Zia Search - La recherche puissante et unifiée

Bonjour à tous,

Dans cet article nous allons découvrir "Zia Search", un puissant outil de recherche unifiée.

      Zia, l'intelligence artificielle de Zoho, vous aide à accomplir plusieurs fonctions telles que l'analyse des données, la traduction, la recherche, la vérification grammaticale, etc. Parmi celles-ci, "Zia Search" est une fonctionnalité très utilisée, où Zia accomplit une recherche unifiée et puissante pour toutes vos données au travers de l'entreprise, en respectant toujours les structures d'autorisation que vous avez définies pour tous les employés.

 Zia peut effectuer sa recherche contextuelle au travers des contacts, des données, des documents, du site-web et des applications tierces.

La recherche par application

      Pour raffiner votre recherche, vous identifiez tout simplement l'application dans laquelle vous voulez effectuer la recherche. Par exemple, pour trouver des documents sur WorkDrive, sélectionnez WorkDrive et saisissez le nom du document que vous voulez rechercher. Les sous-filtres ci-dessous tendent à mieux définir votre recherche.

La recherche par contact

      La deuxième est la recherche par le contact. Vous identifiez le contact et Zia peut extraire des informations au travers d'applications comme Mail, CRM, portails Desk et autres applications Zoho, instantanément. Zia vous affiche toutes les interactions avec le contact en question comme les e-mails échangés, les fichiers sur WorkDrive, etc.

La recherche contextuelle

      Zia Search est intégrée dans de nombreuses applications Zoho : vous pouvez donc passer par la recherche Zia à partir de n’importe quelle application pour trouver des informations pertinentes. Zia non seulement vous classe vos résultats par document ou par contact mais aussi affiche des informations contextuelles. Par exemple, vous avez reçu un e-mail de l'organisation et vous voulez en savoir plus avant de répondre : sélectionnez simplement le nom de l'entreprise de l'expéditeur et cliquez sur "rechercher". Zia affichera toutes vos interactions avec cette organisation au travers des applications Zoho One. Par ailleurs vous pouvez répondre à l'e-mail sans basculer entre les applications.

      Parfois, nous n'arrivons pas à trouver les informations nécessaires au sein des pages d'aide. Maintenant, Zia Search vous permet de les trouver. Sélectionnez l'onglet "Help Pages". L'onglet "All applications" vous proposer la liste de toutes les applications pour sélectionner celle qui vous intéresse. L'onglet " All Categories" vous aide à choisir le type de document que vous voulez consulter, soit un document texte soit une vidéo.

La recherche OCR et Photo

      Avec le support OCR (Optical Character Recognition) dans Zia Search, vous pouvez rechercher du texte au sein de documents numérisés et d’autres fichiers images. Ce support débloque des millions de documents numérisés et d’images qui n’étaient pas consultables jusqu’à présent.

      Les photos sont généralement nommées comme IMG1023.jpg ou un format qui ne donne aucun indice sur le contenu d’une photo, ce qui force les utilisateurs à ouvrir chaque photo pour trouver ce qu'ils recherchent.

      Zia Search est accessible sur plusieurs applications de Zoho One depuis une barre de recherche. Au-delà des fonctionnalités ci-dessus, vous pouvez paramètrer Zia Search, comme choisir les applications où vous voulez l'activer. Vous pouvez aussi changer l'ordre des applications selon votre besoin en mettant l'application la plus utilisée en haut.

L'application mobile

      Vous êtes en déplacement et vous recevez un appel d’un de vos prospects. Le client potentiel est sur le point de signer une affaire importante et aimerait savoir où en sont ses demandes de renseignements et vous devez jongler entre plusieurs applications pour recueillir toutes les informations pertinentes. L'application mobile de Zia Search vous donne la vue à 360 degrés du client avec un seul clic.

      Vous pouvez vérifier rapidement l’affichage détaillé de la plupart des résultats de recherche. Vous pouvez vérifier le fil d’e-mail complet sur Mail, les détails du ticket de Desk - le portail de service, le flux sur Connect- le réseau social de l'entreprise, le forum, etc.

      Vous pouvez enregistrer la demande de recherche avec les filtres et utiliser votre recherche sauvegardée pour une prochaine fois. En utilisant les recherches enregistrées, vous pouvez créer différentes vues personnalisées (les données seront automatiquement mises à jour) auxquelles vous pouvez accéder fréquemment - comme vos tickets de service ou vos tickets ouverts.

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