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 surfaced. The Agents component fixes this: add an agent to your Home page and its insights sit right alongside your dashboards, views, and reports, ready to act on when you start the day without leaving your home screen.
Availability
Editions: Available in the Professional, Enterprise, and Ultimate editions of Zoho CRM.
DC's: AU, EU, US, IN -available only in these DCs as of now
Permissions: Only users with Manage Configuration permission for Zia Agents can add and remove agents in Homepage.
Add agents to your Home page
- Go to Setup > Customization > Customize Home page.
- On the Customize Home page screen, click an existing home page to edit it, or click Create Home Page to build a new one.
- In the home page editor, open the Agents tab on the left panel, listed along with Customize, Widgets, Kiosk, Reports, and Advanced. Every agent configured in agents section in CRM appears here.
- Drag an agent from the list and drop it onto the home page grid.
Note: The agent is added as a component showing the agent's name along with its insights table. You can add more than one, so the agents you use most can sit together on the page. Each agent you add is removed from the available list. - Arrange the components as needed, then click Save. A confirmation message appears once the home page is updated.
- Open your Home page and select the home page from the layout dropdown at the top right. Each agent component shows the agent's name with a refresh control beside it. Click it to run the agent and load its current insights.
The agent stays on the page with its insights, ready each time you return. You can refresh it for the latest data whenever you need.
Points to remember
- Each time you click Get Agent Insights or refresh, the agent runs and consumes your agent credits. Adding an agent to your Home page, or simply opening your Home page, does not consume any credits on its own.
- Agents that require field mapping at trigger time will not appear in the Agents section on the homepage.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Create a Homepage using Home View in Canvas
Canvas Home View is designed to improve how users interact with Zoho CRM right from the moment they log in. It focuses on making the homepage more relevant, role based, and action driven. With this feature, you can: Design a homepage that matches ...Managing Agents
Using the Agent Once the agent is activated, it will be listed under the Active agents section. Managing an Agent To modify an agent’s triggers or settings, click Manage Agent. Check the Version id of the agent for reference. It lets you validate ...Customizing Home Tab
The Home tab of Zoho CRM is a quick indicator of the progress of all your CRM activities. It contains components from different modules such as Tasks, Deals, Dashboards and so on. One quick glance at the components of the Home tab will tell you how ...Setting up Agents
Before you begin: How agents work inside CRM Before jumping into the setup steps, it helps to understand the three key decisions that shape how an agent operates inside CRM. Every agent configuration comes down to these three things. Deciding what ...Organizing the homepage in Zoho CRM iOS app
Your homepage acts as a progress tracker, bringing together all the important details you need, such as meetings, deals, leads, and more. Even though the mobile screen has limited space, you can drill down into each component, such as dashboards, ...
New to Zoho LandingPage?
Zoho LandingPage Resources