Hello everyone,
Our first release for the year 2025 is here!
The diverse capability of AI and its avatars has been the center of attention lately, and we've made some significant strides in this area. We now have a spectrum of other features to meet business's evolving customer service landscape.
This post is categorized into the following topics to maintain brevity and clarity:
- Zia: Content generation and writing assistance services
- Computational and analytical ability
- Agent productivity and reply readiness
- User inclusivity and help center security
- Improved ticket assignment and workflow
- Data administration: Audit logs and criteria-based exports
- Instant messaging and guided conversations
- Marketplace
- Enhancements in ASAP
- Mobile apps (Android, iOS, and Radar)
Zia: Content generation and writing assistance services
Zia (powered by
open source language model [Llama 3.1]), can perform a variety of actions from predicting behavior to automating crucial ticket handling actions to providing 24x7 self-service to customers. Zia can now help agents craft more empathetic, personalized responses in the customer's language of choice.
Highlighting the tone and underlying sentiment gives agents crucial cues about the conversation. Insights display a collection of key points or terms that are used in the conversation, and this gives agents an idea about the topic being discussed. Using this information, the agent can draft an appropriate, empathetic reply. They can prioritize tickets with negative sentiment to contain critical issues from escalating.

The ticket summary is repositioned within the reply interface to provide a better usability experience and provide more clarity. The thread summary will give you an overview of the conversation in a thread.Generate content: Aside from responding to ticket queries, agents sometimes need assistance drafting invitation emails, meeting reminders, follow-up mailers, and more. Zia's writing assistant abilities can help generate content based on the prompt; for example, "Generate invitation email for the upcoming sales." The content can be used as a reply or regenerated with a different prompt.
The tone of the entire response or a section of the content can be adjusted to meet the customer's conversational style. You can adjust the tone to formal, informal, diplomatic, assertive, or humorous.
Agents can check the quality of their response before sending it to their customers. Zia will highlight spelling and grammatical errors and offer suggestions. It will also provide the readability score and sentence length.
Agents need to engage with customers beyond just troubleshooting and resolving queries such as inviting them for events, follow-up meetings, onboarding follow-up etc. In these cases, Generate Content can assist agents by creating custom content on demand through prompts. Agents also have the flexibility to modify the prompt, use the generated content as a response, or regenerate it by adjusting the tone and length to fit the context better.
Computational and analytical ability
Support managers can actively monitor the ticket handling process and improve the existing strategies by defining better criteria and optimizing resource allocation for critical services. The lifecycle report will highlight the time spent at each stage; the number of tickets that are moved to another team, agent, or department; and how much time it took to resolve a ticket, which are all critical in identifying bottlenecks and improving assignment strategy.
For example, if L3 tickets are frequently reassigned and take longer to resolve as a result, it can indicate that the tickers are being classified incorrectly. By redefining the criteria and setting proper filters, these tickets can be correctly identified at the submission stage and assigned to the right department, team, or agent.
Managers can track each agent's active working hours to calculate the billable hours. They can regulate agents' availability by closely monitoring their session timings.
The report is drilled down into:
- Summary view: An overview of an agent's daily attendance, including their first login time, last logout time, total hours worked, and the number of sessions they conducted.
- Session view: A detailed breakdown of the login and logout times of each session. It provides insights into how often an agent logs in and out and the duration of each session.

Monitoring the performance of an individual, a team, or a process identifies areas needing improvement. KPIs can also track progress or decline, and make periodic corrections. Some common performance indicators—like the number of tickets closed, task completion rates, monthly outbound calls, and pending asset requests—can all indicate whether there are any delays or if the agent requires training in handling special cases. KPI components such as metric cards, comparison indexes, bullet and dial charts provide visual representation of important business metrics that help with:
- Resource management: Monitoring agent productivity can help managers understand agents' bandwidth and allocate tickets and tasks accordingly.
- Performance tracking: Measuring First Response Time (FRT) and Time to Resolution (TTR) can help identify underlying reasons for any delays and take necessary actions to improve resolution time.
- Goal alignment: By measuring FRT or resolution time, businesses can align support activities to bigger goals, such as quicker ticket closure, improved customer satisfaction, and a decrease in tickets.

The Tickets module facilitates automatic computation of the customer's age in years, insurance policy tenure, claim amounts, service costs, and more, which would otherwise require an agent to calculate manually.
Agent productivity and reply readiness
This functionality allows agents to perform actions, send information, track locations, and alert third-party vendors with the click of a button. Buttons can be accessed from the Ticket Detail view. It can invoke a URL or initiate a spectrum of actions through functions.
