Zia Agents run continuously in the background — qualifying leads, surfacing risks, progressing deals, and monitoring accounts. The challenge is visibility: if you need to navigate into individual agent interfaces to find what they’ve discovered, valuable insights are easily missed. The Agents component for the Zoho CRM home page brings those findings directly to the first screen your team sees each day.
Availability
| Requirement |
Detail |
| Zoho CRM Edition | Professional, Enterprise, and Ultimate |
| Supported Data Centres | AU, EU, US, IN |
| Permission Required | Zia Agents — Manage Configuration |
Permission note: Only users with the Manage Configuration permission for Zia Agents can add or remove agent components from a home page layout. Standard users can view the published home page but cannot modify its layout.
How to Add an Agent Component to the Home Page
- Open Home Page Customisation. Navigate to Setup › Customisation › Customize Home page.
- Select or create a layout. Edit an existing home page layout or create a new one — a dedicated agent-focused layout can help keep insights separate from general dashboards.
- Open the Agents tab. Inside the editor, locate the Agents tab alongside the Customize, Widgets, Kiosk, Reports, and Advanced options.
- Drag agents onto the canvas. Select the agents you want to display and drag them into position on the home page grid, arranging them alongside other components to suit your team’s daily workflow.
- Save the layout. Click Save once the arrangement is complete.
- Load agent insights. From the live home page, select your layout from the top-right dropdown and click the refresh control. The agent components will populate with their latest findings.
Credit Usage
Understanding when credits are consumed helps you plan agent usage thoughtfully:
- Adding an agent to the home page does not consume credits. Placing the component in a layout carries no cost.
- Viewing the home page does not consume credits. The component loads cached results without triggering the agent to re-run.
- Running or refreshing the agent does consume credits. Each time you request fresh insights from an agent, one credit is used.
Field-mapping limitation: Agents configured with trigger conditions that require specific field mappings will not appear in the home page Agents section. Ensure your agents use compatible trigger configurations if you intend to surface them on the home page.
Tips for Effective Home Page Agent Layouts
- Place the SDR Agent results alongside your Leads view so qualification insights and raw lead data appear side by side.
- Position Sales Coach Agent output near the Deals pipeline so managers see coaching nudges in the context of live opportunities.
- Create separate home page layouts for different roles — account managers, SDRs, and sales managers each have different daily priorities.
- Establish a team habit of refreshing agent components at the start of each working session so the insights shown are always current.
Need help? 1 Cloud Consultants help UK and Ireland businesses configure Zoho CRM home pages and Zia Agent deployments so daily AI insights are always front and centre.
Book a discovery call with 1 Cloud Consultants.