Zia Notifications

Zia generates insights and alerts across a range of CRM activities — detecting workflow anomalies, identifying trend deviations, flagging significant patterns in email data, and surfacing competitive intelligence. Without a centralised location to view and manage those notifications, the alerts would either be scattered across the CRM interface or risk being missed entirely.

The Zia Notifications panel is the consolidation point for all AI-generated alerts within Zoho CRM. Accessible via the Zia icon in the CRM navigation, it organises incoming notifications into three clearly defined tabs, supports starred and read/unread status management, and allows delivery to external channels so that alerts can reach users wherever they are working.

Three Notification Tabs

Notifications in the Zia panel are organised across three tabs, each dedicated to a distinct category of AI-generated insight:

Tab	What It Contains
Workflow Rule	Alerts generated by Zia's workflow anomaly monitoring — including duplicate email detections, untouched record flags, and email rate deviations. Each notification links to the affected workflow rule.
Anomaly Component	Surfaces alerts from Zia Trend Analysis — the three notification types (Alerts, Attention, Tips) generated when activity metrics deviate from expected trend patterns. Links directly to the relevant Trend Dashboard component.
Zia for Emails	Collects notifications from Zia's email intelligence features — including sentiment flags, intent classifications on priority emails, and competitor mentions detected in inbound communications.

Notification Delivery Channels

In addition to the in-CRM Zia Notifications panel, alerts can be delivered to external channels for users who need to be notified even when they are not actively working in the CRM:

Zia Panel (Default) — All notifications appear in the in-app Zia Notifications panel. This channel is always active and requires no additional configuration.
Slack — Deliver notifications into a specified Slack channel or direct message. Requires Slack integration to be configured in Zoho CRM.
Zoho Cliq — Send notifications into a configured Cliq channel for teams using Zoho's native messaging platform. Requires Cliq to be connected to the CRM.
Email — Deliver selected notifications by email to specified recipients — useful for alerts requiring attention from users who check email more frequently than the CRM.

Managing Notifications Within the Panel

The Zia Notifications panel provides standard management tools to keep the alert list organised and actionable:

Star notifications to mark those requiring follow-up action, keeping them visually prominent within the list.
Mark as read or unread to track which alerts have been reviewed and which still require attention.
Filter by tab to focus on workflow, trend, or email notifications independently depending on the task at hand.
Notifications are automatically deleted after 15 days — the panel reflects current and recent intelligence rather than accumulating an unmanaged backlog.

Configuring Notification Preferences

Notification delivery settings — which channels are active for which notification types — are managed via Setup > Zia > Notifications. Administrators can configure delivery preferences at the organisational level, specifying which alert types route to which external channels.

Channel prerequisites: Delivery to Slack requires an active Slack integration in your Zoho CRM account. Delivery to Zoho Cliq requires Cliq to be connected. Email delivery works independently without additional integration. The in-app Zia panel is always available regardless of external channel configuration.

Availability

Feature	Detail
Zoho CRM Edition	Professional and above
Notification tabs	Workflow Rule, Anomaly Component, Zia for Emails
Delivery channels	Zia panel (default), Slack, Zoho Cliq, Email
Notification lifespan	Auto-deleted after 15 days
Management actions	Star, mark read/unread, filter by tab
Configuration path	Setup > Zia > Notifications