Announcing Agentic AI - Ask Zia!

Announcing Agentic AI - Ask Zia!

We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.


Upholding our commitment to the motto – Analytics for All, Ask Zia, the AI agent (powered by LLMs), empowers users of different personas, such as data engineers, data analysts, and business users, to build and automate data pipelines and get intelligent recommendations and contextual suggestions through natural language prompts.

Ask Zia for Data Engineers

Ask Zia helps data engineers accelerate data preparation and pipeline tasks through natural language prompts.

Build Data Pipelines 


Ask Zia pipeline builder allows you to build, clean, transform, and automate data pipelines using simple, natural language. This streamlines the entire ETL process thereby reducing manual effort.

Learn more

Transform with Examples


Transform by example easily helps you transform the data in any column to your needs just by providing examples of the output. 

Learn more

Ask Zia for Data Analysts and Business Users

Build reports and dashboards using simple natural language. Get contextual narratives to understand the What and Why behind any scenario.

Smarter Report Creation


While users have always been able to build reports using Ask Zia, the new LLM-powered enhancements significantly improve the experience. With LLMs now driving report creation, Ask Zia better understands your queries, recommends the most relevant visualizations, and delivers deeper, more meaningful insights.

Learn more

Dashboard Creation Made Easy


Build fully functional dashboards using natural language prompts. Describe your requirements, and Ask Zia brings together the most relevant reports, applies filters, and arranges them into a customizable dashboard ready to share, explore, and act on.

Learn more

Get Actionable Insights and Smart Recommendations


Data analysts and business users no longer need to sift through multiple reports to uncover key insights. While Ask Zia has supported descriptive and predictive insights, it now goes further by offering diagnostic and prescriptive insights, helping you understand why something happened and recommendations for what actions to be taken next. This empowers you to move from insights to action faster.

Learn more

Create Data Stories Using Slideshow Skills


Turn insights into impactful data stories. Create slideshows directly from reports and dashboards. Just use a simple prompt, and Zia will compile key visuals and narratives into a ready-to-present deck, saving you time and effort.

Learn more

Take Instant Actions 


With Action Skills, you can instantly share reports, schedule email deliveries, and export dashboards within the Ask Zia portal without switching tabs.

Learn more

Embed Ask Zia Anywhere


Embed Ask Zia directly into the applications you work with. Ask questions, explore data, detect patterns or anomalies, and identify the key factors driving the metrics without switching platforms. Ask Zia is context aware, and insights are provided based on the user's role, data context, and access permissions. 

Learn more

Build Custom Agents with MCP server

The Zoho Analytics MCP Server (Beta) implements the Model Context Protocol (MCP), a standardized interface that enables AI models to interact seamlessly with applications. This middleware solution bridges the gap between AI agents and MCP clients, enabling them to leverage the powerful data analysis capabilities of Zoho Analytics to build custom agentic solutions.

Learn more.


Notes
Note: 
The GenAI capabilities are available in Premium and Enterprise plans. Learn more.

Do try out the new features and share your valuable feedback with us at support@zohoanalytics.com. Your suggestions are crucial to helping us improve and serve you better.

      • Sticky Posts

      • What's New in Zoho Analytics - November 2025

        We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's
      • What's New in Zoho Analytics - October 2025

        Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
      • What’s New in Zoho Analytics – September 2025

        Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
      • Announcing Agentic AI - Ask Zia!

        We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.
      • Invitation-Based User Access in Zoho Analytics

        Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

        • Recent Topics

        • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

          Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources
        • Partner with HDFC And Sbi Bank.

          Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
        • Links in Instagram

          Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images
        • Spotlight #7 - Automatic Transitions in Blueprint

          Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automatic
        • Need a way to run a client script longet than 10 seconds

          By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?
        • Zoho CRM Community Digest - November 2025 | Part 2

          Hello Everyone! Second half of November brought several exciting updates, especially around Zia, making AI assistance smarter, faster, and more context-aware. We also feature engaging community snippets highlighting members who went the extra mile to
        • Zoho CRM - Writing Assistant Tone

          Hi Zoho CRM Team, Text in my emails often gets underlined in yellow because I tend to use a more informal tone with my client's, like using "I'm" instead of "I am". Is there some way for me to tell the system that this is my preferred writing tone, so
        • Jobs at multiple locations

          Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multiple
        • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

          Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
        • Hide Contact Number for Field Users & Agents

          Is it possible to hide the contact number in both the Service Appointment and Work Order modules for field users and agents? The agents are using the Zoho FSM mobile app, and we want to restrict them from viewing the contact number.
        • 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.
        • Introducing Dark Mode / Light Mode : A New Look For Your CRM

          Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
        • Zoho Flow Credits

          Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder to
        • Form Submission Emails

          Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.
        • How to update Multi File upload field

          Assume that i have a multi file upload field,how can i update the same field again?
        • What is the simplest way to import PST to Yahoo Mail?

