Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

Hello everyone,
Alert
Updated on 12th Dec 2025
  1. Zia actions for Workflow is available for Enterprise edition ONLY.
  2. These features are currently available in the following DCs: US, CA, EU, IN, and AU
  3. Email Auto reply and Content Generation are available as Early Access. To try these features submit your request through this form.  

Workflows got a notch better with AI-based actions.

Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly created tickets and accelerate the automation flow.

A typical support ticket contains essential details of the customer, issue they are reporting about, sometimes transaction details and previous conversation with support agents. AI-powered actions can analyze the ticket content and extract the necessary field values, predict severity, and also draft a suitable response for the email and send it to the customer.

This kind of orchestration aims to improve process and team efficiency at a granular level which eventually impacts the overall support quality.

Some common advantages are:
  1. The speed at which things are done is significantly higher.
  2. Accuracy of the resultant actions is better.
  3. FRT and ticket reopening rates are considerably low.
  4. Consistent replies that follow business guidelines.
  5. Agent efficiency is improved as much of the routine work is taken care of by Zia.
  6. Improved CSAT with customers getting quick, accurate replies instantly.
  7. Better business outcome with processes becoming more agile and efficient.
Field extraction
Zia can extract values such as email, phone number, due date, case type, product code, order number etc. from the ticket conversation and autopopulate them in the ticket.

For example, educational institutions or insurance companies can benefit from this as students or customers usually share essential information in their email. It's quick and error-free when the information is taken directly from the email, reducing inadvertent manual errors.
The image below shows an email from a student seeking assistance for a study material. Zia identifies and extracts the exam code, student ID, contact number, registration date and admission follow-up date from the email and fills the values in the relevant fields.



Field prediction
Zia can analyze the email content, thread replies, subject, description, and several other fields available in the layout to predict values for specific fields. It evaluates the content and automatically maps the values to the most relevant field.

For example, it can analyze the description and the thread replies in the ticket to predict when the student would opt for an admission and fill the correct value in the field Admission on: "Autumn 2025 batch". Likewise, it can predict the VISA status and update the field to"Awaited" or "Delayed". If an email notification is sent to the VISA handling team, they can reach out and provide the necessary assistance.


Content generation
Zia can summarize the customer requirement and highlight the main points discussed in the email in a concise, easy-to-consume text for the agents to take quick appropriate actions. The summary is auto- populated in the private comment, public comment or in a multi-line text field as configured in the workflow.

For example, if a customer sends an email for onboarding with an on-site implementation request and enquiring about a long-term facility to provide a continuous training certification to its employees, Zia can analyze the thread content, ticket subject, description, and prompt, such as: "Summarize the ticket conversation, highlight the list of requirements, and mention the urgency of the request" to generate a summary which can be added as a private comment for the concerned stakeholders to refer.


Auto email reply
Using workflow, automatic emails replies can be sent to customers' tickets with answers that are generated by the Answer Bot along with related article links from the knowledge base.

For example, enquiries about product installation, issues with setting up accounts, and password retrievals can be auto-resolved using Answer Bot's information retrieval and Zia's email composing capabilities.

This significantly reduces the number of tickets that agents handle manually. Smart routing and auto-resolving of tickets can improve agent productivity and overall process efficiency. A wide-range of technical problems, IT related issues, and maintenance glitches can be categorized and easily resolved by AI using the company's troubleshooting tips, user manuals, or best practice guides that are cost-effective ways to improve support operations across the company.


These features are now available for all users in the following DCs: US, CA, EU, IN, and AU.
For information regarding configuration and other details kindly refer to the help doc.

Regards,
Anumita Gupta
Desk User Education

    • Sticky Posts

    • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

      In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email
    • Using Agent Email Address as From Address

      Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about
    • Edit and Delete options in Comments

      A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important
    • Webinar 2: Supercharged customer support for growing business

      Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service
    • Customize Colors of your Customer Self Service Portal

      You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green

    Nederlandse Hulpbronnen


      • Recent Topics

      • Kanban view on Zoho CRM mobile app!

        What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
      • Allow Regular Users to Directly Transfer Ownership of Files & Folders

        Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement related to file and folder ownership management in Zoho WorkDrive. At the moment, a regular user cannot directly transfer ownership of their files or folders
      • Triggering rules on lead conversion

        There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra
      • Customised Funnel

        We are running the standard plan for our ZOHO CRM. I have been asked if there is a way to combine data from the Calls module, Deals module and Contact Module into 1 funnel, similar to the view you can get when viewing Deals By Stages, you can see the
      • Trigger Zapier on Deluge Insert Into Function?

        Hello, To get around the limitation of not being able to trigger a Zapier Zap on Record Update(this would be extremely useful to be able to do btw), I have created a Deluge script to copy the data from Form A to a Trigger Form B using the Insert Into expression from a Custom Action button on a Report from Form A.  This action does not trigger the Zapier Zap whereas manually adding a record or duplicating an existing record does trigger the Zap. Is Insert Into not the same as a manual Add in the context
      • Can you inject JS in an HML+CSS+Deluge Page?

        I have an HTML + CSS + Deluge page and need just a little vanilla JS functionality. However, it seems like Zoho Creator does not allow that. I'm required to create a JS widget. Is this correct? If so: 1. Won't this quickly consume my API limit if there
      • Zoho unified inbox

        The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?
      • Best Practice for Penny Rounding & FX Adjustments in Zoho Books

        Hi everyone, I’m just looking for some clarity on the correct way to handle very small rounding differences in Zoho Books when dealing with foreign-currency payments. What I’m currently doing: • I enter the supplier bill exactly as shown. • When paying
      • Is there a problem with sharing workdrive files with links since last night?

