Plus
For reps who use the assistant every day.
5x the Free usage
$23/ month
Try Plus14-day free trial, then billed monthly
- 5x the Free usage
- All supported CRM actions
- Approval controls
- Includes the MCP connector
Workflow and assignment rules in Zoho CRM
Create workflow rules that add follow-up tasks, set up lead assignment rules, switch off old rules, and find out why a rule did not run. The Zoho CRM AI Assistant shows each change and makes it once you approve.
Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language, and it works with your CRM for you. Try Plus free for 14 days, then stay on Free forever.
the problem
Automation nobody remembers setting up
Some rules were made years ago and still send reminders nobody wants. A rule that should have created a task did nothing last week. New rules wait because each one means working out triggers, criteria and actions in Setup, and nobody is sure what the existing ones already do.
the solution
Ask about a rule, or describe the one you need
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe the rule in plain words, or name the one you want to check. It reads what Zoho allows for that module, the existing rules and their usage, and shows exactly what it will create or change. Nothing changes until you approve.
- Creates workflow rules with a follow-up task for the record owner.
- Creates assignment rules that give new leads to the right owner.
- Switches a rule off without deleting it.
- Explains why a rule may not have run, from its criteria, its usage counts and the record's history.
pricing
Start with 14 days of Plus. Stay on Free after that.
Every new account gets 14 days of Plus free — no card, nothing to claim — and then settles onto Free, which is permanent. In the side panel every plan has the same safety controls and supported actions, and they differ in how much you can ask for each week. The MCP connector is included in every paid plan (Plus, Pro and Max) and in the 14-day Plus trial, with the same 10,000 tool calls a month on each.
Pro
For heavy daily CRM work.
25x the Free usage
$94/ month
Get ProBilled at signup, then monthly
- 25x the Free usage
- 5x the usage of Plus
- All supported CRM actions
- Approval controls
- Includes the MCP connector
Max
For the heaviest CRM workloads.
125x the Free usage
$500/ month
Get MaxBilled at signup, then monthly
- 125x the Free usage
- 5x the usage of Pro
- All supported CRM actions
- Approval controls
- Includes the MCP connector
Free
$0No card, and permanentLimited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.
Need more than Max? Contact sales
use cases
What to ask about automation
- Create a follow-up task when a quote is sent in Zoho CRMThe Zoho CRM AI Assistant creates a workflow rule that adds a follow-up task for the record owner when a quote, or a deal, reaches the stage you name, due a set number of days later. It shows the rule first and creates it once you approve.Read the use case
- Create a lead assignment rule by country in Zoho CRMThe Zoho CRM AI Assistant creates a lead assignment rule from a description like "Country is France goes to Lena", with a default owner for everything else. It shows the entries first and creates the rule once you approve.Read the use case
- Find out why a Zoho CRM workflow rule did not runThe Zoho CRM AI Assistant reads a workflow rule's trigger and criteria, its usage counts and the record's history, and explains the likely reasons it did not fire. It only reads, and changes nothing.Read the use case
- Turn off an old workflow rule in Zoho CRMThe Zoho CRM AI Assistant finds a workflow rule by name or module, shows what it does and how often it ran, and switches it off once you approve. It does not delete the rule.Read the use case
questions
Frequently Asked Questions
A Chrome extension that opens an AI assistant in a side panel next to Zoho CRM. You describe what you want in plain words, it reads your CRM configuration and shows you the change, and it changes it only after you approve in the default mode.
Yes. Zoho creates workflow rules active, so a new rule starts running on matching records once it is created. If you want it off at first, ask it to switch the rule off after creating it.
Creating a rule does not edit records by itself. Once active, a workflow rule acts on records that match it from then on, and an assignment rule applies to new records that use it. Existing records are not reassigned.
No. It cannot rerun a workflow rule. It can tell you which records likely did not match, and you can make the change on those records with a separate request.
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. Which triggers and actions are available depends on the module and your edition, and the assistant reads that before it proposes a rule. These use cases have not been checked edition by edition yet, so write to us if you want to check yours first.
Write to the team at hello@zsetup.com.
More in CRM setup
Everything in CRM setup- Custom viewsDescribe the list your team needs and the Zoho CRM AI Assistant builds a public custom view with those filters, columns and sort, or changes an existing one, once you approve.Explore
- Fields and layoutsAdd custom fields, make a field show up or become mandatory when a stage is chosen, and stop records being saved with invalid values. The Zoho CRM AI Assistant shows each change and makes it once you approve.Explore
- Users and accessSet up a profile with fewer rights and find out who can see a module's records. The Zoho CRM AI Assistant reads profiles, roles and sharing settings, and changes a profile only after a final confirmation.Explore
- Team knowledgeWrite down what your stages mean, what counts as a hot lead and how tasks are named. The Zoho CRM AI Assistant saves it as shared knowledge and uses it in later requests, for you and colleagues on the same Zoho profile.Explore