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
Using the Agent Once the agent is activated, it will be listed under the Configured section. Managing an Agent To modify an agent’s settings, click Manage. Check the version number of the agent for reference. It lets you validate that the version ...
Setting up Agents
Configuring the Agent Portal Before you activate an agent, the first step is to configure the agent portal for your CRM org. Setting up from the Marketplace Go to the Marketplace tab on the left panel. Navigate to Zoho > Zia Agents. Click Setup now. ...
Deploying Zia Agents in Zoho CRM
Editions: Zoho CRM paid plans Prerequisites: Access to Zia Agents; Agent API enabled Why this matters: Without agent deployment, your organization cannot automate routine sales tasks like lead qualification, coaching, and quote generation, resulting ...