Get Data and Execute Actions: The New Zia Agents Permission in Zoho CRM

Get Data and Execute Actions: The New Zia Agents Permission in Zoho CRM

A new permission controls what a Zia Agent can do with Zoho CRM data on behalf of a given user: API Access for Zia Agents, found under Developer Permissions in Zoho CRM.

Why This Matters for Agents

A Zia Agent acting on a user's behalf, whether answering a conversational query or carrying out a multi-step task, needs some level of CRM access to do its job. Until now, that access was tied to whatever the user's general CRM permissions already allowed. This permission adds a dedicated layer specifically for agent access, so an admin can grant an agent narrower access than the user's own profile carries.

The Two Controls

  • Get Data. A Zia Agent acting for this user can retrieve CRM data, such as pulling a record or a report, but cannot make changes.
  • Execute Actions. A Zia Agent acting for this user can also carry out actions in CRM, such as updating a record, alongside retrieving data.

A Practical Example

A sales rep who asks a Zia Agent for insight, such as today's sales total or the number of open leads, only needs Get Data enabled for that agent-user combination. If the rep also wants the agent to act on their behalf, for example updating a deal's sale value when asked, Execute Actions needs to be switched on separately. This matters most for agents built to take multi-step action rather than simply answer questions, since without Execute Actions, an agent's attempt to write data is blocked regardless of how it was instructed or what tools it has been given.

Worth checking on existing agents: If you already have Zia Agents deployed and performing actions such as updating records or triggering workflows, confirm that Execute Actions is enabled for the users those agents act on behalf of, once this rolls out to your data centre, so existing automations don't unexpectedly stop working.

Where to Set It

On the relevant profile in Zoho CRM, under Developer Permissions, look for API Access for Zia Agents and set Get Data and Execute Actions as needed for that profile.

Availability

Available on Professional, Enterprise, Ultimate, CRM Plus, and Zoho One editions, for customers in the US, IN, EU, AU, and JP data centres. Rollout is currently live in the IN data centre only, with other data centres following in phases.
A matching permission also exists for Zoho MCP. See the new Zoho MCP permission in Zoho CRM.
Need help? 1 Cloud Consultants can help you review Zia Agent permissions in Zoho CRM, including making sure existing agents keep the access they need once this rolls out. Book a discovery call with 1 Cloud Consultants.