Smart Assistant unifies CRM contacts, Books invoices, and Desk tickets into an intelligent dashboard — opening in one click from any CRM contact.
Three streams of data, one intelligent widget.
Full contact profile, account details, lifecycle stage, and last activity — loaded instantly from your CRM.
Overdue invoices, payment history, and total balance from Zoho Books. Know if a customer can buy before you pitch.
Open tickets, critical issues, and recent interactions from Zoho Desk — so you never walk into a fire blind.
AI-powered analysis that reads across all three systems and produces risk flags, upsell cues, and next actions.
Install from the Zoho Marketplace, connect your accounts, and start seeing everything in one place.
Go to ⚙️ Setup → Marketplace → All in Zoho CRM, find Smart Assistant, and click Install. The Smart Assistant widget and button will appear on your Contact pages.
Open any contact in CRM — Smart Assistant is embedded right in the contact page (Related List widget or view-page button) showing CRM profile, Books invoices, Desk tickets, and an AI summary. No new tabs.
Smart Assistant connects to the Zoho services you already use.
"Before Smart Assistant, I had three tabs open just to understand a customer. Now I see their invoices, open tickets, and an AI summary in one widget panel. It's saved my team hours every week."
Everything you need to understand and use the widget.
What Smart Assistant is, who it's for, and what you'll see in the widget — a quick intro for new users.
Step-by-step guide: getting started, understanding each section, tips, troubleshooting, and FAQs.
How Smart Assistant handles your data: OAuth 2.0 PKCE, zero-retention policy, encryption standards, GDPR compliance, and more.
The rules governing your use of Smart Assistant: acceptable use, liability disclaimers, termination policy, and governing law.
Need help with setup, or want our team to follow up with you? Share your contact details — completely optional.
Install from the Zoho Marketplace and connect your Zoho accounts.
Go to ⚙️ Setup → Marketplace → All in Zoho CRM. Find Smart Assistant and click Install. The Smart Assistant widget and button will appear on Contact pages.
The Smart Assistant connector ships with the extension — an admin creates the Connection once under ⚙️ Setup → Developer Hub → Connections → Pick Your Service; each user authorizes it once from Zoho's own connection screen. No prompts on record pages — the widget reads CRM, Books, and Desk data through the Connection, and Zoho keeps your tokens safe.
The dashboard loads CRM contact details, Books invoice status, Desk support tickets, and an AI-powered strategic summary — all in one place.
Install Smart Assistant today and give your team full customer context without leaving the CRM.
📦 Start Setup