Email translation and summarizing by Zia | Zoho CRM

Email translation and summarizing by Zia | Zoho CRM

Dear Customers,

We hope you're well!

We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several clicks and scrolls for CRM users. Let's look at them!


Summarizing threads:

Email threads are conversations displayed in chronological order. This provides you the context of the correspondence in a single window. Although useful, even to skim the contents, you had to scroll to the bottom of the email thread.

Now, for a sales representative or a sales manager who is already managing several similar conversations, this top-to-bottom scrolling is sometimes an inconvenience; an accurate essence of these exchanges is what is needed.

That is why, at Zoho CRM, we are now providing the ability to summarize email threads. This means Zia can give you a summary or a highlight of the conversation in a transaction. Based on the severity, the user can prioritize their responses and actions.

Here are some pointers about summarizing email threads:
  • You can view the summaries directly from the related list.
  • The threaded email in the related list is indicated as an icon denoting stacked conversation in the UI for your identification.
  • Zia will give you the latest email summary, as well as the overall summary.
  • For detailed information, you can choose to view the email from the summary page itself.
  • As summaries, Zia just brings up the crux of the emails based on what is observed in the conversation. It will not create nor manipulate the emotions or tonality all by itself.
  • You can also pass on your feedback on these summaries using the thumbs-up/down feedback strip, below the summary.
  • Only threads in the English language will be summarized.

Translating emails:

Organizations that span across multiple geographies will have multi-lingual user and customer bases. To do business with them without the language being an impediment and to conduct fluid conversations, we have provided a native translation facility to every email in Zoho CRM. In a click of a button, all the contents in the display will be translated. It applies to composing emails, incoming and sent emails, and email threads. Because this is generated by Zia, the translation option is available to all users of Zoho CRM; you need not import any source file or AI key to translate.





Here are some pointers about translating emails:
  • Zia cannot translate abbreviations, jargons, and acronyms.
  • Native idioms will be translated as is. Zia will not translate/ transliterate based on the context.
  • Images in the email will not be translated. This is a text-only translating facility.
  • The language you set in your CRM is the default language. You can convert from and to up to 74 languages, including languages with RTL scripts.
  • Translating an email is a one-time activity. It will revert to its original language once you have closed the window. However, if you have translated an email draft to a different language, you can send that draft, and the translated script remains as part of the thread.

That's all there is to the enhancement. We hope these new additions to email intelligence will help you really "go" on the go without having to pause for context.

InfoRelease plan: These enhancements are available for all organizations in Enterprise and Ultimate editions in the US, EU, IN, AU, SA, and CA.
Help document: Zia for emails

That's all, folks.

Thanks and have a good one!

Kind regards,
Saranya Balasubramanian

    • Sticky Posts

    • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

      Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
    • Effortlessly analyze a report with contextual quick-view filter

      Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
    • Enrich your CRM data and keep them updated

      You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
    • Gamescope is leveling upto Motivator for Zoho CRM

      Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th
    • FAQs on Approval Process - Post your Questions

      Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to address
    • Recent Topics

    • Trying to setup a record to automatically create on a weekly basis

      Hello all, I need multiple records to be automatically created on a weekly basis. What I'm trying to accomplish is, I have a maintenance database where I track when I work on IT related systems. Every week on the same days I perform backups on systems
    • Set Mandatory Lookup Fields in Ticket Layout

      I added a custom module called 'Site' in the desk. I also added a lookup field 'Site' in the ticket layout. Now, I want the 'Site' field to be mandatory in the blueprint transition. How can I do that?
    • Custom Roles & Granular Permission Control in Zoho SalesIQ

      Hello Zoho SalesIQ Team, We appreciate the functionalities offered by Zoho SalesIQ, but we would like to request a crucial enhancement regarding user roles and permissions. Current Issue: At present, Zoho SalesIQ provides fixed roles—Admin, Supervisor,
    • Help with cookie code, utm variables are overwritten on every page load with new variables

      Hi all, My goal is to track the very first web page that a user visits, and store those utm values throughout all of the future visits until a lead form is submitted. That way, if a person is retargeted, I can still attribute the very first visit as the
    • Alignment of Company Information Page Structure in Zoho One and Zoho Desk

      Hello Zoho One Support, We appreciate the continuous improvements across Zoho products. Recently, Zoho Desk restructured the Company Information page into three distinct sections: Company Profile – Includes Company Name, Logo, Alias, Description, Website,
    • How to connect the Squarespace website with Zoho Thrive

      Our website is created using Squarespace. To boost our sales, I planned to do the affiliate program and I thought to integrate our website store with Thrive. but I don't see the Squarespace platform. if I choose the custom build, I have to generate the
    • Gravity Forms plugin not passing some fields

      I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problem
    • Introducing 'Queries' In Zoho CRM

      Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.
    • Is it possible to load a Module with a filter pre-applied by the URL?

