Introducing Bigin's latest AI features, built for the way you work!

Introducing Bigin's latest AI features, built for the way you work!

Hi Biginners!

In continuation of our AI journey that began on mobile and grew with the MCP release, we're bringing AI features right inside your Bigin web interface, where it makes the most impact for your business.

At Bigin, we believe in building features that are not only essential for small businesses but are also easy to use. Features that fit right into your day-to-day operations without disrupting the way you already work.

Our new AI features are a true reflection of this. We've focused on meaningful capabilities that enhance your workday and free up time for what matters most, whether that's closing more deals or building deeper, more meaningful connections with your customers.

From fully automating email replies with Zia Agents to introducing granular deal summaries that keep you on top of every opportunity, we've rolled out a host of features designed to make your daily life smoother, without requiring a steep learning curve or a complete overhaul of how you operate.

Let's dive in!


Assistive AI: Existing features, enhanced with Zia

Email Assistance

Bigin already made things easy by letting you bring your inbox into your CRM, and now it writes your emails for you too! Simply open the email composer in any deal or contact record, tell Zia what kind of email you want, and it will generate the email along with the subject line. You can also adjust the length and tone to suit your needs.

Ask Zia to Write


Prefer to write your own emails? Zia has you covered there too. Use it to rephrase, adjust tone, translate content, shorten text, or even proofread your emails before hitting send.

Proofread emails with Zia

Please refer to this help document to know more about these features.

Smart Summaries

Running late for a meeting? Did a team member just hand over a deal to you? Is your boss asking for a quick update on a customer? No need to worry!
With our strategically placed Summarize buttons, you can get Zia to summarize email threads, WhatsApp conversations, notes, and entire customer, lead, or deal records in seconds, giving you complete context right when you need it.
Email Summary
Record Summary
WhatsApp Summary
Notes Summary
Know more about this feature from this help document!

Zia Agents: Your AI-powered digital employees!

Reply Assistant: Engage customers with accurate and quick responses

If you've already set up an Email-In address for your customer-facing teams to capture incoming emails, we're taking things a step further. Reply Assistant will instantly respond to sales, support, product, or general inquiries your customers send to your email alias.

You can train the agent with your own data to deliver responses that match your brand's tone and style, specify whether it should work around the clock or only when your team is offline, and choose whether it should send emails automatically or let you review and send the generated response yourself.
Reply Assistant

Churn Analyzer Agent: Identify what's holding your sales team back

You just lost a deal. Was it because of delays in your responses? Extended negotiations? Or was the prospect simply not interested?

The Churn Analyzer kicks into action as soon as a deal is lost, carefully scrutinizing past interactions including emails, notes, calls, and activities to identify the reason behind it and share those insights directly with the sales rep.

Churn Analyzer

CrossSell Genie: Capitalize on your existing customer base

Whenever you successfully close a deal, CrossSell Genie leverages its deep understanding of your product and service offerings along with past purchasing patterns to identify potential cross-selling opportunities. It then automatically generates and sends a recommendation email to the customer, or saves it as a draft for your sales rep to review and send.

CrossSell Genie

Head to this help document and start setting up your agent now!

The three agents above are just the beginning! With Zia Agent Studio, you can build your own custom AI agents tailored to your business needs and deploy them inside Bigin using Zoho Flow. Whether it is a follow-up agent, a lead scoring agent, or something unique to how your team operates, the power to build it is now in your hands. Check out this help document to get started.
Info
Note: These features are available on Premier, Bigin 360, and Zoho One plans in the US, IN, and AU DCs. EU DC support is coming soon with Bring Your Own Key (BYOK) support! 

Previously launched AI features you should know about

Zoho MCP for Bigin: You can now securely connect AI tools like ChatGPT, Claude, Windsurf, and VS Code with Bigin to get detailed insights about customers and deals, perform actions inside Bigin, and manage tasks across multiple apps with simple instructions.

AI for Apple Users: Apple users, this one's for you! We've leveraged Apple Intelligence to bring smart, AI-powered daily to-do lists, interactive call transcripts, writing assistance, and record segmentation to your iPhone, iPad, and Mac.

