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
Support cases in Zoho CRM
Keep open Cases moving: give unassigned ones an owner, follow up the ones nobody has touched, and link each case to the right customer.
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
Open cases sit with nobody and nothing happens
A case comes in from the web form and lands on a shared queue user. Another was opened a week ago and has not changed since. A third came from an email address nobody linked to a contact. Each one is visible in the Cases list, but nobody goes through it case by case.
the solution
A support assistant inside your Zoho CRM
The Zoho CRM AI Assistant opens in a side panel next to Zoho CRM. You describe which cases you mean in plain words. It reads your Cases, their owners, status, priority and history, and the contacts and accounts they belong to. It shows you what it found and writes to your CRM only after you approve.
- Finds unassigned, untouched and unlinked cases in the Zoho CRM Cases module.
- Proposes owners, follow-up tasks or the right contact and account. Nothing is written until you approve.
- Changes to more than 20 records at once ask for a final confirmation.
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 support cases
- Assign unassigned support cases in Zoho CRMThe Zoho CRM AI Assistant lists open Cases owned by a queue user or a placeholder owner and proposes a real owner for each, by the rule you give. Once you approve, it changes the case owners.Read the use case
- Find support cases with no update in Zoho CRMThe Zoho CRM AI Assistant lists open Cases with no change or activity in the number of days you choose, sorted by priority and owner. Once you approve, it creates a follow-up task for each case owner.Read the use case
- Link support cases to contacts and accounts in Zoho CRMThe Zoho CRM AI Assistant finds Cases with no contact or account and matches each one to a contact by the reporter’s email. Once you approve, it sets the contact and account on the case and lists the ones it could not match.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 and shows you the result, and it writes only after you approve.
No. These use cases work on the Cases module inside Zoho CRM. The assistant does not read or change Zoho Desk tickets.
Only what you approve: a new case owner, a follow-up task, or the contact and account on a case. It does not change a case’s status, priority or description unless you ask, and it does not reply to the customer.
It works from what the case records show. A case someone worked on without saving anything looks untouched, and an email address shared by two contacts gives an uncertain match. Review every list before you approve.
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. 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 Customers
Everything in Customers- OnboardingStart every new customer the same way: a kickoff for each won deal and your standard onboarding tasks with due dates.Explore
- Check-insFind the customers nobody has spoken to in a while, and the regular buyers who stopped buying, then plan who calls them.Explore
- RenewalsPut next term’s renewal into your pipeline before it comes due, as a deal with the same account and contact.Explore