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AI Features

Zoho Expense comes with AI-powered features that help you get things done faster, such as retrieving information through natural conversations and getting quick answers about your organisation’s expense policies.

Note: These features are available only if your admin has enabled them for your organisation.

Ask Zia

Ask Zia is a conversational assistant that helps you get things done by understanding your requests. Type what you need, and Zia retrieves the required information or displays key details from your expense data instantly.

You can use Ask Zia to:

  • Retrieve your trip, expense, and report details.
  • Get quick answers about your reimbursements, approvals, and policy violations.

Scenario: You can ask Zia to show all your unsubmitted expenses. Zia fetches the list and displays the details in the chat window. If you need to narrow the results further, Zia asks follow-up questions to refine the response.

Some of the queries for Ask Zia may include:

  • Show my unsubmitted expenses.
  • Which expenses are missing receipts?
  • When is my next trip?
  • What is the status of my report REP-00012?

To use Ask Zia in Zoho Expense:

  • Click the Zia icon on the right sidebar.
  • In the Ask Zia chat window, type the required query. The response will be generated instantly, based on your query.

Speech Assistant

Speech Assistant lets you use voice input to ask questions or perform actions in Ask Zia, instead of typing your query.

Note: Zia currently recognizes voice input only in English.

To use Speech Assistant in Zoho Expense:

  • Click the Zia icon on the right sidebar.
  • Click the Microphone icon in the Ask Zia chat window.
  • Speak your query, then click the Checkmark icon, or the close icon to cancel the recording. Your speech will be converted to text in the query field.
  • Edit the query if required, then submit it.

Policy Assistant

Policy Assistant is an AI-powered assistant that helps you quickly understand your organisation’s policies without having to read lengthy travel policy documents. You can ask a question about the policies that you’re associated with, and the bot provides answers based on the relevant rules, limits, and guidelines configured in the organisation policies.

Note: Policy Assistant can read only travel documents in the PDF format.

You can use Policy Assistant to:

  • Understand the rules, limits, and guidelines defined in your organisation’s expense policies.
  • Get quick clarifications on category limits, mileage rates, and per diem rates applicable to you.
  • Check your travel policy details, such as approved booking classes, hotel stay limits, or preferred vendors, before planning a trip.
  • Check whether a specific expense complies with your organisation’s policy.

Scenario: You can ask the Policy Assistant what the daily limit is for meal expenses. The assistant checks your associated policy and responds with the applicable limit, so you don’t have to search through the policy document.

Some of the queries for Policy Assistant may include:

  • What is the daily limit for meal expenses?
  • Is mileage reimbursement applicable for my role?
  • What is the per diem rate for international travel?
  • What booking class am I eligible for on domestic flights?
  • Are receipts mandatory for expenses above a certain amount?

To use Policy Assistant in Zoho Expense:

  • Click the Zia icon on the right sidebar.
  • Click the dropdown next to Ask Zia and select Policy Assistant.
  • In the chat window, type your query. The response will be generated instantly, based on the policy configured for you.

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