Email translation and summarizing by Zia | Zoho CRM

Email translation and summarizing by Zia | Zoho CRM

Dear Customers,

We hope you're well!

We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several clicks and scrolls for CRM users. Let's look at them!


Summarizing threads:

Email threads are conversations displayed in chronological order. This provides you the context of the correspondence in a single window. Although useful, even to skim the contents, you had to scroll to the bottom of the email thread.

Now, for a sales representative or a sales manager who is already managing several similar conversations, this top-to-bottom scrolling is sometimes an inconvenience; an accurate essence of these exchanges is what is needed.

That is why, at Zoho CRM, we are now providing the ability to summarize email threads. This means Zia can give you a summary or a highlight of the conversation in a transaction. Based on the severity, the user can prioritize their responses and actions.

Here are some pointers about summarizing email threads:
  • You can view the summaries directly from the related list.
  • The threaded email in the related list is indicated as an icon denoting stacked conversation in the UI for your identification.
  • Zia will give you the latest email summary, as well as the overall summary.
  • For detailed information, you can choose to view the email from the summary page itself.
  • As summaries, Zia just brings up the crux of the emails based on what is observed in the conversation. It will not create nor manipulate the emotions or tonality all by itself.
  • You can also pass on your feedback on these summaries using the thumbs-up/down feedback strip, below the summary.
  • Only threads in the English language will be summarized.

Translating emails:

Organizations that span across multiple geographies will have multi-lingual user and customer bases. To do business with them without the language being an impediment and to conduct fluid conversations, we have provided a native translation facility to every email in Zoho CRM. In a click of a button, all the contents in the display will be translated. It applies to composing emails, incoming and sent emails, and email threads. Because this is generated by Zia, the translation option is available to all users of Zoho CRM; you need not import any source file or AI key to translate.





Here are some pointers about translating emails:
  • Zia cannot translate abbreviations, jargons, and acronyms.
  • Native idioms will be translated as is. Zia will not translate/ transliterate based on the context.
  • Images in the email will not be translated. This is a text-only translating facility.
  • The language you set in your CRM is the default language. You can convert from and to up to 74 languages, including languages with RTL scripts.
  • Translating an email is a one-time activity. It will revert to its original language once you have closed the window. However, if you have translated an email draft to a different language, you can send that draft, and the translated script remains as part of the thread.

That's all there is to the enhancement. We hope these new additions to email intelligence will help you really "go" on the go without having to pause for context.

InfoRelease plan: These enhancements are available for all organizations in Enterprise and Ultimate editions in the US, EU, IN, AU, SA, and CA.
Help document: Zia for emails

That's all, folks.

Thanks and have a good one!

Kind regards,
Saranya Balasubramanian

      • Recent Topics

      • What do the color presents represent on the parts of the website?

        I would like to customize my color palette, but I have no idea how each color relates to the parts of the website. It is labeled as uno, duo, trio, etc... Could somehow tell me how they're related or name them more intuitively? Thanks

      • Switch to enable or disable sent notification when close a ticket

        Some time you need to turn off the notification email on closing a ticket. But the only way is in the Settings of Zoho Desk. It would be great to have a switch in the ticket just to disbale for once the notification mail when close the ticket.

      • Deluge upload to upload file field

        Trying to upload a file to a field type Upload File. I believe I have most correct. I have a merge and download from writer. I have this same script in many other functions and it works fine. I then upload the file to ZFS and get a success response However,

      • Alternatives to using multi-select lookup field for a 1-many module relationship?

        I have 2 modules where I only need multi-select lookup option on one of them and the other always has a 1-1 relationship. Do I have to use a multi-select lookup field in this case? Is there another way to solve this? Am asking because I've hit the limit

      • O que é o Code Studio no Zoho Analytics?

        Olá Pessoal, Colocando um pouco de informação sobre uma feature do Zoho Analytics chamada Code Studio. O Code Studio é: ‌Funcionalidade que permite desbloquear recursos de Data Science e Machine Learning (DSML) no Zoho Analytics. Utiliza código Python

      • Sobre qual tema você gostaria de falar em 2025?

        Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião

      • Sobre qual tema você gostaria de falar em 2025?

        Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião

      • Automatic Updates for Zoho Desk Extensions

        Dear Zoho Desk Team, I hope you're doing well. We would like to request the addition of an automatic update feature for Zoho Desk extensions. Currently, updating extensions requires manually searching for updates and clicking the update button. This process

      • How to view all departments on one dashboard or ticket view?

        Hi guys, We've just started using Zoho Support and found a very weird quirk. It seems that you need to click into each deparment to view the new tickets instead of just seeing a global dashboard of all tickets across all departments. Seems very odd, is this correct or are we missing something? If this is currently not possible, can someone from Zoho let us know if a global dashboard view is going to be developed soon? How soon? This is going to be a dealbreaker for us as we have lots of departments...

      • Is Drawing feature supported in zoho Sheets?

