AI Features
Zoho Invoice lets you use Zia, the AI assistant, to generate content for email templates. Instead of writing email content from scratch, you can describe what you need using a simple prompt, and Zia will draft it for you in seconds.
You can review, edit, or regenerate any content that Zia creates, so you always stay in control of what gets sent to your customers. You can also fine-tune the tone and style to match your brand voice before inserting the content into your templates.
Generate Content For Email Templates Using Zia
You can use Zia to draft email template content and send it to your customers. You can provide simple prompts to describe how you want the template to be, and Zia generates a response instantly.
Once generated, review it to ensure that the content matches your business requirements. If it doesn’t match, you can try generating different responses.
To generate the email template content in Zoho Invoice:
- Go to Settings and select Email Notifications.
- Select the required notification to generate the email template content.
- Click Show Mail Content below the respective notification.
- Enter the required recipient details.
- Click the Generate With Zia icon at the top of the email content area.
- In the popup that appears, enter your prompt and click Generate Content.
- You can adjust the Tone and Content, if required.
- Once complete, click Insert.
The generated content will be inserted in the email template.
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