Zia AI + WorkDrive integration - Overview

Zia AI + WorkDrive integration

Transform the way your team works!

Improve team communication and collaboration, ensure continuity, and create exceptional content with the Zia AI + WorkDrive integration.



Zia is Zoho's artificial intelligence designed to offer advanced capabilities and automation across Zoho applications. By integrating Zia with WorkDrive, you can unlock powerful AI capabilities, enhance collaboration, boost productivity, and streamline the content creation process within the WorkDrive platform.

Enable the Zia AI integration

InfoImportant: As an admin or super admin of a WorkDrive team, you can enable all supported AI services and set a preferred AI service for each AI-powered feature under the Manage AI Features section.

This feature is currently available only for users in the US, IN, EU, AU, and CA data centers.

Currently, WorkDrive supports the following AI services:


  1. Zoho AI, our in-house AI service (Powered by open-source large language models)
    1. Can be enabled directly without requiring an additional key.

  2. OpenAI
    1. You must bring your own key (OpenAI secret key) to enable this integration.
    2. Before setting up the integration, it's important to review OpenAI's privacy policies.
    3. The number of generations, summaries, and suggestions available depends on your OpenAI subscription plan.
    4. If Open AI has already been configured for your team via another Zoho app (Writer, Sheet, or Show), we'll automatically detect it and allow you to use that integration within the WorkDrive platform.
Info
Important: Please be aware that a ChatGPT subscription is different from an OpenAI API subscription.
  1. If you encounter billing-related errors while using Zia with OpenAI, it might be because your ChatGPT subscription does not cover API usage.
  2. To make API calls to OpenAI, you need an active API subscription with a sufficient credit balance.
  3. You can check your credit balance in the OpenAI Platform by visiting this link: OpenAI Billing Overview
  4. If there is no credit balance, Zia will not receive a response to your query in WorkDrive when OpenAI services are configured for Zia.
  5. Make sure your API subscription is active and topped up to ensure uninterrupted service.

To configure the suppo​rted AI service

  1. Sign in to your WorkDrive account as an admin or super admin.
  2. Click Admin Console in the bottom-left corner to open the Admin Console window.
  3. Select Settings from the left pane and navigate to the Zia AI Setup window.



  4. Activate one or both of the following AI services:

    1. Zoho AI: Zoho's built-in AI allows you to generate content, summaries, and comment suggestions with ease. It also supports translating user comments into various languages to facilitate seamless communication.
      Note: Currently, Zoho AI does not support generating images or cover images.

    2. Open AI: OpenAI integration offers all the features of Zoho AI, including generating content, summaries, comment suggestions, and translating user comments. It also provides an option to generate images and cover images to give you an edge in visual content creation.

To configure Open AI service in WorkDrive

  1. Select OpenAI as your preferred AI service.
  2. Enter your OpenAI secret key in the Configure OpenAI Integration dialog box.
  3. Click Activate OpenAI Integration to complete the setup.

To find your OpenAI secret key

  1. Visit platform.openai.com/account/api-keys and sign in to your OpenAI account.
  2. Under the API Keys tab, click + Create new secret key.
  3. Enter a secret key name for future reference and click Create secret key.
  4. Copy the generated secret key on the next screen.
NotesNote: Store this secret key somewhere safe and accessible, as you won't be able to view it again through your OpenAI account for security reasons. If you lose the secret key, you'll need to generate a new one by clicking the + Create new secret key button. Learn more

This action will enable the Zia AI integration for your WorkDrive account and make it available to you and your team members.

WorkDrive individual plan (Free edition) users

WorkDrive individual plan (Free edition) users can utilize advanced Zia AI capabilities by activating the Zia AI integration under Preferences.

To do this:
  1. Sign in to your WorkDrive account.
  2. Click the Account Details (Profile) icon located in the top-right corner and choose My Preferences.
  3. Select Zia AI in the left pane and activate the supported AI services to start using Zia’s advanced features.

Leveraging Zia AI features

Generate content
Enter a brief description of your needs, and Zia will craft engaging and quality content in no time. Whether you’re working on a blog post, article, social media content, or presentation, Zia ensures an efficient content creation process.

Generate image (Only available in OpenAI services)
Turn text descriptions into stunning visuals instantly. With OpenAI integration, Zia uses DALL-E, an advanced AI system, to generate captivating images and artwork based on your input.

Get suggestions for effective comments
In a collaborative work environment, effective communication is crucial. The Zia AI integration provides real-time suggestions to enhance your comments. Zia AI can help rephrase, shorten, change voice, and punctuate your messages to ensure clarity and professionalism. 

Translate comments
Zia enables seamless comment translation to break down language barriers and allow you to understand and respond in your preferred language or share your comments in a language familiar to others.

Generate cover images for media files (Only available in OpenAI services)
Create visually appealing cover images for audio and video files directly within WorkDrive. Using DALL-E, Zia generates custom cover images to add a professional touch to your media files.

File summarization
Instantly generate key highlights from your files, allowing you to focus on essential information without reading lengthy documents.

Managing AI services in WorkDrive

As an Admin or Super Admin, you have full control over AI services in WorkDrive. You can:
  1. Enable or disable AI services (Zoho AI and OpenAI) as needed.
  2. Set a preferred AI service for each AI-powered feature.
  3. Update the OpenAI secret key when required.

Enabling or disabling AI services

WorkDrive allows you to manage AI services based on your requirements. Follow these steps to enable or disable Zoho AI or OpenAI:
  1. Sign in to your WorkDrive account as an admin or super admin.
  2. Click Admin Console in the bottom-left corner. This will open the Admin Console window.
  3. Select Settings from the left pane and navigate to the Zia AI Setup window.
  4. Locate the AI services Zoho AI and OpenAI.
  5. Click Activate to enable or Deactivate to disable the desired AI service.

Setting up a preferred AI service for each AI-powered feature

Once AI services are enabled, you can choose a preferred AI service for each feature.


  1. Activate the supported AI services (Zoho AI and OpenAI).
  2. Scroll down to the Manage AI Features section.
  3. View the list of available AI-powered features in WorkDrive.
  4. Use the dropdown menu to select a preferred AI service for each feature.
      Note: Image and cover image generation are not supported by Zoho AI. To use
      this feature, you must enable OpenAI services in your WorkDrive account.

Updating the OpenAI secret key

If you need to update the OpenAI secret key, follow these steps:


  1. Sign in to your WorkDrive account as an admin or super admin.
  2. Click Admin Console in the bottom-left corner. This will open the Admin Console window.
  3. Select Settings from the left pane and navigate to the Zia AI Setup window.
  4. Click the Edit option in the OpenAI field and provide the new API key from the OpenAI site.
  5. Click Update.

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