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The Future of Work: Exploring Zoho’s New ChatGPT Integrations

Every once in a while, technology gifts us with innovations that radically change how we work. Undoubtedly, ChatGPT is one such innovation. In recent months, Zoho has embraced this change with a flurry of integrations into their various applications. These advanced, AI-driven tools have set a new precedent for how we approach tasks and engage with customers. In this post, we’ll review all the applications to date that support ChatGPT and discuss the benefits of utilizing AI within these products.

Zoho & ChatGPT Integrations

Zoho CRM

Though this integration is just at the beginning of its full potential, Zia now utilizing ChatGPT allows some excellent use cases for Zoho CRM.

Here’s how ChatGPT contributes to Zoho CRM through Zia:

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Better Customer Emails: Email remains a vital channel for customer communication. With ChatGPT, Zoho CRM can generate comprehensive emails from scratch or improve existing email content. It does this by refining language, removing grammatical errors, and polishing the tone. You can even ask the AI to find relevant information and insert it directly into your email.

Simplified Customer Information Management: ChatGPT enables you to extract and summarize essential information from any customer record. You can leverage the information in your CRM and across the internet to learn more about any customer data field using the Explore function. ChatGPT can also improve how you manage customer notes by summarizing and updating them as needed.

By integrating ChatGPT, Zoho CRM is setting a new standard for customer relationship management. It’s not just about making interactions with customers easier; it’s about making each interaction more impactful, leading to stronger and more meaningful relationships while improving productivity for your team.

Related Article: Generative AI for the world’s broadest suite of unified business apps

Zoho Cliq

The first integration to be released was for Zoho Cliq. With efficient communication being crucial to an organization’s success, Cliq was an excellent starting point for utilizing OpenAI,

So, how exactly does ChatGPT enhance Zoho Cliq?

Bot Integration: The ChatGPT extension features a bot that can answer any of your questions and engage in conversations. Powered by OpenAI’s GPT-3.5 architecture, this bot understands natural language and responds in a way that feels human-like.

Slash Commands: The ChatGPT extension provides various slash commands for summarizing conversations, generating images and text, and performing other actions. You could use a slash command to create an image of a futuristic office space during a discussion about office renovation, for instance.

Message Actions: In addition to slash commands, the extension includes message actions that can summarize lengthy messages or create outlines for shared ideas and decisions. You could use a message action to create an outline of a brainstorming session or summarize the key points of a long email.

The integration of ChatGPT into Zoho Cliq is a game-changer, whether you’re aiming to streamline your workflow, improve communication, or simply get more done in less time. We’re excited to see how it transforms your conversations and boosts your productivity. Share your stories over on Club Zenatta or on the YouTube video tutorial below!

Related Article: ChatGPT in Zoho Cliq!
Our Tutorial On How To Install It: Configuring a ChatGPT Bot in Zoho Cliq

Zoho Desk

At the heart of excellent customer service is prompt, personalized, and relevant support. The integration of ChatGPT into Zoho Desk, a leading customer service software, aims to enhance these qualities, resulting in improved customer experiences and more efficient support teams.

Here’s how ChatGPT is transforming the Zoho Desk experience:

Faster Responses: ChatGPT assists Desk users in understanding lengthy incoming messages with precise summaries. This ability helps service agents save time, respond faster, and ensure customers experience prompt resolutions.

Detecting Customer Sentiment: ChatGPT helps service agents understand customer sentiment by detecting the tone of incoming tickets. This ability allows teams to respond with appropriate empathy, understanding customers’ needs better.

Retrieving Contextual Information: Zoho Desk’s Knowledge Base feature is a rich archive of useful information for your customers. ChatGPT can quickly retrieve articles from your Knowledge Base, creating relevant replies.

The integration of ChatGPT into Zoho Desk is a game-changer, minimizing tasks for agents and creating opportunities to focus deeper on issues, offering improved customer experiences. Advantages include faster response rates, better agent experiences, quicker resolution times, and enhanced ticket management.

