest the most relevant product. It ...
                                                      • Zia Competitor Alert

                                                        Every time a lead or a contact mentions your competitor in their email content, Zia will identify the name and notify the sales reps (or CRM users). They can take insights from their conversation, make a note of their interests, and understand their ...
                                                      • Zia Reminders

                                                        Best time to Contact suggestions by Zia helps you in successfully reaching out to your customers. Going a step further, Zia intelligently even sets up reminders for your records based on these Best time to Contact suggestions. Instead of setting up ...
                                                      • Trend Analysis

                                                        Assume you haven't been checking the progress of deal closure for a while and suddenly notice a drop in the revenue due to less number of closures. Now, unless you monitor the status manually, there are chances that you will miss important details ...



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


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


                                                      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