Enhancing self-service capabilities with AI-based Zia Answer Bot

Enhancing self-service capabilities with AI-based Zia Answer Bot

Hello All,

Zia Answer Bot is available with better accuracy to enhance the self-service capabilities of the platform and to empower the users to resolve queries independently.

By leveraging knowledge base (KB) resources, the Answer Bot provides accurate responses to the agents and customers in little time. As a self-learning bot, it trains on existing articles in the KB to generate precise responses based on its ability to analyze and interpret data. The bot supports 13 languages, ensuring quick assistance to help center users and agents worldwide.

Answer Bot for customers

Customers can resolve their questions by accessing the resources available in the help center. However, it can be difficult for customers to find relevant information without scouring through multiple topics and pages. With Zia Answer Bot, customers can receive quick assistance and access relevant information without having to search through multiple articles.





Answer Bot for agents

A support agent handling multiple customer interactions simultaneously can utilize the Answer Bot to get quick access to relevant knowledge base articles and identify the key steps required to resolve the query without leaving the ticket detail view.   
                            

Training Answer Bot

After the Answer Bot is created and saved, it will automatically start training itself on the available KB articles. After the first round of training, the user can view the status of training, such as how many articles the Answer Bot has trained on, how many articles it has not yet been trained on, and if the bot failed to train on any articles.

Each time an article is created or updated in the knowledge base, an option to re-train the Answer Bot will be enabled. While the scheduler is set for training Answer Bot every thirty minutes, the user can manually initiate retraining. 


Best practices to consider for optimum results 
  • Opt for easy to understand language with the right explanation for technical terms if any.
  • Ensure that the article is in one of the 13 languages the bot supports.
  • The article must have a minimum of 100 characters and should not exceed 100,000 characters. Ideally, each paragraph should not be more than 1,000 characters. 
  • Structure the content using titles, headings, and subheadings that are clear, concise, and appropriate. This helps Answer Bot differentiate and understand the sections better. 
  • Always keep the articles updated.
  • Include FAQ format in the help articles. 
Zia Answer Bot is your round the clock assistant that can improve the self-service capabilities of the platform and enhance customer satisfaction. This feature is available for users in US, AU, EU, and IN data centers. Please refer to the help doc: AI-based Self-Service with Answer Bot to learn more. 

PM: @Kavil Rawat 

Regards,
Raveena 
Zoho Desk| User Education

    • Sticky Posts

    • Using Agent Email Address as From Address

      Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about
    • Edit and Delete options in Comments

      A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
    • Webinar 2: Supercharged customer support for growing business

      Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service
    • Customize Colors of your Customer Self Service Portal

      You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green
    • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

      In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
      • Recent Topics

      • how to assign value to the user field in zoho crm using client script

        How to assign value to the user field in zoho crm using client script. Request To field type is User field Pls help to fix this if i select department marketing means then Request To want to show as user B
      • how to assign value to the user field in zoho crm using client script

        How to assign value to the user field in zoho crm using client script. Request To field type is User field Pls help to fix this if i select department marketing means then Request To want to show as user B
      • Useful enhancements to Mail Merge in Zoho CRM

        Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents
      • How do I change the order of fields in the new Task screen?

        I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More
      • CRM email sync with 365 - app passwords

        Hi We have synced users crm account with hosted 365 email accounts. 365 has MFA enforced across the tenant. Now encountering issues with 365 sync failing due to password errors after some time. Advised that will need to use app passwords from 365 in order
      • Using lookup field in Formula field

        I created the following formula field to get string output based on Lookup field values Lead and Account: if(${Communications.Lead}!='','Lead',if(${Communications.Account}!='','Account','Other')) The syntax seems correct, but I'm still getting an error.
      • Zoho Creator Upcoming Updates - March 2025

        Hello everyone, We hope you’ve had the chance to explore Release Projection 1 for 2025! This month, we’re keeping up the momentum by bringing even more powerful features and enhancements to Zoho Creator. Here's what you can expect in March: App menu builder
      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
      • tasks management

        Hi there, Attached file is a task flow char. Can you please guide me through in detail to manage this task flow in ZOHO CRM? Thank you.
      • Updating a contact record's multiple select field

        Hi folks, I have a multiple select field (called Mailing Lists) in Zoho CRM which I wish to set to the text "Weekly Email" I have created a step in Zoho Flow using a Create or Update Contact. In the Mailing Lists field, I put the text "Weekly Email"  (including the quotes) but the flow returns an error requesting a jsondatatype.  I have tried {'Weekly Email'} but I still get the same error. Also tried Weekly Email (without the quotes) How do I format an update of a multiple select field  with Zoho
      • Custom Related List Inside Zoho Books

        Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");
      • Stop adding Default ID column to xls exports

        When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have
      • Are downloadable product available in Zoho Commerce

        Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice
      • Portal users send notifications to licensed usera

        Is there a way for portal users to leave messages or notifications to licensed users?
      • Add multiple users to a task

        When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
      • Can you sell Subscriptions using Zoho Commerce?

