Supercharge your operator productivity by leveraging the power of OpenAI in Zoho SalesIQ

Supercharge your operator productivity by leveraging the power of OpenAI in Zoho SalesIQ

Heads-up: The OpenAI integration is currently available only for users in (US, IN EU, AU and JP region). We will be rolling it out to other regions soon.

From complex neuroscience to simple note-taking, AI has seeped through every part of human lives, and we can only assume it is to stay with us and become a part of our lives moving forward. AI has revolutionized how businesses operate; many companies have already implemented AI in their core operations, saving hundreds of hours and tens of thousands of dollars due to its effectiveness and efficiency. 

When we implemented AI features in Zoho SalesIQ, we had to prioritize functionality and reliability over features that are merely trendy. So, for this first phase, our focus was customer support.

Here are the features that have been enhanced by AI:

Become a better scriber with AI  

We have introduced a new module in the operator chat window called Writing Assistant powered by OpenAI. Using this, your operators can send better responses to customers. Proofreading is one of the most tiresome jobs, but with the Writing Assistant, you can quickly proofread for spelling, grammar, and tone.

 

What can it do?
  • Rephrase - Paraphrase to enrich the message.
  • Shorten - Shorten the message to make the content crisp.
  • Expand - Make the message longer to offer a more comprehensive explanation.
  • Revise - Checks of grammar and spelling errors in the message.

Conversation summary for quick understanding and recap  

Our new feature Summarize powered by OpenAI, will help you get a condensed overview of the entire conversation in actionable points.
 

How can this help?

  • Get a quick overview or recap of the conversation. Operators can skim through previous conversations to contextual assistance.
  • Admins and analysts can now skim through customer chats 10 times faster.
  • It can mitigate the need for operators to make conversation overview notes for admins, allowing them to focus on noting down critical drivers. 

Quick Tag Suggestions for Better Classification

Tagging can be one of the most compelling features of Zoho SalesIQ when categorizing your conversations. Using Tags, analysts and admins can get in-depth insights into the conversation; it can also be used to understand customer behaviors and trends at a glance.

But manually tagging all the conversations can be tiresome, even more so if you have many untagged chats and want to add tags.



With the tags generation feature, OpenAI can analyze conversations and assign tags to them. You can choose one or both of these options for tag generation.
  1. Generate and suggest tags - This option allows you to generate new tags or assign existing based on the conversation and assign them with the help of OpenAI.
  2. Auto-assign tags - This option automatically assigns tags based on the conversation once ended.
Power Up Your Chatbots with ChatGPT  
​

Take your chatbots to the next level and give them a boost by connecting them directly with ChatGPT, allowing your users to communicate directly with the AI. This feature can enrich your automated conversations by allowing users to ask general questions about your business domain or questions that are outside your area of expertise. With AI in the picture, your chatbots can become smart assistants that keep your visitors engaged.

Here is an example on how you can use the block in your chatbot:

Assuming you run a car retail business, you can set up the this block to help visitors with general questions about cars or how they work. ChatGPT can intuitively assist your visitors with these questions.




With features like the Writing Assistant, Summarize, and Tag generation, businesses can improve efficiency, accuracy, and personalization. As AI technology improves and becomes more reliable, we will be looking forward to further automating features of Zoho SalesIQ.

We hope that these features would add great value to operators and admins and to provide optimal support for your users. We are not stopping with this, as AI evolves and becomes more reliable we will be adding more AI based features or core functions of Zoho SalesIQ. Until then, please use this integration and let us know your suggestions. We are happy to hear back from you.

Get Started Now


Caution: Please be aware of the privacy concerns of using OpenAI. We prioritize protecting user data and encourage users to read more about OpenAI privacy policies. Read More.
 
Regards,
Naveen 




        • Recent Topics

        • User

          If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?

        • Adding a new section to the related details sidebar when creating a new ticket.

          Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring

        • Displaying only unread tickets in ticket view

          Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

        • One Contact with Multiple Accounts with Portal enabled

          I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

        • Is Zoho Shifts included in the Zoho One plan?

