Exploring the Benefits of Circuits in Zoho CRM for Business Automation

Exploring the Benefits of Circuits in Zoho CRM for Business Automation

by | May 30, 2023 | zoho

Introduction:

Customers often face challenges when extending their CRM functionality. In this blog post, we will explore how Circuits in Zoho CRM offer a solution to streamline business processes and enhance salesforce automation.

Why Circuits in Zoho CRM?

Circuits in Zoho CRM provide a powerful way to extend CRM functionality while maintaining meaningful integration. With an easy-to-use drag-and-drop interface, Circuits allow business users to create step-functions effortlessly. Let’s delve into the benefits of using Circuits for business automation.

  1. Low-code Development: Circuits offer a visual drag-and-drop interface, making it accessible even to users with minimal coding knowledge. Experience the ease of creating circuits without extensive coding requirements.

  2. Developer-friendly: With Circuits, developers can focus on business logic rather than worrying about managing parallel processes, service integrations, failures, or logs. Circuits simplify the development process and allow developers to build powerful workflows quickly.

  3. Orchestrate CRM Functions: Integrate various CRM functions seamlessly within Circuits, enabling you to connect multiple third-party apps with Zoho CRM. By writing functions once and orchestrating them in Circuits, you can address diverse business needs efficiently.

  4. Automate IT and Business Processes within CRM: Create circuits and associate them with workflows, blueprints, or buttons to automate your entire business process. With high availability, scalability, and fault tolerance, Circuits ensure consistent workflow performance.

Sample Business Scenario:

Payment Processes-Let’s explore a sample business scenario to understand how Circuits can be applied effectively. Consider a scenario where, upon winning a deal, you need to send a payment link and generate an invoice upon successful payment or resend the link if the payment fails. Here’s how Circuits can streamline this process:

  1. Parse Deal Details and Send Payment Link: Create a function within the circuit that fetches the deal record details, extracts the email ID, retrieves the appropriate payment URL, and sends it to the deal.

  2. Check Payment Status and Update CRM: Add a function that checks the payment status, updates the relevant CRM fields, and generates an invoice upon successful payment. If the payment fails, the function resends the payment link to the deal.

Why Circuits are Necessary in this Scenario: Circuits offer the ability to orchestrate functions in a specific order, streamlining the flow of logic and ensuring error handling. Additionally, Circuits provide a single editable space, allowing for a comprehensive overview of the circuit configuration, easy issue identification, and modification.

Conclusion:

Circuits in Zoho CRM offer a powerful solution for business automation. Take advantage of low-code development, seamless integration, and the orchestration of CRM functions to streamline your business processes. Explore the possibilities that Circuits offer and unlock the full potential of Zoho CRM.

Other examples of actions that can be performed with Circuits:

  • Generate reports automatically, track inventory, fulfill orders, and generate receipts.
  • Update deal details in a sheet, calculate commissions based on revenue and update the information back in CRM.
  • Manage users, send custom push notifications based on specific conditions, and handle user-generated files in applications automatically.
Once you enable Circuits for your Zoho CRM account, you can access it under: Setup > Developer Space > Circuits
Help Documentation
Contact Us for assistance with Circuits
Embracing AI for Business Growth: View the Keynote for Cisco

Embracing AI for Business Growth: View the Keynote for Cisco

by | May 6, 2023 | AI, artificial intelligence, Thought Leadership

Artificial Intelligence (AI) has become an indispensable component of modern business strategies. Companies of all sizes are capitalizing on AI’s potential to foster growth, enhance innovation, and drive progress. Our recent “Unleashing the Power of AI for Growth” keynote covered an array of topics, including AI’s first and second-order effects, its impact on jobs and workforce, and strategies for startups and established corporations to navigate the AI revolution. This blog post highlights the key insights from the keynote and offers an exclusive opportunity for our website visitors. Be sure to watch the full keynote video included at the end of the post!

