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.
Start free without a card. Choose a paid plan to continue to checkout, with the same CRM actions and safety controls.
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
Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.
No card, and permanent
Need more than Max? Contact sales
use cases
Explore use cases
Assign unassigned support cases in Zoho CRM
“Find open Cases owned by the Support Queue user. Assign billing cases to Sam Patel and everything else to Lena Ortiz. Show me the list before you change anything.”
Find support cases with no update in Zoho CRM
“Find open Cases with no change, note, call or email in the last 5 days. List them by priority and owner. After I confirm, create a follow-up task for each owner, due tomorrow.”
Link support cases to contacts and accounts in Zoho CRM
“Find Cases with no contact or account. Match each one to a contact by the reporter’s email, and set the contact and that contact’s account. Show me the ones you cannot match.”
faq
Frequently Asked Questions
What is the Zoho CRM AI Assistant?
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.
Does it work with Zoho Desk?
No. These use cases work on the Cases module inside Zoho CRM. The assistant does not read or change Zoho Desk tickets.
Will it change my cases?
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.
Can it be wrong?
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.
Will it work on my Zoho CRM edition?
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.
Want to ask something?
Write to the team at hello@zsetup.com.