Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

Hello everyone,

We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. 
Idea
What is LLM?
LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based on context. Zia's in-house LLM has been specifically designed to enhance Zoho CRM's AI capabilities, offering secure, accurate, and efficient solutions for various business needs.
To begin with, the LLM will be implemented for the Smart Prompt feature which has so far integrated Zia with OpenAI to provide generative AI solutions to user prompts to help streamline your daily sales processes, enhance productivity, and simplify decision-making. By analyzing the context of your CRM data, Smart Prompt delivers actionable insights for tasks like drafting emails, summarizing notes, or gathering record-specific information. 



You can now choose between Zia LLM and OpenAI’s ChatGPT for processing Smart Prompts, giving you the flexibility to select the AI engine that best suits your business needs.


So how does the introduction of our LLM impact your operations? The functioning of the Smart Prompt feature remains the same, but there are a few key differentiators. 
  • Zia LLM processes data within Zoho’s secure environment, aligning with stringent data protection standards, resulting in a more optimized data handling.
  • Using Zia LLM requires no external accounts or API keys—just your Zoho CRM account.
  • Whether you choose Zia LLM or ChatGPT, the Smart Prompt feature continues to function seamlessly, offering contextual suggestions and generative responses to streamline your sales processes.
Why this matters

Zia LLM is designed to provide users with an AI experience that is fully integrated into Zoho CRM. Being a CRM-oriented LLM, it simplifies the setup, enhances productivity, and streamlines your sales activities.

To enable Zia LLM for Smart Prompt, simply navigate to the Smart Prompt settings in your CRM setup and select your preferred AI engine. Read more on our help documentation.



Whether you choose Zia LLM or ChatGPT, the flexibility is now in your hands.

The Zia LLM for Smart Prompt is the first step in establishing our own generative AI cases. Going forward, we have some exciting updates coming up:
  • Record summary - The record summary provides a comprehensive overview of important record information, including deal status, related tasks, recent interactions, and other key details—all presented in one convenient location. This enables users to efficiently make informed decisions without having to navigate through the entire record. Read more.



  • Prompt builder - The prompt builder feature allows users to create, customize, and manage AI-powered prompts that can provide personalized responses in the CRM. This feature leverages Zia's generative AI capabilities to assist users in interacting more efficiently with CRM data, performing tasks, and automating responses. More on this will be shared soon.
As we keep marching ahead, so shall our LLM keep expanding to handle our entire AI operations.

That's all for this announcement. Let us know your feedback and suggestions in the comments below.

Info
Feature availability
  • Smart Prompt with OpenAI (ChatGPT): Available to all Enterprise users and above, across US, EU, IN, AU, CA data centers.
  • Smart Prompt with Zia LLM: Accessible to Enterprise and Ultimate users with 20+ licenses, for English-only usage. Currently available in the US data center.

Thanks,
Nizamuddin

      • Recent Topics

      • How can i Customize Delivery Note?

        I need to customize delivery note like change the tittle for language purposes and also include only the balance due

      • Delivery note template

        We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing

      • INTERCOMPANIES INVOICING

        Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoices

      • Zoho CRM Theme Color?

        I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently

      • How can i force the user to select a project when creating an invoice ?

        Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.

      • Sales

        1/ How can I make a discount on invoice exmple : invoice 5,100 le , custmar pay 5000 and I need to make this 100 le as a discount , how can i make it ?! 2/ Is thare any report can make me match my company’s balance with the customer’s balance?

      • Include Project Hours when Creating Estimates from Projects

        Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a given

      • acc

        Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay//

      • South African Payment Gateways

        Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring

      • CRM Implementation

        I need to implement Zoho CRM. Is there a useful user manual available to guide me through the implementation?

      • Zoho Social integration with Zoho Flow

        Is there any plans for Zoho Social integration with Zoho Flow?

      • Marketing 2.0 has been a catastrophe

        Anyone else having significant issues with their link between their CRM and Marketing automation since moving to version 2.0? We had an easy flow for triggering leads in the CRM to journeys in Marketing Automation but now nothing seems to work properly.

      • Cannot average "Duration (Time)" from Pick List History Tracking in Reports

        Okay, let's say I have a custom module. In this custom module I have a pick-list named "Status" with "New", "In-Progress", "Completed" values. I also have turned ON pick-list history tracking and chose "Time" to track the duration in (instead of "Calendar

      • Customer Statement Template

        Hi. how can i add order number "customer LPO number" in the customer statement. regards

      • Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures

        Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books on

      • Need to send a single email to up to 20 recipients

        I want to send a single email to ~16 or 20 recipients. It appears that I cannot do this in Zoho email as it gets flagged as unusual activity. I need to be able to communicate with this group on a regular basis. What am I missing that Zoho doesn't allow

      • Unable to Schedule One-to-One Emails in Zoho CRM

        Hi everyone, I’m using the Zoho CRM Professional Edition and facing an issue with scheduling one-to-one emails directly from CRM. While I can send immediate emails without any problem, I don’t see an option to schedule these emails for a later time. I’ve

