Zoho Zia Agents – Agent List, Details Page, Tabs and Configuration Options

Zoho Zia Agents: Managing Your Agents

The Agents section is where you manage all the agents in your Zoho Zia Agents account. From a shared list view to individual agent configuration, everything you need to monitor, configure, and deploy an agent is accessible from here.

The Agents Tab

The Agents tab presents every agent in your account as a card showing its name and key details. Clicking a card opens the full agent details page. From the tab you can also:

  • Create a new agent using the + New Agent button.
  • Filter the list to show all agents, only your own, or those created by colleagues.
  • Sort agents by name, creation date, or last modified date, in either ascending or descending order.
  • Apply additional filters to narrow the view to agents matching specific criteria.

The Agent Details Page

The agent details page is the control centre for an individual agent. At the top you can see the agent's name, its unique ID, the current version number, who created it, and when it was last updated. Three action buttons are available: Share, Test Agent, and Deploy.

Below the header, four tabs give access to different aspects of the agent:

Overview

The main configuration tab. The left side displays the agent's instructions, role, vendor, model selection, and description. The right panel shows the knowledge base documents, tools, and guardrails that are connected to the agent. All of these elements are directly editable from this tab without needing to go back into the creation flow.

Integrate

Provides the options for connecting a deployed agent to external channels and systems. Supported integrations include ChatKit, Cliq Chatbot, WhatsApp, and the Agent API, allowing the agent to be reached from wherever your users or customers work.

Observability

Delivers production performance data including session information, execution metrics, and detailed breakdowns of individual interactions. This tab is the primary tool for understanding how the agent is behaving once deployed.

Versions

Maintains a full history of every iteration of the agent, with version IDs, status, creation timestamps, and authorship details. This changelog makes it straightforward to track what changed and when, and to roll back to an earlier version if needed.

Need help? 1 Cloud Consultants can help you configure, deploy, and manage Zoho Zia Agents across your organisation. Book a discovery call with 1 Cloud Consultants.