Chat-only
Read-only. The assistant can search and answer, but it cannot change CRM records.
The write never happens.
Your Zoho CRM, one request away.
Search, create, and update CRM records from a Chrome side panel that puts you in control of every write.
14 days of Plus free, then Free foreverApproval-first writesDeletes ask first by default
An example conversation, not a live CRM.
what it does
Ask the way you would ask a colleague.
The assistant never gets a general-purpose connection to your CRM.It gets 125 published actions, and the kind an action belongs to is what decides whether it needs your approval.
List every contact at Acme, with their email and owner.
- search_records
- search_fields
Reads only. A table in the panel, and nothing in your CRM moves.
What has happened with Acme lately, and who is on it?
- get_records
- get_related_records
- get_timeline
Reads only. A briefing pulled from the record, its related lists and its history.
Are these leads ready to convert — company, email and phone?
- search_records
- search_fields
Reads only. Tells you which are complete and exactly what the rest are missing.
Log this call on the Hartley account and follow up Thursday.
- create_records
Waits for you. Shows the note and the task before either one is written.
All 125 actions, with the approval rule for eachRead64Write11Configure34Email1Delete15
- Find ownership assignment rules
- search_assignment_rules
- Inspect one assignment rule
- get_assignment_rule
- Find Deals pipelines across layouts
- search_pipelines
- Inspect a pipeline and its stages
- get_pipeline
- Find the modules your org actually has
- search_modules
- Find CRM profiles for configuration access
- search_profiles
- Inspect a profile and its native permissions
- get_profile
- Find CRM roles across the hierarchy
- search_roles
- Inspect a role and its users and subordinates
- get_role
- Inspect default record sharing per module
- get_sharing_defaults
- Find CRM user groups
- search_groups
- Inspect group members and configuration use
- get_group
- Find CRM data-sharing rules
- search_sharing_rules
- Inspect one owner-based data-sharing rule
- get_sharing_rule
- Inspect a module’s complete configuration
- get_module
- Find a module’s fields, with their ids
- search_fields
- Inspect one field’s complete configuration
- get_field
- Find a module’s layouts and required fields
- search_layouts
- Inspect one layout’s sections and fields
- get_layout
- Find email templates used by automation
- search_email_templates
- Read one email template
- get_email_template
- Read supported workflow triggers and actions
- get_workflow_capabilities
- Inspect workflow rules and their actions
- search_workflow_rules
- Open one workflow rule
- get_workflow_rule
- Read workflow execution and failure counts
- get_workflow_usage
- Find CRM functions across the organization
- search_functions
- Inspect bounded function failure logs
- get_function_failures
- Open a Function’s source and workflow references
- get_function
- List reusable automation task actions
- search_workflow_tasks
- Open one reusable workflow task
- get_workflow_task
- List reusable field-update actions
- search_field_updates
- Open one reusable field update
- get_field_update
- List automated email notifications
- search_email_notifications
- Open one email notification
- get_email_notification
- List reusable workflow webhooks
- search_webhooks
- Open one reusable webhook
- get_webhook
- Look up users, so an owner can be named
- search_users
- Read one user’s details
- get_user
- Open records by their ids
- get_records
- Read organization settings and availability
- get_organization
- Search any module on your own criteria
- search_records
- Follow a record’s related lists
- get_related_records
- Count and group without exporting a report
- aggregate_records
- Read a record’s activity history
- get_timeline
- Look up what was deleted, and by whom
- get_deletion_history
- Read the emails logged against a record
- get_record_emails
- Find a module’s saved views
- search_views
- Read one saved view’s filter and columns
- get_view
- Find a module’s tag vocabulary
- search_tags
- List the files attached to a record
- get_record_attachments
- Read an attachment’s text
- get_attachment
- Find possible duplicates in a bounded scan
- search_duplicates
- Find layout rules in a module
- search_layout_rules
- Inspect one layout rule and what it does
- get_layout_rule
- Find validation rules in a module
- search_validation_rules
- Inspect one validation rule and its alerts
- get_validation_rule
- Search global picklists
- search_global_picklists
- Get global picklist
- get_global_picklist
- Search variables
- search_variables
- Get variable
- get_variable
- Search related lists
- search_related_lists
- Get related list
- get_related_list
- Search blueprints
- search_blueprints
- Get blueprint
- get_blueprint
Runs immediately in every permission mode.