Section 1: Understanding AI’s First and Second-Order Effects

AI’s influence extends beyond automating tasks and refining customer experiences. In the keynote, our expert speaker emphasized the significance of recognizing AI’s first-order effects, such as productivity enhancements and cost reductions, as well as second-order effects like transforming entire industries and generating new business models. This comprehensive perspective on AI’s impact is vital for businesses to unlock their full potential.

Section 2: Navigating AI’s Impact on Jobs and the Workforce

The rise of AI has sparked concerns about job displacement and workforce evolution. The keynote explored the positive and negative effects of AI on employment, stressing the importance of upskilling, reskilling, and fostering new opportunities in the AI-driven future.

Section 3: The AI Revolution: Implications for Startups and Corporates

AI’s transformative power affects both startups and established organizations, reshaping their operations and innovation processes. Our speaker discussed strategies for startups to leverage AI’s capabilities and seize emerging opportunities, as well as ways in which large enterprises can drive innovation through AI adoption and collaboration.

Section 4: Preparing for a Future Driven by AI

The keynote underscored the importance of proactive thinking and strategic planning for an AI-powered future. The speaker provided actionable steps for businesses to evaluate their readiness for AI adoption, build a diverse AI team, collaborate with AI experts, and invest in AI research and development.

Section 5: Adopting a Strategic Approach to AI

Implementing AI in business is a nuanced process that varies across organizations. The speaker encouraged listeners to adopt a strategic mindset when integrating AI, aligning its deployment with their organization’s goals and objectives, and ensuring a well-planned and successful implementation.

Section 6: AI’s Pivotal Role in Medical Discoveries

One of AI’s most promising applications is in the realm of medicine. The keynote highlighted how AI is revolutionizing drug discovery, leading to groundbreaking developments in new treatments and therapies for various illnesses, ultimately enhancing healthcare on a global scale.

Conclusion and Exclusive Offer

The “Unleashing the Power of AI for Growth” keynote provided invaluable insights into AI’s potential to transform industries, create new opportunities, and drive innovation. As a special offer for our website visitors, we are providing an exclusive 99% discount on our AI courses. This limited-time opportunity allows you to learn from top experts and propel your organization into the AI-driven future.

Watch the full keynote video below to delve deeper into these insights and learn how you can harness the power of AI for growth in your business.

BabyAGI : Rise of the autonomous AI agents

BabyAGI : Rise of the autonomous AI agents

by | May 3, 2023 | AI, artificial intelligence

We will focus on a fascinating project called BabyAGI, which aims to create a fully autonomous AI agent that can learn from its own experience and generate its own tasks.

What is BabyAGI?

BabyAGI is an open-source platform that draws inspiration from the cognitive development of human infants to facilitate research in various fields, including reinforcement learning, language learning, and cognitive development. The name of the platform comes from the term artificial general intelligence (AGI), which refers to the hypothetical ability of an AI system to perform any intellectual task that a human can.

BabyAGI is a python script which uses OpenAI and Pinecone APIs, and the LangChain framework to create, organize, prioritize as well as the executing of tasks. The process behind BabyAGI is that it will create a task using predefined objectives that are based on the outcome out a previous task. For example, if the objective is to write a blog post about a topic, the initial task could be to generate a title for the post. Then, based on the title, BabyAGI will create new tasks such as writing an introduction, finding relevant sources, adding images, etc. The script will then use OpenAI’s natural language processing (NLP) capabilities to complete each task based on the context and store the results in Pinecone, a vector database server. Finally, BabyAGI will reprioritize the task list based on the objective and the result of the previous task.

Why is BabyAGI important?

BabyAGI is an important project because it demonstrates the potential of autonomous agents, or bots that take an objective you give them and then use it to generate their own set of prompts. Rather than asking a chatbot to perform 10 different steps that lead to developing a business plan or writing a series of articles, you just ask for the end result and leave the software to figure out how to get there. This could save time and effort for users who want to automate their creative or analytical tasks.

