Overview - Widgets Pane

The widgets pane on the right hand side displays a set of icons that provide users quick access to the corresponding features. Users can manage assigned tasks, engage in contextual chat within the team, access important documents, and explore the AI-powered features of Zoho ERP, such as Ask Zia and the CoCreate Agent. Each widget is designed to enhance user productivity by providing quick access to features that support communication, collaboration, automation, and overall workflow efficiency. Let’s take a look at the features available in the widgets pane.

Ask Zia

Ask Zia is Zoho’s AI-powered conversational assistant designed to simplify data access and decision-making within the Zoho ERP environment. With Ask Zia, users can interact with the system using natural language queries by typing to retrieve reports instantly, analyse trends, and generate insights without navigating complex menus or running manual searches. The feature not only speeds up daily operations but also increases productivity by reducing the time spent on data extraction and report generation. Zia can assist users in creating items, customers, and vendors, as well as record sales and purchase transactions. It can also fetch key details from your Business Overview reports. Learn more about Ask Zia.

CoCreate Agent

The CoCreate Agent helps users quickly create records such as quotes, invoices, sales orders, and more by guiding them with easy-to-use prompts. Users can type their prompts or use the voice recorder to interact with the CoCreate Agent. The Prompt Guide provides example prompts to help users get started and create records effortlessly. Users can pause the process at any time and resume it whenever needed. Learn more about CoCreate Agent.

Contextual Chat

The Contextual Chat feature in Zoho ERP helps facilitate seamless communication between users directly within the platform. It allows users to discuss records, transactions, and processes in real time, without switching screens or using external messaging tools.

By enabling chat within the context of specific modules such as invoices, purchase orders, inventory items, or customer records, users can collaborate more efficiently and resolve issues faster. This feature enhances teamwork by keeping conversations tied to the relevant data, reducing misunderstandings, and ensuring that information stays organised and easy to reference. Learn more about Contextual Chat.

Tasks

The Tasks feature in Zoho ERP allows users to create, assign, and track work items directly. It helps teams organise daily activities, monitor progress, and stay aligned with process requirements. With Tasks, users can set priorities, reminders, and descriptions, making it easier to manage responsibilities and ensure timely completion. As a result, the Tasks feature supports smoother operations and enhances efficiency within the organisation. Learn more about Tasks.

Documents