Settings | Zia Agents Help

Settings

AlertZia Agents is currently in Early Access and being rolled out in batches based on request. If you’d like to try it, you can submit a request below.
Info
This document focuses the settings page and the options available within it.

The Settings page is where you shape how Zia Agents works for your organization. It brings your profile, users, roles, teams, billing, credits, keys, and integrations into one place, so you can manage everything without hopping across tabs. Whether you're adding people, adjusting permissions, configuring credits and BYOK, or setting up connections, this is the control center that keeps your Zia Agents setup running smoothly. 


Your Profile 

This section contains all the basic details about your profile, including your personal information on the Zia Agents org.

People

Under the People tab, you get Users, Roles, and Teams.

  • In the Users section, you can see a list of all users within your organization. 

As a Super Admin, you will have the options to invite new users, change the role of existing users, mark a user as active or inactive, and delete a user.

  • Switching to the Roles tab you can view the pre-defined roles available in Zia Agents.

Please note that currently you can not create a custom role or profile.

  • On the Teams tab, you can view the teams or groups created in your organization, as well as create new teams with the users.


Adding users

To create a new user, 

  1. Navigate to the Users tab in People section in the Settings.
  2. Click Invite Users.
  3. Provide the email address, and specify the role.
  4. Click Invite Users again to send the invitation email.

Creating teams

To create a new team, 

  1. Navigate to the Teams tab in People section in the Settings.
  2. Click + New Team.
  3. Provide the required details for the team, like the name, description and select the members.
  4. Click Create Team.

You can also modify an existing team, change its name, add or remove users, as well as delete the team as required.

Plans & Billings

Under this section, you'll find details about your billing and Zia Agents credits.

  • Number of available credits, and the used credits.
  • You can also add credit to your account. 
  • Enable BYOK (Bring Your Own Key) model for the LLM.
  • You can also toggle ZKS (Zoho Key System) for the default LLMs.

Adding credits

To add credits to your org, 

  1. Navigate to the Plans & Billings section in the Settings.
  2. Click on the Add Credits button.
    You'll be redirected to the Zoho Store page.
  3. Select the mode of payment as USD or INR, and click Buy Add-on.
  4. Specify the number of credits and the summary will show the total amount. Click Proceed..
  5. Specify the address, choose the payment mode, and click Make Payment.

Enable BYOK

To enable Bring Your Own Key (BYOK) model,

  1. Navigate to the Plans & Billings section in the Settings.
  2. Toggle to enable BYOK
  3. For the specific LLM vendor, click + Add Key.
  1. Provide a Name for the key.
  2. Paste the API key obtained from your vendor profile.
  1. Click Save.

Connections

You can manage your existing connections as well as create new connections in this section.

Click here to read more about connections.

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