Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

Hello everyone,

We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. 
Idea
What is LLM?
LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based on context. Zia's in-house LLM has been specifically designed to enhance Zoho CRM's AI capabilities, offering secure, accurate, and efficient solutions for various business needs.
To begin with, the LLM will be implemented for the Smart Prompt feature which has so far integrated Zia with OpenAI to provide generative AI solutions to user prompts to help streamline your daily sales processes, enhance productivity, and simplify decision-making. By analyzing the context of your CRM data, Smart Prompt delivers actionable insights for tasks like drafting emails, summarizing notes, or gathering record-specific information. 



You can now choose between Zia LLM and OpenAI’s ChatGPT for processing Smart Prompts, giving you the flexibility to select the AI engine that best suits your business needs.


So how does the introduction of our LLM impact your operations? The functioning of the Smart Prompt feature remains the same, but there are a few key differentiators. 
  • Zia LLM processes data within Zoho’s secure environment, aligning with stringent data protection standards, resulting in a more optimized data handling.
  • Using Zia LLM requires no external accounts or API keys—just your Zoho CRM account.
  • Whether you choose Zia LLM or ChatGPT, the Smart Prompt feature continues to function seamlessly, offering contextual suggestions and generative responses to streamline your sales processes.
Why this matters

Zia LLM is designed to provide users with an AI experience that is fully integrated into Zoho CRM. Being a CRM-oriented LLM, it simplifies the setup, enhances productivity, and streamlines your sales activities.

To enable Zia LLM for Smart Prompt, simply navigate to the Smart Prompt settings in your CRM setup and select your preferred AI engine. Read more on our help documentation.



Whether you choose Zia LLM or ChatGPT, the flexibility is now in your hands.

The Zia LLM for Smart Prompt is the first step in establishing our own generative AI cases. Going forward, we have some exciting updates coming up:
  • Record summary - The record summary provides a comprehensive overview of important record information, including deal status, related tasks, recent interactions, and other key details—all presented in one convenient location. This enables users to efficiently make informed decisions without having to navigate through the entire record. Read more.



  • Prompt builder - The prompt builder feature allows users to create, customize, and manage AI-powered prompts that can provide personalized responses in the CRM. This feature leverages Zia's generative AI capabilities to assist users in interacting more efficiently with CRM data, performing tasks, and automating responses. More on this will be shared soon.
As we keep marching ahead, so shall our LLM keep expanding to handle our entire AI operations.

That's all for this announcement. Let us know your feedback and suggestions in the comments below.

Info
Feature availability
  • Smart Prompt with OpenAI (ChatGPT): Available to all Enterprise users and above, across USEUINAUCA data centers.
  • Smart Prompt with Zia LLM: Accessible to Enterprise and Ultimate users with 20+ licenses, for English-only usage. Currently available in the US data center.

Thanks,
Nizamuddin

    • Recent Topics

    • Changing Customer Currency

      It seems so silly that you can't change a customer's currency after a transaction is recorded. We work with companies all over the world and sometimes they might request an invoice in a different currency. To do this I have to create another customer
    • Bulk payment of bills from multiple vendors

      Is there a way to pay multiple vendors bills in one transaction?  It appears that you have to deal with each one as a seperate transaction.  Is there a way to export the transactions to the bank using an ABA file?
    • Line_Items not appearing in invoice arrays

      When i use the Zoho API to pull an invoice, it doesnt show the Line_items array... In the documentation it shows that it should appear but it does not. Is there any way to fix this?
    • Active Customer List 2024

      Hello everybody, i am just a beginner :) how can i create a customer list of all active customer in 2024? Active customer means, all customers, who received an invoice in 2024 of us. Just tried already in CRM. Can i do that also in ZOHO books? I am looking
    • Notifications on mentions in comments

      If another user mentions me (e.g. @mustafa... which autocompletes) in a comment on a ticket, how do I get notified? If I don't get notified, what on earth is the point of the mention feature???
    • [New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!

      Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge Templates
    • Setup for a service based business

      I apologise if this has been asked before but a search of the forums didn't turn up what I was looking for. I am looking at setting up Zoho CRM for a consultancy based business and so there are no products as such. This is fine as I can create a product which is time based. However, I do not seem to be able to get rid of the concept of having quantity in stock. I have a unlimited supply of time! How can I bend Zoho to my will and get rid of the stock control? Thanks Neil
    • Introducing the New SalesIQ Live Chat Widget: Twice as Fast, Fully Optimized for Engagement!

      Hello everyone! To celebrate our 10-year milestone, we're thrilled to unveil the new and improved SalesIQ Live Chat Widget! Redesigned at both the User Interface and performance levels, this enhanced widget is not only optimized but also 2X faster than
    • Search terms from ASAP widget are not showing up in my Zoho Desk analytics

      When people perform searches in the Zoho Desk ASAP widget, the search terms do not show up inside my analytics report. But when people access the KB website directly and then do the search, the keywords ARE showing up. Is this a known issue, or am I just
    • Microsoft Loop integration

      Hi has anyone had luck getting any components of Microsoft Loop integrated into Zoho One, for example Follow-up tasks into Zoho Projects or other app, or perhaps Loop notes into Zoho Notes? cheers
    • Searching for content within courses

      Hello, I have been testing out Zoho One for my company have been exploring Learn. I've noticed that you cannot search for content within a course. You can only locate the title of the course. Example: Course: How to Make Your Bed Chapter: Pillows Lesson:
    • Cohort - Zoho Analytics

      I am developing a cohort analysis in Zoho Analytics for Tickets/Service Desk, which tracks the number of tickets created each month and when those tickets were closed. I have added a user filter for classification. When I change the classification using
    • Helper Functions and DRY principle

      Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to
    • Automation Issue with Email Templates in Workflow

      Hello Zoho Support Team, I’m currently facing an issue with the automation setup in my workflow for following up with applicants. I have configured the workflow to send out emails with different templates, which work perfectly when sent manually. However,
    • Disable Private Reply.

      Is it possible to disable the option to do "Private Reply" for tickets? The reason is that sometimes we click on reply or "reply all," but the system automatically selects "private." Am I doing something wrong? Thanks Rudy
    • Zoho Books | Product Updates | October 2024

      Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accounting
    • Merge Items

      Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.
    • Failures installing Unattended Agent using Microsoft Intune

      Hello, I configured Zoho Assist Unattended Agent using Microsoft Intune, following the steps outlined in this article, using a .MSI installer. I added a pilot group of users and for 6 of them it installed correctly and I see their computers in Zoho Assist
    • Crear tarea CRM con recordatorio desde Zoho Flow

      Hola, estoy intentando crear desde Zoho Flow una tarea en CRM. Lo he logrado hacer pero sin recordatorio, ya que no se como se debe escribir el string adecuado. He probado varias alternativas, pero ninguna me funcionó hasta ahora. - FREQ=NONE;ACTION=EMAIL;TRIGGER=DATE-TIME:${FechaVto}
    • Recurring Bookings

      Will Zoho Bookings ever offer an option to the customer to schedule recurring meetings (unlimited) for the same days/times? Making a client schedule the same days/times for an entire month is a tedious process. I'd like to offer the option upfront to
    • Zoho CRM's new Homepage component: See all your activities in one powerful view!

      Hello everyone, We’re excited to introduce a new feature to your CRM dashboards: the Homepage Open Activity Component! Now you can effortlessly track all your open activities—including tasks, meetings, calls, and appointments—in a unified view, tailored
    • No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - admin@laboratoriosantarosa.org

      Hola Renovamos después del tiempo el dominio, y luego de eso se cayó el servicio de correo. Seguimos las indicaciones que se indican en este articulo, sin embargo, hasta el momento solo podemos recibir correos pero no enviar. Hemos actualizado los registros
    • Add an option to start zobot when user clicks the Chat with Us button

      I would like to have an option to start the zobot when user clicks on "Chat with us" button when chat widget is maximized
    • Ticket list sorting is now supported in the latest version of the Desk Android mobile app.

