Artificial Intelligence in Zoho: Zia
The Zoho ecosystem integrates its own artificial intelligence, Zia, designed to assist businesses on a daily basis. Unlike external solutions, Zia is native across all Zoho applications: CRM, Desk (customer service), Mail, Analytics, Creator, Books, and many more.
What Zia Can Do for You
CRM and Sales: Predict the likelihood of success for a deal or opportunity, detect anomalies, and recommend the best time to contact a customer.
Customer Service: Automatically respond to inquiries, analyze message sentiment, summarize tickets, and suggest quick actions.
Analytics and Reporting: Create reports and dashboards in natural language using “Ask Zia.”
Productivity: Assisted writing in Zoho Mail and organization of unstructured data (documents, videos, meeting notes).
Custom Agents: With Zia Agent Studio, you can create your own specialized assistants that perform actions within your Zoho applications.
Why Choose Zia Over Other AI Assistants?
Many companies are already familiar with Microsoft Copilot or Google Duet AI, integrated respectively into Office 365 and Google Workspace. Others use ChatGPT Business for more general purposes.
Here’s how Zia stands out:
Business-Centric: Zia works directly with your business data (CRM, billing, support), whereas Copilot and Duet are primarily office-focused.
Customization: Zia allows you to build agents tailored to your own processes without relying on external tools.
Data Sovereignty: All data stays within Zoho’s cloud, managed directly by Zoho, with no use for external model training.
Built-in Cost Efficiency: No additional license is required if you’re already using compatible Zoho applications.
Quick Comparison
Microsoft Copilot is ideal for organizations heavily invested in Office 365 and Dynamics 365.
Google Duet AI targets companies primarily working in Google Workspace and Google Cloud.
ChatGPT Business is a versatile assistant but often requires integrations to leverage business data.
Zoho Zia is the most natural solution for companies using Zoho CRM and its satellite applications.
Record Assistants: When AI Reasons Inside Your Zoho Data
Zoho CRM took a major leap forward in 2025 with the introduction of Record Assistants (Smart Prompts).
Unlike traditional AI assistants that operate outside your system, Record Assistants are directly connected to your CRM records — Leads, Contacts, Accounts, Deals, Projects...
AI no longer works around your data: it thinks inside your Zoho records.
What Changes Everything: Cross-Module and Cross-Application Data Fetching
Most integrators limit themselves to configuring isolated modules or creating simple prompts on a single record.
At TelTravail.com, we go further.
We design Smart Prompts that:
- Aggregate data from multiple Zoho modules (related Contacts, Deal history, Desk tickets, Books invoices...)
- Leverage relationships between applications to create enriched analytical context
- Generate truly intelligent AI responses (project summaries, estimates, risk analyses, progress reports...)
Result: Instead of AI that "writes text," you get AI that understands your ecosystem and reasons across all your business data.
Five AI Engines to Choose From
Zoho now allows you to connect five different AI providers to power your Smart Prompts:
| Engine | Specialty | Ideal Usage |
|---|---|---|
| Zia | Native Zoho AI, secure | Contextual analysis, quick prompts |
| OpenAI (GPT-4/5) | Logical reasoning | Calculations, tables, structured reports |
| Google (Gemini) | Enterprise automation | Multilingual tasks, complex workflows |
| Anthropic (Claude) | Responsible and nuanced AI | Fluent writing, context analysis |
| Cohere | Specialized CRM NLP | Semantic summarization, contextual search |
Our expertise: We know how to adapt prompt structure based on the chosen engine, because each AI "thinks" differently.
Smart Prompts vs Zia Agents: Two Complementary Approaches
Smart Prompts are perfect for:
- Generating content (summaries, estimates, analyses)
- Leveraging cross-data from your ecosystem
- Getting instant responses without complex development
Zia Agents go further by enabling:
- Automated actions across multiple applications
- Transforming AI into an "intelligent operator"
- Creating advanced AI workflows
At TelTravail.com, we master both approaches and recommend the solution suited to your needs.
Why This Approach Makes the Difference
AI power depends directly on two factors:
- The quality of your CRM data (structure, consistency, relationships between modules)
- The architecture of your Smart Prompts (cross-module fetching, AI engine choice, prompt formulation)
If your Zoho integration doesn't account for these two dimensions, you're only using a fraction of AI's potential.
Companies that use AI as a cross-functional lever across their Zoho applications have already gained a competitive edge.
Discover How to Transform Your CRM into Business Intelligence
Contact us for:
- An analysis of your Zoho data architecture
- A demonstration of cross-module Smart Prompts
- A diagnostic of your untapped AI potential
Zia Agents: AI That Acts Autonomously Within Your Zoho Ecosystem
Beyond Smart Prompts that analyze and write, Zoho launched a new generation of artificial intelligence in 2025: Zia Agents.
These autonomous agents don't just understand your data — they execute concrete actions across multiple Zoho applications, without human intervention.
What is a Zia Agent?
A Zia Agent is an intelligent and autonomous bot capable of:
- Making decisions based on predefined rules
- Executing complete workflows across multiple Zoho applications
- Acting proactively (without waiting to be asked)
- Learning from your processes and improving over time
Real-world example: A "Customer Support" Zia Agent can automatically:
- Read a new ticket in Zoho Desk
- Analyze the urgency and problem type
- Search for the answer in your knowledge base
- Respond directly to the customer OR transfer to the right specialist
- Create a follow-up task in Zoho Projects if needed
All of this, automatically, 24/7.
