Zia Agents
AI that does the work
Ready-made agents handle tasks like lead follow-up, email replies and meeting scheduling. They work inside your Zoho apps and can run round the clock.
Zoho app · setup by a Zoho Advanced Partner
Zoho Zia AI Agents and Zia Chat Setup for Your Business
Your team spends hours on repeat work: writing follow-up emails, sorting tickets, updating records and building reports. Zoho Zia AI agents can take on this routine work inside the Zoho apps you already use. Infobyd helps you choose the right use cases, set up agents safely and train your team.
Infobyd Software Solutions is a Zoho Advanced Partner in India, founded in 2016, with 1240+ clients served. We help businesses use Zoho's AI — Zia, Zia Agents, Agent Studio and the new Zia Chat — inside Zoho CRM, Zoho Desk and other Zoho apps, with clear rules on data, permissions and human review.
- 4.3 on Google (74 reviews)
- 4.8 on Zoho Partner Directory
Free plan
Zia Agents are free
- Zoho-hosted AI use is free up to a monthly limit
As listed on Zoho's pricing page. Zoho may change plans and limits.
Start free
Sign up through Infobyd, your Zoho partner, and get free setup advice.
Why Infobyd
Why choose Infobyd as your Zoho Zia partner
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Zoho Advanced Partner an official Zoho partner.
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1240+ clients served since 2016, in India and abroad.
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Since 2012 our CEO has worked with Zoho since 2012.
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4.3 Google rating from 74 reviews in Indore.
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Indore and Patna offices, with online support across India and abroad.
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24x7 support for clients after go-live.
Quick answer
Set up by a Zoho Advanced Partner
What is Zoho Zia?
Zia is the AI built into Zoho apps.
- It has been in Zoho CRM, Desk and other apps for years, giving predictions, summaries and suggestions.
- In 2025 and 2026, Zoho added three big pieces: Zia LLM: Zoho's own large language models (AI models), announced in July 2025 and hosted by Zoho.
- Zia Agents and Agent Studio: AI agents that can do tasks, not just answer questions.
- Zia Chat: One chat window to ask, find and act across Zoho apps, announced in September 2026.
What are Zia Agents?
Zia Agents are AI helpers that complete tasks inside your Zoho apps, under the permissions you set. Examples of ready agents Zoho lists for Zoho CRM include:
Sales Development Rep
Nurtures and qualifies new leads by email and books meetings.
Deal Analyzer
Gives win chances and the next best step for a deal.
Follow-up Scheduler
Finds deals that need follow-up and reaches out.
Quote Generator
Drafts quotes from your pricing rules.
Revenue Growth Specialist
Finds upsell and cross-sell chances.
In Zoho Desk, Zoho offers agents that draft replies from your knowledge base and help triage (sort) tickets. Zoho SalesIQ also has Zia Agents for website chat.
Agent Studio is Zoho's no-code builder (no programming needed). You describe the agent's role in plain words, give it actions (for example, "create a task" or "send an email") and choose when it runs — on a button, on a trigger or inside a customer conversation. Zoho also runs an Agent Marketplace of ready agents from Zoho and partners. Zoho first announced Agent Studio and the Marketplace in July 2025. Which plans include them can change, so we check this for your account.
What is Zia Chat?
Zia Chat is one conversational screen for work across Zoho apps. Zoho announced it on 23 September 2026. As per Zoho's announcement and news reports:
You can search information, summarise records, create reports and charts, draft emails and assign tasks with simple prompts.
It keeps your existing user permissions and approval steps.
It can connect to other systems through MCP (a standard way for AI tools to connect to apps).
Zoho says data accessed through Zia Chat is not used to train its AI models.
Zoho is rolling it out in stages. Check Zoho's Zia page for the current status.
What the software does
Key features of Zoho Zia
These are the main things Zoho's AI, Zia, does. Next, we show what we set up for you.
Agent Studio
Build your own agent without code
Describe the agent in plain words and Zia sets it up. Add your business documents, choose the actions it may take and set "Do's and Don'ts", like discount limits or tone.
Zia Chat
Ask and act in one place
One chat screen where you ask questions about your business data and ask Zia to take actions across Zoho apps.
Predictions and alerts
Know what is coming
In apps like Zoho CRM, Zia scores leads, predicts deal outcomes and warns you when numbers move away from the normal trend.
