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 a look at the standout updates we think you'll absolutely love.
Start the Conversation First with Proactive WhatsApp Messaging
Stop waiting for leads to reach out, you can now start the chat using pre-approved
WhatsApp templates. Whether it's a pricing page visitor who hasn't converted or someone who's abandoned their cart, you can trigger timely
proactive messages and get the conversation going.
Why it matters:
Reach out before a lead slips away. Great for re-engaging high-intent users and reducing drop-offs.
Reach your Target Audience in One Go with Broadcast Messaging
With the all-new
Broadcast Messaging, you can create targeted messages (with your pre-approved WhatsApp Templates) and schedule these to be sent at the right time to the right set of audience over WhatsApp. This lets you engage your target audience at scale.
Why it matters:
Forget one-by-one follow-ups. This is perfect for flash sales, event reminders, or product launches, especially when timing is key.
Build Smarter Bots with Ready-made Templates
Easily one of the most awaited and sought-after features, you can now use
ready-made bot templates tailored to your industry to build your bot, no more building your bot from scratch.
Bonus: You can also plug in your ChatGPT Assistant trained on your business data, and fine-tune your bot's flow using card-level stats to see what works (and what doesn't). Why it matters:
You get smarter conversations without the usual set up time, everything's readymade for you. Just fine-tune it for your business, and you're good to go! Perfect for teams that want fast, scalable automation with full control and visibility.
Automate Everything that Slows You Down with Workflows
The new
Workflows feature lets you automate critical actions based on real-time events, like sending alerts when a customer leaves a bad review or notifying admins when an operator is deleted or added to you portal. Set conditions, define outcomes, and let SalesIQ take care of the rest.
Why it matters:
Automate your manual work and focus more on strategy. Your team can stay responsive while SalesIQ handles the background hustle.
Give Your Teams the Access They Actually Need with Profiles
Introducing Profiles: A new way to control who can do what. Assign feature level permissions based on what your operators need. For instance, give support agents chat access only, and if an operator is responsible only for building chatbots, you can grant them bot-related permissions while restricting access to chat handling. Now, it's custom access, the way it should be.
Why it matters:No more "too many cooks" in the system. This means cleaner workflows, safer data, and less confusion among teams.
AI-Powered Chat Just Got a Whole Lot Smarter
From AI-written responses to real-time suggestions and instant conversation summaries, this update brings
Zia and ChatGPT deeper into your chat experience. Whether you're replying to a text or reviewing a chat thread, AI now helps you do it better and faster.
Why it matters:
It reduces response time, enhances clarity, and keeps every interaction on-point. Less typing for your operators, more satisfaction for your customers. And not to mention, Zia (Zoho's in-house AI) is absolutely free of cost, helping you make your conversations smarter at no charge!
Seamless In-app Audio Calls In your Business' Mobile App with SDK
Bring real-time direct calls to your business' mobile app (
iOS &
Android) with native in-app voice calling, powered by our lightweight SDK. Fast, personal, and mobile-first, this feature lets users call your team instantly, no app switching, no delays, and no loss of context.
Why it matters:
It makes support more immediate and human. By allowing users to call your team right from your app, you cut out friction, boost trust, and deliver answers faster without jumping between platforms or losing context.
More Enhancements You Shouldn’t Miss!
Here are more thoughtful upgrades designed to improve your everyday operations, support quality, and customer engagement.
🔹 Reuse prebuilt bot flows with bot import and export:
Build your bot once, reuse anywhere as you need.
Export your code-less bot and import it into another SalesIQ portal, enabling effortless replication across multiple environments. This will be perfect for agencies or teams managing multiple portals.
🔹 Do more within chats from instant messaging channels:
- Keep instant messaging channel chats clean and spam-free: Automatically detect and mask offensive language on your chats from IM Channels with profanity control support. Also, you can now block spammers across all your connected channels, keeping your operators focused on real customers.
- Instagram Story Replies Support: Capture and respond to Instagram story replies directly inside SalesIQ. No more missed messages and definitely no more lost leads.
- Appointment Bookings now supported for IM Channels: Let prospects and customers from Instant messaging channel chats book appointments with you, whether demos, consultations, or support sessions, right from the chat window.
🔹 Added integrations to make your SalesIQ even more powerful:
- Unify your Bigin data with SalesIQ for faster deal wins: Target hot leads and close deals faster by displaying information from Bigin about your website visitors on the SalesIQ dashboard. Also, automatically convert visitors into contacts, add deals, and even follow-up tasks in Bigin directly from SalesIQ.
- Augmented reality-based remote assistance with the Zoho Lens integration: Provide real-time visual support using live video streams from your customer’s phone camera or AR glasses. Let your operators troubleshoot issues as if they're right there with the customer.
🔹 SalesIQ mobile app power tools and capabilities:
Manage and organize chats better by adding conversation tags, enhance and edit images/videos before sending, construct your responses faster with the AI powered writing assistant, get an instant gist of the chat with conversation summary, and take support beyond chat with built-in call support, all from the SalesIQ mobile app for operators.
🔹 TV app enhancements:
Get
real-time KPI dashboards on Android TV (in addition to
Apple TV), ideal for sales floors, support teams, or leadership war rooms. Also, bring data to the frontline with
Reports on the TV App to help your team analyze trends and performance patterns, to understand what’s working, what’s changing, and what needs attention.
Whew.. That's quite a bunch!
