Advanced factors for multiple scoring rules: Now with Zia scoring automations for all modules

Advanced factors for multiple scoring rules: Now with Zia scoring automations for all modules

Greetings all,

We're happy to offer improved scoring features by adding extra scoring factors, including Zia Scores, in our multiple scoring rules (MSR) feature. These new factors—which empower existing traditional scoring factors—include criteria for different communication channels, and thus enable businesses to delve deeper into customer behavioral insights. This update introduces the ability to capture VoC data through Zia and assign scores based on sentiment, intent, competitor mentions, and more.

Additionally, we're rolling out a major enhancement to Zia Scores: Now, Zia Scores are merged with other scoring rules and can be used to set automation triggers across all modules.

What's new?

  • Scoring Rules under Automation now includes Manual score and Zia Score. This new user experience keeps both the standard score and Zia Scores under the same roof so you can handle all scoring factors easily.

  • Using manual scores, businesses assess prospects according to scoring rules that consider behavior, demographics, and other key details. Previously, we offered a much more limited number of scoring rule factors and conditions. Now, we've extended the number of channels, factors, and operators available in order to make scores more robust. On the scoring configuration page, you can only define rules for features and integrations that are enabled.

  • Zia Scores now include a variety of scoring types, such as health scores, engagement scores, follow-up scores, field attribute scores, and conversion scores. This flexibility enables businesses to tailor the scoring mechanisms to align with their processes better, enhancing decision-making and outcome prediction.

This feature extends the power of Zia's AI-driven insights across all modules and improves Zoho CRM's adaptability to diverse business needs. 

Manual Scores

Let's look at the enhancements to manual scores in detail:
  1. The MSR feature now includes VoC Insights as a separate channel, which provides users with a deeper understanding of each record's interactions by setting conditions and points based on VoC.

  2. To a few channels—like surveys, emails, help desk, phone, and social media—we've added AI factors like sentiments, emotions, intents, and insights, all captured through VoC. This overcomes the previous limitation of traditional CRM metrics lacking VoC data.

  3. Scoring rules provide additional operator options, such as setting criteria for specific time frames, checking number values, and more. For instance, you can add 10 points specifically for those who attended calls in the last 20 days.

    Operators determine how rules should operate for the points being added or subtracted.

  4. We've combined factors listed under Email and Email Insights into one channel—Email—to avoid confusion.

Please refer to the table below for the consolidated list of the new factors against their respective channels: 

Channel

New Factors

Business message

Incoming message

Sales IQ

Each SalesIQ chat missed

Calls

Each call made

Call attended

Call unattended

Call received
Call missed

Call duration

Call sentiment
Call intent

Call emotion

Call keyword

Desk

New ticket

New rating

Ticket escalated

New comment

New response

Ticket overdue

Mention

Sentiment

Intent

Keyword

Email

Total emails received

Competitor mentions

Competitor mention count

Keyword

Sentiment

Intent

Emotion

Survey

Sentiment

Intent

Keyword

VoC Insights

Record sentiment

Record intent
Record keyword

Competitor mention

Competitor mention count

Churn out

Deal Insights (VoC)

Closed won

Closed lost



Notes
Notes: 
  • You can only set scoring rules for features whose integrations are enabled, except for Calls and VoC Insights.
  • Any new record that meets the scoring criteria will not be affected by scoring rules that are no longer active.
  • When a signal is disabled in a scoring rule, any data or insights related to that specific signal will no longer contribute to the scoring calculation.
  • The scoring system continually resets scores for records based on each customer's most recent activity and engagement. This ensures that the record's score is up to date and reflects the latest customer interactions.
  • If the rule configuration includes duration-based factors like "IN LAST 15 days," old records will be automatically updated by default.

Info

Availability

DC: All DCs

Note:
  • VoC dashboards are accessible to Enterprise, Ultimate, CRM Plus, and Zoho One organizations with 15+ user licenses. Early access is also open to EU, AU, IN, and US DC registered organizations. Accordingly, VoC insights are available only to these organizations.
  • Zia Call Intelligence is accessible only to users in the US, EU, IN, CA, and SA DCs. Accordingly, scoring factors that depend on Call Intelligence are only available to these DCs.
Edition: Enterprise | Ultimate
Release plan: This enhancement to manual scoring rules is released to all DCs.
That's everything about Manual Scores under Scoring Rules.

Zia Scores

Let's look at the enhancements to Zia Scores under Scoring Rules in detail.

Zia Scores, which was previously located under System Recommendations, is shifting to Scoring Rules. We've introduced the field "Type," where you can choose to set either manual or Zia Scores while creating a rule.











