Zoho Launches Integration with OpenAI


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It’s official: things are getting serious with OpenAI, which has taken all industries by storm. Zoho Corporation just announced the integration of their applications with OpenAI technology, thus joining the latest wave of global companies that have embraced this game-changing trend.

According to Zoho, they have combined Zia’s existing AI capabilities with ChatGPT to provide optimal support for businesses. ChatGPT is specifically designed to comprehend and generate more coherent and contextually suitable responses to user inquiries in natural language.

In this article, we will walk you through how this integration works and how it can benefit your Zoho apps usage.

The following are some examples of what this integration offers:

  • Content generation based on provided keywords
  • Summaries of lengthy content
  • Identification of the content tone
  • Sentiment analysis
  • Rephrasing content with improved grammar
  • Enhancement of titles and headings
  • Creation of relevant responses to text inputs
  • Retrieval of contextually relevant content

Note: To begin, all you need to do is bring your existing OpenAI API key into the Zoho ecosystem and start utilizing ChatGPT across various Zoho products. This integration is currently available only in Zoho’s US data centers.

Let’s now explore how you can employ OpenAI throughout Zoho apps like CRM, Desk, Social, Mail, Assist, SalesIQ, Notebook, Meeting, DataPrep, Writer, Analytics, Cliq, LandingPage, and Site 24X7.

Zoho CRM    

Better Customer Emails

Powered by ChatGPT, Zia can create complete emails from scratch or improve existing email content by removing grammatical errors, refining the language, and polishing the tone. You can also ask Zia to find relevant information and insert it directly into your email.

(Image via Zoho)

Simplified Customer Information Management

Extract and summarize important information from customer records. Leverage the information in your CRM, and through the internet to learn more about any customer data field by using the Explore function. Enhance the way you manage customer notes by asking Zia to summarize and update them as needed.

(Image via Zoho)

Zoho Desk 

Improved Resolution Times

Agents efficiently process lengthy incoming tickets by transforming them into concise and accurate summaries. This saves time, enables prompt responses, and boosts customer satisfaction. Additionally, relevant articles are automatically retrieved from the knowledge base, consolidated, and presented as helpful replies.

(Image via Zoho)

Tone Recognition for Incoming Tickets

Agents encounter customers with diverse emotional states on a daily basis. Thanks to the capabilities of ChatGPT, Zia is able to recognize and convey the emotional tone of incoming tickets. This invaluable feature equips service teams with the ability to respond empathetically and proactively address the unique needs of customers, ultimately enhancing the overall customer experience.

(Image via Zoho)

Zoho Social

Create Engaging Content Quickly

Zia’s integration with OpenAI speeds up your social media processes by creating, editing, and structuring content —from Twitter threads to Instagram captions— based on the keywords and questions provided by you. Furthermore, Zia’s generative AI features help you add adequate images, emojis, and hashtags to your content to convey your message more effectively, expand your reach, and encourage engagement.

(Image via Zoho)

Refine and Revitalize Your Content

With Zia’s dynamic content generation, you can achieve fresh perspectives by simply hitting the Regenerate button. Tailor and fine-tune your content until it aligns perfectly with your vision. By revisiting and seamlessly switching between each generated response, you can optimize your AI-generated content effortlessly. This powerful functionality allows you to swiftly create captivating content, giving you a competitive edge in the market.

(Image via Zoho)

Zoho Mail

Effortless Email Content Generation

In a matter of seconds, Zia can craft email messages or responses for you. Provide a summary of the email’s subject, and Zia will handle the rest. You can also generate multiple variations and customize the tone to suit your needs, whether it’s formal, informal, friendly, or persuasive. Moreover, you have the flexibility to shorten or expand the generated content to refine your message to perfection. Experience effortless email content creation with Zia’s assistance.

(Image via Zoho)

Instantly Grasp the Essence of Your Emails

When time is of the essence or lengthy emails are overwhelming, Zia can help you with email summarization. Zia swiftly provides you with a concise summary, highlighting the essential points and guiding you towards your next steps, if any.

(Image via Zoho)

Zoho Assist

Auto-Generation of Chat Suggestions

Technicians can ask Zia —powered by OpenAI— to auto-generate chat suggestions based on the initial conversation they have with a customer. Also, they can obtain suggestions for analyzing or troubleshooting issues during remote sessions. Zia can help technicians as well with auto-completing their sentences and can regenerate responses to meet their needs.

(Image via Zoho)

Session Summaries

Zia, powered by OpenAI, can analyze all the actions performed by a technician during a remote session and generate a summary of all the significant actions that were taken. All actions performed during a remote session are captured by the session audit logs in Zoho Assist. Zia analyzes the audit logs and generates a session summary that can be saved for future reference.