      • Canvas Detail View Related List Sorting

        Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

      • Repeatable Fields/Sections in Zoho CRM

        Hi Zoho Team, We have a module in CRM named "Clients". We would like to know whether it is possible to have a feature enables us to have repeatable sections in our clients' profiles? For example, if we customized a section in the clients' profiles named

      • Zoho Analytics: Requests for view access

        Hello, We have a user that might request access to a certain view, report etc. However this request for access is being sent to different admins within the workspace, is is possible to set who the "approver" is of these requests? If not what are the rules

      • Boolean Fields in Mail Merge Displaying as Checkmarks

        I'm really liking the new mail merge functionality. It's replaced the Zoho Sign extension for us. One problem I've seen is that boolean operators (i.e. Checkbox fields) in CRM merge as "True" or "False". This looks a little ugly in my final document — is there a way I can get those to display as checkboxes?

      • Formula in Sub Form

        Hello - I have created a sub-form and the data is going to be insurance policy information. However some of the policy amounts are based on a percentage of a main coverage. For example, Debris removal coverage is 5% of the main dwelling policy. Is there

      • Email alias already exist

        Hello, I'm getting an error message the email alias already exist when attempting to add 2 email addresses. The emails are associated with an account I deleted. I started a new account and need to add them back to get 1 email at each. I have an open ticket

      • Migrate emails from a shared mail box to a private mail box

        How is possible migrate a shared mail box if the migration tool require a password, and the shared mail dosent have ?

      • Support poor service

        I just wanted Zoho support to give me some more concrete answers. I’m facing SMTP error issues, and they told me that the South American IP was experiencing problems, but they didn’t provide an estimate for when it would be resolved. Now my company is

      • Zoho say my domain seems to be already associated with another account

        I created a zoho account for try my domain mail configuration. When I want to add my domain in this page https://mailadmin.zoho.com/hosting?plan=free then this shows an error that is "This domain is already associated with this account a*****n@f*****."

      • Incorrect Device Time

        Hi On my windows laptop I can't sign into Zoho mail due to "incorrect device time". I'm in Toronto, Canada. How can this be resolved?

      • Get user images by API

        Hi For our internal management software, I want to retrieve user photos via REST API: curl --location --request GET 'https://profile.zoho.com/file?fs=thumb&ID=<zoid>' \ --header 'Authorization: Zoho-oauthtoken <token>' The token has `profile.userphoto.ALL`,

      • Depois de 1 ano não consigo receber e-mail

        Consigo enviar e-mails mas não estou recebendo nenhum e-mail isso aconteceu pontualmente após eu completar 1 ano de uso. Me ajudem por favor

      • Submitted form URL

        I am using the feature "Include a link to allow respondents to edit their responses" for the first time. This URL is included in the email sent to the user after they press Submit. If a form is Saved, there is a section called Partially Saved Entries

      • API to post drafts for social media

        I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA Jon

      • Function for Emails tranfer from Lead to Deal

        Hi Due to the fact that my Deals conversion needs to be done in 2 ways - depending on the fact if those records already exists or not - resources in fields are different. I am making function control conversation for Leads but I have problem with transferring

      • Create a new immigration service- Similar to immigration law software

        It will be good if you can build a new service. Data will be pulled from the employee form. Then automatically users should be able to complete immigration forms like I 129, ETA 9089, ETA 9035 E, G- 28, W4, I 9 PDF forms and then be able to send for signature with Zoho sign. Immigration Softwares like docketwise can be used for ideas. The advantage with this it sits within Zoho people and employees don't have to feed data in another system

      • Accessibility in Zoho CRM: Not just a feature—a way to empower

        For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that

      • Zoho Meeting very bad video quality

        Hello, I need 1080p HD on my Zoho Meeting as explained here: Low Resolution/Quality Video (zoho.com) Currently, video quality is lagging with 400mb internet which is not acceptable for my business. My 1080p 60FPS webcam performs well on platforms like

      • Contacts with Deals not appearing.

        What: I simply want to see all of the contacts that are tied to an open deal Problem: In Contacts Module > When filtering on Contacts with an open deal, Zoho only shows some Contacts instead of all. Details: More specifically, I should have ~200 contacts

      • Auto-sync field of lookup value

        This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

      • CRM limit reached: only 2 subforms can be created

        we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.

      • Version of Cliq included with Zoho One and Limitations

        I'm confused by the information presented in the application detail page of Zoho One. I'm a solopreneur with a single-seat Zoho One Enterprise license and I need to communicate externally .. extensively. The plan details page suggests channels are limited to 100 members. Whereas the pricing plan comparison page on the Cliq marketing site says 2500 for enterprise level.  If it's 100... that's going to kill my use case as it is my understanding that external customers can only be communicated with

      • Resubmit for Approval for Zoho Books Module in CRM

        The integration between CRM and Books is great, but it is incomplete in many areas. One of them is if an estimate/invoice/sales order is rejected, the users in CRM cannot resubmit it for approval. Let's face it, sales people will mostly be in CRM and

      • Next Page