Create modules using natural language prompts

Create modules using natural language prompts

Hello all,

We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts.


Why this enhancement?

Creating a custom module traditionally involves multiple steps—choosing field types, naming sections, defining relationships, and ensuring layout consistency. While the module builder provides flexibility, setting everything up manually can be time-consuming, particularly for first-time users or teams trying out new processes.

With this enhancement, Zia can now interpret your natural language input and convert it into a structured module layout. Whether you're managing client onboarding, handling service requests, or setting up an internal project tracker, you can simply describe what you need, and Zia will take care of the initial configuration. This makes it easier to build modules aligned with your business processes, especially for users who prefer describing their requirements over configuring field-by-field.


How it works

You can create a custom module using Zia from the following entry points:
  1. The Ask Zia interface: Describe your requirement in the chat (e.g., “Create a module to track supplier onboarding with fields for company name, contract status, and assigned procurement manager.”).


  2. The module builder: Use the new Create Module Using Zia option to type your input directly in the builder.


  3. The quick create section of the left panel: Select Create module using Zia for a quicker guided setup.

Zia will generate the layout that includes the field names and types inferred from your input, and suggested lookup fields (if applicable).

Once the layout is generated, you can review and refine it—adjust field properties, update names, add or remove fields, and configure permissions based on your CRM setup.

Let's take a closer look with an example

Let’s say you want to manage your legal requests process in a team module in CRM. Instead of building it manually, you can type:
Quote
Create a module to manage legal requests. I need fields for request type, submission date, client name, assigned legal officer, and status.
Zia will parse the request and generate a module with:
  • A field for Request Type (picklist)

  • Submission Date (date field)
  • Client Name (text or lookup)
  • Assigned Legal Officer (user field)
  • Current Status (picklist with suggested values)

That's not all. Zia goes beyond just creating the fields mentioned in your prompt. It comprehensively understands your needs and incorporates additional modules that are relevant to your requirements.

For instance, in the case of tracking legal requests, Zia automatically includes the picklist field Priority, which offers options such as High, Medium, and Low, as well as the file upload field Evidence File. You have the flexibility to customize, designate as mandatory, or delete these fields as needed.


The goal is to help you spend less time building structures and more time optimizing processes.
Info
Notes
  • This functionality is available only in the Next Gen CRM UI.
  • The option to create modules with Zia will be visible to users with module creation permissions in their profile.
  • Support for creating modules directly from the Ask Zia chat interface will be available in a few days.
AlertFeature Availability
  • Available for orgs in Enterprise and Ultimate editions of Zoho CRM, as well as for CRMPlus, Zoho One bundles.
  • Minimum user licenses: 20+
  • DC supported: US
  • Language(s) supported: English
Gradually, we'll open for all paid edition and languages in a phased manner.

That's all for these enhancements. Let us know your feedback in the comments below.

Thanks,
Nizamuddin


    • Recent Topics

    • Linkedin: when Zoho Social is going serious with it?

      Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(7/24)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 7月開催のZoho ワークアウトについてお知らせします。 2ヶ月ぶりに、渋谷にて「リアル開催」します！ ▷▷詳細はこちら：https://www.zohomeetups.com/20250724Zoho ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

    • How to get fields centered in a form?

      Is it possible to center fields in a form? Some of my forms do some don't and it is really not aestheticly pleasing?  Any help would be greatly appricated. Thanks, Michael McNeill 

    • Make Packages from multiple sales order of a single customer

      Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.

    • Webhooks and Integration

      Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone please

    • Zoho Books X Zoho Expense

      Hello there, Please can you tell me if it is possible to sync from Books to Expense? I much prefer the Expense reports to that of Books and the Credit Card feeds work via expense and not Books for me. However I find books is much better to deal with the

    • ABILITY TO LOG INTO CUSTOMER PORTAL

      I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into

    • Sort, filter & save views for BOOKS PROJECTS

      Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically

    • edit input format in custom field - sales order

      hi, I want to integrate a custom field (multi line text box) in our sales order. It needs to show upper case and lower case letters, numbers, spaces, hyphens and "/". What do I need to put in the custom format to configure these signs? Thanks, Tina

    • This transaction type cannot be matched with a line on the statement.

      When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorized

    • Full Text Customization & Translation in SalesIQ Chat Widget Settings

      Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable

    • Timesheets

      I wanted to create the timesheets remainder for our team mates who miss out the weekly timesheet entries. While creating the email templates, I couldn't see anything related to timesheets. Since it shows projects Can you help me find and build a one

    • Can we embed a Kanban Type of report using iframe too?

      I tried embedding a report as iFrame but it only appear as List View. It would be helpful if can also embed a Kanban Type of report.

    • Weekly Tips : Save Time with Saved Search

      Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

    • 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

    • Hidden Fields with Data Pre-Population and Notification Integration in Zoho Bookings Forms

      Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for Zoho Bookings forms that would improve data management and workflow efficiency: the ability to create hidden fields with pre-populated data. Current Functionality: Zoho Bookings

    • Tip #37 – How to ensure compliance and accountability using Advanced Session Audit – ‘Insider Insights’

      Hello Zoho Assist Community! This week we will be discussing how to strengthen your remote support operations with better visibility and control. Let’s say your support team handles a growing number of remote sessions each day. At the end of the week,

    • Replace an existing zoho show file with an uploaded one.

