Imagine a CRM assistant that not only understands your data but also empowers you to act on it, all within a seamless chat interface. That's the power of the newly enhanced Ask Zia in Zoho CRM. This isn't just an upgrade; it's a transformation, designed to make your CRM experience more intuitive and efficient. Forget navigating through endless menus or manually crafting reports. The redesigned Ask Zia, now accessible from the next-gen vertical settings bar, evolves into a collaborative partner that simplifies complex tasks. It's structured around three core message intents:

• Help: Your instant guide to Zoho CRM. Need to know how to set up a workflow or understand a feature? Simply ask, and Zia will walk you through it.
• Actions: Streamline your workflow by creating records, generating summaries, building reports, and more, all within the chat window. From assigning owners to triggering email notifications, Zia helps you automate and customize your processes.
• Insights: Gain a deeper understanding of your CRM data with context-aware insights. Ask questions like, "What are our deal amounts by stage?" and get instant, actionable information.

But that's not all. Introducing Co-creation mode, a revolutionary approach to report building. Now, you can collaborate with Zia in real-time, watching as it constructs reports based on your requests. You have the flexibility to intervene, adjust, and refine the report as needed, demystifying the AI process and giving you complete control.

With features like conversation history, voice prompts, and the ability to add visualizations directly to your dashboards, Ask Zia is redefining what it means to have an intelligent CRM assistant.

This enhanced Ask Zia is now available for Enterprise and Ultimate edition users with the Next Gen CRM UI enabled, with a gradual rollout to CRM bundles.