Your Zoho CRM, one request away.

Sixty-six actions, and the “what it does” section lists every one of them by name. Thirty-two 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: profiles, modules, fields, layouts, workflow rules and their usage, automation actions, email templates, webhooks, functions, the Deluge source of a function, what attaches a function to a module, and the layout and validation rules on a layout. Ten write — create records and notes, update fields on one record or on a set of up to two hundred, put deleted records back, save and change custom views, convert a lead, change an owner, and manage tags. Twenty-two configure — create a custom module, recreate an existing module’s structure as a new one, add custom fields of any common type, 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 what attaches a function to a module; every one of these waits for your approval even in Full access, and none of them deletes anything. One removes: moving records to your Zoho recycle bin, which always waits for your approval even in Full access, and which nothing here can make permanent. One reaches outside the CRM: sending an email, which also always waits. 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.

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.

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, deleting records, and changing CRM configuration ask in every mode.

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.

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.

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.

Every new account gets 14 days of Pro 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 Pro'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; Pro is a monthly Stripe subscription with 5x the Free usage, and Enterprise is sized per organization. The pricing page publishes roughly how many requests each covers.

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.

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.