Related Article: Empower your customers and service teams by integrating Zoho Desk with OpenAI

Zoho Analytics

Data analysis is an essential part of any successful business. With the integration of ChatGPT into Zoho Analytics, analyzing data has become smarter and more efficient. Here’s how ChatGPT is adding value to the Zoho Analytics experience:

Formula Suggester: Analyzing data can be challenging, especially when it comes to creating formulas. The integration of ChatGPT with Zoho Analytics simplifies this task. Users can ask questions in natural language and get intelligent suggestions for formulas. This feature significantly reduces the time spent on finding the correct formula.

SQL Query Suggester: For those not fluent in SQL or with only basic knowledge, creating complex SQL queries can be a daunting task. With ChatGPT, users can provide inputs in natural language and build complex queries quickly and easily.

Discover External Datasets: ChatGPT enables users to find and import public datasets from the web by asking questions. This feature can significantly enhance data analysis, as these datasets can be used for further examination.

Synonym Suggester: This feature offers alternative suggestions for column names to enable conversational insights using natural language processing capabilities.

The integration of ChatGPT into Zoho Analytics represents a leap forward in data analysis, making it more accessible, user-friendly, and efficient. By embracing this integration, businesses can gain deeper insights from their data and make better-informed decisions.

Related Article: Zoho Analytics ChatGPT Integration

Zoho DataPrep

Data preparation is a vital step in the data analysis process, and the integration of ChatGPT into Zoho DataPrep has taken this a step further. Here are some features making data preparation seamless and effortless:

Transform by Example: This function allows users to transform data according to their needs by providing output examples. It simplifies the complex operations involving text extractions, date formatting, and arithmetic operations.

Chat Formula Builder: This tool allows users to create formulas by describing the logic in natural language, eliminating the need to learn all the functions or their syntax. This significantly reduces the time taken to prepare data, thereby allowing more time for analysis.

Dataset Finder: Users can discover relevant public datasets and generate sample data on demand. This feature is particularly useful for enriching first-party data during the data preparation process and for creating synthetic data for analysis or experimentation.

The integration of ChatGPT with Zoho DataPrep has made data preparation more accessible to everyone, regardless of their technical expertise. The AI-powered platform generates intelligent suggestions, saving time for analysts and improving the accuracy of the data preparation process. By using transformation suggestions and formulas consistently, businesses can refine their rule sets and set a data-forward trajectory, saving time, reducing complexities, and improving overall data accuracy.

Related Article: DataPrep OpenAI Integration

Zoho Social

Keeping up with the demands of social media content creation is no easy feat. However, Zoho Social’s integration with ChatGPT has streamlined this process, blending AI with creativity to boost content generation and publishing efficiency.

Here’s how the integration of Zia, now powered by ChatGPT, revolutionizes social media content management:

Generating Content: With a simple command, Zia can create, review, and format content for your social media accounts, whether it’s a tweet thread or an Instagram caption. The power of ChatGPT enables Zia to produce human-like and conversationally engaging content, making the content generation process more efficient and hassle-free.

Customizing Content: Zia, empowered by ChatGPT, understands specific words and phrases in your requests and generates content that aligns with your specifications. Zia uses a pre-trained algorithm and machine learning to analyze keywords, understanding the meaning and context behind them. This results in responses that are relevant and personalized to your inputs.

Rephrasing Content: Zia can revise and rephrase content until you’re completely satisfied with the result. The regenerate button in Zoho Social offers fresh content each time, allowing you to iterate until the output is precisely what you desire. This feature ensures you can produce captivating content promptly, giving you a competitive edge.

Enhancing Content: Zia assists in enriching your post content by suggesting suitable hashtags, emojis, and images. Zia identifies the main themes in your content and suggests relevant hashtags, images, and emojis that are frequently used in social media. This AI-powered assistance makes the use of images, hashtags, and emojis quicker and more intuitive.

The integration of Zia with OpenAI for Zoho Social is designed to make your work more efficient, speed up content production, and save you time. It’s a significant update to enhance your social media management efforts, and we’re excited for you to experience its advantages.

