Frequently Asked Questions
Zia 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 to join the waitlist.1. What are the supported foundational models?
Currently, Zia Agents support the following foundational models:
GPT-4o mini – optimized for speed and efficiency in real-time reasoning.
Zoho-hosted LLM (Qwen 2.5 14B) / Zia Model– a powerful open-weight model suitable for complex tasks.
2. What's the purpose of Knowledge Base?
The Knowledge Base (KB) allows Zia Agents to reference domain-specific information, policies, and instructions that help them take more accurate actions. While KB documents are optional, they significantly improve the agent’s reasoning and decision-making.
KB documents may include:
- Product information like pricing, features, specifications, etc.
- Operational workflows or SOPs
- Step-by-step instructions
- Compliance or policy guidelines
- Rules to choose specific methods under certain conditions
- Expert assignments, ownership logic, or routing rules
Example: When a prompt asks the agent to assign ownership of records based on users' expertise, the agent follows the KB guidelines and identifies relevant keywords in the record to determine the best suitable owner.
3. How do I undo a deployment?
Deployment in general is irreversible. Instead of retracting a deployed agent either as a digital agent or via connection, you have the option to delete the agent or make changes by editing it, resulting in newer versions being created. These versions cannot be deleted. Each time you edit the agent, new versions are generated that can be deployed as fresh instances.
4. What can a deployed agent do if it has no tools?
An agent starts doing things with the appropriate tools to carry out the relevant actions. Without tools, the agent is simply a basic API call to LLM. In this scenario, the agent loses its purpose and becomes ineffective. It will only function as a reactive LLM, providing general answers based on the existing knowledge
5. How do I choose the right scopes for my tools?
The scopes that I required for your tools are listed in the tooltip of Required Scopes.
- Choose the respective connection and click Edit. Scroll to Scopes and search for the scopes that were listed.
- Check the boxes against them and click Update or Create and Connect.
- Click Done.
Refer here to choose the right scopes for CRM.
6. Is there any limit to how many tools can be added in one tool group?
There aren't any limits to the number of tools you can add to a tool group.
7. What do I need before creating a Zia Agent?
You’ll need:
- Clear instructions for how the agent should work
- Tools (APIs) that define the actions it can perform
- A knowledge base with documents it can use for reference
- Valid connections to the services it will interact with (e.g., Zoho CRM, Desk)
8. Is there an alternative when there's an internal server error while testing the agent?
In this case, the best practice would be to upload your own YAML file or get the YAML from the api, download and modify it according to your business requirement and re-upload it.
9. Will max pages being higher than max depth or the actual max page required affect web scrapping in any way?
As long as the limit does not exceed 200, it should be fine. However, having Max Page higher than required may impact the accuracy of web scraping performance.
10. How can I deploy my Zia agent on my website using Zoho Sites?
Any Zoho product can deploy agents with trigger buttons and others. You can use custom connections to authenticate it.
11. How do I monitor the an agent's performance metrics?
We are developing a new feature or tab that will allow you to monitor the metrics and performance of your agents. This will include access to the list of API calls made by your agent and other performance metrics.
12. Can I create my own guardrails?
Currently, we do not support custom guardrails.
13. Is PII data being masked in Agent?
No. Zia Agents does not perform automatic PII masking. Handle sensitive data responsibly and apply masking or anonymization as required by their compliance policies.
14. How do we raise queries regarding Zia Agents access?
See Also
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