          The simplest way to import PST file into Yahoo Mail is to use a third-party tool that supports direct PST-to-Yahoo migration. Software like Aryson PST Converter lets you upload emails, contacts, attachments, and folders from a PST file straight into your
        • Subform edits don't appear in parent record timeline?

          Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
        • 【Zoho CRM for Everyone】設定画面のアップデート

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、Zoho CRM for Everyone の設定画面のアップデート情報をご紹介します。 目次 設定ホーム画面の追加 設定画面での検索結果の表示形式の変更 設定画面でのよく使用する機能の表示 設定メニューの展開/折りたたみ状態の保持 1. 設定ホーム画面の追加 ホーム画面の設定項目は、直感的に分類できるように"カテゴリごと"で分けられています。 このような一元化された表示により、各ツールが1つの画面に集約され、必要な機能をより簡単に見つけられるようになりました。
        • What's New - November 2025 | Zoho Backstage

          A new month, a new set of updates. With a mix of new features and thoughtful improvements, you get smoother workflows and better control across registrations, exhibitors, and communications. Let's take a look at what's new and enhanced in Zoho Backstage
        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
        • Unify Overlapping Functionalities Across Zoho Products

          Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
        • Zoho Checkout - Duplicate Customer record created for each payment received

          Hi All. We are using Zoho Checkout to capture online payments for a club membership form (in Zoho Forms). We've noticed that each new payment seems to create a new customer record, regardless of whether the customer already exists in the Zoho Finance
        • Zoho DataPrep switching Date Format

          When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"
        • Zoho public comments are confusing and unnecessary

          Hi, we use zoho desk and have issues with public comments. We started using them because the "Reply" option just seemed very clumsy because of the following reasons: - the top "Reply" button starts what seems to be a regular email, showing the entire
        • Templates for Zoho Desk - Knowledge Base

          We are looking at migrating our Knowledge base into Zoho Desk. Is there a way of creating templates for article in Knowledge base. We want to be able to set templates for certain types of content. Is this possible
        • Import KB template OR Export template for zoho desk?

          Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible
        • Sub Folders

          It would be great if there could be sub-folders in reports. We have a ton of individual reports and folders that would be easier to navigate this way 
        • Create New Tasks Layout in CRM

          I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!
        • Auto-Invite Users to Portals in Zoho CRM based on Conditions

          Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
        • What KPIs Do You Use to Measure Your Support Team’s Performance in Zoho Desk?

          Hi everyone, We hope you’re all doing well. We are trying to improve how we measure the performance and effectiveness of our support department, and we would really appreciate learning from the community. We assume there are several common and widely-used
        • Backorder quantity change

          New Purchase Order × Almost there, but... Quantity of items in this purchase order is greater than the quantity that can be backordered from that sales order. Why can't I change the quantity of a backorder purchase? It looks like a normal order form and I would like to use it as one because I increased the amount and added some items. 
        • How to Associate multiple contacts with deal in Sales Inbox

          Hello, I have many deals that have multiple potential customers associated with a single deal, for example an engineer and a manager. The manager is the Deal's primary contact in CRM and the Engineer is added to the deal in the "Contact Roles" Associated
        • Adding Taxes to paid consultations in Zoho Bookings

          I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,
        • WorkDrive and CRM not in sync

          1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
        • "code": "500","description": "Account not exists", mail api

          I have been through all the steps and have a functioning Oath access_token etc etc... I then GET https://mail.zoho.com/api/organization And get my zoid then GET http://mail.zoho.com/api/organization/<hidden>/accounts and get the account details, which
        • RTL Support for Webforms in Zoho CRM

          Dear Zoho CRM Support Team, We are writing to request an enhancement to the webform builder functionality within Zoho CRM. Currently, to create a webform in a right-to-left (RTL) language, the entire CRM instance must be set to RTL, which can be inconvenient
        • Imported contacts succesful but contacts do not show up in Contacts

          I imported +300 contacts. I can see them in import history. When clicking on a contact in import history I see all the imported contact details for any given contact. So import seems to be successful.   However the imported contacts do not show up in the contacts tab. Not in All contacts, and not in a filtered view where they absolutely should show up. The search function also does not find any imported contact.   Help?
        • Using IMAP configuration for shared email inboxes

          Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
        • Update on V2 API End-of-Life Timeline

          Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy
        • Rich Text For Notes in Zoho CRM

          Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
        • Next Page