Zoho CRM has rolled out exciting improvements to its Ask Zia feature, making it function like a full-fledged large language model. With the new Zoho CRM Ask Zia feature, users can pull reports, gain actionable insights, create custom modules, and even get CRM training — all through natural language chat prompts.
If you haven’t explored the new CRM for Everyone UI yet, now is the time! Let’s dive into how this feature can transform your Zoho CRM experience.
What You Need to Know Before Using Ask Zia
Before you start, it’s essential to switch to the new CRM for Everyone user interface. Without upgrading, you won’t see the new Ask Zia functionality. Zenata.com offers helpful tutorials on making the switch if you’re not there yet.
Once updated, Ask Zia provides three core functions:
- Help
- Action
- Insights
Let’s explore how each one works.
Using Ask Zia for Help
The Help section answers user questions about CRM concepts and usage. For example:
- Asking, “What’s the difference between a lead and a contact?” yields a clear and accurate explanation.
- Requesting, “How do I send an email to a lead?” returns basic but useful instructions, although more detailed context (like templates or related lists) is currently missing.
Pro Tip: While Ask Zia is helpful, always double-check its guidance against Zoho documentation to ensure complete accuracy.
Automating Actions with Ask Zia
In the Action section, you can initiate tasks like creating workflows or reports.
Example Workflow Creation:
- Prompt: “When a lead is created with the lead source online store, create a task and assign it to the lead owner.”
- Result: Zia correctly built the workflow, although minor refinements (like correcting field names) were necessary.
Important: Always review the workflows Zia creates. Minor issues like formatting errors can occur, and manual tweaks may be needed.
Gaining Quick Insights with Ask Zia
The Insights section allows you to quickly query your CRM data.
Simple queries like:
- “Deals in close lost”
- “Deals closing next week”
- “Deals closing this month”
will yield instant responses. However, if you need more detailed information (such as stage and close date), you should explicitly ask for those fields.
Pro Tip: Keep your queries simple and specific for best results.
Final Thoughts: Is Ask Zia Ready?
While Zoho CRM Ask Zia is powerful, it’s still in early stages. Expect some trial and error to perfect prompts and outputs. Still, it offers significant time-saving benefits, especially for new CRM users or admins unfamiliar with backend setups.
Going forward, features like Zia Agents will allow even greater customization — giving businesses an edge in CRM automation.
