AI
Generative AI

Elevate business communication and efficiency across the funnel

Harness Zia's generative AI capabilities to quickly generate top-notch content, insights, and summaries for improved clarity and communication. Additionally, enhance your efficiency by letting Zia generate modules, workflows, and reports for you based on the details you specify.

Ready, set, implement

Deciding how your sales processes and workflows should work may be challenging, but setting them up in your CRM needn't be. Whether it's configuring your data modules or workflows or scheduling your reports, Zia helps get you up and running in no time. And as a bonus, you can interact with Zia using voice prompts as well.

Module Creation
Report Creation
Workflow Creation

Module Creation

Report Creation

Workflow Creation

Query your way to valuable insights

Retrieve relevant solutions and information for your data-related inquiries that you can add to your dashboards. Revisit your previous inquiries easily without having to start over again, and understand the reasoning behind Zia's responses.

The perfect sales pitch, just one smart prompt away

Create emails from scratch or improve existing ones by correcting grammar, enhancing language, and refining tone via smart prompts. Use prompts to generate or modify email templates and fetch valuable customer information.

Leverage personalized insights at the click of a button

Power custom buttons with your own AI instructions to generate tailored content, suggestions, or summaries across record pages and list views. Use a built-in editor with merge field support to write clear instructions, determine the response style and length, and preview the output with sample record data before implementation.

Instant summaries for busy sales reps

Hundreds of leads to follow up with or calls to prepare for? Not a problem. Generate quick summaries for records, conversations, notes, emails, and calls, and get through your sales pipeline faster.

From concept to Canvas

Work flows better when your information is easy to work with. Data layout and design may not be your forte—but it is Zia's. Whether it's a screenshot or some scribbles from your notepad, upload a sample of how you want your record list views to look, and Zia will construct your personalized Canvas view for you.