Zoho News Catch-up: ZIA Answer Bot introduces improvements, CRM prioritizes profitable deals, PDF customization in Invoice, Updates in Creator, Webinars on Expense, Marketing Automation, and Creator.

Welcome to our catch-up, where you’ll be in the know of all the latest Zoho updates in one place!

• Enhancement of self-service capabilities with AI-based Zia Answer Bot
• Identify and prioritize profitable deals in Zoho CRM
• New PDF template customization features in Zoho Invoice
• Field updates and improvements in Zoho Creator
• Webinars on Expense, Marketing Automation, and Creator

 

 

Enhancement of self-service capabilities with AI-based Zia Answer Bot

 

Zia Answer Bot now offers greater accuracy that enhances self-service, allowing users to resolve queries independently. By utilizing the knowledge base (KB), it provides quick and accurate responses to agents and customers, thanks to its self-learning with available articles. It supports 13 languages, ensuring fast and effective assistance worldwide.

 

Zia Answer Bot for Customers

Now you can resolve your queries by accessing the resources available in the help center. With Zia Answer Bot, you will receive quick assistance and access relevant information without having to search through multiple articles.

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Zia Answer Bot for Agents

If you are a support agent handling multiple interactions, you can now use Zia Answer Bot to quickly access relevant knowledge base articles and learn the key steps to resolve queries without leaving the detailed view of the ticket.

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Training Zia Answer Bot

Once created and saved, Zia Answer Bot begins to train automatically with the available articles in the knowledge base. After the first training round, you can view the status, including how many articles it has trained, how many are pending, and if there were any failures in the process. Each time an article is created or updated, you have the option to manually retrain the bot, although the scheduler is set to do so every thirty minutes.

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Best Practices for Optimal Results

To achieve the best results with Zia Answer Bot, it is recommended to use clear and simple language, explaining technical terms when necessary. It’s important that the article is in one of the 13 languages supported by the bot and contains between 100 and 100,000 characters; ideally, each paragraph should not exceed 1,000 characters. Additionally, structuring the content with clear and concise titles and subtitles facilitates the bot’s comprehension. Keep articles updated and consider including frequently asked questions in help articles to effectively address the most common inquiries.

 

This feature is available for users in the U.S., AU, EU, and IN data centers.

 

 

Identify and prioritize profitable deals in Zoho CRM

You can now view deals with success probability tags, such as “likely to win,” “at risk,” or “low priority.” This feature allows prioritization of deals with a higher chance of closing within the forecasted period, optimizing the sales strategy.

 

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Expected Revenue Summary

Zoho CRM now provides a summary of potential revenue based on “likely to win” deals. Additionally, you can see how many deals are projected to close in the next 10, 20, or 30 days, giving a clearer view to anticipate income flows and make strategic adjustments.

 

 

These improvements are available for users of the Enterprise and Ultimate editions in all data centers, except the IN data center.

 

 

New PDF template customization features in Zoho Invoice

Zoho Invoice has added features that allow you to further customize the appearance and functionality of your invoices, optimizing the presentation of your documents and adapting to the specific needs of your business. Here are the main improvements:

 

Change the Template Theme
You can now modify the color of your invoice templates, choosing from four options that match your preferences. This allows your invoices to look more professional and distinctive.

 

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Add Bank Details
You can include your bank details on invoices, making it easier for your customers to make payments and streamlining the collection process. These details will appear below the customer notes on the invoice.

 

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Add Your Signature
You can now add your signature to transactions, enhancing document security and ensuring they are authorized by you. You can draw it or upload it from your device.

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Enable Modules According to Your Needs
You have the option to activate the modules you will use in your business and deactivate those that are not necessary, increasing efficiency and optimizing operations by focusing only on what you need.

 

These improvements are available in the Zoho Invoice app for iOS and Android platforms. For more details, check the help documentation.

 

 

Field updates and improvements in Zoho Creator

Zoho Creator has implemented new functionalities to enhance the user experience and optimize application development. The main updates are detailed below:

 

JS Widgets API 2.1

You can now develop more powerful widgets with version 2.1 of the JavaScript API. This update includes support for Zoho Creator APIs v2 and v2.1, as well as the inclusion of meta and publishing APIs. It also allows the use of custom APIs in widgets, facilitating the creation of dynamic and responsive components.

 

Multiple Field Update in Deluge

A new task has been introduced in Deluge that allows multiple fields in a record to be updated with a single statement. This improves efficiency and reduces execution time by minimizing multiple calls in Deluge, optimizing application performance.

 

Improvements in Pages

Pages now offer advanced customization options for charts:

• Date Grouping: You can group X-axis values by time ranges such as month, year, quarter, among others.
• Y-axis Interval: It is possible to set specific intervals for Y-axis marks, improving data clarity.
• Data Labels: You can now enable labels that permanently display Y-axis metrics on each section of the chart.
• Theme Color: A custom theme color option has been added for charts via a color picker.
• Drill Down: By clicking on the charts, you can configure the opening of detailed reports, providing deeper data analysis.
• Filters: Admins can configure filters to allow users to adjust data visualization according to their specific needs.

 

Backup Improvements

Enhancements have been implemented for handling backups of large applications:

• Backup File Structure: Data and files are now split into 256 MB zip files, making it easier to manage and download large volumes of information.
• Backup Download: You can now download backups of up to 4 GB, surpassing the previous 1 GB limit, which improves scalability and reliability in data protection.

 

Enhanced Search in the Staging Environment Page

The search function in the Staging Environment page has been optimized, allowing you to filter and publish specific changes more efficiently. This update facilitates the management of components and modifications in the development environment.

 

These updates are available for versions C5 and C6 of Zoho Creator in all data centers. For more information, consult the help documentation.

 

Webinars on Expense, Marketing Automation, and Creator