AI for Android Users: Android users, we haven't forgotten you either! Leverage Galaxy AI for smart writing assistance and email translation, and enjoy on-device Gemini Nano reply suggestions for your WhatsApp conversations.


And that brings us to the end of this AI feature roundup! Please check them out and share your feedback in the comments!

Also, we're not done yet. Zia-powered translation, transcription, mass mail designer, and more are on their way. We'll keep you posted as and when they roll out!
    • Recent Topics

    • How to add custom lookup-type field to meeting module form in Zoho CRM

      We need to have a lookup field to a custom module's record in Zoho CRM. But it appears that look-up fields are not enabled in Meetings/Events module in Zoho CRM. How do I design/implement a custom look-up type field that will lookup records from custom
    • AI-Powered Automation for Repetitive Tasks

      Incorporating AI into Zoho People can streamline and automate repetitive administrative tasks, boosting productivity and efficiency. Automate Data Entry: Use AI to auto-capture and input data from emails and forms, reducing errors. Schedule Management:
    • Rotate an Image in Workdrive Image Editor

      I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload
    • [IDEA] Bring Layout - Conditional Rules and Client Scripts to Zoho Books

      The problem We run Zoho Books with two e-invoicing integrations: myData (Greek tax authority, AADE) and PEPPOL (EU e-invoicing). Between the two, our Invoice form carries a large number of custom fields — document type codes, VAT exemption categories,
    • Last four Digit field in Zoho Payment Received

      One of our client's payment received doc has Notes, Last four digit and Transaction ID fields set, I couldn't find api parameter for these fields in the documentation... when I checked the site, it's not custom fields as well. where do i find it, any
    • Automatically remove commas

      Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom
    • Show my cost or profit while creating estimate

      Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .
    • Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early
    • Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

      Hello everyone, Availability: This feature is now available for all users. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built to guide our teams through form-filling by showing the right information to the
    • Previewing attachments in email composer (Zoho CRM)

      When I am sending an email from a contact's record, when I am in the compose email screen, if I add an attachment to the email, I cannot then click on the attachment to view it to see if it is in fact the correct attachment before sending. In Outlook I can do this. Can you please look into incorporating this into future updates?   Thank you, Bianca.
    • Lookups and Custom Modules

      I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship
    • can't access zoho account

      I can't log in to my zoho account, can you help me
    • Auto sync Photo storage

      Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks
    • Has anyone integrated Zoho with Go High Level (GHL)? Looking for guidance

      Hi everyone, I’m exploring the possibility of integrating Zoho applications with Go High Level (GHL) and wanted to check if anyone in the community has experience with this. Specifically, I’m interested in understanding: Whether a direct integration is
    • Updating Unit Code for New Item Creation, Quote and Invoicing is so inconvenient

      The Zoho Team has implemented many updates, but these updates should be optional. Before rolling out any new feature, they should already have a solution in place that allows users to remove or disable it if they choose not to use it. Just yesterday,
    • Item/service subtotal

      Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
    • The reason I switched away from Zoho Notebook

      My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital
    • I want to prefill CRM Account information using the GSTIN of the Customer

      Currently i need to add account details manually in zoho crm and when it syncs in zoho books manual working needs to be done. Whereas in zoho books i can prefill the customer details using the GSTIN which is great feature. Can the same be enabled for
    • #5 Is This Actually The Right Tool For Me?

      Day 5: Before Meera brought six months of business history into Zoho Invoice, she stopped and asked herself a very sensible question: Is this actually the right tool for me? It is much easier to ask that now than after moving all your data. The Usual
    • Timesheet entry and comment on the actual timesheet

      Dear madam/sir, It would be really helpful if we could add an option to comment on a specific timesheet entry, after the employee logs a time-log. Would that be possible in the future? Or can you suggest another way to do this?
    • OpenAI Is Moving to the Responses API: Here's What It Means for SalesIQ

      OpenAI has deprecated its Assistants API and is moving to the Responses API. If you're using OpenAI Assistants with SalesIQ, you may be wondering if you need to make any changes to your existing setup. You don't. SalesIQ has already taken care of the
    • Need Native Support for docx files in Zoho Writer

