Zia Agent Studio
Zoho's no-code/low-code platform for building and deploying custom AI agents (Zoho Agent Store; Futurum, Jul 2025):
- 700+ built-in actions spanning the Zoho product suite
- Fully prompt-based, no-code UX with optional low-code hooks
- Deployment modes: Button click, rule-based triggers, live customer engagement
- Agent types: Autonomous (no human input) or human-in-the-loop (approval required)
- Guardrails: Non-negotiable policy terms (e.g., "do not use inappropriate language", "always maintain formal tone")
- RBAC inheritance: Agents inherit the invoking user's CRM role permissions
- Full audit trail: Reasoning, execution steps, approval history all logged
- Observability: Dashboard (overall performance), Sessions (individual interactions), Execution details (step-by-step)
- Available in US, Europe, India; phased rollout to other regions
Agent Marketplace (Zia Agents Store)
- 100+ pre-built agents available for immediate deployment (Zoho Agent Store)
- No charge for the agent itself; usage-based pricing only
- Open to ecosystem partners, ISVs, and developers to publish agents
Pre-built agent examples:
- Revenue Growth Specialist: Identifies upsell/cross-sell opportunities
- Deal Analyser: Win probability, next best action, follow-up suggestions
- Candidate Screener: Ranks candidates for job openings
- Lead Follow-up Agent: Sends follow-ups, categorizes non-responsive leads
- Sales Analyzer: Reports key sales metrics and draws insights
CRM-Specific Agentic Agents
Based on the Agentic AI Capabilities for Sales documentation:
| Agent | Key Actions |
|---|---|
| Data Enricher & Lead Qualifier | Enrich missing fields from LinkedIn/public sources, verify authenticity, categorize (hot/contact later/junk) |
| Lead Follow-up Agent | Create tasks/reminders, send emails, analyze responses, hand off after 2 attempts |
| Lead Converter | Evaluate credibility, convert to Contacts, set rep follow-up tasks |
| Deal Consultant | Track deal health, flag risks (no activity >5 days), suggest next actions, reference past deals |
| Sales Analyzer | Report open/closed deals, task summaries, email urgency categorization, cross-sell insights |