Ask Zia handles questions like: “How many deals did I close last month?”, “Which leads came from LinkedIn this week?”, “Show me all deals above INR 10 lakhs in the Negotiation stage”, “What is my team’s total pipeline value?”, and “How many calls did the sales team log yesterday?” Zia interprets intent and queries the appropriate modules and fields.
CRM Reports are configured in advance and provide repeatable, structured analysis. Ask Zia is conversational and ad hoc, ideal for quick one-off questions from managers who need an instant answer without waiting for a report to be built. For recurring analytics needs, a formal report is still preferred.
Ask Zia is a natural language query feature in Zoho CRM that lets users retrieve data by asking questions in plain English. Instead of building filters or reports, users type a question and Zia queries the CRM and returns the answer as a chart, table, or text summary.
Ask Zia primarily supports English. Zoho continues to expand language support. Check the current Zoho CRM documentation for the latest list of supported languages for Ask Zia queries.
Aaxonix is a certified Zoho implementation partner based in Pune. Architecture-first, no surprises.