        As per title, we can't access folders/files through share links since last night. I created ticket but we need quick solution and didn't hear back from the support yet. The files are still accessible by the main account but all zoho files that we are
      • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

        Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,
      • Production Management Tool (MRP / BOM)

        Hi Guys, is there any recommended App available that works with zoho and covers the needed applications for a production? What we need is a system that covers the BOM (bill of materials), MRP (material ressources planning), MRP II (manufacturing ressources
      • Bug in Zoho Cliq Signup Flow – "%s" Placeholder Visible Instead of Product Name

        Hi Zoho Team, I would like to report a UI bug in the Zoho Cliq signup/enable flow. During the step where Cliq asks to enable the product for the company, the following text appears: Great! Your company is already available in Zoho, so you just have to
      • Exporting tickets

        I went to Setup -> Organization -> Import/Export in order to export tickets but found 2 issues: 1. The email body never gets exported. 2. There are some large numbers (like 5.57E+16) under certain columns of the exported CSV file. I could not find any export options. Please can you help with this?
      • Copy field information to clipboard

        I need to be able to transfer some field information in to the clipboard, so that I can then paste it in to our helpdesk system. Is there a way I could add a button to a detail report that does this?
      • Issuing reconciling a bank statement

        HELP! I'm trying to reconcile a bank statement. The prior month reconciled perfectly. Beginning balance is correct yet I'm off by the same amount each time. Both myself and my office manager, separately and together, have tried to complete this reconciliation
      • Detect and ignore bots in visitors

        The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual
      • Add Real-Time Microphone Audio-Level Indicator During Screen Recording

        Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the Zoho WorkDrive screen-recording experience. Current Limitation: During a recording session, there is no visual indication that the microphone is
      • Zero Personalization of the File Sharing Experience

        By now (2025) this is the maximum level of personalization available for a Zoho sharing link. We gently asked Zoho if we could modify at least the background, and they replied that it cannot be customized. We're truly disappointed – and surprised every
      • Request for Solution to Reverse $500,000+ FY2024 Inventory/COGS Discrepancy in Zoho

        Dear Zoho Support Team, I hope you are doing well. We are contacting you regarding a significant discrepancy in our financial data within Zoho Books/Inventory, and we urgently need your guidance on how to correct and reverse these issues. After reviewing
      • Two factor authentication for helpdesk users

        The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company
      • Kiosk can't merge picklist or multiselect

        There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist
      • AGE field from DATE OF BIRTH Field.

        HI! I have a field called date of birth in my CRM (LEADS, CONTACT etc…)     How can I know the AGE today   I would like to create a field AGE. I now how to create a field but I don´t which calculation (CUSTOM FUCTION) to make ¿ANY HELP?
      • How to update/remove file in zoho creator widgets using javascript API

        Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API
      • Announcing new features in Trident for Windows (v.1.34.4.0)

        Hello Community! Trident for Windows just got better! With this update we have features that make your daily work easier and more efficient. We've added some features that are exclusive to our app and we're sure you'll find them useful. Let’s dive into
      • Report Hover Setting

        Would be great if we will able to show information to the user while hovering a record in a report.
      • Vertical images displayed as horizontal

        Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?
      • Plug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries

        Hi Everyone! Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. A
      • Zoho Desk iOS app update: Saved filters and sort options

        Hello everyone! Saved filters created on the web(desk.zoho.com) for tickets are now accessible on the Zoho Desk iOS app. You can easily rename, delete, or clear filters on the go. We have also introduced Sort options on the ticket listing screen, allowing
      • Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

        Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here's
      • Time Entries in Analytics

        I am trying to import a zoho sheet into zoho analytics. In my sheets one of the columns has "time Entries" in this "format HH:MM am/pm" example 11:00 PM. After import, i noticed that analytics converted the time to "00 Jan 1900 23:00:00".. how do i maintain
      • Amazon invoice in Zoho Books

        I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now
      • Zoho Creator Upcoming Updates - November 2025

        Hello everyone, Welcome to your monthly roundup of new features and enhancements! We hope you've already taken a look at Release Projection 2—it details the features coming your way for the rest of the year. And this month, we're excited to start rolling
      • Zoho Webinar + HubSpot : Simplifiez la gestion de vos données de webinaires

        Les webinaires sont aujourd’hui essentiels pour interagir avec vos prospects et vos clients. Cependant, la gestion des données entre plusieurs plateformes peut vite devenir complexe. Grâce à la nouvelle intégration entre Zoho Webinar et HubSpot, vos outils
      • I am trying to give access to one of our educators access to 3 forms in Zoho and she is not able to view the data - Access issue

        Hi Team, When I try to provide read access to one of our educators on Zoho for Pre-training , post training and Impact survey forms submit form access which also allows them to read , it does not show them data
      • How to book GST paid in zoho books

        hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
      • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

        Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@
      • Is it possible to create a word cloud chart in ZoHo Analystics?

        Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able
      • Unable to Delete Items – No Visible Transactions but Error “Items which are a part of other transactions cannot be deleted…”

        Hello Community, We are using Zoho Inventory for our business and encountered a persistent issue that is preventing us from deleting certain items. The message shown is: “Items which are a part of other transactions cannot be deleted. Instead, mark them
      • Kaizen #216 - Actions APIs : Email Notifications

        Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
      • 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,
      • Next Page