Conversational CRM: Building Modules and Workflows with Natural Language
Zoho CRM is making it easier than ever to build and customize your CRM around your work style. With new enhancements to Zia, you can create modules and generate AI-powered actions using plain language prompts; little technical expertise required.
These features are designed to help teams move faster, reduce setup time, and create smarter, more personalized workflows inside Zoho CRM.
Create Modules Using Natural Language Prompts
Setting up a custom module used to involve multiple steps, including selecting fields, naming sections, defining layouts, and more. Now, Zia simplifies this process by allowing you to describe your needs in plain English and then generating the initial module layout for you.
How It Works:
You can create a module using Zia in three places:
Ask Zia interface – Type your prompt directly into chat (e.g., "Create a module to track supplier onboarding with fields for company name, contract status, and assigned procurement manager.”)
Module Builder – Select "Create Module Using Zia" and describe what you need.
Quick Create (left panel) – Choose the Zia option for a guided setup
Zia will:
Generate field names and types based on your description
Suggest lookup fields where appropriate
Allow you to review and refine the layout before saving
This helps reduce the time spent manually configuring modules, which is particularly handy for onboarding, service tracking, and internal processes.
Note: This feature is available only in the Next Gen UI for organizations on Enterprise, Ultimate, Zoho CRMPlus, and Zoho One plans. A minimum of 20+ user licenses is required.
Introducing Prompt Builder in Zoho CRM
The new Prompt Builder for custom buttons allows you to create tailored AI instructions for generating content, summaries, or suggestions—directly inside record pages and list views.
What You Can Do:
Draft emails, summarize leads, or analyze accounts using contextual data
Build prompt buttons for different teams (Sales, Marketing, Support)
Configure tone, length, and merge fields using the built-in editor
Preview output with actual CRM data before publishing
This allows teams to:
Sales: Get lead summaries before follow-ups
Marketing: Auto-draft personalized emails or proposal templates
Support: Rephrase or translate responses based on interaction history
Prompt Builder transforms each button into an intelligent, on-demand AI assistant tailored to your business use case, right inside Zoho CRM.
Availability:
Supported in Enterprise, Ultimate, Zoho CRMPlus, and Zoho One editions
For Smart Prompt with OpenAI: Available in the US, EU, IN, AU, CA, SA, JP
For Smart Prompt with Zia: Currently available in US data centers only
Want to Start Building Smarter CRM Workflows?
Natural language tools, such as Zia's module creation and Prompt Builder, are powerful time-savers, but knowing how to apply them to your specific process makes all the difference.
Click here to contact us to schedule a free consultation. We'll help you explore how to tailor these features to your team's specific needs, enabling you to work smarter, not harder.