But this release isn't just about features, it's about helping you work smarter. Whether you're improving how you reach out to prospects, enabling remote support, automating more of your workflow, or scaling conversations with AI, these updates makes SalesIQ sharper, faster, and more flexible.
Log in to your SalesIQ portal today and give these updates a spin. We can’t wait to hear what you think!
Recent Topics
Differences between Zoho Books and Zoho Billing
Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks
Custom validation in CRM schema
Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
No Ability to Rename Record Template PDFs in SendMail Task
As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
Server error when trying to Data > Sort > Custom Sort
Been using Data > Sort > Custom Sort for a while, now it has suddenly stopped working. When selecting the same data range and trying to execute, I get "Sorry! There was a problem saving your last edit. Please try again."
To Assign a genrated pdf to a file upload field using delug
content = "<html><body>HTML Content on page One <div style='page-break-after:always'></div> HTML Content on page Two </body></html>"; file = zoho.file.convertToPDF(content); file.setFileName("Name of the file"); <variableName> = <FormLinkName>[ID == input.ID];
TArgets To Accounts (Modules)
How can i set sale target to Customers (Accounts Module)
Breaking barriers with multilingual WhatsApp templates in IM
Ever wondered what it feels like to be greeted in your own language by a brand you love? A “Welcome!” feels nice, but a “¡Bienvenido!” or “स्वागत है!” feels personal. In today’s global world, conversations often need to cross both time zones and cross
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
How to share private Opportunities with whole org at an account level
Opportunities are currently set to private, so our sales team only sees their own opportunities, along with their manager and upper leadership. The need is the ability for the rest of the Org to see the opportunities at an account level, not within the
New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models
Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
Problema Verificacion con proveedor NIC.AR
No puedo realizar la verificación del correo, he seguido los pasos indicados y configurado los MX. Y no puedo verificar el correo. He leido en el foro que otros han tenido el mismo problema. Alguno pudo solucionarlo?
How to remove some users in zoho accounts
How to remove some users in Zoho accounts.
Reupload and rename from one field to another field (file upload)
Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone
Unified Inbox for all, including fetched mails
I fetch mails from different third-parties mailboxes. But I need to switch mailbox too see fetched mails. It's strange. All mailboxes have one shared disk space for own mail and fetched mail, but why do we need to switch mailbox (on the left bottom) to
Whatsapp Limitation Questions
Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
Users Not Automatically Being Added To WorkDrive Team
I have already created a ticket for this issue, but the support team doesn't seem to understand what's happening. Our organization started with a trial of Zoho Workplace around November 10, 2025. I created 10 users, including myself. I sent out the invites,
Synchronization between Gmail and Zoho Mail
Hello! I am using Zoho Mail within the Zoho One platform. I have completed the basic setup and added all the required DNS records with our domain provider. Our goal is to set up two-way synchronization between our current Gmail inbox and Zoho Mail, but
IMAP login problem
I have my domain hosted with zoho @wilson.ie I have added a new user and have enabled IMAP access to this user account The user can login to zoho mail on the web. When we enter the server settings into Outlook as per below, Outlook cannot login to the
Contact data removes Account data when creating a quote
Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
Changes to subform in Zoho CRM Portal Timeline History Unavailable
Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updates
This mobile number has been marked spam. Please contact support.
Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
Function #11: Apply unused credits automatically to invoices
Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
Duplicating report but custom layout does not
Dear Zoho Creator, I need to duplicate a report into 10 copies, but unfortunately the custom layout (detail view) doesn’t copy along with it. I tried exporting and importing the custom layout, but the field mappings are incorrect. I believe everyone are
Credit Card Readers?
We would like to use our commerce website at conferences (and eventually in store) to swipe credit cards to pay for orders. How would we accomplish this? Does Zoho have anything available for a developer write code to integrate something like Stripe Terminal
AI generated meeting notes associated to Account or Deal
As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability
Stock count by bin location
Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards
Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team
Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization
How Do I Refund a Customer Directly to Their Credit Card?
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
Limitation with Dynamic Email Attachment Capture
I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments
Zoho Learn Course Completion Notifications/Triggers/API
Zoho Learn works great and will suit our course creation needs, but it appears to be lacking a bit when it comes to integration with other Zoho services (creator etc.) when it comes to course completion. 1) Is there an API or Zoho Flow trigger for when
Enhanced Recording Permission Controls for Zoho Cliq Meetings (Similar to Zoom)
Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the recording permission functionality in Zoho Cliq Meetings. Current Limitation: in Zoho Cliq Only hosts and co-hosts can record a meeting. Participants cannot
Phone Connection
When on a call the person on the other end complains that there is static, I am cutting in and out or they can't hear me all. This happens on the cell connection as well.
Can't add a sender adress from zoho campaigns
hi, I need to change the sender address for a campaign. When i try to add it i get a message to say 'duplicated email address found while adding your sender address'. This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane
Allow customers to choose meeting venue and meeting duration on booking page
My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account
Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
This domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved. Thank you
Export History timeline
Hi, I have an idea, bout zoho desk history of the ticket it would be great if the agent or admin of the zoho desk can export the timeline of the ticket history for agent report or on other matter.
Desk fails to create a new ticket on Reply email
When I send a direct email to support@mysite.com, Desk will create a new ticket as expected. When I REPLY to an email sent from support@mysite.com, Desk will NOT generate a new ticket. This is very bad. How can I fix this? Use case: In a separate system
Next Page