Ask Zia - Chat DataPrep

Ask Zia – AI Assistant for Pipeline Builder


 

Zoho DataPrep helps you import, transform, export and automate your data based on prompts to Ask Zia in Natural Language. Using this feature, you can enter the required prompt, and the rest of the output will be auto-generated for you by Zia. The Ask Zia feature is powered by ChatGPT API, a generative artificial intelligence developed by OpenAI. To enable this feature in your DataPrep organization, click the Ask Zia icon, OpenAI configuration tab will open when you try to enable it for the first time or go to the OpenAI Integration tab in the Settings page. Click here to know more about enabling OpenAI integrated features in the settings page.



Data Privacy Notice : Zoho DataPrep utilises OpenAI's ChatGPT API, an external service based in the USA, subject to OpenAI's Terms of Use . Please be aware that the information sent to OpenAI depends on the access provided by you, the user. The data shared with ChatGPT is based on the features you enable. Details such as column names and/or selected cell data will be shared based on each feature. You can choose to enable or disable each feature based on the level of data you want to share. Therefore, exercise caution while using this service and ensure that the data you provide does not contain confidential or personal information.

Go to OpenAI Integration in the Settings page to learn more about configuring this integration.

 


Notes :

 

1. Ask Zia - Chat DataPrep is optimised for GPT-4 (not compatible with older versions).

2. The generative response is coming in from ChatGPT's training data. Accuracy, consistency, and relevance of the response are subjective to the type of prompts and the data available in its training set.

3. ChatGPT doesn't respond to prompts about personal information.

 

To configure and enable OpenAI's ChatGPT integration

1. Click the Ask Zia icon from the top right corner of the Pipeline builder  and click Configure in the OpenAI configuration pop-up. This pop-up appears only when you configure it for the first time.



You can also go to the OpenAI Integration tab in the Settings page by clicking the settings icon at the top-right corner in the top bar. Click here to know more.
Note: The OpenAI configuration in DataPrep will be visible to only the Account admin.
The features can enabled for your DataPrep organization only by the Account admin.

2. Provide the API Key and Organization ID of your OpenAI organization to configure OpenAI integration in your DataPrep organization. 
NotesNote : The key will be encrypted and securely stored in Zoho DataPrep. Learn how to get the Organization ID and the API key from OpenAI



3. Click the Save button. Consent popup will be shown. Please read the data privacy notice carefully before you proceed. By proceeding, you acknowledge and accept the risks, and OpenAI's terms of use policy.



4. Once saved, you can choose to enable the Build Pipelines and Prepare data feature.



5. After enabling the feature, you will be able to use them in your DataPrep organization.
Notes
1. The ChatGPT powered features, when enabled can be used by the Account admin and the Organization admins in your DataPrep organization.
2. The API key entered is specific to the particular organization that it is configured in. If you are a part of multiple Zoho DataPrep organizations, the API key still won't be shared across organizations.
3. The API key entered is specific to Zoho DataPrep, and will not be shared with any other Zoho service.

Organization ID and API key in OpenAI

1. Go to your settings page in Open AI to get the Organization name and ID. Here's a snapshot for reference. Read more from OpenAI



2. Go to the API keys tab under the Organization section to get your API Key. Here's a snapshot for reference. Read more from OpenAI




Build pipeline and automate using Ask Zia

With Ask-Zia in Pipeline Builder, you can import data from various sources, apply transformations, and export it to different destinations. You can also schedule the pipeline using Ask-Zia.

1. Click the
Ask Zia icon from the top right corner of the Pipeline Builder.



 

2. Provide a hint to import, transform, or export your data in Natural language in the Command Prompt section. For example, connect to amazons3 and import WebLeads.csv from the / folder in the leads2025 bucket.

You can also easily schedule your pipeline using a simple prompt in Ask-Zia.

Supported connections: All cloud databases, FTP, Zoho Analytics, Zoho CRM, Zoho Creator, and cloud storages (excluding Zoho WorkDrive).
Ask Zia in Pipeline Builder performs join, append, pivot, and unpivot transformations. For over 250+ transforms, use Ask-Zia on the DataPrep studio page.



 

3. After clicking Enter or   icon, if a transform is applied, a preview of the data generated by ChatGPT will be displayed. For import, export, or scheduling, a confirmation message will appear.



4. Click Apply Transform to apply the transform to the entire data.

Info:

1. When you close the Ask Zia window, the chat entries, including all prompts and interpretations will be cleared off the memory.

2. Each prompt is treated independently. Unlike ChatGPT, where context from previous prompt is used, here with Ask Zia, you will have to provide prompts from scratch each time. Conversation threads aren't maintained with Ask Zia - Chat DataPrep feature.

Note: Only the prompt you type in is shared with ChatGPT.

 

Here are some sample prompts for you

1. I want to bring in my leads collected from the website, which are stored in Amazon S3. Below is a snapshot of the prompt and the output.

Prompt: Connect to amazons3 and import WebLeads.csv from the / folder in the leads2025 bucket.

 

2. I want to bring in the leads collected in our call center, which is stored in Amazon RDS PostgreSQL. Below is a snapshot of the prompts and the confirmation of the import.

Prompts: Import CallLeads from my Amazon RDS connection.



3. I want to import leads gathered from our offline marketing campaigns, stored as spreadsheets in Google Drive. Below is a snapshot of the prompts and the confirmation of the import.

Prompts: 
1. List the available google drive connections.
2. From 2nd connection import BookSync from its root folder.

 


4. I want to join the three imported leads datasets based on the primary key column "LeadID" to create a unified leads dataset. Below is a snapshot of the prompt and the preview of the output.

Prompt: Join all the datasets using leadID column.



5. I want to perform a pivot transformation to summarize leads by region and source. Below is a snapshot of the prompt and the preview of the output.

Prompt: Pivot the final joined dataset to summarize total leads by country and source.


6. I want to add Zoho Analytics as a destination to export this summarized leads data into the reporting dashboards. Below is a snapshot of the prompts and the confirmation of the import.

Prompt: Export the pivoted dataset to Zoho Analytics under the Sales workspace in the Zylker organization. Below is a snapshot of the prompts and the confirmation of the export.




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