Introduction to ZIA Agents - Create Your First Sales Agent

Learn how to build, configure, and scale AI agents within the Zoho ecosystem.
What you'll learn
Understand what a ZIA Agent is and how to apply it within the Zoho ecosystem.
Create and configure an intelligent agent from scratch, connected to Zoho CRM.
Apply best practices to optimize security, performance, and adoption.
Develop the skills to design, test, and deploy agents that automate daily business tasks.
Requirements
No programming experience is required. You will learn everything you need step-by-step.
An active Zoho CRM account (either trial or corporate version).
Request access to ZIA Agents from Zoho.
Description
This course contains the use of artificial intelligence and will teach you how to get the most out of ZIA Agents, the new AI platform developed by Zoho that allows you to create digital assistants without any programming. Throughout the course, you will learn step-by-step how to design, configure, and launch your first agent integrated with Zoho CRM.We will begin by understanding what a ZIA Agent is and how it can transform the way teams work by automating repetitive tasks, answering queries in natural language, and centralizing key business information. Next, you will learn to create your own agent from scratch: establish secure connections, define roles, integrate APIs, and build a knowledge base that enables precise and contextualized responses. You will also learn best practices for optimizing the performance, security, and adoption of your agents, along with strategies for scaling their use modularly within your organization. Additionally, you will have access to an exclusive section dedicated to TAMI, our intelligent executive agent, where you will discover how to use strategic prompts to make data-driven decisions and improve your business's real-time visibility.As part of the course, you will have access to an INTERACTIVE ROLE PLAY, where you can plan an AI sales agent for your company's sales department based on real-world requirements.This exercise will help you think like an intelligent agent designer, answering strategic questions and solving real challenges that any business leader would face when implementing AI in their organization.By the end, you will have a functional, efficient agent aligned with your business processes, ready to boost your team's productivity.Let's get started!
Who this course is for
Zoho CRM users and professionals who want to incorporate artificial intelligence into their sales, support, or operations processes.
Sales or customer support leaders interested in automating tasks and improving productivity.
System administrators and business analysts looking to integrate intelligent agents within the Zoho ecosystem.
Individuals with no technical experience who want to learn how to create AI assistants in a simple and practical way.
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