Agentic AI
Agents in Homepage
Your agents run quietly in the background, flagging important leads, deals, and updates. But their findings live inside each agent, so seeing away from the Home page where you actually start your day. It is easy to lose track of what an agent ...
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
Permission: Only users with Manage Configuration permission for Zia Agents can manage agents in CRM. Managing an Agent To manage or modify an agent’s settings, navigate to Setup → Zia → Agents → Configured. Each configured agent has a Manage button. ...
Setting up Agents
Configuring the Agent Portal Before you set up an agent, configure the agent portal for your CRM org. Navigate to Setup → Zia → Agents. On the integration details page, do one of the following: If you have an existing Zia Agents portal, click Connect ...
Zia Agents in Zoho CRM
Editions: Zoho CRM paid plans Prerequisites: Access to Zia Agents; Agent API enabled Permissions: Users with the Manage Configuration permission for Zia Agents can set up agents in Zoho CRM. Why this matters: Without agent deployment, your ...