What it will never do
- Empty your recycle bin. A record deletion reaches Zoho’s bin and stops there. Nothing here clears it out early or shortens the 60 days.
- Delete a module or layout. Permanent deletion is limited to reviewed fields, saved views, rules, actions and Automation functions after dependency checks and final confirmation. Module and layout deletion and unverified cascading field types are unavailable.
- Export your database. There is no bulk download of your records — not to us, not to anywhere else.
None of these are settings you could switch on. They were never built, and the list above is the whole surface.
permission modes
One setting decides what a request is allowed to become.
Every new account starts on Approve each write.You can tighten it to read-only or opt into automatic writes, and the setting applies from your next message. These modes govern the side panel; AI clients use your tool selection instead.
Approve each write
DefaultReview every proposed CRM change before it happens.
The write waits on an approval card.
Full access
Record and setup changes happen automatically; some actions still ask.
The write runs, then shows you what it did.
- Enforced by the API, not the panel
- Email and new modules always need confirmation
- Never reads the pages you visit
- Revoke at Zoho any time
how it works
Install. Sign in. Connect Zoho.
Three steps, none of which leave the browser you are already in.The panel docks beside the tab you are working in — it does not replace your CRM, and it does not open one of its own.
- 01
Install the extension
Add the assistant from the Chrome Web Store and open its side panel. It sits beside whatever tab you are already working in.
- 02
Sign in in the side panel
Create an account or sign in without leaving the panel. Free needs no card, and the code we email confirms the address.
- 03
Connect Zoho CRM
Approve Zoho access in the consent tab that opens on Zoho’s own page, then come back to the panel and start asking.
ai clients
Use it in your AI client.
Already working in Claude, ChatGPT, Codex or Cursor?Add the MCP connector and your AI client gets the assistant’s curated Zoho CRM tools. Every paid plan includes it, and so does the trial.
Add it once
Paste one URL or install the plugin, then sign in with your assistant account. Same login, Zoho connection and bill as the side panel.
Choose the tools
Tools are on by default; switch off any you don’t need. Your AI client’s own settings decide when it asks you before a change.
See what ran
Each tool call your AI clients make is listed in Activity for 90 days. Record deletes still go only to Zoho’s recycle bin.
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.
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
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
faq
Before you connect your CRM
What can the assistant do in Zoho CRM?
125 actions, and the “what it does” section lists every one of them by name. 64 read — search and aggregate any module, follow related lists, read timelines, record emails and attached documents, list saved views, tags and layouts, look up what was deleted, and inspect how your CRM is configured: organization settings with source availability, assignment rules and Deals pipelines, profiles, modules, fields, layouts, workflow rules and their usage, automation actions, email templates, webhooks, functions with their Deluge source and workflow references, honest failure-log diagnostics, the layout and validation rules on a layout. 11 write — create records including notes in batches, update each record differently or edit a set of up to two hundred, put deleted records back, save and change explicitly public custom views, convert a lead, change an owner, and manage tags, and link or unlink related records. 34 configure — create a custom module, recreate an existing module’s structure as a new one, add custom fields including numeric rollups and multi-select lookups, change field and module labels and settings, add and rename picklist options, add a layout section and move fields into it, create or change layout rules that show or require fields and validation rules that refuse a wrong value, and create or change workflow rules, automation actions, email notifications, Deluge functions including their source, and private function attachments in workflow rules, and assignment rules for future records. Profile and role changes always require final confirmation; other setup changes follow your permission mode, except creating or cloning a module, changing field security or history, and converting a global picklist always ask for final confirmation. Disabling picklist history removes its history module and data. Ten permanently remove individual configuration objects after dependency checks and final confirmation: reusable workflow actions, workflow rules, Automation functions and unused bindings, saved views, layout and validation rules, and reviewed custom fields. A field deletion removes its values in every record and has no verified restore; unverified cascading field types are unavailable. One removes records: moving records to your Zoho recycle bin, which asks for a final confirmation even in Full access unless you choose to skip it, and which nothing here can make permanent. One reaches outside the CRM: sending an email, which always asks. A change to more than 20 records at once asks too. A set edit is one approval card that names how many records it covers, so you approve the count you can see. There is no export.