        In addition to physical products and the apparently coming soon 'Digital Products', it is possible to sell Subscriptions using Zoho Commerce?
      • Tip #1: Grouping (Filtering) records in the CRM mobile app

        Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel time
      • Everything you want to share — in ONE link

        Hey everyone, Say hello to our very own link in bio tool – Linkthread is designed to create a single customizable link that contains everything you want to share with your audience on social media. Welcome to the Linkthread Community! What's Linkthread?
      • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

        We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other
      • Building extensions #4: Integrating Zoho Books with applications using connections

        In our last post, we looked at an overview of the key features available for creating a Zoho Books extension, including connections. In this post, we'll go over connections in depth, including their types and applications. What are connections? "Connections"
      • Issue Loading Dynamic Table Fields in Zoho Writer

        I am experiencing an issue while configuring a repeat table in Zoho Writer. When attempting to insert a dynamic table, I receive the following error: "There was a problem loading your dynamic table fields. Please try again in a while." I have already
      • Announcing the all-new Offers Module and Offer Approvals in Zoho Recruit

        We're happy to introduce - Offers as a module. As we all know, Zoho Recruit is a powerful Applicant Tracking System that can help us. One of its key features is the ability to generate and approve offer letters. When a candidate is the right fit for a
      • Add Label or Name parameter to URL Zoho CRM fields

        I have come across this multiple times now where a URL in the URL field is very long and it increases the length of the page. This might be ok if you have just 1 or 2 URL fields but some of my clients have many. It makes the CRM more difficult to read
      • Continue after error for each loop on invoke url

        Hello. I'm trying to upload files to workdrive using invokeurl. It goes through a list of urls using for each. Sometimes the file is larger than 5mb. The whole workflow stops in that event. I'd love a work around to upload larger files, but I don't think
      • Google Ads Data is Publicly available in Zoho CRM

        We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a mess
      • Tip 31: How to make a field in a Zoho Creator form mandatory based on criteria

        Hi folks,   I'm sure most of you are familiar with the Mandatory property available in our form builder. It enables you to ensure that your users enter an input in a required field. If they don't enter an input in that field, they'll be unable to submit
      • Tracking UTM Campaign information in CRM

        Hi All, We have had this questions asked a few times lately so thought it would be a great idea to post it here for others benefit.  Many have asked this: How can I track campaign information in CRM from my online campaigns and report on UTM tracking details?  Below is what we have set up for other businesses who are using UTM Codes for all their campaigns. Follow the 4 steps below to set this up for your CRM: 1. Create Fields in CRM Leads Module Add a field  in the Leads module called 'Referrer
      • Canvas Email iMap

        Hi, I want to be able to have this option (seen below) in our custom Canvas design I'm building. But I don't see that option. Being able to see all related emails is important for us. But in our Canvas, it doesn't seem to have any option....
      • Tip 26: How to hide the "Submit" button from a form

        Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then
      • Grouping payments to match deposits

        Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different
      • Zoho Books | Product updates | March 2025

        Hello users, We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these
      • Tip 12: How can you customize the display name while sending emails from Zoho Creator.

        Hi folks, Usually when you send emails to your users, the display name defaults as your From email address. Most often, you would like to set a custom display name to represent your organization or the context of the email. You can mask or customize the display name (From Address) using Deluge script as long as the From email address has been verified. This would be very useful to you if you want to send bulk emails to a large audience.    Let's say you have a Student Registration form for your dance
      • Backup all report zoho creator

        I want to backup an unused form record. But some fields are not displayed in the list report, if I export in the list report it will not retrieve all fields in the form. Is there a quick way to backup all the fields in the form without having to display
      • Tip 9: How to word wrap content in notes to fit your window size.

        Hi folks, I hope our previous tips have been useful to you. Today, we are back again with an easy hack that will help you to auto-adjust form notes to fit your browser window size. Add Notes Field is one of the most commonly used fields while creating forms. We use the Add Notes Field to either provide some instructions to the users filling the form or to display a disclaimer. Whatever may be the case, it is essential that we should be able to auto-adjust the content in the Add Notes field. To do
      • Backup all report zoho creator

        I want to backup an unused form record. But some fields are not displayed in the list report, if I export in the list report it will not retrieve all fields in the form. Is there a quick way to backup all the fields in the form without having to display
      • Zoho books not accepting valid state code via api

        Hello, I am using make.com to create a contact and then invoice for a Shopify orders. However, while creating contact I'm getting "please provide a valid state code" error even though I'm providing correct state code. For example I'm providing MH as state
      • Unified View Desk Tasks

        In the unified view of the tasks, It is not possible to have the tasks of all the services in Zoho Desk. We have to choose a service to display but It's not really the purpose of the unified view
      • update warehouse id for closed credit notes

        the code run successfully but its not updating the warehouse, i send payload of warehouse id and name ,then tried to clone exisitng with updated fields .. lost one week in this.. <?php namespace App\Http\Controllers; use Illuminate\Http\Request; use App\Libraries\ZohoConnector;
      • Create/Edit fields in Applications module

        Hi, Do you have any timeline on when we get the ability to create/edit the fields directly of Applications module. We need to update various data points about the candidate after the phone call & want to update those in the application module fields (not
      • Offline for Maintenance Option

        Making changes to a live application can cause problems. I'm suggesting a new application settings option to temporary disable all access to an app so the admin or developer can make changes without any user interference. Additionally, while the app is offline, there should be some ability to present the users with a customized notification page (perhaps a view within the app itself). For example, "This application is undergoing maintenance and will be back online Sunday at 5 PM. Please email smith@net.com
      • Next Page