Supercharge your operator productivity by leveraging the power of OpenAI in Zoho SalesIQ

Supercharge your operator productivity by leveraging the power of OpenAI in Zoho SalesIQ

Heads-up: The OpenAI integration is currently available only for users in (US, IN EU, AU and JP region). We will be rolling it out to other regions soon.

From complex neuroscience to simple note-taking, AI has seeped through every part of human lives, and we can only assume it is to stay with us and become a part of our lives moving forward. AI has revolutionized how businesses operate; many companies have already implemented AI in their core operations, saving hundreds of hours and tens of thousands of dollars due to its effectiveness and efficiency. 

When we implemented AI features in Zoho SalesIQ, we had to prioritize functionality and reliability over features that are merely trendy. So, for this first phase, our focus was customer support.

Here are the features that have been enhanced by AI:

Become a better scriber with AI  

We have introduced a new module in the operator chat window called Writing Assistant powered by OpenAI. Using this, your operators can send better responses to customers. Proofreading is one of the most tiresome jobs, but with the Writing Assistant, you can quickly proofread for spelling, grammar, and tone.

 

What can it do?
  • Rephrase - Paraphrase to enrich the message.
  • Shorten - Shorten the message to make the content crisp.
  • Expand - Make the message longer to offer a more comprehensive explanation.
  • Revise - Checks of grammar and spelling errors in the message.

Conversation summary for quick understanding and recap  

Our new feature Summarize powered by OpenAI, will help you get a condensed overview of the entire conversation in actionable points.
 

How can this help?

  • Get a quick overview or recap of the conversation. Operators can skim through previous conversations to contextual assistance.
  • Admins and analysts can now skim through customer chats 10 times faster.
  • It can mitigate the need for operators to make conversation overview notes for admins, allowing them to focus on noting down critical drivers. 

Quick Tag Suggestions for Better Classification

Tagging can be one of the most compelling features of Zoho SalesIQ when categorizing your conversations. Using Tags, analysts and admins can get in-depth insights into the conversation; it can also be used to understand customer behaviors and trends at a glance.

But manually tagging all the conversations can be tiresome, even more so if you have many untagged chats and want to add tags.



With the tags generation feature, OpenAI can analyze conversations and assign tags to them. You can choose one or both of these options for tag generation.
  1. Generate and suggest tags - This option allows you to generate new tags or assign existing based on the conversation and assign them with the help of OpenAI.
  2. Auto-assign tags - This option automatically assigns tags based on the conversation once ended.
Power Up Your Chatbots with ChatGPT  
​

Take your chatbots to the next level and give them a boost by connecting them directly with ChatGPT, allowing your users to communicate directly with the AI. This feature can enrich your automated conversations by allowing users to ask general questions about your business domain or questions that are outside your area of expertise. With AI in the picture, your chatbots can become smart assistants that keep your visitors engaged.

Here is an example on how you can use the block in your chatbot:

Assuming you run a car retail business, you can set up the this block to help visitors with general questions about cars or how they work. ChatGPT can intuitively assist your visitors with these questions.




With features like the Writing Assistant, Summarize, and Tag generation, businesses can improve efficiency, accuracy, and personalization. As AI technology improves and becomes more reliable, we will be looking forward to further automating features of Zoho SalesIQ.

We hope that these features would add great value to operators and admins and to provide optimal support for your users. We are not stopping with this, as AI evolves and becomes more reliable we will be adding more AI based features or core functions of Zoho SalesIQ. Until then, please use this integration and let us know your suggestions. We are happy to hear back from you.

Get Started Now


Caution: Please be aware of the privacy concerns of using OpenAI. We prioritize protecting user data and encourage users to read more about OpenAI privacy policies. Read More.
 
Regards,
Naveen 

    • Recent Topics

    • Assistance needed: Activation of a domain

      Hello Zoho Support, I purchased the .com domain "primesolva.com" via Zoho 6 days ago. The domain is still pending, and I cannot access the DNS panel to add the TXT verification for domain ownership. Please confirm the registration status and help me activate

    • Operation not permitted

      I am trying to add an email address to the list of user but I am getting error Operation not permitted

    • Request to Permanently Delete Email User (info@mehbobgulf.com ) from Old Organization

      Please permanently delete the user email info@mehbobgulf.com It is still associated with my old Zoho organization. I cannot delete it because it shows ‘You cannot delete email. Zoho host’. I need to use this email in a new Zoho account.”

    • Client host [89.36.170.5] blocked using Spamhaus

      Hello please make make actions for delist ..... "Client host [89.36.170.5] blocked using Spamhaus"

    • Suggestion: Option to Re-run a migration

      As I'm going through a migration process, I like the IMAP migration tool, but it would be better if there were an option to re-run the same migration as configured. There's not even an option to copy/edit one that's already there. Just run if it hasn't

    • Issue with "Add Your Mobile Number"

      Hello, I am trying to sign up for email service for a domain name, and I cannot finish the authentication. When I enter my mobile number, I receive the message "We’re unable to send OTP to this mobile number. Please contact support-as@zohocorp.com". I

    • zoho mail non vérifié

      Bonjour, Il y'a un jour que j'ai acheté un domaine et toute les tentatives pour l'associé a mon compte shopify son vaine. j'ai essayé TXT sans suite après, j'ai essayer avec CNAME sans suite. j'aurais besoin de votre assistance pour associé mon mail.

    • Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

      i have facing the issue "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" if i verify domain evertthing i did but still face the same error.

    • ZohoMail is so close to being Perfect BUT

      Why don’t you have HILIGHTING???!! I've been trying to find a substitute for Edison Mail but I want & need hilighting (preferably in more than just yellow)! Is this even on your To Do list? I’m so disappointed. 🙄

    • Override Auto Number field?

      We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where

    • Using a third party service provider want to move directly with Zoho

      Hi good day I’m currently using Zoho but I’m using a third party service provider I want to move directly with you guys I’m using Zoho email and invoices and my domain please let me know if it’s possible to move away from the third party provider my email

    • Request for Assistance Regarding Email Sending Issue (554 5.1.8 - Email Outgoing Blocked)

      Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance with an issue we are currently facing regarding our Zoho Mail account. Our email account, admin@tuyensinhcanuoc.com, is encountering the following error when

    • Zoho Mail API returns empty inbox (0 messages) but webmail shows 37 unread emails

      Hello, I'm experiencing a discrepancy between Zoho Webmail and the Mail API (EU region). **Setup:** - Account: EU datacenter (mail.zoho.eu) - API: Self Client OAuth2 via api-console.zoho.eu - Scopes: ZohoMail.messages.READ, ZohoMail.messages.UPDATE, ZohoMail.folders.READ,

    • Zoho Mail not working

      Zoho Mail not working

    • ShipStation and Zoho Inventory

      Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts

    • 550 5.4.6 Unusual sending activity detected. Please try after sometime

      Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking but it says there are no blocks on my account. How and when can I get my email working again to send emails? Thanks,

    • E

      We are trying to add our Zoho Form embed in our Elementor Page Builder. After adding Zoho Forms widget in elementor page builder it’s displaying in backend page builder but it’s giving 403 error while trying to save, as it’s not reflecting in front end.

    • Formatting Problem | Export to Zoho Sheet View

      When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing this

    • Connecting Zoho Inventory to ShipStation

      we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

    • custom module import.

      Is there a way to import data into a custom module? Thanks Rudy

    • HEIC File Type Viewer

      Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open it

    • Building Toppings #4 - Setting up and using connections in Bigin toppings

      When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with other

    • Need code format to specify default values

      Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.

    • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

      Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This

    • Facing email delivery issues? Verify your domain's DNS records

      Have you ever wondered why your legitimate emails are landing in the recipient’s spam folder? Or been surprised to see emails sent from your registered domain getting rejected by recipient email servers? Why does this happen? In most cases, this happens

    • Order of Departments in Help Desk

      In the end user portal, , the departments are sorted by the date of creation of the department (or perhaps their id). Is there a way to choose the display order of the departments or at least to be able to sort them alphabetically?

    • COGS - Account showing negetive

      I have multiple COGS account and in these all there is one account is negetive so suggest why it is showing negetive value.?

    • Create CRM Deal from Books Quote and Auto Update Deal Stage

      I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted

    • %PaymentLink%

      Does not work. Software creates a BAD link. ....and yes payment options are turned on. Link on the invoice pdf once opened will work but this template is a joke.

    • Google Photos

      I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... Mike 

    • Zoho Books Items Categorisation/Grouping/Folder

      Is there a way to do items categorisation? a folder structure? Product Type A - Option 1/2/3 Product Type B - Option 1/2/3 Current problem : I have more than 50 items on the list, its hard for team to navigate.

    • Cash payments before invoice date

      We have been using zoho books for our hospitality business for some time and have been very happy with the system. However in 2025 an update was pushed through and we are now not able to record payments for invoices before the invoice date. the case scenario

    • Copy / Duplicate Workflow

      I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need

    • Transfer between two customers (Peters Rental account to Peters Private account)

      we are a Property Management company. Our customers have to accounts (registered as two customers - Peter Rental and Peter Private On the rental account all income and costs fron rental activities are noted. On the private account all private are noted

    • Automation#18: Automatically Fetch Values from Contacts to the Tickets Module

      Hello Everyone, Welcome to this week's edition, where you can seamlessly sync fields from the Contacts to the Tickets module. For efficient business operations, it's crucial to have details mapped across different modules. Zylker Secure offers antivirus

    • Charge multiple invoices

      We use auto-charge/recurring invoicing for 100's of clients. If we create a single manual invoice we can charge it to the credit card for these clients with the CC added to their recurring invoices. If a client has multiple outstanding invoices, is there a way to make one charge for all of the invoices instead of a separate charge to the cc for each invoice?

    • Handling/tracking escalation management in Zoho

      Hi all, I am working on finding a tool to register and track our escalation management process. Specifically, this is about client escalations, typically related to project delivery issues. The idea is that we could have some sort of form with core questions

    • Global Choice List share ownership

      I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff

    • Setting up property management in Zoho Books

      Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool

    • How to prevent users from switching price lists in an order?

      Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other

    • Next Page