Zia helps you to get instant answers for all your questions with respect to data in Zoho CRM. Zia provides a conversational interface where you can get your questions answered based on any module within Zoho CRM.
For example, say you are asked to attend an impromptu team meeting and you quickly want to share how your sales pipeline looks like for the current month with colleagues. You can simply ask Zia "Hey Zia, get me the deals closing this month by stage." Zia will retrieve the information for you instantly. Or say, when you want to know the number of calls that you have for the day while trying to squeeze in another, you can simply ask Zia and she will get you the numbers from right where you are. As a true sales assistant, Zia not only saves your time but also promptly provides you with any information that you ask for in Zoho CRM.
Ask Zia
You can ask questions based on any field of any module within Zoho CRM. Your questions can also be based on the field value for pick-list type of fields. For example, if you want to know the number of Leads that are in "Not Contacted" status, Zia can help you with the answer.
Based On Questions
Based on your question, Zia provides the answers in one of the following formats:
- List of records
Integers
- Sum
- Average
- Maximum
- Minimum
- Count
- Charts and graphs
To ask questions
- Click the Ask Zia icon in the bottom right corner of the screen in your Zoho CRM account.
- In the chat box that pops-up, type in your questions.
Note
- When you post your questions, make sure that you specify the following, preferably in the same order:
- The type of information that you are looking for (list, sum, average, maximum etc.,. )
- Module name
- Field name (along with field value)
- Date range
For example,
- Zia, get me the list of Leads with Lead Status as "Not Contacted" for last month.
- Zia, get me the count of Leads from County India this week.
- If you do not specify a criteria or a date range, Zia will provide its answer for "Today".
For example, if you simply ask Zia "My Open Tasks" , Zia will give you a list of your open tasks for the current day.
- In cases where you specify a criteria but not a data range, Zia will provide its answer for "Current Month".
For example, if you ask Zia, My Open Tasks with Subject as Mail, Zia will give a list of your open tasks with email subject as Mail for the current month.
Based On Actions
You can access Zia's pre-defined skills and select a desired trigger action as required. For example, you can choose actions such as create task, change deal stage or convert lead and so on. Based on these actions you can either chat or call Zia for responses. The list below displays the pre-defined actions that are available:
- Create Task
- Create Event
- Change Deal Stage
- Add Note
- Create Record
- Convert Lead
- Call a Customer
You can add more actions to Zia other than the ones mentioned in the above list.See Also Zia Developer Console
Using Explore
Explore in Zia, will help you trace the route that is taken by Zia to find out your answers. For example, it will show you the module from where she retrieved the answer, the criteria applied to sort the relevant answer and more.
Like, if you want to know the upcoming tasks, you will ask Zia, "Show my upcoming tasks". Explore will show you the module where Zia looked for the answer, in this case the Tasks module and since you want the upcoming tasks, Zia specifies the duration as criteria for getting the relevant answer.
You can hover over Zia's response and click the
Explore icon (
).
Limitations
- Zia Voice supports English language only and does not provide spell check correction currently. So in case your question carries a spelling mistake, Zia might not understand it to provide you with an answer.
- A single question can be based on one module only. Currently, Zia will not be able to answer questions that involve more than one module.
- Questions cannot be based on related items such as Attachments that are linked with its parent module.
- A single question can be based on a single aggregate function only. You cannot ask questions based on more than one aggregate function at a time.
- Zia considers "Sunday to Saturday" a week. Organization's Business hour configuration is not applied as yet.
