AI Features — Overview
Zoho ERP leverages AI-powered features to simplify everyday business operations, improve productivity, and support smarter decision-making. This includes built-in AI features that make everyday work faster, easier, and more intuitive. With Ask Zia and the CoCreate Agent, users can quickly find information and complete tasks without navigating through multiple modules.
Ask Zia helps users retrieve information, view insights, and get answers using natural language, while the CoCreate Agent assists in creating records such as quotes, invoices, and sales orders using guided prompts.
Scenario: Patricia, a finance manager wants to quickly understand the company’s receivables status before a review meeting. Manually navigating through multiple reports to find overdue invoices is time-consuming. The manager can simply ask Zia question such as, Show overdue invoices for this month. Ask Zia instantly retrieves the relevant data, saving time and helping the user make informed decisions without navigating through multiple modules.
Ask Zia
Ask Zia acts as an AI assistant that helps users retrieve data, gain insights, and get answers to business-related questions using natural language. It enables users to analyse reports, understand trends, and access key information, eliminating the need to search through modules manually. Users can ask questions in simple language to view reports, check data, and gain insights.
CoCreate Agent
The CoCreate Agent focuses on automation by helping users create business records such as quotes, invoices, credit notes, sales orders, and custom reports through simple text or voice prompts. By guiding users with prompts and sample instructions, it reduces manual effort and accelerates record creation.
Together, these AI features enhance efficiency, reduce manual work, and provide a more intuitive user experience across Zoho ERP.