Dear small business owners,
If you feel like you have to do everything, everywhere, all at once, all by yourself, then we've got your back!
Here at Bigin, your go-to small business CRM, our AI journey began on mobile, grew with the MCP release, and now we're bringing AI features right inside the product, where they make the most impact on your business.
With our new features, as always, we've focused on meaningful capabilities that enhance your workday and free up time for what matters most, whether that's closing more deals or building deeper, more meaningful connections with your customers.
From automating email replies with Zia Agents to introducing granular deal summaries that keep you on top of every opportunity, we've rolled out a host of features designed to make your daily life smoother, without requiring a steep learning curve or a complete overhaul of how you operate.
Let's dive in!
Zia Agents: Your AI-powered digital employees!
Zia Agents are designed to work in perfect synchrony with your business processes. Our agents will expertly undertake repetitive activities, provide deep insights into your operations, and empower your teams to do more, without actually doing more!
Reply Assistant: Engage customers with accurate and quick responses
First, a quick introduction to Email-In! Email-In is an exciting Bigin feature that captures emails directed at specific teams in your business, be it sales or support, and creates records in that team's respective pipeline.
And now, Reply Assistant takes it a step further. It will instantly respond to sales, support, product, or general inquiries your customers send to your email alias, in your brand's tone and style. That means faster responses, happier customers, and one less thing on your plate.
Churn Analyzer Agent: Identify what's holding your sales team back
You just lost a deal.
Was it because of delays in your responses? Extended negotiations? Or was the prospect simply not interested?
The Churn Analyzer kicks into action as soon as a deal is lost, carefully scrutinizing past interactions including emails, notes, calls, and activities to identify the reason behind it and share those insights directly with the sales rep.
CrossSell Genie: Capitalize on your existing customer base
Whenever you successfully close a deal, CrossSell Genie leverages its deep understanding of your product and service offerings along with past purchasing patterns to identify potential cross-selling opportunities. It then automatically generates and sends a recommendation email to the customer, or saves it as a draft for your sales rep to review and send.
The three agents above are just the beginning! With Zia Agent Studio, you can build your own custom AI agents tailored to your business needs and deploy them inside Bigin using Zoho Flow. Whether it is a follow-up agent, a lead scoring agent, or something unique to how your team operates, the power to build it is now in your hands.
Assistive AI: Existing features, enhanced with Zia
Email Assistance
Bigin already made things easy by letting you bring your inbox into your CRM, and now it writes your emails for you too! Simply open the email composer in any deal or contact record, tell Zia what kind of email you want, and it will generate the email along with the subject line. You can also adjust the length and tone to suit your needs.
Prefer to write your own emails? Zia has you covered there too. Use it to rephrase, adjust tone, translate content, shorten text, or even proofread your emails before hitting send.
Please refer to this help document to know more about these features.
Smart Summaries
Running late for a meeting? Did a team member just hand over a deal to you? Is your boss asking for a quick update on a customer? No need to worry!
With our strategically placed Summarize buttons, you can get Zia to summarize email threads, WhatsApp conversations, notes, and entire customer, lead, or deal records in seconds, giving you complete context right when you need it.
Know more about our native AI agents and our assistive features from this help document!
Previously launched AI features you should know about
Zoho MCP for Bigin
You can now securely connect AI tools like ChatGPT, Claude, Windsurf, and VS Code with Bigin to get detailed insights about customers and deals, perform actions inside Bigin, and manage tasks across multiple apps with simple instructions.
Imagine closing a deal in Bigin and typing out a simple command that creates an invoice in Zoho Books, a new project in Zoho Projects, and notifies your team via Cliq. That's how easy it is!
AI for Apple Users
Apple users, this one's for you! We've leveraged Apple Intelligence to bring smart, AI-powered daily to-do lists, interactive call transcripts, writing assistance, and record segmentation to your iPhone, iPad, and Mac.
AI for Android Users
Android users, we haven't forgotten you either! Leverage Galaxy AI for smart writing assistance and email translation, and enjoy on-device Gemini Nano reply suggestions for your WhatsApp conversations.
And that brings us to the end of this AI feature roundup! Ready to put these features to work? Sign up for Bigin and see how much smoother your day can get!
And the best part? We're just getting started. Zia-powered translation, transcription, a mass mail designer, and more are already in the works. Stay tuned!
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