Unveiling the next iteration of Ask Zia in Zoho CRM: An all-new chat interface, conversation history, actions, and much more

Unveiling the next iteration of Ask Zia in Zoho CRM: An all-new chat interface, conversation history, actions, and much more

Your CRM assistant just leveled up.


Zoho CRM's Ask Zia functionality now offers a more conversational and context-aware experience to help you not just understand your data, but act on it—all from one chat window. With its redesigned interface and expanded capabilities, Ask Zia is evolving into a smarter assistant that helps you get things done faster without switching screens or writing reports manually.

You'll now find the Ask Zia icon on the next-gen vertical settings bar, right below the search icon. Once opened, you can chat with Zia using three distinct message intents: Insights, Help, and Action—each of which is designed to support your unique CRM journey.

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.

Notes

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.
Notes
For record and note summaries, simply start typing the record name and Zia will fetch related results that you can pick from.
Notes
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.
Notes
  • Additionally, you can add the generated visual component directly to your analytics dashboard. Simply choose the desired dashboard, rename the component if needed, and save it for future reference.
    Notes
  • You can also access the code viewer to see the underlying logic applied in the background to generate the results.
    Notes
You can review your past conversations with Zia in the left panel and continue them in the same context.

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.
When you ask Zia to create a report, you'll see the entire configuration process unfold in real time. Zia takes care of everything you'd typically do manually, like choosing modules, selecting fields, setting filters, and defining charts—all without switching screens.

What sets co-creation mode apart is that you're not just watching the process; you can jump in at any point, make edits, fine-tune configurations, and continue where Zia left off. It's a collaborative setup that enables you to take over when needed and hand it back to Zia once you're done.


You can also expand the configuration view to get a detailed look at how your report is shaping up—essentially decoding the black box of AI by making every step of the setup transparent and editable.

To help you get a better sense of how it all comes together, here's a short video of Zia in action.  


A few more things to note:
  • You can maintain multiple chat sessions and start a new one anytime.
  • You can delete a session or give feedback (like/dislike) for each response.
  • You can not only type prompts, but give Zia voice prompts as well.
IdeaFor the best experience, try aligning your prompt with the intended mode. For example, ask "How do I create a lead?" under the Help component, or "How many leads were created this week?" under Insights. But even if you don't, Ask Zia will still try to interpret and respond.
Feature Availability:
  • The all new Ask Zia is available for orgs in the Enterprise and Ultimate editions of Zoho CRM, with the Next Gen CRM UI enabled.
    We'll start rolling out for orgs in the CRM bundles in a couple of weeks.
  • DC Supported: US
That's all for the current enhancement, but this is just the beginning. Please share your feedback in the comments below.



    Nederlandse Hulpbronnen


      • Recent Topics

      • Zoho Bookings form pre-filled with Zoho Forms in

        Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks

      • Support “Other” Option with Free Text in Dropdown Fields

        Hello Zoho Bookings Team, Greetings, We would like to request an enhancement to the registration form fields in Zoho Bookings, specifically for dropdown fields. Current Limitation: At the moment, dropdown fields do not support an “Other” option that allows

      • Detailed Balance Sheet for tax preparer

        I'm using the free edition of Zoho Books. My tax preparer is asking for "detailed" Profit & Loss and Balance Sheet reports which include all the activity and transactions within the various categories. The default reports do not include these details.

      • Sending automated messages that appear in the ticket's conversation thread

        Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waiting

      • Payment Card or Identity form-fill from Vault?

        Hello! I'm working on replacing Bitwarden with Vault and one issue I've run into is that I can't find any option to fill address and payment forms from Payment Card or Identity info that has been saved in Vault. Is there a way to do this? Is it a planned

      • Ability to add VAT to Retainer Invoices

        Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

      • Time Log Reminder

        Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep

      • [Early-access] Introducing Zoho's CommandCenter - Cross-Zoho business process automation

          Resources to help Webinar recording | Documentation  Feature Restrictions Currently available on early-access only for US data center accounts Features Role CommandCenter as a Service uses signals across Zoho services to propel the movement of records

      • Tip #58- Accessibility Controls in Zoho Assist: Learning- 'Insider Insights'

        Learning should be clear and interruption-free for everyone. Timely feedback plays an important role in helping users understand actions as they happen, without breaking their focus. In this post, we’ll explore the final section of Accessibility: Learning.