BabyAGI is also important because it showcases the power of OpenAI’s API and GPT 3.5 or GPT 4 model, which are some of the most advanced generative AI tools available today. These tools can produce high-quality text on almost any topic, given enough context and guidance. By using these tools in combination with Pinecone and LangChain, BabyAGI can create coherent and consistent outputs that are relevant to the objective.

How to use BabyAGI?

If you are interested in trying out BabyAGI for yourself, you will need to install Python and Git on your PC (the same instructions will likely work on macOS or Linux) and obtain an OpenAI API key and a Pinecone account. You can get a free $18 credit on OpenAI, but if you are serious about your AI, you will end up spending money. You can also get a free account on Pinecone, which allows you to store up to 10 million vectors.

Once you have these prerequisites, you can clone the BabyAGI repository from GitHub and run the script using your terminal or command prompt. You will need to enter your OpenAI API key and Pinecone API key in the .env file before running the script. You will also need to specify your objective and initial task in the babyagi.py file. For example:

objective = “Write a blog post about BabyAGI”

initial_task = “Generate a title for the blog post”

The script will then start running an infinite loop that will do the following steps:

– Pulls the first task from the task list.

– Sends the task to the execution agent, which uses OpenAI’s API to complete the task based on the context.

– Enriches the result and stores it in Pinecone.

– Creates new tasks and reprioritizes the task list based on the objective and the result of the previous task.

You can monitor the progress of BabyAGI by checking your terminal or command prompt output. You can also access your Pinecone dashboard to see what vectors are stored in your database. You will have to manually stop the script by hitting CTRL + C when you think it’s done because if left to its own devices, it will go on generating new tasks forever (and you will run up your API bill).

What are some limitations of BabyAGI?

BabyAGI is an experimental project that is still under development

#babyagi #chatgpt #ai #artificialintelligence

Cisco Artificial Intelligence Exclusive Session : AI’s Game-Changing Impact on Business Growth

Cisco Artificial Intelligence Exclusive Session : AI’s Game-Changing Impact on Business Growth

by | Apr 26, 2023 | AI, artificial intelligence, Thought Leadership

Artificial Intelligence (AI) has become an indispensable component of modern business strategies. Companies of all sizes are capitalizing on AI's potential to foster growth, enhance innovation, and drive progress. Our recent "Unleashing the Power of AI for Growth" keynote covered an array of topics, including AI's first and second-order effects, its impact on jobs and workforce, and strategies for startups and established corporations to navigate the AI revolution. This blog post highlights the key insights from the keynote and offers an exclusive opportunity for our website visitors. Be sure to watch the full keynote video included at the end of the post!

Section 1: Understanding AI's First and Second-Order Effects

AI's influence extends beyond automating tasks and refining customer experiences. In the keynote, our expert speaker emphasized the significance of recognizing AI's first-order effects, such as productivity enhancements and cost reductions, as well as second-order effects like transforming entire industries and generating new business models. This comprehensive perspective on AI's impact is vital for businesses to unlock its full potential.

Section 2: Navigating AI's Impact on Jobs and the Workforce

The rise of AI has sparked concerns about job displacement and workforce evolution. The keynote explored the positive and negative effects of AI on employment, stressing the importance of upskilling, reskilling, and fostering new opportunities in the AI-driven future.

Section 3: The AI Revolution: Implications for Startups and Corporates

AI's transformative power affects both startups and established organizations, reshaping their operations and innovation processes. Our speaker discussed strategies for startups to leverage AI's capabilities and seize emerging opportunities, as well as ways in which large enterprises can drive innovation through AI adoption and collaboration.

Section 4: Preparing for a Future Driven by AI

The keynote underscored the importance of proactive thinking and strategic planning for an AI-powered future. The speaker provided actionable steps for businesses to evaluate their readiness for AI adoption, build a diverse AI team, collaborate with AI experts, and invest in AI research and development.

Section 5: Adopting a Strategic Approach to AI

Implementing AI in business is a nuanced process that varies across organizations. The speaker encouraged listeners to adopt a strategic mindset when integrating AI, aligning its deployment with their organization's goals and objectives, and ensuring a well-planned and successful implementation.

