Zia's Smart Prompt - Frequently Asked Questions
Smart Prompt is currently available for users in the US, EU, IN, AU, CA, and JP DCs.
To learn more about Smart Prompt and the workings of the AI models, refer to our help documentation.
In this article, we'll take a quick dive into some frequently asked questions about Smart Prompts in Zoho CRM.
Where inside Zoho CRM can I find Smart Prompt?
Smart Prompts are contextual nudges displayed by Zia in many places in Zoho CRM. You can see them:
- In places with descriptive texts like description, notes, email compose windows, email reply window, and email templates.
- Near certain field values.To learn more on how to work with Smart Prompts, click here.
How does Smart Prompt work?
Smart Prompt in Zoho CRM leverages Zia, Zoho’s AI assistant, and integrates with either Zia LLM or OpenAI’s ChatGPT to provide context-aware suggestions that enhance productivity and decision-making.
Understanding the AI Models in Smart Prompt
- Zia processes CRM data, identifies patterns, and provides contextual prompts tailored to business needs.
- Zia LLM is Zoho’s native generative AI model that operates within Zoho’s secure infrastructure, offering AI-driven assistance without requiring third-party services.
- ChatGPT is an external AI model developed by OpenAI, designed to generate human-like responses based on its training data.
What are the capabilities of Smart Prompt?
Smart Prompt assists users in various tasks by generating AI-powered insights and responses based on CRM data.
Communication Assistance
Smart Prompt enhances email productivity by providing AI-driven writing assistance. It can help with:
- Composing new emails
- Responding to inbound emails
- Translating email content
- Summarizing email conversations
- Rephrasing and refining content
- Checking for grammatical correctness
And more!
Productivity Management
Smart Prompt helps streamline workflows and improve efficiency by offering AI-generated insights for:
- Learning more about prospects and customers
- Creating structured data points from notes for quick reference
- Summarizing notes into key takeaways
- Validating record information
And more!
With the flexibility to use either Zia LLM or ChatGPT, Smart Prompt provides intelligent, AI-driven assistance tailored to business needs.
Can I connect my personal ChatGPT account with my CRM?
No, enabling and disabling Smart Prompt can be done only by a CRM administrator. That said, only an administrator can connect their ChatGPT account and the same account will be used to generate response across the CRM organization.
Click here to obtain the alphanumeric API key.
Do I need to set up anything to use Zia LLM with Smart Prompt?
No, Zia LLM is Zoho’s in-house AI model and does not require any external account or API key. If your CRM edition supports Zia LLM, it can be enabled directly from the Smart Prompt settings by an administrator.
How do I define the tone of my message?
The tone of the message is an influential factor in communication. It sets the context and intent of your message. Using Smart Prompt, you can craft or refine your content of your emails and campaigns, in the desired tone. You can choose to write or respond in the following tones: professional, casual, humorous, descriptive, narrative, or sarcastic. You can also determine the length of your text as short, long, or medium.
To define the tone, simply click on the settings options above your generated response.
From the list of styles, you can choose a tone and length of the message. Smart Prompt will regenerate the response as per the updated preference.
Can Portal users access Smart prompt?
No, none of Zia's capabilities are currently extended for the portal users.
Can I use, share, and alter the response?
Yes, after the response is generated, you can edit, regenerate, change the length and tonality, and copy the output. You can repurpose the response in your emails or save as notes.
Here's how you can copy it. Simply click on the copy icon present above the generated response.
Will I be able to see the history of prompts and responses?
No, the response provided by Smart Prompt is a one time response that will be in display until the response is regenerated or closed. You cannot lookup your past prompts, responses, and conversations from within CRM.
Why my smart prompt stops working?
There could be a few reasons for this. One possibility is that you have reached the usage limitation of your free trial or paid plan. To check your OpenAI API usage, you can visit this link. Make sure to review your usage and see if you have exceeded any limits. Also do check the expiry date of your current plan.
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