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Wednesday, May 6, 2026

Zoho CRM - Zia Email Summaries for Record Context

Zoho CRM now offers Zia-powered email summaries that provide concise overviews of all past email exchanges for any record. The feature covers sentiments, intents, missed follow-ups, and key terms across up to 50 emails.

Zoho CRM - Zia Email Summaries for Record Context
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Zia in Zoho CRM can now generate comprehensive email summaries for any record, giving you instant context from past email exchanges without reading every message.

  • Zia summarises the last 50 emails (including all threads) associated with a record, providing a complete picture of email history.
  • Summaries include underlying customer sentiments and intents across email interactions.
  • Response delays, missed follow-ups, and unmet commitments are highlighted automatically.
  • Key terms and meeting or discussion notes are extracted and presented in the summary.
  • You can access email summaries through the Zia Record Assistant by enabling Zia Smart Prompt.
  • This differs from the existing View Summary feature, which only summarises a single email and its threads.

Availability: Professional edition and above, released to all customers across US, EU, IN, JP, CN, and CA data centres.

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