Can I send it a file?
Yes. The composer takes text, Markdown, CSV and JSON files, spreadsheets (.xlsx), PDFs, and images (.png, .jpg, .jpeg, .webp), up to 10 MB each; anything else is refused by name rather than quietly ignored. A file is read on our servers before the model sees it — text is extracted and sent as text, and an image, or a PDF page that carries no text layer of its own, is sent as a picture of that page. One message carries up to five such pictures. Attachments are stored with the conversation you sent them in and are deleted with it or with your account. Later in that same conversation the extracted text is still there, so follow-up questions about a spreadsheet or a contract work; images are not re-sent, and the assistant asks you to attach the file again rather than answer from memory of it.
How are CRM changes kept safe?
The API exposes a curated set of actions and enforces permission mode on the server. New accounts start in Approve each write, so you review the exact proposed change before it happens. You can switch to Chat-only or deliberately opt into Full access; sending email, permanently deleting configuration, deleting records, and changing more than 20 records at once still ask for a final confirmation there. Those modes and confirmations belong to the side panel. Through the MCP connector there are no approval cards: you choose which tools your AI clients may use, and each AI client’s own settings decide when it asks you first.
Does the extension read every page I visit?
No. Page content and selected text are sent only when you explicitly attach or invoke the assistant on them. There are no always-on content scripts and no permission to read every site in the background.
Which Zoho CRM editions work?
Your Zoho CRM edition and profile must include API access. Some free-edition organizations do not, and an administrator may need to enable API access for your profile. A few features are edition-gated on Zoho’s side — tags, for example — and the assistant tells you which it is rather than sending you to an admin who cannot help.
Can I rely on every AI answer?
AI output can be incomplete or wrong. Review important answers and every proposed write. Approval mode is the default specifically so a suggestion does not become a CRM change without your confirmation.
How does pricing work?
Every new account gets 14 days of Plus free — no card, nothing to claim — and then settles onto Free, which is permanent. When the 14 days are up nothing is switched off: the assistant keeps working on Free with a smaller weekly limit, and you add a card only if you want Plus's room back. Every plan has a weekly usage limit. Your week begins with your first request and runs seven days, then a fresh limit starts with your next one. Free is permanent and needs no card; Plus is a monthly Stripe subscription with 5x the Free usage, Pro is a monthly Stripe subscription with 25x the Free usage, Max is a monthly Stripe subscription with 125x the Free usage. Need more than the largest plan? Contact sales. The pricing page publishes roughly how many requests each covers.
What happens when I hit the usage limit?
New requests pause until the limit resets, and nothing is lost — your chats, approvals and CRM data are untouched. The panel shows exactly when the reset happens. We never charge overage, so a heavy week costs you nothing extra; on Free you can upgrade to keep working straight away.
Can I disconnect Zoho or delete my account?
Yes. Disconnect Zoho from the extension at any time, or revoke access at accounts.zoho.com. The web Account page can permanently delete your product account and its stored CRM connection, chats, and settings.
contact
Talk to a person, not a bot.
No forms and no ticket maze. Email us and one of the people who built the assistant replies — usually within one business day.
general inquiries
Sales, support, press, or just a question — one inbox, watched by the people who built the assistant.
Real people, no chatbots~1 business day reply
Put a safer assistant beside your CRM work.
Install the side panel, start on Plus for 14 days, and keep approval over every CRM write.
14 days of Plus free, then Free foreverApproval-first writesDeletes ask first by defaultDisconnect Zoho any time