(Image via Zoho)

Zoho SalesIQ

Conversation Summary

To understand the context of a chat or a call, agents need to read the entire chat transcript or listen to the call recording, which can be time consuming. The integration between ChatGPT and Zia allows agents to get a quick summary of the entire chat transcript/call with brief bullet points. This helps save the agent’s time and makes it easier for them to understand the problem.

(Image via Zoho)

Zoho Notebook

Ask Zia to Generate Anything You Need

Zia can help you pen down quick notes and create checklists for your ongoing project tasks. Let Zia write code snippets for your website and insert customized tables into your research papers. Create your own templates for tracking monthly expenses or calculating your daily productive work hours. You can even add make your notes creative by asking Zia to generate pictures for your write-ups and so forth!

(Image via Zoho)

Elevate Your Writing with Zia’s Note Assistance

Summarize the content or make it more elaborate, improve your writing, and eliminate grammatical errors. Zia meticulously focusses on your word choice and the tone of your writing, and simplifies the language. If you get writer’s block part-way through your write-up, Zia can finish your work effortlessly, as well as suggest relevant tags for your content.

(Image via Zoho)

Zoho Meeting

Get Key Meeting Insights

Ensure that no important points are missed during your online meetings and webinars. Go through session transcripts, and generate and download effective keynotes by just clicking a button. Zia, powered by OpenAI, helps you save time and energy by offering key insights, without pushing you to go through entire meeting or webinar recordings.

(Image via Zoho)

Zoho DataPrep

Transform by Example

This feature lets users transform data in a given column based on desired output examples. Basically, users can provide a few sample outputs, and Zia will automatically perform the necessary transformations on the data in the column to generate the wanted outputs. This includes operations like text extractions, date formatting, and math calculations, depending on the type of data being transformed. This makes easier the data transformation process so it is accessible to users without specialized technical skills.

(Image via Zoho)

Generate Formulas from Chat

The AI-enabled formula builder lets users generate complex formulas for data wrangling by narrating the logic of the transformation to be performed. For example, in a help desk data set, users can ask the builder to calculate the difference between the first response date and the ticket creation date to reveal the first response duration for each ticket. The formula generated can also be customized, which gives users maximum control over how data is transformed in their data sets.

(Image via Zoho)

Zoho Writer

Zia is built right into Zoho Writer’s editor, so you can summon and interact with her without switching tabs. Just type “//” and Zia’s chat window will appear. From there, you can request help for writing a blog post, generating a headline for your article, creating a meeting agenda, drafting an email, rewriting a paragraph, among others.

(Image via Zoho)

Prebuilt Contextual Prompts Library

Zia’s predefined prompts make it simpler for you to interact with her and get assistance. Zia’s prompts are contextual, so you’ll see different sets of prompts for the following:

Creating and modifying content: Generate content from scratch by selecting an appropriate prompt from the prebuilt list based on the type of content you’d like to generate (a story, to-do list, tweet, email, etc.).

Modifying content: Modify any existing content, or edit Zia’s responses before adding them to your document. Zia offers ready-made prompt lists that change based on whether you want to modify a word (select a word and pick an appropriate prompt to see synonyms, related words, definitions, and more) or modify selected content (select a phrase, sentence/s, or paragraph/s, and prompt Zia to shorten, rephrase, and summarize your content, identify keywords, or suggest a title).

(Image via Zoho)

Zoho Analytics

Import Public Data Sets

On many occasions, you will need public data to compare, benchmark, or to complement your data analysis. Such cases are now easy: you can ask Zia —powered by ChatGPT— for those public datasets and bring that data into Zoho Analytics for extra analysis.

(Image via Zoho)

Create Formulas

KPIs (key performance indicators) are generally metrics obtained by combining multiple columns through formulas. You can now create those formulas by typing out in natural language. Generative AI will do the rest.

(Image via Zoho)

Zoho Cliq

Reveal the power of AI with the ChatGPT extension for Cliq. Increase productivity, acquire instant insights on anything, fast-track research and writing assistance, and get work done faster by doing the following:

  • Mention “@chatgpt” or type the slash command “/chatgpt” at any moment.
  • The message action Summarize will shorten anything into a short text.
  • You can also use the command /summarize instead and obtain a synopsis of the message.
  • The action Create Outline will quickly create a brief for any text.
(Image via Zoho)

Zoho LandingPage

Accelerate and Streamline Content Creation

Writing engaging, conversion-oriented landing pages for every campaign takes skill, professional expertise, and time. Now, Zia can write good content and save you lots of time. You just have to roughly type in what you want to write, and AI will produce a skillfully written copy for your landing page.

(Image via Zoho)

Site 24X7

Incident Analysis with One Click

Zia summarizes outages and helps you prepare a prioritized list of work items to concentrate on. Drill down into issues faster with suggestions for corrective actions. By resolving issues faster, you will be able to decrease the probability of downtime or system failures.

(Image via Zoho)

Do you need help with your Zoho and OpenAI integration and/or other third-party integrations? Contact us now for a consultation.

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