Platform Reference

This section gives you a complete walkthrough of the Zia Agents platform, including its core pages, configuration areas, supporting components, and platform-level details.

The landing page, prompt bar, Create button, and recent items.

Where you create new agents from scratch or with Zia AI.

Your agent list, agent details page, tabs, and configuration options.

Setting up coordinated groups of agents for multi-step workflows.

Managing the documents your agents reference when generating responses.

The API collections agents use to perform actions in your systems.

Setting up authenticated access to services like Zoho CRM, Desk, and external apps.

A catalog of pre-built agents for common business scenarios.

Profile, users, roles, billing, credits, BYOK keys, connections, and instant messaging.

Platform Details

Supported models, vendor configurations, data center availability, pricing, and credits.

Roles & Permissions

Understand the four default roles in Zia Agents and what each one can view, manage, test, deploy, or administer across the platform.