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Part V · Zoho AI / Zia · Chapter 8

Ask Zia in Zoho Analytics

320 words · preserved verbatim from the master reference

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
FeatureCapability
Transform by ExampleDemonstrate desired column output; AI replicates transformation
Formula SuggestionNatural language → formula generation
Query SuggestionNatural language → valid SQL query
Data PipelineDescribe ETL goals in plain language → AI builds complete pipeline
Data Analysts & Business Users
FeatureCapability
Report CreationDescribe requirements → AI generates reports with filters, groupings, follow-up recommendations
Dashboard CreationDescribe layout/content → AI builds dashboard; add/remove views, change themes
Insight Generation (Zia Insights)Descriptive, Predictive, Diagnostic, and Prescriptive insights
Sharing & CollaborationSchedule emails, export reports/dashboards via prompts
Data StoriesConvert reports/dashboards into narrative slideshows

LLMs in Analytics

LLMUsed For
Zoho LLMReport creation
OpenAI LLMData 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.