Section 6: AI's Pivotal Role in Medical Discoveries

One of AI's most promising applications is in the realm of medicine. The keynote highlighted how AI is revolutionizing drug discovery, leading to groundbreaking developments in new treatments and therapies for various illnesses, ultimately enhancing healthcare on a global scale.

Conclusion and Exclusive Offer

The "Unleashing the Power of AI for Growth" keynote provided invaluable insights into AI's potential to transform industries, create new opportunities, and drive innovation. As a special offer for our website visitors, we are providing an exclusive 99% discount on our AI courses. This limited-time opportunity allows you to learn from top experts and propel your organization into the AI-driven future.

Watch the full keynote video below to delve deeper into these insights and learn how you can harness the power of AI for growth in your business.

 

Zoho Writer ChatGPT Integration: Streamline Your Writing with the Ultimate AI Writing Assistant

Zoho Writer ChatGPT Integration: Streamline Your Writing with the Ultimate AI Writing Assistant

by | Apr 12, 2023 | AI, artificial intelligence, Digital Skilling, zoho

Zoho received an abundance of requests to integrate its technology with ChatGPT. As a company dedicated to satisfying its users, Zoho immediately began working on the integration. Today, they announced the launch of the ChatGPT extension for Zoho Writer.

By incorporating this extension into your writing process, you can enhance the quality of any content you create, whether it’s a blog post, product description, social media message, or email. With ChatGPT’s assistance, you can guarantee that your content is persuasive, precise, well-structured, and visually appealing.

Don’t hesitate to take advantage of this innovative tool – simply visit Zoho Marketplace to download the Writer’s ChatGPT extension and unlock your full writing potential! By seamlessly integrating ChatGPT with Zoho Writer, you can enjoy an enhanced writing experience that leverages the power of AI.

zoho writer chatgpt 

Curious to know more about the features of this extension? Keep reading!

  1. Collaborate with ChatGPT while you write

This extension integrates the ChatGPT bot directly into the Zoho Writer editor, allowing you to utilize both tools seamlessly in a single window. With ChatGPT at your disposal, you can access its powerful features without ever leaving the Zoho Writer environment.

zoho writer chatgpt 

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  1. Utilize pre-built ChatGPT prompts

With this extension, you don’t have to come up with your own messages to communicate with ChatGPT. Instead, you can choose from a variety of pre-built prompts that are already available within the extension. These prompts provide an efficient and easy way to request assistance from ChatGPT, making your writing experience even smoother.

zoho writer chatgpt 

Punctuate

zoho writer chatgpt 

Rephrase

zoho writer chatgpt 

  1. Seamlessly integrate ChatGPT responses into your Writer document

With this extension, you can interact with ChatGPT and easily incorporate its responses directly into your Zoho Writer document with just one click. This eliminates the need to switch between multiple tabs or to copy and paste responses from the ChatGPT window into your document. By streamlining this process, the ChatGPT extension for Zoho Writer allows you to focus on the task at hand – creating quality content.

 

Furthermore, with Zoho Writer’s real-time collaboration capabilities, you and your team can work together to edit the ChatGPT responses you’ve added to your document. You can also use the built-in workflow to have the final version reviewed and approved by your editors or managers.

  1. Improve your writing skills

By using ChatGPT alongside Zoho Writer’s smart writing assistant, Zia, you can enhance your writing skills and make your content more impactful and concise. For example, you can use Zia to determine the readability score of your content and then use ChatGPT to rephrase your sentences, making them easier to read and understand.

  1. Enjoy comprehensive security

Your Zoho Writer documents are completely secure and will not be shared with ChatGPT. Only the content that you input into the extension will be communicated to the ChatGPT bot, ensuring that your confidential information remains protected.

To get started with this extension, simply visit Zoho Marketplace and install the ChatGPT extension. Follow the provided guide for step-by-step instructions on how to install and use this powerful tool.