Smart help in each app
Less typing, faster answers
Zia finds missing lead details, summarises calls and chats, and suggests replies to support tickets in apps like Zoho CRM and Zoho Desk.
Zoho's own AI models
Your data stays with Zoho
Zia agents run on AI models hosted by Zoho. Zoho MCP lets outside AI tools, like ChatGPT or Claude, connect to your Zoho data in a controlled way.
See the full feature list on Zoho's official Zia page.
Industries
Where AI agents help most
Start with small, clear, repeat tasks. These are safe first use cases of Zoho AI for business:
Management
Quick answers like "Which deals are stuck this week?" without building a report.
03
Across apps
In
Zoho One, agents can work across CRM, Desk, Books and more (this depends on the app).
04
What we set up
What we set up in Zoho Zia
We start small and safe, then grow. As your Zoho partner, we set up:
| Agent | What it does | Status |
|---|---|---|
| Follow-up agent | Finds deals that need a follow-up | On |
| Email responder | Drafts replies to common emails | On (review) |
| Meeting scheduler | Books meetings with leads | Off |
| Deal analyser | Suggests the next step for a deal | On |
Sample setup. A person approves replies at first.
- 1 Pick a ready agent
- 2 Set its limits and access
- 3 Agent starts on routine work
Feature 1 of 6
Ready-made agents
We switch on the right ready agents for your sales or support team, with clear limits.
Add to agent
Price list PDF
Create task
Send email
Update record
Quote helper agent
Role: drafts quotes for dealers
Knowledge: price list PDF
Action: create task
Rule: max 10% discount
Tone: polite and short
- 1 Describe the agent in plain words
- 2 Add documents and allowed actions
- 3 Set do's and don'ts, then test
Feature 2 of 6
Custom agent in Agent Studio
One agent built for your own process, with your documents and rules.
Sample Traders
Opened 3 emails, visited pricing
Hot
City Clinic
Asked for demo last week
Warm
Delta Stores
No reply for 20 days
Cold
Best time to contact Sample Traders: 11 am, by phone
- 1 Zia studies your CRM data
- 2 Leads get a score
- 3 Team calls the hottest first
Feature 3 of 6
Zia in Zoho CRM
Lead scoring, best time to contact and sales trend alerts, where your CRM plan includes them.
My order is late again. Very unhappy.
Customer · Sentiment: negative
Zia summary: second delay this month, wants a delivery date
Zia
Sorry for the delay. Your order ships tomorrow; tracking link to follow.
Draft by Zia · checked by agent
- 1 Customer writes a complaint
- 2 Zia reads mood and drafts reply
- 3 Agent checks and sends
Feature 4 of 6
Zia in Zoho Desk
Reply drafts from your knowledge base, ticket summaries and customer mood (sentiment) on tickets.
Review
Clean
Test
Go live
Zia · Data check
Duplicate leads merged
Deal stages made clear
Help articles updated
Zia answers are only as good as your data
- 1 We review your fields and stages
- 2 Fix gaps and duplicates
- 3 Zia gets clean data to learn from
Feature 5 of 6
Data clean-up for AI
We tidy fields, stages and help articles so Zia gives better answers.
Agent drafts
Person reviews
Approved
Logged
Zia · Approval before sending
Agent can read only sales records
Customer emails need approval
Discounts above 10% blocked
Waiting for manager approval
- 1 Agent prepares an action
- 2 A person reviews and approves
- 3 Action is logged for later checks
Feature 6 of 6
Human review and access rules
Agents first suggest and a person approves. Each agent gets only the access it needs.
Works with your tools
How Zia connects with your apps
Data comes in from
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Your Zoho apps Records in Zoho CRM, Desk and other apps you use.
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Your documents Files you add to an agent's knowledge base.
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Your own AI model, if you want Agent Studio can use model keys for tools like ChatGPT or Gemini.
Zoho AI
Connected by Infobyd
Data goes out to
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Actions in Zoho apps Agents update records, add tasks and send emails.
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Outside AI tools Through Zoho MCP, tools like ChatGPT or Claude can work with your Zoho data.
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Your team Suggestions, summaries and alerts inside the apps they use.
Safe by design
Zoho Zia security and privacy
Security and privacy
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Certified security Zoho holds internationally recognised security certifications, like ISO/IEC 27001.
