One of the most effective ways to understand what Zoho Zia Agents can do is to study agents that are already working. The examples below show how real agents are configured to handle common business tasks across sales, data management, and CRM operations. Reviewing these patterns gives you a practical starting point for building agents suited to your own workflows.
This agent connects to a CRM system and pulls together the most relevant deal and contact information into a concise summary. Rather than requiring a user to navigate through multiple CRM views, the agent aggregates the key data points into a single, readable output. It is a useful starting point for sales teams who need a fast overview of pipeline activity.
This agent analyses the progression records attached to CRM deals and produces a timeline view showing how each opportunity moved through its stages. It helps sales managers and account owners understand the velocity of deals and identify where opportunities stalled. By visualising stage transitions, it turns raw CRM history data into an actionable narrative.
This agent writes sample records with realistic attributes directly into a CRM platform. It is particularly useful for teams setting up demonstration environments, training sandboxes, or testing new CRM configurations without needing to enter data manually. The agent handles the generation and insertion of realistic-looking contact, deal, and account records.
This agent allows users to query spreadsheet data using natural language questions. Instead of applying filters or writing formulas manually, a user can ask a plain-English question and the agent retrieves and filters the relevant rows or values. It bridges the gap between business users and complex data stored in spreadsheets.
Beyond these examples, the Agent Store within the Zoho Zia Agents console provides a library of pre-built agent templates. These templates cover a range of business functions across sales, customer support, and HR. You can deploy them as-is or customise them to suit your specific requirements, making them a practical shortcut to getting an agent live without building from scratch.