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AI AGENTS

Give your AI a useful job.

Text and voice bots with instructions, scripts, and tools you choose. Built to help the conversation move somewhere useful.

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ze Messenger Workspace
Inbox 3
Search conversations
AM
Alex Morgan

Could we arrange a call next week?

now
SJ
Sarah Jenkins

Perfect. Thank you!

12m
DT
Daniel Taylor

Can you send me the details?

1h
EW
Emma Wilson

Tuesday works for me.

2h
Connected to Zoho CRM
AM
Alex MorganContact · Initial consultation
TODAY
Hi! Could we arrange a call next week?10:42
Of course, Alex. Would Tuesday morning or Wednesday afternoon work better?10:43
Tuesday morning would be great.10:44
Consultation bookedTuesday · 10:00 · Zoho Bookings
Write a message…
Illustrative example · Fictional customer data
01

Set the conversation

Define the bot’s role, opening, script, tasks, language, and voice. Configure separate bots for text, inbound voice, and outbound voice.

02

Give it selected tools

Enable the tools your workflow needs. Tools stay off until configured.

  • Zoho Bookings and Calendly appointments
  • CRM notes and tasks
  • Configured email templates
  • Zoho Desk ticket tools
  • Zoho Cliq team communication
  • Selected webhooks
03

Bring people in

Use configured transfers and team notifications when a person needs to take over.

04

One practical example

Ask whether the customer wants a consultation, check the connected calendar, and book a suitable slot after confirmation. The outcome becomes part of the CRM story.

YOUR NEXT CHAPTER

Put the next
conversation to work.

See how connected messaging, calling, and AI follow-up could work for your Zoho CRM team.

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