Zia in Zoho CRM offers AI-powered suggestions across multiple areas of your workflow, from data analysis to sales insights. The specific suggestions available depend on which Zia feature you're using—whether that's recommendations, predictions, or presentation insights.
Why this matters
Zia suggestions help you work faster by automating analysis and surfacing insights you might otherwise miss. If you're managing sales data, generating reports, or preparing presentations, knowing how to access and apply Zia's recommendations saves time and improves decision-making. Different Zia features activate in different contexts, so understanding where to find them matters.
Step-by-step
Step 1. Identify which Zia feature you need.
Zoho CRM includes several Zia capabilities: Recommendation, Prediction, Ask Zia, Generative AI, Agentic AI, Communication, Automation, Vision, Data Enrichment, Notes Summary, and Zia Presentation [5]. Each provides different types of suggestions. For example, Zia Presentation generates personalized sales insights and can automate their delivery [3].
Step 2. Access Zia Presentation for automated insights and distribution.
If you're an admin setting up personalized sales presentations, go to Settings and locate Zia [3]. From there, you can select underlying data for specific users, add carbon copy recipients, and configure automatic delivery schedules so presentations generate on your set timeline [3].
Step 3. Use Zia's recommendation engine for data-driven suggestions.
When working with sales data or records, Zia analyzes patterns and surfaces recommendations tailored to your workflow. The exact entry point depends on your module and task—check the relevant section of your CRM interface for Zia suggestions or insights panels [5].
Step 4. Ask Zia natural-language questions.
Many Zia features include an "Ask Zia" interface where you can type queries about your data in plain English [6]. Zia returns answers alongside relevant charts, pivot tables, or formulas you can use directly [6].
Step 5. Review and apply suggestions.
Once Zia generates suggestions—whether formatting recommendations, chart recommendations, or insights—review them in the side pane or suggestion panel. Click the + symbol or equivalent action button to apply the suggestion to your data or workflow [1].
Common pitfalls
Zia Presentation suggestions are only available to admins configuring the feature in Settings; individual users cannot customize their own presentation data sources [3]. If you're looking for suggestions but don't see them, confirm you're in the correct module and that Zia is enabled for your edition.
What to check
- Verify that Zia is enabled for your Zoho CRM edition and data center [5].
- Confirm you're accessing the right Zia feature for your task (Presentation, Recommendation, Ask Zia, etc.) [3].
- After applying a suggestion, review the result to ensure it matches your intent before saving or sharing.
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*Beam Help — independent expert support for Zoho. This article is not official Zoho support.*