        Is there any option to draw arrows and some basic shapes such as circle , rectangle etc in zoho sheets? if so, can someone help me find it 

      • Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?

        I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?

      • IP Addresses for Whitelist

        Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA

      • We would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?

        It seems like it is not possible to display/hide the knowledge base from the help center per department.  Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees.    I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.

      • Template Email Reset Password

        Hi It is possible to customize the email that comes to a Customer Portal user? It comes in English and need this in Spanish. Esteban Elias Preventa Tecnica - Educacion Xpears.com

      • URL_ROLLING_THROTTLES_LIMIT_EXCEEDED

        Hello, for several times now we are getting URL_ROLLING_THROTTLES_LIMIT_EXCEEDED in the Failure tab. What does it mean, and how can we solve this? Thanks, M.

      • Link Purchase Order to Deal

        Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices

      • Possible to customise list of file attachment options?

        Is it possible to customise (disable/remove) the list of file attachment options (see screenshot below)? I would like the users to only use the options "Link (URL)" and "Other Cloud Drives". I have super admin rights to customise the CRM.

      • Automating CRM backup storage?

        Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

      • Adding custom_field to the items when creating item groups

        I am migrating products from my existing db to zoho inventory. So when grouping the products and creating items with the groups, I want to store my old skus in custom_field to be able to trace back the products. Isn't it possible to add custom_fields

      • URL for downloading uploaded file - THE SOLUTION

        Hi, I would like to share the solution for downloading uploaded files using url. There is no documentation for it and there are multiple forum threads with old solutions that didn't work for me. Here is the updated url - tested and works! fet = form_name[ID

      • All Tasks Queued for Last 3+ Hours

        How does one resolve this? All of my tasks, from many different Flows, are stuck in the "Queued" status. This is interrupting my business processes, which depend on the timely execution of automations.

      • Why can't I connect to the software suddenly? Network error, internal error, unable to contact you

        Why can't I connect to the software suddenly? Network error, internal error, unable to contact you

      • Auto Generated Invoice number YEAR

        Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.

      • The Social Wall: December 2024

        Hey everyone, As the year comes to an end, and the festive spirit fills the air, we're thrilled to bring to you the final edition of the Social Wall for 2024. Let's see what updates went live during December, and then go on with planning the new year!

      • Not displaying a newly created window within an application

        On a specific stock trading application (see image below), when a newly created full screen operation is invoked (File->New) oft times it is invisible (the mouse input is correctly routed to the new window but the hover over contents shows the invisible

      • Last payroll of the year gives me an error

        Trying to run the last payroll of the year. The payment doesn't get to the employee until 1/1/25, which is correct. However when I try to process it I get the following error: Tax calculation is not supported for the year 2025. Please change the Pay date.

      • Global Outage - Please Update Current Status

        It looks like Zoho Mail services are down everywhere. Please update with current status and time-to-resolution.

      • Is the filename of an attachment restricted to only certain languages?

        Hi, I tried to create a file card in a notebook, but I encountered an issue: when the filename of an attachment is in languages other than the main ones (such as English, Japanese, or Simplified Chinese......), syncing stops or the filenames become garbled

      • Odd Authorization warnings

        I'm a superadmin for Zoho One and double-checed that I was an Admin role in Teams. Every once in awhile, I'll get a strange notification that I can't do something (usually deleting something although I am under the 250 thread limit). Is there somewhere

      • Zoho und die Art, Dinge zu tun

        Zoho und die Art, Dinge zu tun Ich habe Zoho seit über zehn Jahren in verschiedenen Projekten implementiert – einige groß, andere sehr groß – und habe sogar für einen der weltweit führenden Zoho-Partner gearbeitet. Jedes Mal, wenn ich ein Zoho-Implementierungsprojekt

      • Free webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed

        Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, December

      • View of all Leads (+converted)

        Hi, Is there a View of all Leads this month includung converted? If not how can I create one? Thanks

      • Zoho Projects is down

        Is anyone else having problems getting to Zoho Projects?   We are getting a Zoho server error, impacting our business.... I thought Zoho had HA for their Applications!?

      • Develop and publish a Zoho Recruit extension on the marketplace

        Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

      • Zoho Payroll [India Edition] - ICICI Bank Integration

        It seems that ICICI integration with Payroll (and other Zoho apps) has become progressively more difficult this year. It was great until last year but then some apps started requiring a token generated on ICICI website. The whole point of Direct Deposit

      • Issue with EU MArketplace

        Hi It's super frustrating that many CRM / Zoho (whatever) extensions are not available in the EU Market place Example: https://marketplace.zoho.com/app/crm/time-tracker-extension-for-zoho-crm For now, can the team address the extension above, but on the

      • Add an action to set agent as a member of a team in zoho desk

        Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, Ram

      • Cant add owner to field update in workflow

        Hi there, Currently when i tried to add owner of the record of the module to the field update, i am unable to. Is there a way to do so?

      • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

        The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

      • CRM portal users can now log in using their mobile phone numbers

        Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancement

      • Next Page