How to Use Zia AI in Zoho CRM

10/01/2026 12:03 PM - By Droidedge Consulting

What is Zia AI?

Zia AI is like your personal assistant built right into Zoho CRM, ready to help you make sense of your data, predict what’s coming next, and take care of those everyday CRM tasks. Instead of spending time sifting through reports, trends, or customer behavior, Zia AI quietly works in the background to bring you insights, suggestions, and alerts that help you make key and important decisions.

Whether it’s predicting sales, spotting anomalies, or chatting with you, Zia AI is fully integrated into Zoho CRM, so you don’t have to worry about it being a separate add-on. It’s super easy to access while you’re navigating the CRM dashboard, reports, and records.

If you’re already using Zoho CRM and want to know where to find Zia AI, what it can do for you, and how to get started, this guide has got you covered!

How to find Zia AI in Zoho CRM

Zia AI is pretty handy, and you can find it in various parts of Zoho CRM without needing to install or activate anything extra.

You can easily access Zia AI from:

The Zia icon in the top-left corner of Zoho CRM
Module dashboards like Leads, Contacts, Accounts, and Deals
The reports and analytics sections
Email and activity-related records

Just a heads up, availability might vary depending on your Zoho CRM edition and the features you've got enabled. If you can't see Zia, it’s usually due to plan limitations or some admin settings.

How to use Zia AI in Zoho CRM

1. Using Zia AI as a conversational assistant

Zia AI includes a chat-style assistant that allows you to ask questions about your CRM data in natural language.

Examples of what you can ask Zia:

"How many deals were closed this month?"
"Show me leads created last week"
"Which salesperson has the highest conversion rate?"

Zia responds with summarized answers or direct links to relevant reports. This is useful for users who want quick insights without manually creating filters or reports.

>> Must Read: How to Create and Import Leads in Zoho CRM

2. Sales predictions and deals insight

Zia AI takes a look at historical deal data to give you some handy predictions like:

The chances of closing a deal
Expected revenue
The best time to reach out to a lead

You’ll find these insights right in your deal records and pipeline views, making it easier for sales teams to focus on the opportunities that are more likely to convert.

Plus, Zia keeps learning from your CRM data, so the predictions just get better as you feed your CRM.

3. Zia anomaly detection

Zia AI keeps an eye on your CRM activities and performance metrics to spot anything out of the ordinary.

Like, for instance:

A sudden dip in lead conversion rates
A surprising drop in sales activity
Odd deal values

When Zia notices something off, it gives you a heads-up so you can jump on it before things start to slide.

4. Data enrichments and field suggestions

Zia AI is here to improve your data quality by:

Pointing out any missing field values
Spotting duplicate records
Flagging inconsistent data entries

This is especially useful for teams managing large volumes of leads where manual data cleanup becomes time-consuming.

5. Email intelligence and sentiment analysis

Zia AI analyzes email interactions linked to CRM records and provides insights such as:

Email sentiment (positive, neutral, or negative)
Best time to send emails
Engagement-based suggestions

These insights help sales and support teams tailor communication based on customer behavior rather than assumption.

6. Zia AI for forecasting and reports

Zia AI enhances CRM reporting by identifying trends and patterns across historical data.
Users can:

View AI-powered sales forecasts
Get explanations for performance changes
Receive suggestions for improving outcomes

Instead of static reports, Zia adds context to numbers, making reports easier to interpret for both sales reps and managers.

How to enable or configure Zia AI

Most Zia AI features are enabled by default, but administrators may need to:

Review Zia-related settings under Setup
Grant appropriate user permissions
Ensure enough historical data exists for predictions

Zia AI performs best when your CRM has consistent data, clearly defined pipelines, and active user engagement.

Who should use Zia AI in Zoho CRM

Zia AI is useful for:

Sales teams looking to prioritize high-quality deals
Sales managers monitoring performance trends
CRM administrators looking to improve data accuracy
Business owners seeking quick insights without complex reports

If your team already works inside Zoho CRM, Zia AI adds value without changing existing workflows.

Conclusion

Understanding what ZIa AI is and how to use it inside Zoho CRM allows businesses to make well-defined, accurate, and data-proven decisions. For Nigerian businesses using Zoho CRM for real estate, sales, consulting, finance, or service-based operations, Zia AI provides practical insights that support quick follow-ups, better forecasting, and improved customer engagement.

Because Zia AI is natively embedded in Zoho CRM, teams can immediately benefit from AI-driven insights by simply navigating existing modules more effectively. As your CRM data grows, Zia AI becomes more accurate, making it a valuable long-term feature for organizations looking to scale operations efficiently within Zoho CRM.

FAQs

What is ZIa AI in Zoho CRM?

Zia AI is Zoho CRM’s built-in artificial intelligence assistant that helps users analyze CRM data, predict sales outcomes, detect anomalies, and gain actionable insights directly within the CRM interface.

Where is Zia AI located in Zoho CRM?

Zia AI is embedded across Zoho CRM and can be accessed from the Zia icon on the top bar, within module dashboards such as Leads and Deals, inside records, and in reports and analytics sections.

Is Zia AI available in all Zoho CRM editions?

Zia AI availability depends on the Zoho CRM edition and enabled features. Some advanced capabilities, such as predictions and anomaly detection, may require higher-tier plans.

How can Zia AI help my sales teams?

Zia AI helps your sales teams by providing them with deal closure predictions, prioritizing leads, suggesting the best time to contact prospects, analyzing email sentiment, and identifying unusual performance patterns.

Does Zia AI work automatically?

Most Zia AI features work automatically once sufficient CRM data is available. However, administrators may need to configure permissions and ensure data consistency for optimal results.

Can Zia AI help improve my CRM data quality?

Yes, Zia AI can help improve your data quality by suggesting missing field values, identifying duplicates, and highlighting inconsistencies within your CRM records.

How to Use Zia AI in Zoho CRM

What is Zia AI?

How to find Zia AI in Zoho CRM