Pre-configured Agents vs Custom Agents
Agent Marketplace: 25+ Ready-to-Deploy Agents
Zoho offers pre-configured agents for common tasks:
Sales & CRM
- SDR Agent (sales development)
- Lead qualification agent
- Automatic opportunity follow-up agent
Customer Service
- Support agent (first line)
- Ticket classification agent
- Customer satisfaction agent
Operations
- Inventory management agent
- Meeting scheduling agent
- Automated reporting agent
Finance
- Payment tracking agent
- Expense approval agent
- Invoice/payment reconciliation agent
Agent Studio: Build Your Own Agents (No-Code)
With Zia Agent Studio, you can build custom agents tailored to YOUR processes, without writing a single line of code.
Agent Studio gives you access to:
- 700+ actions available in the Zoho ecosystem
- Zia Skills (pre-programmed capabilities)
- Multiple language models (including Zia LLM, OpenAI, etc.)
- Integration with your data from CRM, Books, Creator, Desk, Projects...
The Unique Power of Zia Agents: Cross-Functional Orchestration
What makes Zia Agents exceptional is their ability to work together and act across multiple applications.
Example of a cross-functional agent: RFP Agent (Request for Proposal)
Imagine an agent that:
- Detects a new RFP request in your Zoho Mail
- Extracts the important criteria from the document
- Searches Zoho CRM for similar completed projects
- Retrieves actual costs from Zoho Books for those projects
- Checks Zoho Projects for your team's availability
- Generates a complete estimate in Zoho Writer
- Sends everything to you for final review
All of this in minutes, autonomously.
You can even create agent hierarchies: a parent agent that oversees multiple specialized child agents.
Smart Prompts vs Zia Agents: What's the Difference?
| Aspect | Smart Prompts | Zia Agents |
|---|---|---|
| Nature | Analysis and content generation | Autonomous execution of actions |
| Triggering | On demand (button click) | Automatic (rule-based) |
| Scope | One record at a time | Complete multi-app workflows |
| Usage examples | Summaries, estimates, reports | Lead qualification, customer follow-up, inventory management |
Our recommendation:
- Smart Prompts for intelligent analysis and writing
- Zia Agents for complex process automation
- Both combined for complete AI transformation
Security and Privacy
Zia Agents operate within Zoho's secure infrastructure:
✅ Your data remains in Zoho data centers
✅ No use of your data to train external models
✅ Full control over permissions and access for each agent
✅ No advertising model that would exploit your information
Availability and Deployment
Current status (2025):
- Zia Agents are in early access phase
- General availability expected late 2025
- 25+ pre-configured agents already available in the Marketplace
- Agent Studio accessible to create custom agents
TelTravail.com actively monitors these developments and supports Zoho organizations preparing for Zia Agents deployment in their environment.
How TelTravail.com Can Help You
We support you in adopting Zia Agents:
Phase 1 - Assessment
- Analysis of your current repetitive processes
- Identification of automatable tasks
- Recommendations for applicable pre-configured agents
Phase 2 - Preparation
- Restructuring your data to optimize AI
- Definition of business rules and permissions
- Team training
Phase 3 - Deployment
- Configuration of Marketplace agents
- Creation of custom agents in Agent Studio
- Testing and adjustments
Phase 4 - Optimization
- Performance monitoring
- Continuous agent improvement
- Expansion to new use cases
Ready to Move to Autonomous AI?
Zia Agents represent the future of automation in the Zoho ecosystem.
While other companies continue to manually handle repetitive tasks, you could have intelligent agents working 24/7 for you.
Contact us to:
- Assess your automation potential with Zia Agents
- Join Zoho's early access program (if eligible)
- Prepare your environment for autonomous AI
Do you have a personalized user guide — a maintenance log — for your Zoho ecosystem?
We do. And we’ll tailor ours specifically for you.
The Zoho Maintenance Log: when documentation becomes an engine for growth
A well-configured Zoho ecosystem is a strategic asset for any business.
But to reach its full potential, it must be understood, documented, and maintained.
That’s where the Zoho Maintenance Log, designed by TelTravail.com, comes in — a smart document that turns your CRM into a controlled, scalable, and sustainable environment.
A new way to document your Zoho
The maintenance log is not just a technical manual.
It’s a structured, personalized user guide that explains how each Zoho CRM module works, while embedding direct links to official Zoho resources.
Each module (Leads, Accounts, Contacts, Deals, Tasks, etc.) is presented in a clear, illustrated format and kept up to date with Zoho’s latest developments.
This approach enables your teams to work with a shared vision and a common understanding of the platform.
The operating log: the memory of your ecosystem
In addition, the maintenance log includes an Operating Log section — a real-time dashboard of your Zoho environment.
It contains:
A list of your active automations (workflows, custom functions, validation rules, etc.)
Your external integrations (Zoho Creator, Books, Desk, Flow, etc.)
Improvement recommendations derived from the analysis of your processes
This section provides a clear, updated view of your Zoho as it is actually configured.
It simplifies update planning, communication between users and partners, and ensures development continuity over time.
Artificial intelligence at the service of your evolution
Each maintenance log is enriched with AI Commands (prompts) directly integrated into the guide.
These can be copied into the AI tool of your choice (e.g., ChatGPT) to obtain:
Explanations about modules
Suggestions for improvement
Time estimates for integrations
Objective analyses of Zoho projects or invoices
In practice, your log becomes interactive and dynamic:
it can be submitted to artificial intelligence to analyze, optimize, or plan the next steps of your Zoho development.
An evolving and collaborative approach
The Zoho Maintenance Log combines three key strengths:
The clarity of a practical user guide
The rigor of a maintenance and integration record
The analytical power of artificial intelligence
It is a unique tool that helps organizations understand, maintain, and continuously improve their Zoho environment — without losing its history or development logic.