Sales
Pipeline risk review
Ask which deals closing this month have gone cold, have open tickets, or overdue invoices. Get a prioritised list, ready to act on.
Checks across
How it changes your day
The same work. A fraction of the effort.
Bring the work together in one conversation instead of working through multiple apps step by step
Scenario: Monthly renewal task for churn-risk customers
Without Zia Chat
- Find renewals in CRM
- Check open issues in Desk
- Check overdue invoices in Books
- Identify churn-risk customers from the list
- Connect the dots, recall context, and prepare follow-ups
- ⏱ 45–60 minutes. Every month. Manually.
With Zia Chat
- Ask once. Get the complete picture across CRM, Desk, and Books
- Ask Zia Chat to draft personalised follow-ups
- Schedule it to run every month
- ✦ Under 5 minutes.
What Zia can do
From understanding your business to getting work done across it
AI that understands your business
- Zia Chat understands how your business connects. It brings together relevant context across customers, conversations, tickets, projects, and transactions to give you a complete answer.
AI that works with you
- Zia Chat reasons, analyzes, and creates. Turn data into insights and showcase them as reports or presentation. It follows your thinking and goes deeper when you ask.
AI that works for you
- Zia Chat delegates and executes. Zia Agents can draft a response, update a record, escalate a ticket, or run a multi-step workflow. You decide what to hand off. Zia Chat handles it within your permissions.
Use cases
Zia Chat at work, across every role
Zia Chat connects the dots across your business.
Support
Customer escalation briefing
Ask for a customer's full picture: support history, open issues, active projects, recent conversations. Get the context before you pick up the phone.
Checks across
Marketing
Campaign performance debrief
Ask to compare this campaign against the previous one: leads, conversion rate, cost per lead, best segments. Get a shareable summary without pulling a single report.
Checks across
Finance
Overdue invoice follow-up
Find overdue invoices, check for active deals in negotiation, and draft a payment reminder. Context from CRM, action from Books, in one ask.
Checks across
Operations
Inventory replenishment
Identify products likely to run out in 30 days. Zia Chat checks inventory, sales velocity, and open orders, then recommends what to reorder.
Checks across
Founder / Manager
Monthly business health check
Ask for a monthly snapshot: revenue vs target, ticket trends, team workload, churn signals. A cross-functional view in one ask.
Checks across
Why Zia Chat
Built into Zoho. Built for your business.
Zia Chat is built natively into Zoho, with your business context, permissions, and app access already in place, so it can work across your business from day one.
Works out of the box
Works across your Zoho apps without separate integrations or app-by-app setup.
Understands how your business connects
Understands the relationships across customers, deals, tickets, projects, transactions, conversations, and more.
Works within your permissions
Zia Chat honours the roles, permissions, and access rules already configured in each Zoho app, so users only see and act on what they’re authorised to.
Powered by Zoho's own AI harness
Taps into Zoho's advanced semantic search, work graph, and relationship traversal across large amount of business data.
Extensible beyond Zoho
Connect external business systems through MCP and bring more of your work into the same experience.
Answers you can act on
Get interactive emails, tickets, leads, tasks, records, and more—open them, explore details, or act on them directly.
One setup for the whole organisation
Enable Zia Chat once and centrally manage availability, access, and controls across your organisation.
Not tied to one model
Choose from supported frontier models or Zoho-hosted options based on what works best for your business.
FAQ
Questions you might have
Is Zia Chat a separate service or product?
- Yes. Zia Chat is a Business AI service that works with the data and business context set up in the Zoho apps you already use.
Will Zia Chat be bundled with other Zoho plans?
- We are planning to offer Zia Chat as part of bundles like Zoho One and others. More details will be announced at the General Availability launch.
Is Zia Chat free or priced?
- Early access is free. The licensing and pricing model will be announced at the General Availability launch.
Which Zoho apps does Zia Chat work with?
- Zia Chat works across CRM, Desk, Books, Mail, Projects, People, Analytics, Cliq, Marketing, Inventory, and more. Over 45 Zoho applications in total. As you use more Zoho apps, Zia Chat can acquire more business context to provide richer answers and take more meaningful actions.
Can Zia Chat work with external, non-Zoho apps?
- Yes. Zia Chat can connect to external non-Zoho applications through MCP (Model Context Protocol). If an application exposes tools through MCP, those tools can be made available to Zia Chat, allowing it to use the capabilities and information exposed by that MCP connection.
Will Zia Chat see data my team isn't supposed to see?
- No. Zia Chat respects every user's existing permissions across Zoho applications. If a user doesn't have access to a module in CRM or a record in Books, Zia Chat won't fetch it for them. The same access rules you've already configured apply without any extra setup.
Can administrators control who gets access to Zia Chat?
- Yes. Administrators can control which users in their Zoho organisation get access to Zia Chat.
Does my business data get used to train AI models?
- No. Your business data is not used to train AI models. Zia Chat processes your data to respond to your requests and does not use it for model training. For organisations that need complete containment, Zia Chat also supports an in-house model option that keeps all processing inside Zoho.
Can Zia Chat take actions, or does it only answer questions?
- Both. Zia Chat handles questions, analysis, and recommendations. Zia Agents go further. They can escalate tickets, update deal stages, send emails, assign tasks, and run multi-step workflows across your apps, all with your permissions and guardrails in place.
Is Zia Chat multilingual?
- No. Zia Chat currently works only in English, covering both the interface and the questions you ask it.
Will Zia Chat be available in all regions and data centres?
- Zia Chat is currently available in India and the US data centers, with BYOK support for frontier LLMs.
- Support for additional regions is planned in the coming months. BYOK with frontier LLMs will be available in eligible regions, subject to applicable approvals and regulatory requirements.
What LLM or AI models does Zia Chat support?
- Zia Chat supports frontier models through a Bring Your Own Key (BYOK) setup. Currently, we support OpenAI models. We plan to support Anthropic and other models in the future. We will also offer an in-house, Zoho-hosted Zia LLM as a bundled option that keeps all processing within Zoho in select regions.
How do I get help during early access?
- For early access support, contact us at support@ziachat.com