Configuring your CRM just got considerably faster. Zoho CRM has introduced native agents that configure settings using natural language, letting you describe what you need rather than navigating multiple screens to build it manually.

Five New Customization Agents

This release brings five customisation agents, covering Profiles, Roles, Data Sharing rules, Review Processes, and Segmentation. Each agent understands its own area's configuration options and asks the right follow-up questions to apply your requirements accurately, rather than expecting a single, perfectly complete instruction upfront.

Each agent appears as a Zia button labelled Customize with Agent on its relevant settings page. Click it to open the chatbot and create, view, update, or delete configurations conversationally.

A Worked Example: Roles

Consider a sales operations manager restructuring the team after a hiring push, needing five new regional lead roles, each reporting to a different director. Done manually, that's five separate role setups, each linked to its hierarchy by hand. With the Customization Agent on the Roles page, one prompt describing the structure creates all five roles with the correct hierarchy in a single pass.

A Shared Chatbot Experience

Every agent shares the same underlying chatbot experience. Open it from its access point and describe your requirements conversationally, much the same way you'd brief a colleague. The menu icon in the input area opens two useful references:

• Capabilities. Explains what the agent can help with in that specific area.
• Suggested Prompts. Ready-made prompts to start common configuration tasks quickly, useful if you're not sure how to phrase your first request.

What Each Agent Specialises In

• Profiles. Creates and configures profiles from your prompt, including permission levels for modules, fields, setup actions, and other CRM features.
• Roles. Builds roles and role hierarchies, letting you define reporting structures and role-based access without setting each one up manually.
• Data Sharing. Configures data sharing rules between roles, users, groups, and teams, based on the access requirements you describe.
• Review Process. Defines review criteria, reviewers, and review actions, so records go through approval before they're used.
• Segmentation. Builds RFM-based segmentation rules and manages segment labels and scores, letting you view and organise customer groups.

Availability

Available on Professional, Enterprise, and Ultimate editions, as well as Zoho One and CRM Plus.