Zia's Prediction Builder lets CRM administrators build custom predictions tailored to their own business, rather than relying only on Zia's built-in scoring.

What you can predict

Prediction Builder can forecast values for a business metric based on a field you select, such as the likelihood of winning or losing a Deal, the expected revenue from it, or the likelihood of a customer buying a specific product. It works on any standard or custom module, so it isn't limited to Deals specifically.

How to set one up

1. Open Prediction Builder. Go to Setup, then Zia, then Prediction Builder.
2. Start a new prediction. Click New Prediction, and choose your module.
3. Choose the field to predict. For example, select Stage as the target field, with Closed Won as the value you want predicted.
4. Set the training window. Choose how far back Zia should look at your historical data. Twelve months is a common default, though a shorter window can produce more relevant patterns if your sales cycle is short or your business has changed recently.

Reviewing prediction quality

You can identify segments where a prediction's performance or quality is unsatisfactory, so you can address them, such as by extending the training window or reconsidering which field is being predicted.

Availability

Prediction Builder, along with the rest of Zia's AI assistant capabilities, is available on Enterprise edition and above. If you're on Standard or Professional, the Predictions option won't appear in the menu at all.

Beyond Prediction Builder: QuickML

If your needs go beyond Prediction Builder's guided setup, QuickML, available on Ultimate edition, gives you full control over the machine learning lifecycle. You can import datasets from Zoho products, third-party storage, or your local system, build data pipelines to clean and prepare that data, construct models using a drag-and-drop interface, test them, and deploy the results into Zoho CRM by mapping your model's outputs to CRM fields.