      Hello, In the latest version of the Desk Android mobile app (v2.4.32), we have brought in the option to sort the ticket listing view.   Now we can sort the tickets listing by Ticket Id, Due Date, Recent Thread and Created Time. Please update the app either
    • Mass delete leads

      How do I mass delete leads in ZMA? I want to delete leads that have not opened emails in 6 months. But I can only select 200 at a time - there are thousands.
    • Creator v5, v6 and v8 for Zoho One

      Greetings, I hope find all doing well and safe. I was browsing the Zoho One page, where the details of each application's plans are outlined (https://www.zoho.com/one/plan-details.html?prd=zcreator). I noticed there are three versions available for Creator
    • Base Currency Adjustment - Mark Transaction as Something Other than Unreconciled

      Not a very concise title, but it describes the issue pretty well. Basically, when a Base Currency Adjustment is made, the transaction is recorded in the register of the account in question (as it should be). It's marked as "Manually Added", which makes
    • Customer Account Statement

      Dear Sir, I am Travel Agent Curranty Zoho Provide Customer Statement with Date, Transactions, Details, Amount, Payments, Balance Our Suggestion is kindly Provide Statement with Item name & Description Kindly find the attachment
    • move or clone the custom layout

      Hi, is it possible to move or clone the custom layout of a ticket from one department to another? BR
    • How to restart the timer for the 'First Response' field associated with an SLA.

      Hello, through the API, I send an email to multiple accounts when a new ticket is created, and the system automatically sets the "First Response" field to null. I would like this to happen only when a ticket is assigned.
    • Invoice filter issue

      Hello Team, I am using following API documentation for getting list of invoices. https://www.zoho.com/books/api/v3/invoices/#list-invoices I have applied filter on multiple fields & its working correctly. But when I pass search_text parameter with combination
    • Zoho Books says "Please ensure that the "webhook_name" has less than 50 characters."

      I have a custom module on Zoho Books that creates a customer trip record. It has a customer field to link to their account information. When these entries are created, I want to fetch this customer's information so I can put the selected customer's address
    • How to delay automatic retainer invoice

      Hi, we would like to use the functionality that there is a retainer invoice created automaticaly, when the customer accepts the offer. The "problem" is that the mail with the retainer invoice is sent imediatelly to the customer, which is kind of "impolite".
    • Refresh token not appearing

      Hello, I was wondering if there is another way of obtaining a refresh token, as following the usual 60-second-code procedure generates a new access token, but not the refresh token, and so i have to repeat everything to get a new token every hour or so,
    • Quote item header via api

      Hello. I'm not a programmer, but am trying as an amateur to have a form create a new quote so I can guide my sales reps with questions to accurately fill out the quote. We use zoho books. After three days I've successfully been able to create a quote
    • Decrypting Secrets Returned by Zoho Vault API

      Hello, I've been able to follow the documentation here: Zoho Vault | API Reference and successfully call the GET_LOGIN operation with my token. I get back a response containing/similar to this: "name": "GET_LOGIN", "details": { "PASSPHRASE": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxABCDEFG==",
    • copy the row to the end of table if under condition

      Hi, my table is created from zoho forms entry. Lat's say that column 3 has value 1 or 2. when the value is 1, no action is needed but when the value is 2 I would like that entire raw was automatically copied to the next row - it is the end of the table.
    • my seo title , keyword and discription are not reflecting

      I added seo title, description, and keyword on my products but they are not reflecting. Please resove this problem.
    • Integrate WhatsApp and ZohoOne

      What is the most recommended application or tool to integrate WhatsApp and ZohoOne? That allows, for example: - When a new lead is generated in Zoho CRM, the lead automatically receives a message by WhatsApp. - In line with the previous point, schedule
    • Allow Zoho Cliq Admins to Manage External Channels Without Joining

      Dear Zoho Team, Greetings! As a Cliq admin, I can create external channels, but there is currently no way for me to invite external users to these channels without being a part of them. There are scenarios where, as an admin, I only need to set up the
    • Next Page