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Privacy-friendly application analytics solution.

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Unified platform to deliver top-notch customer experience.

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All-in-one social media management software.

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Manage all your local business listings on a single platform.

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SalesIQ

Live chat app to engage and convert website visitors.

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Sign

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Thrive

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LeadChain

Sync, manage, and convert leads across channels seamlessly.

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Unified marketing platform for marketing teams.

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eCommerce platform to manage and market your online store.

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Helpdesk software to deliver great customer support.

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Remote support and unattended remote access software.

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Appointment scheduling app for consultations with customers.

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Unified platform for customer service and support teams.

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Books

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100% Free invoicing solution.

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Effortless expense reporting platform.

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Powerful stock management and inventory control software.

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End-to-end billing solution for your business.

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Collect payments online with custom branded pages.

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Payroll

Payroll software with automated tax payments and filing.

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eCommerce platform to manage and market your online store.

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Finance Plus

All-in-one suite to manage your operations and finances.

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Secure email service for teams of all sizes.

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Online meeting software for all your video conferencing & webinar needs.

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Word processor for focused writing and discussions.

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Shared inboxes for teams.

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WorkDrive

Online file management for teams.

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Office Suite

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Office Integrator

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Tables

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PDF Editor

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Workplace

Application suite built to improve team productivity and collaboration.

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People

Organize, automate, and simplify your HR processes.

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Intuitive recruiting platform built to provide hiring solutions.

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Manage temporary staffing with an employee scheduling solution.

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Employee scheduling and time tracking app.

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Comprehensive HR platform for seamless employee experiences.

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Security and IT Management

 
Creator

Build custom apps to simplify business processes.

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Directory

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OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

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Vault

Online password manager for teams.

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Catalyst

Pro-code platform to build and deploy your apps.

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Toolkit

Complete resource for any admin-related lookup queries.

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Lens

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QEngine

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RPA

Automate manual, tedious, and repetitive tasks easily.

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Analytics

Modern self-service BI and analytics platform.

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Embedded analytics and white label BI solutions, tailored for your needs.

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DataPrep

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IoT

Harnessing IoT analytics for real-time operational intelligence.

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Projects

Manage, track, and collaborate on projects with teams.

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Sprints

Planning and tracking tool for scrum teams.

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BugTracker

Automatic bug tracking software for managing bugs.

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Solo

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Developer Platforms

 
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Build custom apps to simplify business processes.

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Flow

Automate business workflows by creating smart integrations.

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Catalyst

Pro-code platform to build and deploy your apps.

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Office Integrator

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ZeptoMail

Secure and reliable transactional email sending service.

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QEngine

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Tables

Work management tool to connect people, processes, and information.

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RPA

Automate manual, tedious, and repetitive tasks easily.

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Apptics

Application analytics for all apps.

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Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

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IoT

Build, deploy, and scale IoT solutions for connected businesses.

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DataPrep

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Low-code IoT platform and solutions for connected businesses.

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CRM Plus

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All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Using Ask Zia

What is Ask Zia?

Ask Zia is a search-driven analytical assistant that helps you create reports instantly. You can ask questions in natural language and Ask Zia generates the most relevant reports as answers to you.

Using Ask Zia

You can easily invoke this by clicking the Ask Zia option on the left panel of your workspace. The Ask Zia screen will open.

Type your question in the search box provided. Ask Zia will interpret the question and will get the best possible report as an answer.

You can add more qualifiers to your question to have Ask Zia generate the most relevant insight for you.

Auto Suggestion

Ask Zia will keep learning from the patterns in your question and provides intelligent suggestions to assist you in drafting the question. These suggestions are highly personalized based on the relationship among the tables, previous history, Ask Zia customization etc.

The Auto Suggestion also helps users by suggesting supporting phrases like Top 10 / Bottom 10, sort options, chart types etc.,

You will also find a list of Recent Questions and Suggested Questions. You can easily generate reports by clicking these questions.

Generated Report

Ask Zia will understand the intent in your question, resolve ambiguities, and generates the most appropriate report that matches your question. The generated report will be displayed as a preview. The Preview screen displays a detailed description and report information on how the report is plotted. You can verify the report and save them. 

Description

Ask Zia will automatically generate a detailed description and display it at the bottom.

This description lets you know how the data is grouped, the aggregate column used, function applied over them and filters used. The following color classification is used in the description. 

  • Blue - Metric Column 
  • Green - Function applied to the metric column 
  • Brown - Grouped by Columns 
  • Light Green - Date Function 
  • Light Brown - Column used to filter
  • Sky Blue - Filtered values
  • Pink - Negative filter negation
  • Purple - Sorting applied

Report Information

On the right side of the preview, you will find the Report Information. This section list the facet of a report (X &Y Axes and Color for chart and Column, Row and Data for Pivot) and how the columns are used. You will also find details on filters applied over the report.

Change Chart Type

When Ask Zia generates a chart, you can choose to change the type of chart. Follow the steps given below to do this.

  1. Click the Chart icon in the contextual menu on top of the Preview screen.
  2. Select the required chart type from the drop-down.
  3. Save the report.

Edit the Report

You can easily edit the report that Ask Zia generates. Follow the below steps to edit the report.

  1. Click the Edit icon in the contextual menu on top of the Preview screen.
  2. This will open the report editor with the columns recommended by Ask Zia. You can modify them as needed. 
  3. Save the report.

Save Report

You can save the report permanently by following the below steps:

  1. Click the Save icon in the contextual menu on top of the Preview screen.
  2. The Save dialog will open. Specify the View name.
  3. Select the Folder to save the view. 
  4. Click Save to save the report. 

Add Report to Dashboard

You can also directly add the reports to a dashboard. Follow the below steps to add the report to a dashboard:

  1. Click the Dashboard icon in the contextual menu on top of the preview.
  2. The Save & Add to Dashboard dialog will open. Specify the View name.
  3. Select the Folder to save the report before adding it to the dashboard. 
  4. Select the dashboard in which you want to add the report. 
  5. Click Save & Add to Dashboard to save the report and add it in the dashboard. The report will be added as the first view in the dashboard. You can realign the dashboard later as needed. 
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