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CRM

Zoho, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Zoho account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Signs in to your account
  • 6 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Zoho is

Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations

You sign in with your own Zoho account, the same way you already do. We never see or hold your password.

How a run works

One message in, the work done in Zoho.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Zoho. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Zoho account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

6 tools it already has

What it can do in Zoho

These are the ready-made tools your AI employee already has in Zoho. It is not limited to them, but it never has to be taught these.

  • Convert Zoho CRM LeadConverts a lead into a contact, account, and optionally a deal in zoho crm.
  • Create Zoho CRM RecordCreates new records in a specified module in zoho crm.
  • Create Zoho CRM TagCreates new tags in zoho crm.
  • Get Zoho CRM RecordsRetrieves records from a specified module in zoho crm.
  • Update Related Records in Zoho CRMAssociates or updates relationships between records across different modules in zoho crm.
  • Update Zoho CRM RecordUpdates existing records in a specified module in zoho crm.
The jobs Sanaf takes in it, and what it does

These are the jobs Sanaf would hold, signed in to your Zoho account.

  • AI Lead Qualification Specialist

    Sanaf, on this job

    • Qualifies and routes the leads that land in it
    • Asks the two qualifying questions before you spend time

  • AI Administrative Assistant

    Sanaf, on this job

    • Keeps records current so nothing is entered twice
    • Files the paperwork against the right job
Things you could ask, as written

You do not learn a new screen. You type this in Slack or Teams.

  • @Sanaf sort today's leads and put the ready ones on top.

  • @Sanaf make sure yesterday's jobs are recorded properly.

  • @Sanaf ask the two qualifying questions of anyone new.

Access, and who is in charge of it

You stay the boss of your Zoho account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Zoho account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Zoho is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Zoho and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Zoho

Can an AI employee really work inside Zoho?
Yes. It signs in to your own Zoho account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Zoho?
No. Nothing moves and nothing is replaced. Your records stay in Zoho, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Zoho account?
You sign in with your own Zoho account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Zoho?
It has 6 ready-made tools in Zoho today, among them Convert Zoho CRM Lead, Create Zoho CRM Record and Create Zoho CRM Tag. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Zoho and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Zoho and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Zoho?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Zoho is written down with what it did and when.