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Audited controls A SOC 2 audit, and GDPR compliance.
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Your data stays yours Zia works on your own Zoho data, and Zoho says it does not send that data to outside AI vendors' models. You control who sees what with roles and permissions in each Zoho app.
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India data centres Your data can stay in India.
Your road to Zoho
How we set up Zia Agents: 5 steps
Time depends on scope. We share a clear plan after the free consultation.
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1
Free consultation: We list your repeat tasks and pick 1–2 good first use cases.
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2
Data check: AI is only as good as your data. We clean fields, stages and knowledge base articles first.
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3
Build: We set up ready agents or build custom ones in Agent Studio, with clear instructions and limits.
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4
Test with human review: Agents first suggest; your team approves. We turn on more automation only when results are good.
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5
Train and support: We train your team and keep improving the agent.
Safety rules we follow
Agents get only the access a person in that role would get.
A human checks anything that goes to a customer until you are confident.
Every action is logged so you can see what the agent did.
We never promise results AI cannot guarantee.
Pricing
Zia pricing
Paid to Zoho
Zoho licence
Zia features depend on your Zoho app and plan, and some AI features may use AI credits or your own AI key. Zoho's pricing for agents may change, so check each app's official pricing page (for example, Zoho CRM pricing). For our setup service, click "Get a Quote".
Paid to Infobyd
Our setup and support
Our setup and support work is priced by scope. We send a written quote after the free consultation.
The free trial opens on Zoho's website. When you sign up with this link, your Zoho account is linked to Infobyd as your Zoho partner.
Our work, in our clients' words
Real case studies, client reviews and guides linked to this page.
Case studies
All case studies
Software (AI for accounting firms)
Docyt
Challenge: Leave, time, reviews and payroll were handled by hand in separate tools.
All HR work in Zoho People, with staff self-service.
Read case study Trading · Madhya Pradesh, IndiaUnique The World of Computer
Challenge: Billing, expenses and GST were done by hand in sheets and paper ledgers.
70% less invoice time and 60% faster compliance reports.
Read case study Asset management · Karnataka, IndiaCurefit
Challenge: Assets and staff of four entities were managed in Excel sheets.
One Creator app tracks every asset from stock to scrap.
Read case study
“
What our clients say
Copied as written on infobyd.com. See all clients
They are very quick with their actions and get stuff done in time.
They excelled in providing customized solutions, making the entire process seamless and efficient.
Excellent service. Timely response from the team helps us to seamlessly implement new features and modules.
I highly recommend Infobyd to anyone looking for a reliable and skilled Zoho Partner.
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FAQ
Frequently asked questions
What are Zia Agents in Zoho?
Zia Agents are AI agents inside Zoho apps that can do tasks such as qualifying leads, drafting replies, scheduling follow-ups and analysing deals, within the permissions you give them.
What is Zia Agent Studio?
Agent Studio is Zoho's no-code tool to build your own AI agents. You describe the job in plain words, choose actions and set when the agent runs.
What is Zoho Zia Chat?
Zia Chat is a single chat interface, announced in September 2026, where you can ask questions, get summaries and take actions across Zoho apps using simple prompts.
Is my business data safe with Zia?
Zoho says Zia respects your existing permissions and that customer data is not used to train its models. We also set strict access and human review during setup.
Is Zia included in my Zoho plan?
It depends on the app and edition. Some Zia features are included in higher editions, and some AI features use credits. We check your current plan and tell you what you can use.
Can Infobyd build a custom AI agent for us?
Yes. We can set up ready agents or build custom agents in Agent Studio for your process, and connect them with your other tools where possible, for example through Zoho MCP, where the app supports it.
Is Zia data stored in India?
Zoho runs data centres in India. Accounts on Zoho's India data centre keep their data in India. We check your account's data centre during setup.
Can Zia use ChatGPT or other outside AI models?
Yes, in some places. Agent Studio can connect to outside models like ChatGPT or Gemini with your own model key. Zoho MCP also lets outside AI tools work with your Zoho data. We help you choose what is safe for your business.
Free consultation
Put AI to work on your routine tasks
Tell us the tasks your team repeats every day. We will show you which ones Zia can take over safely.
- Free first call with a Zoho consultant
- Clear plan and quote – no hidden surprises
- Zoho Advanced Partner · 1240+ clients served