Zoho CRM Prompt Builder: Your New AI-Powered Assistant

Zoho CRM Prompt Builder: Your New AI-Powered Assistant

Zoho introduces Zia’s generative AI closer to where your teams work every day. With the brand-new Prompt Builder for custom buttons, you can now embed tailored AI actions directly into your CRM records and list views—enabling faster, smarter, and more relevant interactions.

Imagine your team needs AI-generated content like follow-up emails, customer summaries, or lead analysis. With Prompt Builder, you create the prompt, define the task, and Zia delivers in real time, using the context of each record.

For example, business analysts can use prompt buttons to trigger insights like SWOT evaluations, competitor overviews, or even pipeline analysis—right from within a customer or deal record. Each button becomes a dynamic gateway to intelligent, context-aware assistance.



Customize Prompts Your Way

Each AI button is powered by a fully editable prompt that gives you full control over what Zia generates. You can:

Use a built-in editor with support for merge fields to personalize outputs.

  • Choose the desired tone, style, or length of the response.

  • Preview the AI-generated output using sample data before deploying it live.

A standout capability here is augmented prompting—where Zia uses CRM-specific data to shape its responses, ensuring outputs are meaningful and aligned with real-world record details.

Use Cases Across Teams

Prompt Builder unlocks a wide array of possibilities tailored to different roles:

Sales can instantly generate lead summaries with details like source, stage, and assigned rep—perfect before a call or meeting.

Marketing teams can create on-the-fly content like personalized email drafts, proposal outlines, or customer journey highlights.

Support teams can simplify tech jargon, translate communications, or write replies based on past customer interactions.
Notes
With Prompt Builder, teams aren’t just using AI—they’re designing it to match their workflows, tone, and terminology, all within Zoho CRM.

Info
Notes:
  • The option Execute Prompt in custom buttons will be available once you have enabled Smart Prompt feature in your org.
    Notes
Alert

Availability

This feature is available for Zoho CRM customers on Enterprise and Ultimate editions, as well as CRMPlus and Zoho One bundles.

Data Center Compatibility

Using OpenAI for Smart Prompt? Supported in: US, EU, IN, AU, CA, SA, JP

Using Zia for Smart Prompt? Supported in: US

Want to make your CRM truly intelligent? Prompt Builder gives you the tools to transform everyday actions into AI-powered decisions—designed by you, delivered by Zia.

For more details visit pfc-group.com.

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