      • ZIA "Generate Content" action doesn't have contexual data from the ticket

        "Generate Content" action doesn't have contexual data from the ticket. I try to get AI to help me with this ticket but it doesn't seem to have any ticket information as context. Although the ticket has a lot of information in it.

      • Zoho Desk - Zoho FSM Integration issue on Mobile and iPad

        Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,

      • E-File Form 1099 Directly With the IRS From Zoho Books

        The Form 1099 filing season has begun, and businesses are required to e-file certain forms with the IRS to report payments made to vendors and contractors. If your business made qualifying payments during the year, you must e-file the appropriate Form

      • Suggestions for showing subscribed Topics in CRM (contact record)

        We have several Topics set up in ZMA. We also have a sync set up between ZMA and CRM. I'd like to display the subscribed topics on the CRM Contact record. This will allow the Sales team (who uses CRM) to see at a glance what topics a Contact is subscribed

      • Replies sometimes creating separate ticket

        Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding

      • Re-hide fields when option is unselected

        Hi all Can anyone help me with this - when I create a 'show' field rule for when a dropdown option is selected, how to I make it so the 'show' option re-hides if that option is no longer selected?

      • Custom Fields

        There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.

      • Consultant-Only Booking Page

        Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the

      • Call result pop up on call when call ends

        I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but

      • Custom Sorting based on other columns in table

        I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text

      • Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)

        Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows

      • Is there a way to invoke deluge function from within a widget?

        Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?

      • Can a default task Priority be set?

        The "Priority" field in the Task layout does not allow a default to be set. Is there another way of doing it? Because the current default is "None" and the Zoho Kanban board design has selected this field as critical information to surface by including

      • Adding a threshold to a line chart based on date range

        I have a line chart that is tracking a percentage over time. It also has a filter for 50 different clients. I would like to create a threshold that is based on a portion of the date range. As I understand it, this would be done by adding a column to the

      • Resize Signature field dynamically

        On the tablet, it is perfect. But on smaller mobile devices and PCs, both web and application, it is too small for people to sign. Is there any plan to make the signature field size dynamically in the future update?

      • Zoho Creator Application - New User Not able to access the application

        In Zoho Creator, The newly added user not able to access the " Added Application" - User has received the Invitation Email, but while clicking "confirm Account" in the invitation Email, the following error message has appeared. "Sorry! you cannot accept

      • Deleting Salutation Field

        We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields'  Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen.  Please can you advise how to get rid of this.  Screen shots can be provided if needed.  Thank you Tasha

      • Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)

        Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.

      • Zoho Mail iOS app update: Access Delegated Mailbox.

        Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please

      • How to convert Lead's country field from Text to Pick List

        Hi, I would like to change the default country field in ZCRM from text to pick list. It looks like not I can't delete default country field and recreate it as pick list nor can i create an new custom field country because such a label belong to default field. So what do I have to do? Any ideas? L

      • How create a draft via workflow?

        I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow

      • Function #51: Transaction Level Profitability for Quotes

        Hello everyone, and welcome back to our series! In a previous post, we shared a custom function that could determine the profitability of a Sales Order. Today, we are presenting a similar function that calculates the profitability of a Quote. The setup

      • New feature: Invite additional guests for your bookings

        Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make

      • Improved Contact Sync flow in Google Integration with Zoho CRM

        Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

      • الخصم على مستوى فاتورة المبيعات

        السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟

      • VAT and Taxes option not available

        Dear ZOHO Team , The VAT and Taxes options in my ZOHO books account not available,I tried to find how to enable or check the way to use this option but unfortunately couldn't find it anywhere ,I'm in UAE ,kindly let me know what to do to solve this issue

      • Default Tagging on API-generated Transactions

        If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using

      • Direct Feed (Bank)

        Is Direct feed integration for AlRajhi and ADCB bank supported by Zoho Books in GCC/Saudi

      • Sales Order, Invoice and Payment numbers

        Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers

      • Customer Satisfaction (CSAT) Report

        From data to decisions: A deep dive into ticketing system reports The customer satisfaction (CSAT) report helps teams understand how customers feel about their support experience, identify service gaps, and continuously improve the help desk. It turns

      • Timeline Tracking Support for records updates via module import and bulk write api

        Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.

      • Next Page