      For Zoho WorkDrive Upload API method, I have override-name-exist option, which I can use like this: curl https://www.zohoapis.eu/workdrive/api/v1/upload \ -F "filename=mypres.pptx" \ -F "parent_id=j3tzq1ae09c0cd91540df8d01670af05b657e" \ -F "override-name-exist=true"

    • Tip of the Week #66– Use internal comments to collaborate and resolve issues faster!

      Ever found yourself stuck on a customer query because you needed inputs from your teammate? Or sent a reply too soon and realized later that someone else on your team had a better context? When you rely on back-and-forth messages in external chats or

    • Using Zoho One to manage two (or more) businesses

      We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).

    • Skip order confirmation step in commerce?

      We have a store to sell products that are not shipped to a customer. Right now, when the order is placed, we have to manually 'confirm' the order so the sales order can convert to an invoice and charge the customer.  Is there a way to skip the manual

    • Free Shipping Coupon - Zoho Commerce

      I love the Zoho platform. Zoho Commerce is no exception; however, I'm struggling with a few common features I cannot find or are missing that I hope someone can help me with. Is there a way to create a coupon code for free shipping?

    • Is there a way to link an item to a liability account?

      I collect customer deposits for certain services and hold them in a liability account. However, Zoho Books doesn't let you create an item and assign it to a liability account so how do I create an invoice with an item that records it as a deposit into

    • Select a balance sheet account when creating an invoice

      Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred revenues.  I have to create a transit revenue account and then tranfer to the right

    • How to work out commission in zoho commerce based on coupons

      HI There Is there any way to produce report based on coupon name in zoho commerce We need to pay commission to various channels who are helping us to increase the online sales so we have number dedicated coupons assigned to the above mentioned channels

    • Request for Subform Styling Feature in Zoho CRM Canvas

      Dear Zoho CRM Team, We have observed that in the Zoho CRM Canvas view, it is currently not possible to set presets or manage the styles of subform fields. Additionally, the ability to edit subform data directly within the Canvas view appears to be limited

    • How to Delete Old Tasks/Streams Assigned by Deactivated Users? 'Operation Not Permitted' Error

      Hello, I’m using Zoho Mail and have several old tasks assigned to me in Tasks and Streams. These tasks were created by former employees whose accounts are now deactivated. When I try to delete these tasks, I get an "Operation Not Permitted" error. These

    • Zoho Books - Sales Person Contact Details on Quotes

      Hi Zoho Books Team, I've had various clients ask me about showing the phone number and email of the sales person on Quotes to help eliminate any barriers to closing sales. When I tell them that it is not possible they are always surprised and say something

    • Related products category instead recommended products.

      Hi there, It is possible to show related products of the same category (as it works in the rest of the ecommerce) instead of showing recommended products.

    • Uploading PDF files

      How do I upload a PDF file to my ZOHO site?

    • How to send invoices to 2 emails?

      Hi! We are sending invoices to the "Customer email" field that is defined Zoho Books and is obtained/synced from a custom email field in Zoho CRM. But in some clientes, the invoices have to be sent to 2 emails and we are wondering how this could be accomplished.

    • It returns 1 record

      Var1= Tools_Request[Liability_Receipt == input.Liability_No]; for each rec in Var1.Tool_Request_Description { Var2= (ET_Inventory[SKU == rec.Tools_SKU].SKU).getAll(); } info call for Var2 It only fetch 1 record On record file

    • Narrative 5: The essential role of SLAs

      Behind the scenes of a successful ticketing system - BTS Series Narrative 5: The essential role of SLAs Every organization that interacts with customers establishes a timeframe within which agents should respond to queries as part of a service level agreement

    • Nextdoor Integration

      Does Zoho social work with Nextdoor? www.nextdoor.com? Are there any plans for an integration?

    • My email sending has beed blocked due to high bounce rate. NEED HELP

      User ID: 886739811 Dear Zoho Team, I hope this message finds you well. My account (User ID: 886739811) was blocked from sending emails last week due to an unusually high bounce rate. This spike was caused by a bot attack on our platform, which led to

    • Can Zoho CRM Emails be used in Zoho Analytics in any capacity?

      We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just

    • IF Statement in Zoho CRM Formula Field

      Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination

    • Scheduled Maintenances

      Hi, Why is adding scheduled maintenance so arduous. It should be a simple process and take very little time for basically a recurring job. Creating 3 records with similar data seems crazy to me. Is there a easy way to do this? I have to create hundreds

    • Subform Fields for Form Rules & Subform Fields as a Condition with Form Fields as the Action

      Hi, The Subform in Field Rules is great, but it is missing completley from Form Rules and it lacks being able to have Subform Fields in the Condition while having Form Fields in the Action, it works the other way around. Thanks Dan

    • Power of Automation :: Implementing Deadline-Based Task Scoring with Custom Fields

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Next Page