- Agents can refer to the company's term insurances, plans, benefits, and payout details while addressing a customer issue from the ticket.
- The customer's exact location can be found using the correct coordinates in the navigation service URL.
- Agents can create a record or initiate a process in another tool, such as creating a project in Zoho Projects or filing a bug in JIRA.

Businesses that use custom or private extensions (that aren't available in Zoho Marketplace) to manage their processes can add those extensions to the custom module. This allows them to view data generated by location trackers, forecast budgets, or even load and view images right inside the module's subtab, improving accessibility and usability.
The Community module UI has been redesigned to enhance its visual appeal and improve the user experience.
We've upgraded the filters, the community detail view, and the moderation settings page with a sleek new design, making navigation and accessibility simpler and more intuitive for users. With the new Approve All button, admins can now approve all posts that are pending approval at once.
Multiple contacts can be sent a WhatsApp message at once, saving time. Agents can also select multiple contacts and update a value or delete them.
Agents have the flexibility to respond to a ticket that was submitted through the IM channel via email.
User inclusivity and help center security
These have been introduced to provide help center users with ease of navigation.
The happiness rating feedback form can be translated in multiple languages to improve outreach and allow customers to submit feedback for the support they received in their native language.
These templates allow businesses to store multiple language versions under a single template ID, ensuring that messages are sent in the recipient’s preferred language. This eliminates the complexity of managing multiple templates and streamlines the WhatsApp approval process. These templates can also be triggered via our API, allowing businesses to automate multilingual messaging and enhance customer engagement at scale.
These bots allow customers to interact with you in their preferred language with multilingual GC bots in WhatsApp, Telegram, Line, Facebook Messenger, Instagram, and Business Messaging. It detects the user’s language, translates, and provides responses accordingly, eliminating the need for separate language-specific bots.
OTPs allow users to access the help center without their login credentials. Sometimes, when users are in a rush or have forgotten their login credentials, an alternative secure login system keeps them connected. OTP-based user authentication is currently available only for India-based customers.
Users can verify their identity using either of the options while accessing the help center.
Improved tickets assignment and workflow
Businesses that use custom modules can use workflow rules to update the field values in these records automatically. The "update record action" will update static and dynamic values in the custom module and its related modules. For example, if the employee name is updated in the Employee module, the name will be updated in the Payroll module as well.
These logs offer a detailed record of both successful and failed custom function executions triggered by automation rules. It includes execution details, passed arguments, and print statements, helping you debug issues and identify the causes of any failures.
Data administration: Audit Log enhancements
Instant messaging and guided conversations
The AnswerBot can generate relevant answers from knowledge base articles to automate chat interactions and reduce response times. The agents can review the answers and choose whether to send them. Chat services on WhatsApp, Telegram, Line, Facebook Messenger, Instagram, and Business Messaging help manage high chat volumes, provide 24/7 support, and ensure quick resolution for common questions. When necessary, the AnswerBot will transfer conversations to human agents, ensuring a smooth customer experience while optimizing agent availability and efficiency across multiple messaging channels.
Triage chat conversations by systematically routing each new inquiry to the next available agent in a predefined sequence. This ensures an even workload distribution, eliminates manual assignment efforts, and enhances response efficiency, leading to better customer service and streamlined operations.
AI inside the CPaaS inbox offers real-time message suggestions, conversation summaries, sentiment analysis, and intelligent response recommendations. Available for WhatsApp, Telegram, Line, Facebook Messenger, Instagram, and Business Messaging, it facilitates faster resolution of customer queries while maintaining consistency in responses.
The AI-powered composer enhances the agent's productivity by offering real-time writing assistance, language translation, and tone adjustments. It ensures clear, refined, and contextually appropriate communication that resonates with the brand's messaging.
Generate AI-powered responses with context retention in Guided Conversations. The Generative AI Block understands complex queries and remembers the conversation history within a session to give personalized replies. It also provides a chat summary for agents, ensuring a smooth transition and better customer interactions.
Use industry-specific templates from the gallery to build contextual chatbot ready-made flows that are optimized for multiple languages and channels.
Connect Guided Conversations with Zoho CRM, Zoho Cliq, Zoho Connect, Zoho Projects, Zoho Mail, and Zoho Calendar. These integrations enable data exchange and automate workflows across platforms for smoother operations.
