1. Help is your go-to assistant for all things CRM—from answering simple how-to questions like "How do I create a workflow rule?" to guiding you through settings, configurations, and best practices. Whenever you're unsure about using a feature, just ask and let Zia walk you through it.

2. Actions help you get things done in CRM, whether it's generating a record or a note summary, creating workflow rules, or building reports—all from one screen.

For record and note summaries, simply start typing the record name and Zia will fetch related results that you can pick from.

When it comes to workflow creation, you can configure a wide range of supported actions, including assigning owners, updating fields, creating tasks or meetings, scheduling calls, adding or removing tags, triggering email notifications, converting leads, and even invoking custom functions or webhooks. These options ensure that your workflows are not only automated but also deeply customizable to suit different business processes.

 

3. Insights component is designed to answer data-related questions and help you better understand what's happening in your CRM. It retrieves relevant data and provides context-aware information. For example, you can say, "Show deal amounts by stages," and get a quick overview based on visible and processed data.

That's not all that's new—introducing the all-new co-creation mode: a guided, hands-on way to work alongside Zia while building reports directly within the Ask Zia chat window.