Teams on Zoho One often have answers spread across CRM, Desk, People and Creator. Staff waste time searching, and customers wait for replies that an AI assistant could give instantly — if it had the right data.
This case study covers how Codearbro, working with a Zoho partner, implemented Zoho Zia AI agents connected to Zoho CRM, Desk, People, Creator and Cliq for a growing company, and later optimized AI email support for an education company.
Project Snapshot
| Clients | A growing services company and an education company (via a Zoho partner) |
| Platform | Zia Agents, Zoho CRM, Zoho Desk, Zoho People, Zoho Creator, Zoho Cliq |
| Engagement | AI development plus project management |
| Status | Delivered, with ongoing optimization |
The Challenge
- Information split across several Zoho apps
- Repeated internal questions about customers, tickets and HR policies
- Support emails answered manually
- No AI assistant inside the team’s daily chat tool
Our Solution
Two Purpose-Built AI Agents
We activated Zia Agents and set up two agents: an AI agent for business tasks and a GPT-style assistant for the team, each with its own knowledge base.
Connected to Zoho Data
- Integration with Zoho CRM for customer and deal information
- Integration with Zoho Desk for support tickets
- Integration with Zoho People for HR information
- Integration with Zoho Creator for custom app data
- The assistant added to Zoho Cliq so staff can ask questions in chat
Custom Tools & Email Support
For the education company, we reconfigured the AI with custom tools, updated the knowledge base, integrated the Zia Agent with email, and ran repeated end-to-end testing and fixes to improve answer quality.
Project Management
Throughout both projects we handled planning, requirement analysis, solution design, progress tracking, quality checks and client coordination.
Business Impact
- Staff get answers from CRM, Desk, People and Creator in one chat
- Faster replies to common support emails
- A knowledge base the team can keep improving
- AI inside the tools the team already uses
Frequently Asked Questions
What are Zoho Zia Agents?
Zia Agents are AI agents in the Zoho ecosystem that can answer questions and take actions using your Zoho data and a custom knowledge base.
Can a Zia agent be used inside Zoho Cliq?
Yes. An agent can be added to Zoho Cliq so employees can ask questions and get answers from connected Zoho apps directly in chat.
Do you work with other Zoho partners?
Yes. Codearbro provides white-label Zoho development and AI implementation for partners who need extra delivery capacity.
Planning a Similar Project?
Codearbro is a certified Zoho implementation partner helping businesses in India, the USA, UK, Australia and the Middle East automate sales, operations and finance. Book a free 30-minute consultation and get a transparent, fixed-scope estimate within 24 hours.
