Create modules using natural language prompts

Create modules using natural language prompts

Hello all,

We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts.


Why this enhancement?

Creating a custom module traditionally involves multiple steps—choosing field types, naming sections, defining relationships, and ensuring layout consistency. While the module builder provides flexibility, setting everything up manually can be time-consuming, particularly for first-time users or teams trying out new processes.

With this enhancement, Zia can now interpret your natural language input and convert it into a structured module layout. Whether you're managing client onboarding, handling service requests, or setting up an internal project tracker, you can simply describe what you need, and Zia will take care of the initial configuration. This makes it easier to build modules aligned with your business processes, especially for users who prefer describing their requirements over configuring field-by-field.


How it works

You can create a custom module using Zia from the following entry points:
  1. The Ask Zia interface: Describe your requirement in the chat (e.g., “Create a module to track supplier onboarding with fields for company name, contract status, and assigned procurement manager.”).


  2. The module builder: Use the new Create Module Using Zia option to type your input directly in the builder.


  3. The quick create section of the left panel: Select Create module using Zia for a quicker guided setup.

Zia will generate the layout that includes the field names and types inferred from your input, and suggested lookup fields (if applicable).

Once the layout is generated, you can review and refine it—adjust field properties, update names, add or remove fields, and configure permissions based on your CRM setup.

Let's take a closer look with an example

Let’s say you want to manage your legal requests process in a team module in CRM. Instead of building it manually, you can type:
Quote
Create a module to manage legal requests. I need fields for request type, submission date, client name, assigned legal officer, and status.
Zia will parse the request and generate a module with:
  • A field for Request Type (picklist)

  • Submission Date (date field)
  • Client Name (text or lookup)
  • Assigned Legal Officer (user field)
  • Current Status (picklist with suggested values)

That's not all. Zia goes beyond just creating the fields mentioned in your prompt. It comprehensively understands your needs and incorporates additional modules that are relevant to your requirements.

For instance, in the case of tracking legal requests, Zia automatically includes the picklist field Priority, which offers options such as High, Medium, and Low, as well as the file upload field Evidence File. You have the flexibility to customize, designate as mandatory, or delete these fields as needed.


The goal is to help you spend less time building structures and more time optimizing processes.
Info
Notes
  • This functionality is available only in the Next Gen CRM UI.
  • The option to create modules with Zia will be visible to users with module creation permissions in their profile.
  • Support for creating modules directly from the Ask Zia chat interface will be available in a few days.
AlertFeature Availability
  • Available for orgs in Enterprise and Ultimate editions of Zoho CRM, as well as for CRMPlus, Zoho One bundles.
  • Minimum user licenses: 20+
  • DC supported: US
  • Language(s) supported: English
Gradually, we'll open for all paid edition and languages in a phased manner.

That's all for these enhancements. Let us know your feedback in the comments below.

Thanks,
Nizamuddin





        • Recent Topics

        • IMAP search support

          Does Zoho Mail support IMAP search? https://www.rfc-editor.org/rfc/rfc9051.html#name-search-command TEXT <string> Messages that contain the specified string in the header (including MIME header fields) or body of the message. Servers are allowed to implement

        • Performance is degrading

          We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial

        • Cannot reorder fields in Page Layout in Expenses and Purchase Requests

          It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the

        • bouncing emails

          My recurring invoices have bounced back

        • Probable Scam / Phising attempt from email pretending to be Zoho

          I think this is a scam email right? It says "zohCworkplace.com". I'm on the Mail Free plan The link in the CTA button seems to go to a redirect. Just wanted to bring it up to the security team.

        • Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

          I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The

        • Email Address Search in "To" Field Search is broken, Zoho refuses to fix it

          Typing a part of the email address string other than the beginning of the string does NOT work, I kindly urge Zoho to fix this. Let's say you remember writing an email so someone called "smith" from company "corp.com", but can't remember their first name,

        • Emails not being received by @hotmail.com, @outlook.com and a few others

          When I try to send emails from zoho mail to people with email addresses ending @outlook.com and @hotmail.com (and a few others), I get a 'delayed' automatic email and then a few hours later, an 'undelivered' automatic email. This has started a few months

        • scroll bar for far left of screen

          I am unable to even see the scroll bar to the right of "inbox" etc on the left; it is stuck at "streams" and I can't get to inbox or anything else. It would help if it could be made a lighter color as the black or dark grey can't bee seen.

        • OUt of office every friday

          Hi, I tryed to configure my out of office, because i'm not working or emailing on fridays. But when i select only friday as unavailable day, the out of office still sets for the whole week. What am I doing wrong?

        • Signature line

          How do I set signature line in email

        • Zoho email

          I cannot send email to mail.ru

        • 【参加無料】東京 Zoho ユーザ交流会 NEXUS ー CRMで始めるマーケティング事例 / AI活用法(Zia Agents)

          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。 3月27日(金)に東京、新橋で東京 Zoho ユーザー交流会 NEXUS を開催します！ 昨年度までより、さらにパワーアップして戻ってきました！ ユーザー活用事例は、2人のユーザーさんからお話しいただきます。Zoho サービスの活用の幅を広げたい方や、他のユーザーの利用法を気軽に知りたい方など、多くの方にとって学びのあるセッションになること間違いなしです✨ また今年は、これまで以上に、AI機能にも焦点を当てて行く予定です。 初回として、Zoho社員からZoho

        • Issue Exporting Data – CSRF Token Invalid Error

          Dear Zoho Team, We are experiencing an issue when exporting data from our Analytics workspace. Whenever we attempt to export data from our analytical pool, the system displays the following alert message: Alert Message: The CSRF token is invalid. It could

