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.
Free forever, no cardApproval-first writesNo delete capability
An example conversation, not a live CRM.
what it does
Twenty-three actions. Here is the whole list.
The assistant never gets a general-purpose connection to your CRM.It gets these, and the kind each one belongs to is what decides whether it needs your approval.
- CRM actions, all published
- 23
- Permission modes, server-enforced
- 3
- Ways to delete a record
- 0
- Free messages a month, no card
- 50
23 tools, all of them
- get_modules
- List the modules your org actually has
- get_fields
- Read a module’s fields, including custom ones
- get_users
- Look up users, so an owner can be named
- get_record
- Fetch one record by id
- search_records
- Search any module on your own criteria
- get_related_records
- Follow a record’s related lists
- aggregate_records
- Count and group without exporting a report
- get_timeline
- Read a record’s activity history
- get_deletion_history
- Look up what was deleted — never delete
- get_record_emails
- Read the emails logged against a record
- get_views
- List a module’s saved views
- get_tags
- List a module’s tag vocabulary
- get_layouts
- List layouts and their required fields
- get_attachments
- List the files attached to a record
- read_attachment
- Read an attachment’s text
Runs immediately in every permission mode.
not in the registry
- delete_recordNo tool can remove a record. Not gated — absent.
- bulk_deleteNo mass delete — of one record or of fifty.
- delete_moduleNothing can change your CRM’s shape.
- export_allNo bulk export of your database.
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.
Approve each write
DefaultReview every proposed CRM change before it happens.
The write waits on an approval card.
Full access
Writes happen automatically without asking you first.
The write runs, then shows you what it did.
- Enforced by the API, not the panel
- Email always asks, even on Full access
- 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.
pricing
Start Free. Upgrade only when you need more messages.
Free includes 50 messages every UTC calendar month with no card. Every plan includes the same safety controls and the same supported actions.
Free
For trying the assistant at your own pace.
50 messages / mo
$0/ month
Start freeFree forever, no card
- 50 messages each month
- All supported CRM actions
- Approval controls
Pro
For reps who use the assistant every day.
500 messages / mo
$23/ month
Choose ProBilled monthly
- 500 messages each month
- All supported CRM actions
- Approval controls
Enterprise
For teams that need more than Pro.
Custom messages / mo
Custom
Contact salesQuoted per organization
- A message allowance sized to your team
- All supported CRM actions
- Approval controls
faq
Before you connect your CRM
What can the assistant do in Zoho CRM?
Twenty-three actions, and the “what it does” section lists every one of them by name. Fifteen read — search and aggregate any module, follow related lists, read timelines, record emails and attached documents, list saved views, tags and layouts, and look up what was deleted. Seven write — create records and notes, update fields on one record or on a set of up to fifty, convert a lead, change an owner, and manage tags. One reaches outside the CRM: sending an email, which always waits for your approval. 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 tool that deletes a record, singly or in bulk, and no export.
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, and sending email asks in every mode.
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?
A message is one request you send to the assistant. Free includes 50 messages each UTC calendar month forever with no card. Pro is a monthly Stripe subscription with 500 messages, and Enterprise is a custom allowance we quote per organization.
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 Free, and keep approval over every CRM write.
Free forever, no cardApproval-first writesNo delete capabilityDisconnect Zoho any time