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
Profiles, roles and record access in Zoho CRM
Set 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.
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
Nobody is sure who can do what
An intern starts next week and should not delete or export anything. A manager asks why a rep can see another team's deals. The answers sit across profiles, the role hierarchy, sharing defaults and sharing rules, and checking them one screen at a time is easy to get wrong.
the solution
Ask about access, confirm every security change
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You ask in plain words. It reads profiles and their rights, roles and who reports to whom, the organization's sharing defaults and sharing rules, and explains what it found.
Changes to profiles and other security settings always ask for a final confirmation, in every permission mode, including Full access.
- Clones a profile and turns rights such as delete or export off on the copy.
- Explains who can see a module's records, from roles, sharing defaults and sharing rules.
- Does not assign users to a profile or role. Do that in Zoho CRM Setup.
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 users and access
- Create a Zoho CRM profile without delete or export rightsThe Zoho CRM AI Assistant clones a profile, such as Standard, and turns off rights such as delete and export on the copy, for an intern or a temporary user. It shows every right it will change and asks for your final confirmation first.Read the use case
- See who can view records in Zoho CRMThe Zoho CRM AI Assistant explains who can see a module's records, from the organization's sharing defaults, the role hierarchy and the sharing rules that apply. It only reads, and changes nothing.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 result, and it changes security settings only after a final confirmation.
No. Every change to a profile, role, group or sharing rule asks for a final confirmation, even in Full access. Questions about who can see what only read.
No. It changes only custom profiles and refuses Zoho's system profiles. To restrict a built-in profile such as Standard, it clones it first and changes the copy.
Every user assigned to that profile. The confirmation names the profile, so check who uses it before you confirm.
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. Reading and changing security settings needs an administrator profile. 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
- 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
- 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