Related Article: Zia OpenAI Integration Announcement

Zoho Sign

The integration of OpenAI’s ChatGPT with Zoho Sign is especially useful in scenarios where multiple signatories are required, such as a crucial sales agreement. In such instances, signing often gets delayed due to the executives’ packed schedules and the time it takes to peruse lengthy documents. By selecting the “Summarize document” option, executives can now get a succinct summary of the document in a matter of clicks, greatly reducing the turnaround time.

Once the integration is enabled by the admin, Zia, in collaboration with ChatGPT, extracts data from the Zoho Sign documents and crafts a concise synopsis. This can be applied to any document, even allowing the selection of specific pages for the summary.

Key benefits of ChatGPT integration with Zoho Sign:

Ease of integration: The integration is straightforward and simple, allowing for a seamless document signing experience.

Time-efficient: By condensing long-form content into contextual summaries, it saves hours that would have otherwise been spent reading extensive content.

User-centric Experience: The integration provides a smooth document signing journey for your recipients.

Currently, this integration is available only in our US data centers.

Related Article: Introducing Zoho Sign’s integration with OpenAI via Zia

SalesIQ

Boost your customer interactions with Zoho SalesIQ’s newly integrated feature, the OpenAI’s ChatGPT. This integration revolutionizes the way you interact with customers, enabling efficient and personalized responses to their queries, resulting in improved customer satisfaction and engagement.

What’s new with the ChatGPT Integration for Zoho SalesIQ?

AI Blocks: Implement artificial intelligence tasks with AI blocks. The integration currently supports the Answer Bot Engine and ChatGPT (OpenAI). AI blocks are compatible with platforms like Facebook, Instagram, and WhatsApp.

Autopilot Block: Exclusively available for the Enterprise plan, the Autopilot block operates similarly to the Answer Bot, displaying articles and FAQs based on a visitor’s question. This block optimizes the interaction by utilizing your resources to answer visitor queries efficiently.

Small Talk Packages: Choose your small talk package to equip the bot with an array of possible informal phrases that a visitor might use during a conversation, and prepare corresponding responses.

Follow-up Actions: Enhance your bot interaction with follow-up actions. This includes “Answer found case” where the bot finds the right article or FAQ in response to a visitor’s query, and “Answer not found case” when the bot doesn’t find any matching articles or FAQs. Each case can include up to three follow-up actions.

Related Resource Suggestions: Configure your bot to suggest related resources, enhancing the visitor’s experience and broadening the scope of potential solutions.

ChatGPT Card: Introduce ChatGPT cards for personalized responses to visitor questions. Choose the card input based on the visitor’s latest response, an existing bot context variable, or a visitor-prompted input.

Accessing this Integration

To use the ChatGPT card, OpenAI-SalesIQ integration is mandatory. To add the card to the flow, select the cardholder icon and pick ChatGPT under the AI cards section.

Related Article: AI Blocks

Zoho Writer, Zoho Notebook, & Zoho Mail

Experience a significant boost in your writing process and productivity with Zia utilization of ChatGPT. Whether it’s crafting a compelling blog post, enhancing your notes, or crafting an effective email, this integration makes sure your content is persuasive, accurate, well-organized, and perfectly formatted.

So what are the benefits of using ChatGPT with these products?

Interactive AI Assistance: With this integration, you can seamlessly interact with ChatGPT within Zia, removing the need to switch windows or tabs while crafting your content.

Ease of Content Transfer: Now, you can effortlessly transfer ChatGPT’s responses into your Zoho Writer document with just a click, eliminating the need for tedious copy-pasting.

Collaborative Editing: Utilize Writer’s real-time collaboration capability to edit and refine ChatGPT’s responses collaboratively with your team, and get the final version reviewed or approved by your managers using the built-in workflow.

Enhanced Writing Quality: The combination of ChatGPT and Zia, ensures your content is impactful and concise. Use Zia to evaluate your content’s readability score and, if needed, employ ChatGPT to rephrase sentences for better readability.

Related Article: Introducing Zoho Writer’s new ChatGPT Extension

*We will do our best to keep this article up to date as more products are integrated!

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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