Create and deploy chatbots with unified widgets and flows. Switch between editing and viewing modes, preview blocks on hover, and customize the block listing panel. Reposition the panel for flexibility and track real-time metrics to optimize chatbot performance.
Automate user actions and personalize chats across messaging platforms like WhatsApp, Telegram, and Facebook Messenger by using the IM variable in the GC flow. IM variables enable session-specific actions, user identification, and ticket management for smoother interactions.
Personalize the logo, theme, launcher, and background. Set custom session end rules, idle timeouts, and enable multilingual support for a tailored chat experience.
The GC Mobile SDK (Android and iOS) supports multiple languages, adapting to the user’s device or preferred language. It ensures a consistent chatbot experience. App Clip and instant app Cliq support enables instant chatbot access without installing the full app.
Merge multiple variables and text into a single structured variable for better data integration. Use it to streamline workflows, improve ticket creation, and enhance AI responses. This reduces manual effort and ensures better context retention in conversations.
Marketplace
Zoho Desk can be integrated with Microsoft Azure DevOps, a suite of cloud-based tools and services developed to support the software development lifecycle (SDLC). Integration improves collaboration between support and development teams by enhancing communication and visibility of requirements, progress, and issues.
For example, a ticket raised for a feature request or feature enhancement by the customer is handled by the customer support team in Zoho Desk. The software development team handles their tasks, such as validating the request, coding, and testing in Azure DevOps.
Enhancements in ASAP
- Voice-to-Text Search: Android SDK customers can use voice-to-text search instead of typing.
- Comprehensive callback functionality: We've introduced callback events for Knowledge Base and Community interactions. These callbacks allow developers to track user engagement and integrate support usage data with their preferred analytics tools. This provides valuable insights for optimizing support content and identifying areas for improvement.
- Targeted content display: Support content can now be customized based on application screens and user contexts. For example, you can display a specific forum topic on a dedicated screen or show a particular ticket status on a ticket management page. This allows for a more tailored support experience.
Mobile apps: (Android, iOS, and Radar)
- Schedule and record calls (Android and iOS): The details of inbound and outbound calls can be recorded for transparency and tracking the agent's progress.
- Create stand-alone activities (Android and iOS): Individual tasks, events, and calls can be created without associating them with tickets, such as onboarding requests, service maintenance, and more. Activities can be sorted and viewed under system-defined list views or custom views.
- Customizing the list view in a custom module (Android): The list view in a custom module can be personalized by adding or removing the columns as needed. For example, in a custom module called Tour Packages, the users can select fields like country of travel, duration, package type, and visa requirements in the list view for easy access. The fields and layouts within a module can be rearranged, and the appearance and alignment of each card in the module can also be customized.
- Generate quick and accurate replies using Zia insights in IM chats (Android and iOS): Zia insights in IM chats will help agents understand complex queries by generating a summary of the chat session. Reply suggestions can also be generated to provide contextually accurate replies, reducing the time spent on drafting replies. The tone of the incoming message can be read using Zia insights, helping agents to align their conversation to that of the customer.
- Use Radar permissions to control who can use what in the app: Radar permissions let admins customize app access based on a user's profile. This way, users can access only the tools and data needed to discharge their duties. By removing distractions and reiterating responsibilities, Radar permissions help users collaborate while staying within the confines of their roles, enhancing overall efficiency and productivity.
- Make the Radar app follow your device's time zone: Empower agents to provide support from anywhere in the world using the Radar app. Its "Use Device Timezone" setting synchronizes the help desk application's clock with that of the agent's device. Consequently, agents can view all time-related data (e.g., created time, due time) in their local time, enabling punctual, well-timed responses.
Recent Topics
link to any Belgian bookkeeping software?
Hello, Does anyone on this Forum can help me with the question whether the ZOHO CRM (Invoices) or ZOHO Book can be linked to software that is used for Belgian Bookkeeping/accountancy? By linking, I mean either with the help of a middleware program or either by the ability to export the custom made reports as CSV-files... If someone has an experience with online CRM-Accountancy in Belgium, with ZOHO (or other), it would be great to read it... Thank you
marketing automation
wants to know about the zoho marketing automation
Problems with email templates (HTML - Outlook)
Hi there, I've been trying to create a newsletter from the template "Business 4". Everything looks great in the preview, but when I send it to my Outlook inbox, the layout doesn't seems to stick. More particularly: - The line-height is way more reduced, even though I used the line-height tool from the template - Columns but they are sometimes misaligned - Font size is not always the one I've selected. Could you help? Thanks!
