Ask Zia in Zoho Analytics is positioned as Agentic AI for Business Intelligence, with a human-in-the-loop architecture (Zoho Analytics Ask Zia Help; Ask Zia Agentic AI feature page).
Capabilities by Persona
Data Engineers
| Feature | Capability |
|---|---|
| Transform by Example | Demonstrate desired column output; AI replicates transformation |
| Formula Suggestion | Natural language → formula generation |
| Query Suggestion | Natural language → valid SQL query |
| Data Pipeline | Describe ETL goals in plain language → AI builds complete pipeline |
Data Analysts & Business Users
| Feature | Capability |
|---|---|
| Report Creation | Describe requirements → AI generates reports with filters, groupings, follow-up recommendations |
| Dashboard Creation | Describe layout/content → AI builds dashboard; add/remove views, change themes |
| Insight Generation (Zia Insights) | Descriptive, Predictive, Diagnostic, and Prescriptive insights |
| Sharing & Collaboration | Schedule emails, export reports/dashboards via prompts |
| Data Stories | Convert reports/dashboards into narrative slideshows |
LLMs in Analytics
| LLM | Used For |
|---|---|
| Zoho LLM | Report creation |
| OpenAI LLM | Data pipeline, report/dashboard creation, insight generation |
Privacy & Data Governance in Analytics
- Only prompts and metadata (column names, data types, data model) are shared with LLMs
- PII columns are never shared
- For insight recommendations, only aggregated data is sent
- Administrators control data-sharing preferences via GenAI Configuration settings
Pricing
- GenAI capabilities available for Premium and Enterprise Plans only
- Access: Administrator Privileges; Account Admin can grant access to Org and Workspace Admins
Embedding
Ask Zia can be embedded into external applications for conversational insights and Key Driver Analysis (KDA).
Analytics MCP Integration
Zoho Analytics has its own MCP Server, enabling AI agents (via external MCP clients) to trigger analytics queries, build pipelines, and generate reports via the MCP protocol.