        • Deluge Learning Series – Client functions in Deluge | January 2026

          We’re excited to kick-start the first session of the 2026 Deluge Learning Series (DLS) with Client functions in Deluge. For those who are new to DLS, here’s a quick overview of what the series is all about: The Deluge Learning Series takes place on the

        • Zoho Mail 505 error I can not send email

          Hi, I’m having issues sending emails from my custom domain email address. When I send emails to Outlook addresses, I receive an “Undeliverable 505” error. However, emails send and receive correctly when I use Gmail. This is important for my business,

        • Multiple MFA Methods

          With SMS-based MFA methods being discontinued, there is now no way to have mutliple MFA methods. I'd like to add my zoho account on two seperate phones using the Google Authenticator app. In the https://accounts.zoho.com/home#multiTFA/modes you can only

        • Reuse Standalone Function

          I noticed that there's a missing information in documentation to reuse a standalone function and it is because the parameters require an argument. Here is my code and it is working. response = invokeurl [ url: "https://people.zoho.com/api/v3/function/sample/execute"

        • Domain renewals

          Need to know how hoe to renew the domain

        • MX shopify problem

          hello, i added all MX values in my shopify DNS - it shows those values on the shopify panel + your toolkit. I tried to send some email and it works, however on my gmail it says they cant verify this email. When i try to answer into my domain's email -

        • Best Way to Manage Email Notifications While Running a Strategy Website

          I am currently managing a content-based website, and I use Zoho Mail for handling contact forms, user queries, and collaboration emails. One challenge I am facing is organizing incoming emails efficiently, especially when messages come from different

        • What is the maximum email domains ?

          I help manage about 20 associations and I'm looking for a way to centralize them in one place. Does Zoho Mail pro or enterprise support 20-30 domains for 3-5 users each?

        • Add to Workdrive filter

          I'm trying to create a filter that will upload attachments in emails and the e-mail body to a folder in workdrive. I am able to do one or the other (attachment, or e-mail content), but not both. I first tried it using the "Email (EML) + attachment" option.

        • Forgot my admin Panel Id and password

          Sir, I have an account , where a domain mycityestate.in is added for Zoho email , now it is hard for me to manage email because i have forgotten the Email account and password registered with Admin Panel of Zoho. Just need email name which is registered

        • MCP no longer works with Claude

          Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.

        • Knowledgebase SEO

          We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

        • Problem with CRM Connection not Refreshing Token

          I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to

        • New Features: Repeat Last Action, Insert Cut/Copied Rows/Columns and Hyperlink

          You might have noticed the constant updates to Zoho Sheet of late. Here are 3 more features that have been added to Zoho Sheet recently: F4 - Repeat Last Action Insert Cut/Copied Rows and Columns Insert Hyperlink Here is a screen cast demonstrating each of these features. Read further below to learn more about these new features. F4 - Repeat Last Action: You can now repeat the last action you made on your spreadsheet by using the keyboard shortcut, F4. It is quite handy and helps you get your work

        • Need help getting my mail on iPhone and Tablet

          I need to access my Zoho mail via the iPhone Mail app. I have entered the login name, password and the incoming and outgoing servers, which my Mail Settings page says are imappro.zoho.com and smtppro.zoho.com. The iPhone keeps saying it cannot authenticate.

        • Add an background image to an email template in CRM

          Hi all, We wants to put an background image behind all our email templates. Is there a way to import this thru html. If i put the option background image in <body style="background-image:...</body> and i look to the preview it shows our background, but

        • Is there a way to show contact emails in the Account?

          I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

        • How do I bulk archive my projects in ZOHO projects

          Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

        • Copy contents of File Upload Field into Workdrive

          Hello, I have set up our CRM so that a Workdrive folder is automatically created for each Deal via workflow, this adds the id of the folder into a dedicated field. We also have a field on each Deal called 'Approved Layout', which is a file upload field.

        • Deleting a memorized email address

          How can I delete a memorized email address? Even though the address has been deleted from Contacts, Zoho mail still auto suggests the address when typing it into the TO field. Thanks!

        • ZeptoMail API

          Hello Since today, we experience issues with the ZeptoMail API. When trying to send e-mails using: https://api.zeptomail.eu/v1.1/email we receive the error: (503) Site unavailable due to a traffic surge. Please try again shortly. I kindly ask you to identify

        • 553 Relaying disallowed. Invalid Domain - gzkcompany.ro

          Hi there, Can you please assist me in getting the right domain settings? I just renewed my domain subscription, after expired and i got error: 553 Relaying disallowed. Invalid Domain - gzkcompany.ro Zoho mail can receive emails, but its impossible to

        • Not able to receive emails for a while

          I am not able to receive emails for a while now.

        • Confirmation requested: eligibility and process to downgrade to Forever Free — tenant bigbanghawking.com

          Thank you for your reply. I am testing Zoho Mail from Brazil with the tenant bigbanghawking.com (endpoint: mail.zoho.com) and we are currently on the Premium trial that expires 21/01/2026. Before deciding whether to pay or cancel, I need written confirmation

        • Zoho API v2.0 - get ALL users from ALL projects

          Hello,        I've been trying to work on an automatization project lately and I find it difficult to work with this strict structure. To be more explicit, if i would like to get all users participating in a project i would need to get all projects first.       Same thing with projects. If i want to get all projects, I would need to get all portals first.        The problem with this aproach is that it consumes a lot of time and resources.             I want to ask if there is another way of getting

        • الموقع لا يقوم بالسداد

          السلام عليكم ورحمة الله وبركاته وبعد من أمس وانا احاول السداد للدومين YELLOWLIGHT ولا اتمكن من السداد اقوم بتعبئة جميع البيانات ولكن دون جدوى يطلع لى حدث خطأ ما

        • Next Page