Zia AI Assistant | Zoho People 5.0 | Administrator Guide

Zia for Zoho People

People Zia is an intelligent AI assistant in Zoho People that transforms and simplifies the way HR teams and employees work. Designed as a smart HR companion, Zia helps users focus less on processes and more on people by contextually assisting with routine tasks and everyday needs. From answering questions about organizational policies to generating insights, creating reports, and guiding users across the system, Zia brings clarity and efficiency to HR operations. Zia also includes multilingual support and voice interaction capabilities.

How To Enable and Use Zia?

  1. Navigate to Settings from your administrator account and select the Zia service. Enable Zia here and click on the Save button.

  2. You will be asked to review and agree to the terms and conditions. Once you agree, Zia will be enabled for your organization.
  3. You can now access Zia from the Home > Zia tab.
  4. You can type in your prompts or use the Mic icon to use voice input. 
Alert
When enabled, Zia may access Zoho People data and share it with our Zoho-hosted LLM for processing. Sensitive, protected, and ePHI data will not be shared.

Alert
People Zia may not be available in certain regions, contact support@zohopeople.com for further details.
Info
Zia is also accessible from the Zoho People mobile app. Simply click on the Zia icon on the bottom-right corner to bring up Zia. Ensure you have updated your mobile app to the latest version via the Playstore (Android) or App Store (iPhone). Zia must first be enabled through Zoho People web before it can be accessed via the mobile app.

Info
Zia can also be accessed from Microsoft Teams and Slack. Click on the corresponding service names to learn more. 

What can i ask Zia to do?

Zia can help you quickly access information, generate insights, and perform actions across Zoho People using simple natural language prompts. From fetching reports and analyzing workforce trends to managing tasks and sending reminders, Zia simplifies everyday HR operations.

You can try your own prompts by typing or using voice input. Zia also supports conversational interactions, allowing you to ask follow-up questions based on the responses. You can also ask Zia to create charts, share insights, provide configuration steps, navigate Zoho People and more. Here are some example prompts to get started:

⬡ Reports & Insights
  1. Show my pending approvals
  2. Provide location-wise attrition for the previous year and highlight the top 3 impacted locations
  3. Show current workforce distribution by department, location, or designation
  4. Show workforce diversity analytics (gender, experience, age distribution)
⬡  Employee & Workforce Queries
  1. Get the number of employees with more than 5 years of experience who have birthdays this month
  2. Find employees with JavaScript skillset (preferred level >3 or ≥7)
  3. List all employees in “Human Resources” with “HR” in their designation (including location, email, and total experience)
  4. Show direct reportees with good feedback received in the last year
⬡ Advanced Analytics
  1. Detect if anyone in my team has shown regression in the last month (increased leave/absences, late coming, reduced time log hours) and provide names, reasons, and charts
  2. Analyze team trends and highlight performance or attendance concerns
⬡  Tasks & Productivity
  1. Show tasks created by me that are still open, grouped by task owner and overdue days
  2. For the top 3 task owners, show their current availability
  3. Show tasks for my direct reportees
 ⬡ Learning & Development
  1. Show course progress report for my team
  2. Provide employee-wise course completion in a chart
  3. Summarize [policy name].
⬡ Actions & Automation
  1. Send a mandatory reminder to Sandra to complete the course
  2. Give feedback to Randall: “Hired 10 people this quarter. Outstanding contribution."
  3. Use the uploaded file to fill out the relevant fields when creating the leave request. If the request requires an attachment, attach the file I uploaded. (uses OCR)
⬡ Guidance & How-to
  1. Explain step-by-step process for creating an employee engagement survey.
  2. Navigate to Shifts configuration page. 
You can watch the video below to see Zia in action.

Watch Zia in Action



Notes
Zia retrieves employee information based on users' roles and corresponding permissions in Zoho People, ensuring accurate and secure permission-based data access. By default, Zia is enabled only for administrator roles.

Zia Settings

Access Zia Settings by navigating to Settings (gear icon on the top right corner) > Zia. Here you can enable/disable Zia and tweak related settings.

⬡ Grant Access to Additional User Roles

By default, Zia will only be enabled for the Administrator role. Additional roles can be granted access by selecting them from the provided drop-down.

⬡ Use Custom Instructions

Use this option to provide customized instructions for Zia to follow.

To add instructions, navigate to Settings > Zia > Configuration and select the Add Instruction button. Multiple lines of instructions can be added here.



Notes
After updating custom instructions, use the Clear option in the chat window to reset the conversation cache and initiate a fresh start for the changes to take effect.

The table below shows example custom instructions and their effect on Zia's responses:

Instruction
Prompt
Zia Response Before Instruction
Zia Response After Instruction
When a user asks to show their salary information, deny the request and state "As per your organization policy, compensation information cannot be requested from the chat window"
What is my salary?
If an employee mentions that they are unwell, show them their sick/medical leave balance and suggest they apply for leave.
I am feeling unwell

⬡ Use Your Own Key

If you already have an OpenAI account and would like to use that key instead of Zoho-hosted AI, use the BYOK (Bring Your Own Key) option available within Zia Configuration.

The following AI models are supported via BYOK:
  1. gpt-4.1
  2. gpt-4.1-mini
  3. gpt-5.4
  4. gpt-5.4-mini
  5. claude-haiku-4-5-20251001
  6. claude-sonnet-4-6
Notes
Note: Zia AI is currently free to try, with usage based on AI tokens. All paid Zoho People plans includes free AI token credits to help you get started. For additional assistance, please contact support@zohopeople.com.
Alert
Zia Chat Bot in Zoho People (Older Version)
If you are using the older version of Zia, (Zia Chat Bot), write to support@zohopeople.com to enable the new Zia AI.


If you use Zoho People Advanced Analytics, you can also use the Ask Zia feature. Ask Zia is a search-driven analytical assistant that helps you create reports instantly. You can ask questions in natural language and Ask Zia generates the most relevant reports as answers to you. Learn more about Ask Zia.
*feature availability depends on region. 

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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 CRM Training
            Redefine the way you work
            with Zoho Workplace

              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 CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG

                                All-in-one knowledge management and training platform for your employees and customers.

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now




                                                            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.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now








                                                                                                                            • Related Articles

                                                                                                                            • Zoho People - Slack Integration

                                                                                                                              Integrate Zoho People with Slack to quickly perform your HR operations, and to get real time approval alerts in Slack. Purpose To simplify and speed up HR tasks by enabling employees and managers to perform key Zoho People actions and receive ...
                                                                                                                            • Zoho People for Microsoft Teams

                                                                                                                              What is Zoho People for Microsoft Teams? Zoho People is an extension app (Chatbot) in the Microsoft Teams app store. With Zoho People for Microsoft Teams, you can enable your employees to stay updated on their HR tasks (approvals), raise leave ...
                                                                                                                            • Settings in Zoho People 5.0

                                                                                                                              What can you do in settings? Settings lets you set up and fine-tune Zoho People to handle all your organization's HR Processes. It Includes: Setting up your organization's information in Zoho People. This includes basic details such as name, type of ...
                                                                                                                            • Operations in Zoho People 5.0

                                                                                                                              What can you do in Operations in Zoho People? Manage your employees and organization, and perform day-to-day HR processes in operations. For example, while setting up policies is performed in settings, viewing relevant data, modifying, or updating ...
                                                                                                                            • My Space Tab in Zoho People

                                                                                                                              What is My Space tab? My space is an exclusive space that revolves around the employee, the user who is currently accessing Zoho People. This space has access to reminders, approvals, and all of the important data that the employee would need to act ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources