Hello all, 

 

Configuring your CRM just got a lot faster. We’re introducing native agents within Zoho CRM, that configure your settings using natural language. Instead of navigating multiple screens, describe what you need and the agent builds it for you. 

 

This release brings five customization agents, covering profiles, roles, data sharing rules, review processes, and segmentation. Each agent understands its area’s configuration options and asks the right follow-up questions to apply your requirements accurately. 

 

Each agent appears as a Zia button called Customize with Agent on its relevant settings page. Click it to open the bot and create, view, update, or delete configurations conversationally.

 

Take roles. A sales operations manager restructuring the team after a hiring push needs five new regional lead roles, each reporting to a different director. Manually, that's five separate role setups, each linked to its hierarchy by hand. With the Customization Agent on the Roles page, one prompt describing the structure creates all five roles with the correct hierarchy in a single pass.

Every agent shares the same chatbot experience. Open it from its access point and describe your requirements conversationally, the same way you'd brief a teammate. 

 

The menu icon in the input area opens Capabilities and Suggested Prompts. 

 

Now let's look at what each one specializes in. 

 

Creates and configures profiles from your prompt, including permission levels for modules, fields, setup actions, and other CRM features. 

 

Builds roles and role hierarchies, so you define reporting structures and role based access without setting each one up manually. 

 

Configures data sharing rules between roles, users, groups, and teams, based on the access requirements you describe. 

 

Defines review criteria, reviewers, and review actions, so records go through approval before they are used. 

 

Builds RFM based segmentation rules and manages segment labels and scores, so you view and organize customer groups. 

 

That is all about the feature. Feel free to drop your thoughts as comments below. 

 

Regards 

Fiona