      Absolutely love Zoho Writer, but often need to share files by email with people who are in the Office ecosystem. Downloading a file as docx, then sending it by email, getting the comments back, converting it to Zoho format, editing it, then converting
    • CRM integration issues

      hi Just start testing Campaigns. Read up on up on these issues but can not find an answer. I am super admin. 1) its only showing 1002 contacts, I have a 2500 plan which is confirmed in dashboard. I says it sync'd 1400. I've looked at missing contacts,
    • What's New in Zoho Expense: Integrated Business Travel and AI-Powered Expense Management

      This release brings a wide range of updates across Zoho Expense, including new AI-powered capabilities, enhancements to corporate cards, expense management, audits, and more. Keep reading to know how the new updates can transform your travel and expense
    • ChatGPT Plugin / MCP Server auth error

      Hi all I'm trying to connect the ChatGPT plugin for Zoho CRM but after username stage of the auth process, I get this error from the URL https://mcp.zoho.eu/mcp-client/ {"error_description":"Invalid request url, Request is not as per defined in oauth
    • Project Management Platforms for AI Agents: What Matters Most?

      Zoho Projects is already going beyond basic AI assistance with MCP, AI Bridge, and integrations that let AI models access project data and perform actions. That raises an interesting question: what should a project management platform for AI agents actually
    • 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
    • Sync workdrive feature inside ZohoCRM

      Hi, I'm exploring the new workdrive/ZohoCRM connector released by Zoho to replace the free extension workdriveforCRM which is decomissioned https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm I'm rather upset with this long awaited feature,
    • Adding Custom Status Options in Work Order Action Menu

      Hello FSM Team, We would like to inquire if it is possible to add more custom options in the Work Order action/status dropdown (e.g., Cancel, Terminate, Non-Billable, Void, etc.). Currently, the available options are limited, and we are unable to customize
    • Timesheet Task Icons

      In the image below which shows the task field drop down when creating a timesheet against a project and task. What do the icons mean the the right side column against each task? I can't find any documentation or guide that explains what the no entry sign,
    • Open Records in a New Browser Tab

      Hi FSM Team, Just a suggestion: It would be helpful to have a right-click → Open in New Tab option in FSM, similar to CRM. This should ideally work for any clickable record or module, allowing users to open multiple records in separate tabs without losing
    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
    • Marketing Tip #18: Make your online store mobile-friendly to improve traffic

      Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps
    • Cannot add note to record on mobile

      In the latest version of the mobile app - if a record already has notes associated with it - you can add a note via the mobile app - if a record does not have previous notes there is no way to add a new one - it allows me only to send email
    • Dashboards for Customers

      Is it possible to build dashboards for each customers in the community for their tickets?
    • Custom color coding for your entities

      Our brains are fine tuned to recognize colors before any text or shapes, making color coding a powerful tool to organize data and find items quickly. Color coding of our day-to-day work help with quickly processing the information, reducing cognitive
    • The Social Wall: August 2026

      Hello everyone. Welcome to the August 2026 edition of The Social Wall. This month, we're bringing you updates that make it easier to reach your audience, manage more channels, and streamline your publishing workflow. Here’s what’s new. WhatsApp bulk messaging
    • Check out in Meetings

      Why there is no check out in Meetings of Zoho CRM, very difficult to track
    • How do I get to "Admin Panel"

      I just started a Cliq account. I am the sole administrator. As I read the documentation, I keep seeing reference to an "Admin Panel". I see no way to access this from my Cliq account. How do I access this panel?
    • 【初開催! オンライン】Zoho Campaigns メール配信の基礎・活用勉強会を開催します! 10/15 参加無料

      ユーザーの皆さま、こんにちは。 Zoho コミュニティグループの中野です。 Zoho ユーザーコミュニティ初となる、メールマーケティングをテーマにしたオンライン勉強会を開催します! ▶︎イベント詳細・参加登録はこちら 今回取り上げるサービスは「Zoho Campaigns」です。 「Zoho CRMとZoho Campaignsのどちらからメールを配信すればよいか分からない」 「一斉配信はできるようになったけれど、現在のリスト管理や設定が正しいか不安」 「メールを送るだけで終わり、配信後の改善につなげられていない」
    • Next Page