Types of Zia Scores



























Zia Scores are classified into five types:

  • Field attribute score: This record score is automatically calculated based on the selected module's fields and the data in the record. It assesses the relevance, completeness, and accuracy of the data presented in those categories.
  • Conversion score: For modules that have customer journey-based use cases (like Leads or Deals), the customer's conversion score is created by taking information from all the chosen related modules' data.
  • Engagement score: Engagement scores use data from selected and related modules: Calls, Emails, and Meetings. Determining a customer's engagement score involves considering the level of interest the customer has, as sourced from incoming signals.
  • Follow-up score: A salesperson's follow-up score assesses the timeliness, relevance, and impact of their follow-up communications or activities.
  • Health score: Health scores for a customer's relationship with a business are for modules that don't depend on the record's definitive journey. Every touchpoint is taken into consideration, whether it's products purchased, deals made, communications made, tickets raised, or campaigns launched. It also considers customer engagement and user follow-up interactions.

Training data

Training data enables Zia to identify meaningful patterns by comparing ideal and non-ideal records and assigning scores accordingly. It's important to establish criteria for these conditions (training data) for the records. Training data is a mandatory requirement to generate conversion and field attribute scores.

Limitations

  • Zia Scores will not automatically apply to old (already existing) records. It applies to any existing record only when the record is edited after enabling Zia Scores.
  • In manual scoring rules, a pop-up appears asking if the rule should apply to only new records or old records as well. For Zia Scores, by default, the rule applies to all new records added from the day after creating the rule.
  • In the Enterprise edition, the limit is five scoring rules per CRM account.
  • In the Ultimate edition, the limit is 10 scoring rules per CRM account.

Availability

DC: All DCs
Editions: Enterprise | Zoho One | Ultimate | CRM Plus
Release plan: This enhancement is released to all customers of all DCs. (Updated on 30th, July 2025)

That's everything about the enhancements to Zia Scores. Feel free to share your questions and suggestions as comments. 

Help resources

Regards,
Fiona


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ








                                ご検討中の方

                                  • Recent Topics

                                  • Unable to enable tax checkboxes

                                    Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,
                                  • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                    Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
                                  • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

                                    Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have
                                  • ZohoSign and ZohoBooks Integration/Workflow

                                    Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one
                                  • Manage monthly tasks with projectsf

                                    Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will
                                  • Zoho Suite is very slow

                                    Since today Zoho is incredibly slow over all applications! What's going on?
                                  • Field Dependency Not Working on Detail Page in Zoho Desk

                                    Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
                                  • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

                                    When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working
                                  • Combine and hide invoice lines

                                    In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design         $1000 (total of lines below, the client can see this line) Graphic Design           $600 (hidden but entered to reporting and
                                  • Option to Disable Knowledge Base Section in Feedback Widget Popup Hello Zoho Desk Team

                                    Hello Zoho Desk Team, How are you? We are actively using Zoho Desk and would like to make more use of the Feedback Widget. One of the ways we implement it is through the popup option. At the moment, the popup always displays the Knowledge Base section,
                                  • Transaction Locking with the dynamic date

                                    Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today
                                  • Zoho Devops

                                    We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing
                                  • Fuel up your sales with the Zoho SalesIQ + Bigin integration

                                    Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's
                                  • Dealing with API responses where integers have more than 16 digits

                                    Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is
                                  • Add a 'Log a Call' link to three dot icon in Canvas

                                    Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and
                                  • Collaps Notes

                                    There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note
                                  • Introducing AI-powered Assessments & Zoho's native LLM, Zia

                                    We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring
                                  • Ability to Reset Visitor Fields During an Active Chat Flow

                                    Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person
                                  • The Social Wall: August 2025

                                    Hello everyone, As summer ends, Zoho Social is gearing up for some exciting, bigger updates lined up for the months ahead. While those are in the works, we rolled out a few handy feature updates in August to keep your social media management running smoothly.
                                  • External ID in Zoho CRM

                                    Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need
                                  • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

                                    With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
                                  • Aggregating the First Value in the Group By of a dataset

                                    Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.
                                  • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

                                    Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements
                                  • Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

                                    We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go
                                  • Admin Control Over Profile Picture Visibility in Zoho One

                                    Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture
                                  • How can I track which zoho users are actively using Zoho CRM

                                    I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity
                                  • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

                                    In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple
                                  • Track Zoho Campaign and Workflow sales impact

                                    I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase
                                  • Zoho / Outlook Calendar sync

                                    The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."
                                  • Tables for Europe Datacenter customers?

                                    It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
                                  • What is a line break code for zoho?

                                    Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something
                                  • Automatic Project Owner change

                                    Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team
                                  • Button to add product to cart

                                    Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?
                                  • Problem with Submit Button Design

                                    I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix
                                  • Zoho CRM- Authorize your Microsoft Teams account issue

                                    Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each
                                  • Passing the CRM

                                    Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                  • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

                                    My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some
                                  • Adding a developer for editing the client application with a single user license

                                    Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
                                  • Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

                                    Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests
                                  • Présentation de SecureForms dans Zoho Vault

                                    Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans
                                  • Next Page