Zoho CRM IP Addresses to Whitelist
We were told to whitelist IP addresses from Zoho CRM. (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated? Everything I could find is over
How to create a drop down menu in Zoho Sheets
I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text --> Contains. But that is not working, is there any other way to do it. Thanks in Advance.
Introducing Keyboard Shortcuts for Zoho CRM
Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
Zoho CRM's custom views are now deployable from sandboxes
This feature is now available for users in the AU, JP, and CN DCs. This feature is now available for users in CA and SA DCs. New update: This feature is now available for users in all DCs. Hello everyone, We're excited to announce that you can now deploy
Where are Kanban swimlanes
So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one. Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research
Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
Scheduling Calls in CommandCenter / Blueprints
I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But
Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books
Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
Limit in number of records for subforms and multi-select lookup fields
It is my understanding that a maximum of 100 items can be selected in a multi-select lookup field, and that a total of 200 items can be selected in total between both subforms in a given module. Are there any ways to work around this limitation if we
Kaizen #136 - Zoho CRM Widgets using ReactJS
Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM
Getting Permission denied to access this portal.
We have one user that can't login to projects even though access has been granted. This user can login to accounts.zoho.com but when login to https://projects.zoho.com/portals.do we get this error: Unauthorized login to this portal Permission denied to access this portal. Check your portal URL again. Sometimes we also get "server too busy". We have tried killing sessions (in accounts.zoho.com) and we have deleted cookies; and tried different computers and still the same problem. All others use can
Marketing Tip #1: Optimize item titles for SEO
Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
Does Zoho Docs have a Line Number function ?
Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank
Setting Default Views for Custom, List and Detail Views
Hey, Is it possible to set a default custom view, list view and detail view for a module for every user? We are onboarding a lot of non technical people that struggle with these things. Setting the views as default would really help. Btw: also setting
Custom function return type
Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding
Filter Based API request in Zoho Books using POSTMAN
How do I GET only specified CONTACTS based on created time or modified time in Zoho Books using POSTMAN. In the api documentation, it is written we can apply filters but I need a sample request.
URL validation
We use an internal intranet site which has a short DNS name which Zoho CRM will not accept. When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.
Has anyone been experiencing slow issues?
Dear all, I just want to ask if anyone has been experiencing slow issues with Zoho Creator in the past two weeks? I worked with the ISP to improve network quality by changing routes and upgrading bandwidth, but nothing changed. I am in Vietnam.
Zoho Projects Roadshows 2025 - USA
Dear Users, After an amazing response to our roadshows in 2024, we are excited to be back for the second year in a row! Join our team of experts as they walk you through the most-used features in Zoho Projects, explore powerful automation capabilities,
Billing Management: #6 Usage Billing in SaaS
Imagine a customer shuffling across multiple subscriptions, a streaming service, a music app, cloud storage, and a design tool. Each one charges a flat monthly fee, regardless of how much or how little they use. Some months, the customer barely opens
Is there anyone who has been experiencing issues regarding the Zoho Creator Certification Website in the past 2 weeks?
Dear all , I just wanted to ask is there anyone who was planning on taking the Zoho Creator Developer Certification Test in the past 2 weeks and have been facing errors stating that the website is under maintennance and also not allowed to access the
Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
GST Slabs Redefined: Stay Compliant Using Zoho Books!
Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
Allow syncing Activities from other applications
Marketing Automation could be a much more powerful platform if you were able to sync activities into the platform (e.g. purchase, donation, etc) outside of a user doing something on your website. I'd love it if you could sync Custom CRM Modules as activities,
Create static subforms in Zoho CRM: streamline data entry with pre-defined values
Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
Introducing Profile Summary: Faster Candidate Insights with Zia
We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)
Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
Ask the Experts #1
Hello everyone! It’s time to transform how you manage projects. Define the processes. Automate the tasks. Streamline the workflows. Let us dive into automation in Zoho Projects — from configuring workflows and custom functions to building triggers, using
How to overcome Zoho Deluge's time limit?
I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries
Zoho Sheet - Printing - Page Breaks and Printing Customization
I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks
Checking if Creator has Change History
Like zForms - whenever an entry was updated there's an option to attached change history to email notif. Trigger -> Successful form submission
Zoho sites header
Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my
Your bot just got smarter: AI-Powered routing that reads between the lines
What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
Unable to create embed code for resource of workdrive using API
Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, below
how to use validation rules in subform
Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
Adding contact role to a specific deal js sdk malfunctioning
i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",
Next Page