Zoho CRM AI Assistant

Work with Zoho CRM from any page without breaking your flow. Zoho CRM AI Assistant opens in a browser side panel and turns your requests into CRM actions. Ask it to find overdue tasks, summarize a deal, create a lead from the page you’re viewing, update records, or prepare and send an email logged against a record. ❂ What's New in 1.4.0 Work with selected batches of records, including duplicate-aware creation, different updates for each record, related-record links, owner changes and tags. Find possible duplicates within an explicitly bounded scan, or upload a supported file from your current message to a CRM record. Find CRM configuration, open its details and see supported dependencies before making a change. Inspect workflows, reusable actions, Deluge functions, profiles, roles, sharing rules, assignment rules, pipelines and selected process metadata. Supported configuration deletes and security changes always ask for final confirmation. Full access can now make ordinary configuration changes without stopping. Module creation or cloning, email, permanent deletes and sensitive configuration still require confirmation. Reconnecting Zoho refreshes metadata and prevents earlier pending work from using a replacement connection. ✪ Search and Investigate Search Leads, Contacts, Accounts, Deals, Tasks, and custom modules. Review record details, related items, timelines, logged emails, CRM attachments, and grouped results without digging through multiple screens. ✪ Create and Update Create up to 100 records with duplicate checks, add notes, update individual records or selected batches, manage tags, change record owners, convert leads, and create or update explicitly public saved views using simple instructions. Link or unlink supported related records and multi-select lookups. ✪ Configure Your CRM Inspect modules, fields, layouts, views, workflow rules, reusable actions, and functions with their supported usage references. Create and adjust supported configuration, including Deluge source, workflow function actions, rollup and multi-select lookup fields, assignment rules and confirmed unused global picklists. Clone a standard or custom module into a new custom module. Review the plan, API credit cost and limits before confirming, then follow completed steps through History. Cloning does not copy records, workflows, functions or standard-module behaviour. Partial results identify what succeeded and what needs attention. Only confirmed public custom views are copied; private, shared and unknown-audience views are listed for Zoho Setup. Permanently delete an eligible unused field, view, rule, workflow action or Automation function only after dependency checks and final confirmation. Deleting a field destroys its values in all module records. Module and layout deletion are unavailable; configuration has no recycle-bin recovery promise. Inspect profiles, roles, groups and sharing rules. Supported profile and role changes and limited unused-role group and owner-based sharing changes require final confirmation and fresh permission and dependency checks. User invitations, deactivation and territory changes are unavailable. ✪ Approve Changes By default, the assistant operates in Approve writes mode. Before a change reaches your CRM, review the affected record and proposed field values, then approve or reject it. Choose the level of control that suits you: • Chat-only blocks all changes. • Approve writes asks before making changes. • Full access can perform ordinary record and configuration changes without stopping. Email, module creation or cloning, permanent configuration deletes, security changes, field history changes, global-picklist conversion and creation of a multi-select lookup always require final confirmation. Record deletion and changes affecting more than 20 records also ask by default. In Full access, an optional Settings toggle can skip confirmation for recoverable record deletes and large record changes only. Deleting records moves them to Zoho’s 60-day recycle bin; the assistant can restore them within that window. It cannot permanently delete records or empty the recycle bin. Creating a module cannot be undone by this assistant. Lost replies identify uncertain outcomes to inspect before another change. ✪ Work That Keeps Going Requests keep running when you close the panel or switch tabs. Reopen them through History to follow their progress, review an approval, or see the result. Use Stop to end a request deliberately; changes already made remain visible. ✪ Add Page Context Attach the current page’s title, URL, selected text, or a limited visible-text excerpt. You can also right-click selected text and send it directly to the assistant. When the assistant asks to read a page, you approve it in Chat-only and Approve writes; Full access allows that read within the request you sent. There is no passive page capture. ✪ Attach Your Files Attach files to your conversations. Ask the assistant to summarize documents, examine spreadsheets, extract details from images, or use their contents to help complete your CRM work. Upload a supported original of up to 1 MB from your current message to a CRM record; earlier files need reattachment. Originals stay separate from model-visible extracted content. Copies uploaded to Zoho follow Zoho's retention settings. ✪ Built for Individual Zoho CRM Users Install the extension, create your product account, and connect your own Zoho account through OAuth. No Zoho Marketplace installation or organization-wide setup is required. Zoho API access depends on your CRM edition and profile permissions. New accounts include a 14-day Pro trial with no card required. A Free plan remains available after the trial. AI output may be incomplete or wrong. Review important answers and proposed changes. This extension is operated by ZSetup and is not affiliated with or endorsed by Zoho.