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

    • Zoho Books "Update" Trigger for Zapier?

      Hi Zoho Team, I've been in talks with Zapier about using their services to connect my Zoho Books account to various apps, but I require an additional trigger beyond the "New" trigger. I require an "Update" trigger, which will allow me to filter and create Zaps only when certain conditions are fulfilled on the Zoho Books end before I automate a separate app. Specifically this will help me create invoices in QuickBooks Online only when payments are recorded in Zoho Books, rather than when a new invoice

    • How to prevent editing of closed tickets in Zoho Desk?

      I would like to confirm whether it is possible to completely prevent agents from editing tickets once their status is set to Closed. Is there any configuration, permission, or best practice in Zoho Desk to ensure that closed tickets remain read-only and

    • Zoho Desk Limitations

      Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I

    • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

      I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link

    • how to undoreconciled transaction

      how to undo reconciled transaction

    • Zoho Sign for Zoho Projects

      Documents authorization and validation with signature is now easier in project management with Zoho Projects' Zoho Sign extension. Sign documents or send them for signatures directly from tasks and issues using Zoho Sign extension in Zoho Projects. Extension

    • Deluge Learning Series – Best Practices in Deluge | December 2025

      We’re excited to bring you the next session of the Deluge Learning Series, focused entirely on writing cleaner, faster, and more reliable Deluge code. In this edition, we’ll dive deep into the essential best practices every Deluge developer should follow

    • Associate a Contact to a Campaign using deluge?

      If I want to add one record to another related list, which zoho function do I use? zoho.updateRelatedRecord is not it I don't think.  I simply want to take a "Contact" and associate it to a "Campaign" using deluge.  Can anyone help? contactId = 5122008000000796037;

    • Add "Groups" above "Users" in the Zoho Forms Left Menu

      Hi, We have Groups but you have to go to a Form and Share or use the Directory App to manage them, please add "Groups" above "Users" in the Zoho Forms Left Menu so you can manage them in 1 place within Zoho Forms too. Thanks Dan

    • Zoho Books | Product updates | October 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

    • 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,

    • Zoho CRM Reports Module on Mobil App

      I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.

    • Inquiry on Help Centre Tab Customisation

      Hi Zoho team, I’m wondering if it’s possible to further customise the Help Center tabs, specifically the descriptions under Knowledge Base, Community, and Tickets. While the current setup allows customising tab names, being able to tailor the descriptions

    • Passing a form object to a function

      Suppose I have a sort_order field in multiple tables and I want to increment it by +1 onCreate of a new record. Is there a way to pass the form object as an argument into the function to keep things DRY? The following function from Zia works, but I'd

    • Can you copy and paste a page within a form?

      I have been looking at trying to copy/duplicate a whole page within a form. I can't see how I can do this without having to add all the data in again. This is very time consuming. Any help would be great.

    • Unable to sort as Descending order

      Trying to change the sort order for a lookup field (checkboxes) from Ascending to Descending and keep getting an error in Deluge that the order must be Ascending Did anyone ran into this? Thanks Eyal

    • How do I copy an email message to one or more other folders?

      I can move a message to another folder using the "move to" option but I can't figure out how to copy a message. 

    • New feature request: Allow copy of email message to another folder

      Hello Zoho team, This is a suggested new feature to allow copy an email message to either another folder or the same folder. Within the same Zoho account. This is not a support request about "label". This is a suggested new feature to allow copies of

    • Creator Simplified #11: Create a custom button to download files

      Hey there! This time, let's see how to create custom buttons to download the files uploaded in the file upload field. Sample use-case A training app has a module that provides the materials for all the available courses. Students can click on the corresponding

    • Hide horizontal lines at bottom of form

      Hi I have a page with 3 forms embedded in html snippets. On each of the forms I can hide the submit button easily but I am left with the horizontal lines that bound that section and I cannot figure out to remove them (see below for the two sets of horizontal

    • Autosaving of Form Field

      HI can anyone suggest a way of autosaving or simulating an autosave function for a specific field in a form. The story is as follows. I have a bunch of technicians who write notes on how they do a repair. Sometimes they write for a couple of hours the troubleshooting process. If they click incorrectly, press ESC, Cancel or the browser crashes the information is lost which can be heartbreaking so my guys use notepad and then copy the information in. The only way around this is to click submit on the

    • Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long

      Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-End

    • Pricing calculator

      Alright, so I'm trying to create a pricing calculator/pricing report generator to use in a cabinet shop. I did all the logic and such, and the calculator works. I have a few other things that I would need it to be able to do though, I'll do my best to

    • Bug Details

      In the Bug detail the milestoneid is missing

    • Is there a way to make a button scroll down?

      Looking to have a button on a landing page scroll down to another section on the page. Any recomendations outside of coding?

    • Stop completed task lists from disappearing?

      Is there any way to stop projects from making tasks lists disappear when all the tasks in the list are completed? That's one of those little things where we're constantly fighting the product. For instance we have some projects which are ongoing - no start and end date. We use Kanban view to show the various task lists. We don't want the kanban list to disappear every time the items on it happen to be closed out. Thanks

    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

    • Booking outside of scheduled availability

      Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

    • Operation Questions.

      Hello, I hope you are well. To explain a little, we are a company that sells services and products with a technical team responsible for installation and maintenance. Zoho FSM can be useful for the technical team, namely for the technical coordinator

    • Update date & time when a cell is edited

      Hi All, I am desiring to have a cell update with the current date and time when another cell is edited. Any ideas?  Thank you

    • Add "Groups" to "Share With" on Reports & All Entries

      Hi, On Forms we can share Publicly, with Specific Users And/Or Specific Groups or All Users. With Reports and All Entries we lack the "Groups" option, please add this as with many users this saves a lot of work. Thanks Dan

    • Add Pause / Resume Option to Zoho Quartz Recordings

      Hi Zoho Team, We would like to request an enhancement to Zoho Quartz recordings: the ability to pause and resume an ongoing recording. Current Limitation: At the moment, when recording an issue with Zoho Quartz, the recording continues even when we are

    • Custom Fields Not Showing Up in Invoice PDF Template Document Information

      I have added 2 custom fields under Sales > Invoices > Manage Custom Fields. They are set to show in all PDFs. However when I am editing my Invoice PDF template, i do not see the custom fields under Document Information.

    • ZOHO Books

      Hi there, Why after I upgrade my Zoho invoice > Books then i wanted to add plugin which i cannot do. Please advise.

    • How is Your eCommerce Experience w/Zoho Inventory?

      First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to

    • Simplify Mass Replies with Predefined Templates and Snippets

      Hello everyone, We are happy to introduce a new enhancement to Mass Reply that helps agents respond to customers quickly and consistently. With the addition of Email Templates and Snippets in the reply window, agents can use predefined messages while

    • Mapping custom fields from one module to another

      I have a custom field, "Subscription Period" that appears as a required field in every Opportunity (Potential). I want that field to appear on any Quotes derived from that Opportunity (and have created a custom field of the same name in Quotes for that

    • The Social Wall: November 2025

      We’re nearing the end of the year, and the holiday season is officially kicking in! It’s that time when sales peak and your social media game needs to be stronger than ever. We’re back with exciting new updates across AI, analytics, and the mobile app

    • How to update Multi File upload field

      Assume that i have a multi file upload field,how can i update the same field again?

    • Customer Address Not on Standard Invoice when Address is on Contact Record

      Hi,  I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does not

    • Next Page