1. Enabling Zia RCA for a test plan

1.1 Prerequisite

Configure an AI model for Zia

Zia is powered by Zoho GenAI by default and needs no additional setup. To use a different provider, such as OpenAI, Gemini, or Claude, set it up in Zia. See Configuring Zia for Zoho QEngine for the steps.

Note: Only super admins and admins can configure an AI model for Zia. Managers and testers can view Zia RCA once an AI model is configured. 

1.2 Steps to enable Zia RCA for a test plan

1. Navigate to Test Plans and click + Create Test Plan to set up a web test plan, or click an existing web test plan to edit.
2. Select Web as the platform type, under Environments.
3. Select Yes from the Enable Zia RCA drop-down. This field will only appear when the platform type is selected as Web.
   
   
   
   
4. Click Create if you are setting up a new test plan, or Update if you are editing an existing one.
   
   

Note:

1. Zia RCA will begin analyzing this test plan starrting with its next run. Runs that are already in progress, or completed will not be analyzed.
2. Enabling Zia RCA will not generate any tags or perform analysis if an AI model has not been configured for your portal. Learn how to Troubleshoot

2. Viewing Zia RCA in results

Zia RCA's tags and analysis appear directly on the Results page, scoped to the environment you're viewing. You can view test case tags and metrics, and open the analysis for an environment or an individual test case.

2.1 Viewing the Zia Tag column and metrics

Note: Zia RCA is available in test plan results only when it is enabled for the corresponding test plan. Learn how to enable Zia RCA for a test plan

1. Open the Results page for a test plan run.
2. Select the environment you want to view. If the run covers more than one environment, either use the environment drop-down, or click directly on the environment from the Results page.
3. View the Zia Tag column next to Duration. It is populated automatically as soon as the run finishes. Each test case shows its primary tag, with a +N indicator if additional tags apply. Learn about tag categories in Zia RCA for what each tag means.
   

The Results page also shows the environment's Total, Passed, Failed, and Flaky counts, and its Health Score once the environment analysis has been generated. Learn more about Metrics in Zia RCA 

2.2 Viewing the Zia analysis for an environment

1. Select the environment you want to view from the environment drop-down.
   
   
   
   
2. Click the Zia icon {} in the Results header for the selected environment.
   
    

Note:

1.  If every test case in the environment was individually analyzed, the full environment analysis is displayed directly. In case any of the test cases isn't individually analysed, you i'll prompted to run the zia analysis manually. Click Analyze using Zia to initiate the analysis.
   
   
   
   
2. A full environment analysis does not refresh automatically once generated. To get an updated analysis for an environment, run the test plan again.
   
3. Deleting a test plan run also deletes its Zia RCA analysis, including Zia tags, test case and the environment analysis.

2.3 Viewing the Zia analysis for a test case

1. Hover over the sparkle icon next to a test case's Zia Tag to see a short summary, and click View Full Analysis to open its full analysis. Alternatively, you can click on a test case to view it's Zia analysis inside.
   
   
   
   
2. View the collapsible Zia Analysis banner on the preview page of the respective test case. The banner header shows the primary tag, a +N indicator if more tags apply, and a short summary. For a failed test case, this includes its Primary cause and Possible fix. For a passed test case, it includes the Key finding and Improvements. The banner also displays the parameters Zia assessed, such as Severity, Confidence, Run history, and more. Learn about what the full analysis for a test case
   

Note: If a test case could not be analyzed, it shows "Not Analysed" instead of Zia tags. Learn how to troubleshoot this.

3. Managing Zia RCA

This section covers viewing, filtering, deleting, updating, stopping, and troubleshooting Zia RCA once it is set up and running.

3.1 View and filter results

You can filter the Results table only based on the test cases carrying a specific Zia Tag.

1. Navigate to the Results page for the test plan run.
2. Click the filter icon to open the filter.
3. Under Zia Tag, choose a category: All, Priority, Stability, Performance, or Pattern.
4. Select the specific tag you want to filter by. Then, click Apply Filter.

3.2 Disable Zia RCA for a Test Plan

To stop Zia RCA from analyzing future runs of a Test Plan:

1. Navigate to Test Plans.
2. Click the preferred test plan to edit.
3. Select No from the Enable Zia RCA drop-down.
4. Click Update.

Note: Disabling Zia RCA does not remove tags or analysis already generated for past test runs. It only stops Zia RCA from analyzing runs executed after it is disabled.

4. Troubleshoot

Zia couldn't analyze a test case

If Zia could not individually analyze a test case, hovering the sparkle icon next to it shows a message explaining the reason, and points you to the execution logs for more detail.

To resolve this:

1. Hover the sparkle icon {} next to the test case. 
   
2. Click View Logs to open the execution logs for that test case, or open the test case directly to view them. Review the logs to identify and resolve the issue.

Zia can't reach the AI model

If Zia cannot reach the configured AI model while generating an environment analysis, retry the analysis and verify the AI model configuration.

To resolve this:

1. Click Retry Analysis to reattempt the analysis.
   

Check with a super admin or admin that the AI model configured under Setup > Operations > Zia is valid and reachable. If the issue persists, contact support@zohoqengine.com.

5. Related links

1. Self-Healing in Zoho QEngine
2. Configuring Zia for Zoho QEngine
3. Test Plans
4. Results
5. Run History
6. Performance metrics in Zoho QEngine 
   

6. FAQ

7. What's next