Introducing Zia's integration with OpenAI for Zoho CRM

Introducing Zia's integration with OpenAI for Zoho CRM


The integration was earlier available only in the US DC. It has now been extended to the EU, IN, and AU DCs.

Hello all,

We are delighted to announce the release of Zia's integration with OpenAI for Zoho CRM. This integration incorporates the power of OpenAI's generative AI into Zia's AI capabilities. As part of the release, we are introducing the Smart Prompt functionality, to assist users in enhancing their communication with leads and customers. Let us have a look at what it has to offer.
 

Smart Prompt in Zoho CRM  

Smart Prompt recommends prompts to users, and assists them in generating relevant and high-quality content, perform various content-based actions on existing content, and get any additional information as required.
 
The feature will be available for the following sections in Zoho CRM:
  • Email compose window
  • Email template creation
  • Record details page
Let us take a closer look at how you can use it in your Zoho CRM account.

 

Email Compose Window  

In the email compose window, when the email content is available, you can modify the content. It is also possible to trigger the feature by selecting part of the email content. As of now, this feature is applicable for text content.
 

 


You can also adjust the length and writing style of the generated content.
 


 

Once you are fine with the changes, you can copy and paste the content in your email compose window. You can directly replace the content in your email compose window using the Replace button, which is available when you compose your email in plain text instead of the rich text format.
 
When there is no content input in your email compose window, you can generate content from scratch. Additionally, you can perform custom prompts through the prompt window.

 


 

Once you are satisfied, you can copy and paste the content in your email compose window. You can directly insert the content in your email compose window using the Insert button, which is available when you compose your email from scratch in plain text instead of the rich text format.

 


 

Email Templates  

When creating email templates, you can generate or modify existing content. As of now, this feature is applicable only on the text component.

 


 

Record Details Page

On the record details page, you can leverage suggestions that you can use to refine individual notes as needed.

 


 

Apart from these, you can extract more information through some of the fields on the record details page.

  


 

You can extract information using Smart Prompt for the following fields on the records detail page : 

Modules
Fields
Leads
Company, Industry, Website
Contacts
Account Name, Vendor Name
Accounts
Account Name, Website, Industry
Deals
Account Name
Tasks
Subject
Calls
Call Agenda, Subject
Quotes
Subject, Terms and Conditions, Account Name
Products
Vendor Name
Sales Orders
Subject, Terms and Conditions, Account Name
Vendors
Vendor Name, Website
Cases
Subject, Internal Comment, Account Name, Solution
Solutions
Questions, Answer
Appointments
Additional Information

Notes:

  • Only admins can enable/disable the feature.
  • Admins can restrict profile permission and disable certain users from accessing this feature.
  • Only English language is supported for now.
  • Feature is available to accounts with enterprise subscription plan or above.
To learn more about the integration in detail please refer to this help doc. You can also refer to this FAQ section to get some common queries clarified.


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