      In many of the CRM related lists, there is limited sorting, and no filtering available. I thought of the idea of putting a Custom Button on a Related List that would take the user to that module, but PRE-FILTERED by the Account from where they were viewing
    • Weekly Tips: SecurePass For Extra Security

      Imagine sensitive data from your organisation sent via email is being accessed by unintended recipients. The sensitive data can range from Personal Identification Information to a tender quotation or a client’s NDA document. The unintended access could
    • Auto Copying an field from auto generated field in zoho crm

      I have products module in zoho crm, in which i have Part Number which is auto generated whenever the new product is created, i have made another field by name "SKU Number" i want that value of "Part number" should be auto copied to "SKU Number" whenever
    • Calling a function within another function

      Hello there, I have just found out that you can simply call up functions in other functions, regardless of the department. You can't create functions with the same name twice, even though you are in a different department. If you try it, you don't get
    • Related Record Bug

      Hi, Report a bug. Related record amount currency will display default currency (AUD) not the actual one (CNY). While if we click into the record and back, the currency will change to CNY (Correct). Then If we refresh browser, currency still show AUD
    • Introducing Social Toolkit

      Hi everyone, We're thrilled to launch Social Toolkit, a one-stop dashboard to help take your social media presence to new levels by letting you create aesthetic profiles and share content that your audience will actually enjoy engaging with. Social Toolkit
    • Zoho Forms - Shared Forms

      I chose SHARED FORMS and noticed "Enter atleast" needs a space to be correct.
    • Email Verification on Subdomain

      Hi, The latest guidelines for setting up an email newsletter are to set it up on a subdomain of your main domain so that if you get put in a spam block, it doesn't block all your company email. We have been trying to set this up and managed to get our
    • Posibility to add Emoticons on the Email Subject of Templates

      Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
    • How to display Motivator components in Zoho CRM home page ?

      Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.
    • Custom module - change from autonumber to name

      I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.
    • 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 .
    • Show Zoho Cliq Reminders in Zoho Calendar

      Hi Zoho Team, I hope you're doing well. We appreciate the existing integration between Zoho Cliq and Zoho Calendar, which allows meetings scheduled via Cliq to be displayed in the calendar. However, we’ve noticed that reminders set in Zoho Cliq do not
    • Pushing GCLID info from Gravity Forms to ZohoCRM

      We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the
    • 【Zoho CRM】アクセシビリティ向上機能リリースのお知らせ

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からアクセシビリティ向上機能をリリースしましたのでご紹介します。 アクセシビリティ向上機能とは? すべての人が快適に利用できるように、フォントサイズの調整、色覚サポート、キーボード操作の最適化など、18のアクセシビリティコントロールを提供し、ユーザーのニーズに応じたカスタマイズを可能にします。 概要動画はこちら(英語) 以下にて、本機能の一部を紹介します。 アクセシビリティ向上機能の設定方法
    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(2/27)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 2月開催のZoho ワークアウトについてお知らせします。 今回は久しぶりに品川にて「オフライン開催」します!! ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、
    • I want to change the threshold for data quality.

      The following error occurs in Zoho Data Prep. > The export was interrupted because the quality of the data set (88.147) is below the minimum quality (100) set. I want to change the data quality threshold, but where can I do this? Translated with DeepL.
    • Bulk change color of selected notes

      When I select several notes, I want to change their color, but there is no such function. I miss it.
    • 📣📣 Zoho Bookings - Feature Roadmap 2024

      Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in
    • Client Script | Update - Introducing Subform Events and Actions

      Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
    • Importing Attendees- Excel

      I would like the ability to import attendees using an excel file. Sometimes groups, such as schools have to sign up attendees through there system and then send my organization an excel spreadsheet. Right now there doesn't seem to be a way to import those attendees. If Backstage can export to an excel file it seems like a no-brainer that one would be able to populate that template and import attendees into Backstage.
    • Python Code: Calling "Deals" API results in 404 Error.

      Good evening, I wrote a small python code to scrape the data from a selected record and then copy the information I need into another website. We have renamed the "Deals" module to "Opportunities", however the API name remains as "Deals" which is fine.
    • Crear tarea CRM con recordatorio desde Zoho Flow

      Hola, estoy intentando crear desde Zoho Flow una tarea en CRM. Lo he logrado hacer pero sin recordatorio, ya que no se como se debe escribir el string adecuado. He probado varias alternativas, pero ninguna me funcionó hasta ahora. - FREQ=NONE;ACTION=EMAIL;TRIGGER=DATE-TIME:${FechaVto}
    • Bad change: Zoho Notebook Android app requiring Google Play Store login

      I have been a Zoho user for a decade or so, and a One subscriber for several years. There are always areas for improvement, but on the whole, I've been quite happy with it. A big part of my choice to go wtih Zoho is that I value data privacy, and try
    • Marking a Desk ticket as Unread after merge

      We have a custom script that runs against every new ticket and auto-merges it with any existing ticket that matches our criteria. That works fine but there is no functionality that reverts the newly-updated ticket back to an "unread" state. I found the
    • Need best practices and ideas for group calendars or personal calendar with group invite

      Please share your ideas and best practices to use Calendars. Here's the situation. Using a group calendar to hold weekly recurring meetings for the "Design Team" means that Design Team members can easily view/hide the calendar. However, it also means
    • Restrict Payment Methods

      Allow us to restrict certain payment methods specific for each customer.
    • Issue with Bin Locations and Stock Counting in Zoho Inventory

      Dear Zoho Support, We are currently experiencing a significant issue with bin locations and stock counting in our warehouse. Our warehouse is divided into 7 zones, each containing approximately 250 bin locations. When performing a stock count for an item,
    • How to block a WhatsApp user for sending spam

      Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq
    • Automatically create support tickets on a recurring basis

      As mentioned in this post, the idea of a recurring ticket is pretty valid. From time to time, we have to create repetitive tickets (like windows update tasks, restore simulation of backups, check firewall rules for unused entries, and so on). I guess this is a very important tool for Service/Help Desk purposes, so we doesn't have to create a internal schedule (on Microsoft Outlook or Google calendar) to remember to open a new ticket every week/month/etc.
    • Edit ticket number format or append to ticket subject?

      Is there a way to edit the subject in emails sent out from Zoho Desk? At the moment I get: [##123##] Ticket title But this is basically impossible to filter on in Gmail, as [ and # are classified as special characters, so can't be used in a filter. Ideally
    • Workflows being applied and the Large unwanted popup

      When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?
    • Next Page