AI Agent for Zoho
Automate lead management, customer support, and invoicing across Zoho CRM, Desk, and Books with an AI agent your team accesses via WhatsApp.
CRM Automation
Capture leads in Zoho CRM from WhatsApp, update deal stages, and trigger nurture workflows from messaging channels.
Support Tickets
Create and manage Zoho Desk tickets from customer messages. Route by department and track SLA compliance.
Invoicing
Generate and send Zoho Books invoices from messaging commands. Track payments and send automated reminders.
Project Updates
Create tasks, log time, and update Zoho Projects milestones via WhatsApp or Slack commands.
HR Self-Service
Handle leave requests, attendance, and employee queries through Zoho People integration.
Cross-App Intelligence
The agent sees data across your Zoho apps - a support ticket linked to a CRM deal linked to a Books invoice.
How to get set up
- Zoho One or individual Zoho app subscriptions
- Admin access for API client registration
- Register API client
Create an API client in Zoho Developer Console. Configure OAuth scopes for the Zoho apps the agent will access.
- Select Zoho apps
Choose which Zoho apps to integrate - CRM, Desk, Books, Projects, People - and define workflows for each.
- Map data flows
Configure how data moves between Zoho apps via the agent - leads to invoices, tickets to tasks, contacts across modules.
- Test cross-app workflows
Run scenarios that span multiple Zoho apps. Verify data consistency, notification routing, and automation triggers.
FAQ
Does it work with Zoho One?
Yes. Zoho One customers benefit most because the agent can work across all Zoho apps in your suite - CRM, Desk, Books, Projects, People, and more.
Can it handle Zoho custom modules?
Yes. Custom modules, fields, and layouts in Zoho CRM and other apps are accessible via the API. We configure these during setup.
Is it better than Zoho's built-in AI (Zia)?
Complementary. The agent adds WhatsApp/Slack access and cross-app workflows. Zia focuses on in-app predictions and suggestions. They work well together.
Unify your Zoho with AI
Set up an AI agent for Zoho.