          In case the answer is no: there's any plan to make it available via One? Thank you

        • Zoho Tracking Image location

          So we've been having an issue with tracking email opens. Specifically in Gmail. Our emails are not that long either, maybe 4 sections of image/250 characters of text/button per section.  But all my test accounts I used via Gmail we're showing opens. But then come to find out the tracking image is at the very bottom of the email. So If the message is clipped (It always just clips our social icons on the bottom) and the user doesn't click the show more button it never tracks the open.  Looking at other

        • Creating an invoice to be paid in two installments?

          Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

        • Zoho Tables is now live in Australia & New Zealand!

          Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho Tables

        • Delivery and handling of documents e-stamped using Zoho Sign

          Hello everyone! Zoho Sign makes it easy to pay non judicial stamp duty online and automatically attach the digitally generated e-stamp challan to electronic documents. We also manage the delivery of physical e-stamped papers. We periodically receive these

        • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

          We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update

        • Sortie de Zoho TABLE ??

          Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

        • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

          We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates

        • Drop Down Value

          Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.

        • Zoho CRM's mobile apps: A 2025 Recap

          2025 marked a year of steady progress for Zoho CRM's mobile apps. We rolled out several updates and features to improve usability and make everyday CRM work a lot easier to manage. Here’s a look back at some of the key releases from 2025. Android releases

        • Facebook follower count doesn't match FB Analytics

          Hi all, I am wondering if anyone else has issues with follower counts for Facebook not matching FB's native analytics tool. On the Zoho dashboard, it's showing 1,007, but FB shows 1,060. All the other channels match up. Any insights are much appreciated!

        • Meta and Facebook data report discrepancy

          I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way

        • Unlocking New Levels: Zoho Payroll's Journey in 2025

          Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.

        • Can I export all attachments from Zoho CRM?

          Can I export all attachments from Zoho CRM?

        • Community Digest — Noviembre y Diciembre 2025

          ¡Hola, Comunidad de Zoho en Español! Cerramos el año de la mejor forma con nuestro último Community Digest de 2025, donde podrás encontrar las últimas novedades de nuestros productos. ¿Todo listo para empezar 2026 con el mejor pie? ¡Vamos a ello! Zoho

        • Zoho Projects Plus’ 2025- the year we launched

          We’ve been building project management tools for the past 19 years, and a question we often hear is: Different teams in our organization prefer different project management methods; while the development team prefers agile, the marketing and sales teams

        • Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

          Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). Impacted

        • How do you print a refund check to customer?

          Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

        • Company Multiple Branch/ Location Accounting

          Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho  Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737

        • Zoho Books Invoices Templates

          It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in

        • Email Administrators! Join our tips & troubleshooting series

          Greetings to all the admins out there! This announcement is exclusively for you. As we step into the New Year, we’re excited to start a dedicated series of admin-specific tips curated to support you. These posts will help you overcome everyday challenges

        • Deprecation of the Zoho OAuth connector

          Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector

        • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

          Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn

        • Import Function: ONLY update empty fields

          When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update empty

        • Begin the year with best practices in the Zoho Desk mobile app : Part 2

          In focus: Optimizing collaboration and supervision Let's begin 2026 with Part 2 of our tips series on driving your ticketing operations at your fingertips. In Part 1, we explored streamlining operations within tickets. This helped individuals at Omniserve

        • How to update "Lead Status" to more than 100 records

          Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

        • JWT Token authentication problem that sometimes generates infinite redirect loops

          Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle

        • ZOHO Work Drive Back Up

          I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

        • ZOHO Reports - Filter Logic?

          Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark

        • Scanned Doc - selecting Item overwrites Rate

          I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it

        • Recruit API search

          Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",

        • Saving reading position + Keep screen on

          While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.

        • Multiple Vendor SKUs

          One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for

        • Zoho LandingPage is integrated with Zoho One!

          Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

        • Android app sync problem - multiple devices have same problem

          Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the

        • How can i resend a campaign to only one of the recipients on the original campaign

          How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike

        • Next Page