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
Custom fields, layout rules and validation in Zoho CRM
Add 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.
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
The form no longer matches how the team works
Sales wants a field for the competitor, managers want a loss reason on every lost deal, and finance wants no deal saved with an impossible amount. Each change is small, but each one means finding the right layout, section and rule screen in Setup.
the solution
Describe the field or rule, approve the change
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe the change in plain words. It reads the module's fields and the layout first, then shows exactly what it will create: field types, the section a field goes into, the condition and the alert. Nothing changes until you approve.
- Creates up to five custom fields at a time and places them on a layout section.
- Creates layout rules that show fields or sections, or make fields mandatory.
- Creates validation rules that refuse a save and show your alert.
- Does not change a field's type, and does not create or delete layouts.
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 fields and layouts
- Add a validation rule to a Zoho CRM fieldThe Zoho CRM AI Assistant creates a validation rule that stops a record being saved when a field holds a value you describe as invalid, and shows the alert you write. It shows the rule first and creates it once you approve.Read the use case
- Add custom fields to a Zoho CRM moduleThe Zoho CRM AI Assistant creates up to five custom fields at a time, each with the type you describe, and places them in a section of the layout. It shows every field and its place first, and creates them once you approve.Read the use case
- Require a loss reason on lost deals in Zoho CRMThe Zoho CRM AI Assistant creates a layout rule that shows a loss reason field and makes it mandatory when a deal's Stage is set to Closed Lost. It shows the rule first and creates it once you approve.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.
No. Fields, layout rules and validation rules change the form and what can be saved. Existing values stay as they are; a new field starts empty on existing records.
Everyone who uses that module's layout. A new mandatory field or validation rule applies to every user saving those records on that layout.
It can, but deleting a field destroys its values in every record and cannot be undone. That always asks for a final confirmation, in every mode.
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. The number of custom fields and rules you can have depends on your edition. 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
- AutomationCreate 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.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